Documentation

How-to guides for Car Storage Software

Practical guides for setting up your facility, managing cars and customers, and running day-to-day operations.

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Cars

Cars overview

Understand the vehicle workflows available from the Cars section of the dashboard.

The Cars section is the operational center of your facility dashboard. Every vehicle your team stores, services, or tracks lives here as a car record — connecting the vehicle to its owner, parking spot, billing history, event activity, documents, photos, and notes.

Cars section in the dashboard sidebar showing the vehicle list with columns for make, model, year, and more
The Cars page is accessible from the main sidebar and shows every vehicle in your facility at a glance.

What you can do from Cars

  • Add a car — create a vehicle record with or without a photo walkthrough so your team can start tracking it immediately.
  • View and edit vehicle details — update make, model, year, color, VIN, license plate, insurance, mileage, fuel level, declared value, and customer ownership from a single detail page.
  • Move a car — assign or change the vehicle's parking spot or facility zone so the record always matches the physical floor plan.
  • Start a session or event — kick off an intake, inspection, delivery, photo walkthrough, or any custom event type your team has configured.
  • Review activity history — see every past and upcoming event, session, and status change on the car's timeline.

Finding cars quickly

The Cars list supports search, filters, and two view modes so you can find the right vehicle fast:

  • Search — type any part of the make, model, year, VIN, plate, stock number, or customer name. The search bar parses your query and shows removable filter chips for detected tokens like year.
  • Table view — a sortable, column-customizable table with inline editing support. Show or hide columns for declared value, insurance expiration, service plan status, parking spot, customer phone, and more.
  • Card view — a responsive grid of vehicle cards with thumbnail photos, useful on smaller screens or when browsing visually. See Find and filter cars for how to switch views.
  • Filters — narrow the list by facility location, make, model, color, year range, for-sale status, insurance status, service plan, and tags.
Cars list in table view showing columns for make, model, year, declared value, color, plate, location, and customer
The Cars table view with sortable columns and filter controls.

The car detail page

Click any vehicle to open its detail page. This single page is the source of truth for everything about the car:

  • Header — vehicle title, thumbnail photo, and quick-action buttons for Assign location (parking) and Event (schedule a new event).
  • Vehicle Activity — a timeline of all past and upcoming events, sessions, and status changes.
  • Notes — internal team notes visible only to staff.
  • Photos — the latest photos from walkthroughs and sessions, with a full gallery view.
  • Vehicle Details — all identifying information (make, model, year, VIN, plate, color, trim, stock number, key number), customer link, service plans, insurance, declared value, fuel level, mileage, and market data.
Car detail page showing the header with action buttons and the vehicle activity timeline
The top of the car detail page shows the vehicle name, action buttons, and activity history.

How-to guides

  1. Add a car

    Create a new vehicle record with or without a photo intake walkthrough. Read the guide →

  2. Find and filter cars

    Search by customer, plate, year, make, model, VIN, or tag. Adjust filters, views, columns, and inline editing so the Cars list shows what you need. Read the guide →

  3. View and edit vehicle details

    Update vehicle information, customer ownership, insurance, registration, declared value, readings, and service details from one car record. Read the guide →

  4. Move a car

    Assign or change a vehicle's parking spot or zone when it moves within your facility. Read the guide →

  5. Start a car session

    Begin an intake, inspection, delivery, photo walkthrough, or custom event for a vehicle. Read the guide →

  6. Review car activity, notes, and photos

    Read the vehicle timeline, internal notes, and photo sections so your team understands what happened and what should happen next. Read the guide →

Recommended order for new teams

If your facility is just getting started with vehicle records, use this order:

  1. Add your first cars

    Create records with Add a car. Link each vehicle to the correct customer in Contacts when you can.

  2. Assign parking spots

    Place cars on your floor plan with Move a car so everyone knows where vehicles are parked.

  3. Run intake or inspection sessions

    Document condition and readings with Start a car session.

  4. Keep records current

    When details change, use View and edit vehicle details. When you need history, use Review car activity, notes, and photos.