Vehicle Data

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NGR004

 

Adding a new vehicle

To create a record for a new vehicle, you may select the Add button.  It is not necessary to add vehicles here because the procedure can be done quite easily while writing a workorder.  However, sometimes it is desirable to add vehicles to the listing prior to performing any services on them.

 

Deleting a vehicle

By selecting the Delete button when a service vehicle is highlighted in the browse section, you can remove the vehicle from the listing.  This is not a recommended procedure, however.  This removes only the record for the vehicle, and none of the workorders associated with the vehicle.  Deleting a vehicle gains very little space, and virtually no performance enhancement.

 

Searching for a vehicle

The Locate button will provide a variety of ways to look up a specific vehicle.  Select your option and enter the first few letters of the information on which you are searching.

 

Saving your changes

Whenever you make changes, be sure to select the Save button to save your work.  Failing to do so will mean that your changes will not be written to the permanent record.

 

The Data Screen

The following information is tracked on each service vehicle.

 

License

The license is a key field, and links the vehicle to the workorder.  The system will protect the current license.  If you change the  entry, it will  verify the modification, and then change the value  throughout the system wherever the old license exists.  It must do  this to preserve the integrity of your records, and be sure that all  histories are maintained properly.

 

ID #

The ID is unique, and unchanging, for the vehicle, and is known as the VIN.  This is the vehicle serial numbers.

 

The Auto Shop Writer utilizes an automatic VIN decoder for  automotive vehicles.  Based on  established standards, the code carries the year, make, and model of  the vehicle, and may optionally include other information.  When defined in the code, the values will be  automatically decoded, and entered into the appropriate fields, when  the workorder is first written.  Use of the lookup icon next to the VIN will also trigger the decoder.  Be sure to read the manual section under Interfaces about Carfax, then activate the agreement, to use the supplied VIN decoder.  You can see more about this option in the Interface Products section ( click here )

 

Make

This field contains the name of the manufacturer of the service vehicle.

 

Model

This contains the manufacturer's model name for the specific vehicle

 

Submodel

This field contains the manufacturer's sub-model name for the specific vehicle

 

Year

The system will track the year in which the vehicle was  manufactured.  The first field provides for the model year, and the second field provides for the month/year of actual production.

 

Account

By entering an account number in the field, the system links the service vehicle to a specific customer.  If you wish to move the vehicle to a new customer, simply change the number to match the new client's account.

 

** SPECIAL NOTE **  When a vehicle is sold, and you service it for the new owner, create an account for the client, and change the  number in this field.  If the client already is in your file, just  change this account number to the alternate client's.  All records  will be handled properly, and no data will be lost.

Last Service / Inspect / Odometer

The system will automatically update the last service date and  meter from the most current workorder.

 

Often vehicles should be inspected on a regular basis.  You can use the Inspection  Date field to enter when the vehicle is next due for such a check.  You can use this date effectively to remind clients that you can provide the service they need.  This may take the form of a flyer,  letter, or postcard reminder.  They should be sent out one month  prior to when the service is due.   This date is usually an annual event, separate from the periodic maintenance schedules.

 

Color

The color of the service vehicle may be desired information, and can be placed in this field.

 

Style

You can use this field to describe the construction style of this vehicle.  With vehicles, you might describe it as a 2 door, 4 door, or hatchback.

 

Engine

This space is provided for notes about the engine type.  It is  suggested that the manufacturers model number be included.  Most repaired items have some type of engine or motor.

 

Transmission

This will provide detail on the type of transmission shipped on this vehicle.

 

Tire

The first two digits will provide the factory specified wheel size, and the remaining code represents the tire size the manufacturer provides.

 

Detail

This space is provided for additional brief information about the service vehicle not covered in the other fields.  The VIN decoder will automatically populate this field with important data.

 

Code

The VIN decoder will provide an APAA compliant code for this specific vehicle.  It should not be altered because it can speed up the interface with other catalog and labor products.

 

Carfax OK ?

This will default to True and information on the service of this vehicle ( includes the type of service, and odometer reading, but no client or pricing info ) will be accumulated and passed to Carfax via an internet connection.  If you must exempt this vehicle from that reporting, unclick the field and save the record.  Use of the Carfax vin decoder is made available in exchange for this data.  A vehicle should not be exempted unless you have a specific directive from the owner, and it should be a rare exception, not a general policy.

 

Detail Button

This button should be used if you are not running the VIN Decoder.  You can select the vehicle year, make, model, and submodel and it will automatically populate the fields in the vehicle record.  This list is very comprehensive, and using it means you will have consistency on vehicle's when performing reports and lookups.