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DealerTeam

Create a Service Vehicle

First Step

If by looking up the service vehicle by the last six numbers of the Vin Number you do not find it you can create one by the following steps. 

On the Create New bar on the main screen, click on the drop down arrow to pull up your options. Select Service Vehicle.  

If by looking up the service vehicle by the last six numbers of the Vin Number you do not find it you can create on by the following steps. 

 

Second Step

If you have a Vin number you can add it in the Vin field and click next. This will decode the from the Vin year, make, and model. If you don't have a Vin Number skip to If No Vin Present.

If you have a Vin number you can add it in the Vin field.

The Vin Decoder decodes Year Make and Model, but sometimes you will need to select the Trim level. Click on the correct Trim Level.

 

When the trim level is selected the Vin Decoder will populate all the standard equipment that was originally on the vehicle. Below this will have the optional equipment that was available on this vehicle. Select optional equipment if desired.  Click Save.

If No Vin is Present.

If no Vin is present you can proceed to create a service vehicle. Click on No Vin Present and fill out as much information as you have and click save and Skip to the Third Step. All fields are optional, and you can still proceed to create a service appointment or a Service Repair Order.

Third Step

Click on the lookup icon in the Veh Owner Account field to open a window to select the vehicle owner. If the owner of the vehicle does not have an account you can add New from the lookup window and create an account.  

 

You have just created a Service Vehicle and can now schedule a service appointment or create a new repair order with the customer and the vehicle information already created.