Vehicle Tab

Retail

Displays a list of the customer’s retail vehicles (such as cars, pick-up trucks, and minivans).

Commercial

Displays a list of the customer’s commercial vehicles (such as dump trucks, buses, and fork lifts).

Year

Displays the model year for the vehicle.

Make

Displays the make for the vehicle.

Model

Displays the model for the vehicle.

Unit #

Displays the unit number the customer has assigned to the vehicle.

License

Displays the license-plate number for the vehicle.

Mileage

Displays the last ending mileage entered for the vehicle.

Site

Displays the site number for the location where the vehicle was added.

VIN

Displays the vehicle’s identification number.

Find Vehicle

Lets you look for a vehicle on the list by make, model, or license plate number.

Search

Lets you activate the search for a vehicle.

Active Only

Displays only the active vehicles on the customer’s vehicle list.

Checklist

Lets you access the recommended service checklist for the selected vehicle.

CARFAX History

Lets you access service and repair history that CARFAX has collected for the selected vehicle.

Other Checklist

For future use.

Add

Lets you add a new vehicle for the customer.

Edit

Lets you change information for the selected vehicle.

Delete

Lets you delete a vehicle from the list that is not already associated with an invoice, work order, or quote.

Transfer

Lets you move the history for a vehicle from the selected customer to another customer. After a transfer, the sales history for the transferred vehicle still appears in the original customer’s historical ledger.

Combine

Lets you combine the history for two vehicles when there are multiple listings for the same vehicle.

History

Displays a list of all the items sold to the customer and the corresponding invoices for the selected vehicle.

Expense

Lets you generate a vehicle expense report for the selected vehicle.