Step 1: Add Vehicle
Go to the Customers tab and select the company you want to add the vehicle to
(If itβs a new company, click New Customer first)
Click the Add Vehicle button on the right side
Step 2: Enter Vehicle Information
Fill out the vehicle details (make, model, unit number, etc.)
Entering the VIN number will automatically decode and populate the year, make, and model
This saves time and helps ensure accuracy.
Step 3: Select Vehicle Type and Tracking Options
Choose the vehicle type: Truck, Trailer, or Other
Toggle Track Miles or Track Hours if you'd like to log this info each time a service is performed
Note: Youβll be asked to enter updated miles or hours during each service check-in.
Step 4: Add Company Information
Enter a Unit Number if your company uses internal vehicle IDs
Choose whether the vehicle contact is a Carrier or an Owner Operator
If Owner Operator is selected, you can add new contact info here
Click Save to finish adding the vehicle
Step 5: Edit Vehicle Details
To edit a vehicle later, go to the company in the Customers tab
Select the vehicle and click the Edit button on the right side
Update details as needed using steps 2β4 above