Linking Vehicles to Customers

Linking Vehicles to Customers

Connect vehicles to customers to track ownership and make job creation easier.

From the Customer Profile

1. Open the customer's profile
2. Scroll to the Vehicles section
3. Click Link Vehicle
4. Search for the vehicle by registration
5. Select the relationship type:
   • Owner - The customer owns the vehicle
   • Driver - The customer drives but doesn't own it
   • Billing Contact - Bills go to this customer
6. Click Link