For auto businesses, you can add a vehicle to a client record from the Clients tab.
To add a vehicle. simply:
- Navigate to Clients
- Search for the desired client
- Open the profile
- In the top right, select Add Vehicle button
- Enter the vehicle year, make, model, and engine type
- Save your changes
The vehicle information will now be displayed on the primary client's profile.
To add additional vehicles:
- Expand the "All Vehicles" menu in the top right
- Click on the "New Vehicle" option
- Enter the vehicle year, make, model, and engine type
- Save
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