Learn how to effectively use the Vehicle View in ShopController to manage vehicle information, service history, financial records, and more.
Accessing Vehicle Information
- Viewing All Vehicles: In your account, you will see a list of all vehicles. This is the default view when you access the 'Vehicles' section.
- Archived Vehicles: To view vehicles that have been archived:
- Click on the drop-down menu to select 'Archived Vehicles'.
- From here, you can find and reactivate archived vehicles if needed.
Vehicle Detail Page
When you select a specific vehicle, such as a 2011 Honda Civic, you'll be taken to its detail page, which includes:
Basic Vehicle Details
- At the top of the page, you'll find essential information about the vehicle.
- Repair Guides: If a VIN number is linked to the vehicle and you have the necessary account features, complete repair guides are available.
- Editing Details: Click on the pencil icon to edit basic details like the VIN number, license plate, or to add a photo of the vehicle.
Vehicle History and Financial Overview
- Service Records: View the service history and the status of each service.
- Financial Records: Below the service records, there's a financial overview showing invoices, estimates, and payments related to the vehicle.
- This section provides insights into what the customer has paid for and the vehicle's service history frequency.
Vehicle Ownership and Contact
- See who currently owns the vehicle and change ownership if necessary using the link icon.
- Contact the owner directly from this page.
Deferred Services
- This section lists services that were quoted to a customer but not completed.
- You can keep these quotes on record for future reference by adding them as deferred services.
Additional Features
Activity Tab
- Add internal comments about the vehicle.
- Tag team members in comments for collaborative communication.
- Record specific details about the vehicle, like special care instructions for a unique paint job.
Property Tab
- Access additional vehicle properties not displayed by default to avoid clutter.
- These properties range from body make and serial to warranty and tire size.
- Utilize these properties for reporting, invoicing, and other extended features available in the app.
This detailed guide should help you navigate the vehicle view in Shop Controller, ensuring you can manage your vehicle-related tasks efficiently and effectively.