Use the car detail page when you need to review or update information about one vehicle.

This guide explains how to edit the Vehicle Details section, why each group of fields matters, and how to avoid common record mistakes.

What you will accomplish

You will update the fields on one car record so the vehicle can be identified, billed, insured, and serviced correctly.

Expected outcome: The car detail page shows saved values your whole team can trust—especially customer ownership, plate and VIN details, insurance dates, and odometer or fuel readings.

When to use this guide

Use these steps when:

• A car record is missing a plate, VIN, color, trim, stock number, or key number.
• A vehicle changes owners or needs to be linked to the correct customer.
• Insurance, registration, inspection, or plate expiration dates need to be updated.
• The declared value, odometer, fuel level, battery notes, or service plan information needs review.

Before you start

• Open the correct car from the Cars page. If you need help finding it, use Find and filter cars.
• Have the correct information ready before editing. For example, use the registration, insurance card, customer message, or intake paperwork.
• Make sure you are allowed to edit car records. If a field is locked or missing, ask a team admin for help.

Update the banner photo (optional)

The large photo at the top of the car page is what teammates often see in Card view on the Cars list.

1. Open the car record

   Go to Cars and click View on the vehicle.

2. Add or change the banner photo

   If the car has no banner image, click Add Thumbnail on the photo area. If a photo already exists, use Change Photo or Adjust (to reposition how the image is cropped).

   Expected result: The banner shows the vehicle image you chose. The same thumbnail can appear on car cards in the list.

Open Vehicle Details

1. Open the car record

   Go to Cars and open the vehicle you want to update.

   Expected result: The car detail page opens with the vehicle name on the banner and buttons such as Zone: / Spot: and Add.

2. Find the Vehicle Details card

   On the left side of the page (or below the banner on smaller screens), look for the card titled Vehicle Details with the subtitle "Customer, plan, specs, insurance, and registration."

   Expected result: You see labeled sections you can scroll through and click to edit.

3. Review the sections before editing

   Vehicle Details is organized into clear blocks:

   • Vehicle Overview — make, model, year, color, VIN, plate, tags
   • For Sale — marketplace listing (when enabled)
   • Customer — linked owner
   • Payments — recurring billing badge
   • Service Plans — storage or maintenance plans on this car
   • Insurance and Registration — policy and expiration dates
   • Battery Information and Vehicle Readings — odometer, fuel, tire data

   Why this matters: Knowing which block you need prevents changing the wrong field (for example, mixing up insurance dates with registration dates).

Edit a vehicle field

Most fields on the car detail page save one at a time. This helps prevent large accidental changes.

1. Click the field you need to change

   Click the value or empty placeholder for the field. Empty fields may show examples such as e.g. INV-1024, Enter number, or Add policy expires....

2. Enter the correct information

   Type the new value, choose an option, or select a date depending on the field.

3. Save the field

   Use the field's save action, or click away if the field saves automatically. Wait for the update to finish before editing another field.

4. Confirm the field now looks right

   Read the updated value on the page. This is the easiest time to catch a typo.

   Expected result: The field shows your new value without error messages. If the value snaps back, the save did not complete—try again or refresh the page.

Link or change the customer

The customer connection matters because it affects billing, messages, portal access, and the customer's view of the vehicle.

1. Find the Customer section

   Scroll to the CUSTOMER block inside Vehicle Details. It shows the linked customer's name, company, and email when one is connected.

   You can also see the customer name on the car banner above the vehicle title. Click that name to open the customer record.

2. Select the correct customer

   If no customer is linked, the banner may show No customer linked. Click it to search for and choose the owner, manager, or main contact for the car.

3. Confirm the customer details

   Check the name, company, and email. If the wrong customer is selected, invoices, messages, and portal access can go to the wrong person.

   Expected result: The customer name and contact details on the car record match the person who owns or pays for this vehicle.

Keep insurance and registration current

Insurance and registration fields help your team spot expiring paperwork before it becomes a problem.

1. Find Insurance and Registration

   Scroll to the INSURANCE and REGISTRATION blocks inside Vehicle Details.

2. Fill in the policy details

   Add the insurance company, policy number, policy holder, and policy expiration date when you have them.

3. Add plate, registration, and inspection dates

   Add each expiration date your facility tracks. These dates make reports and reminders more useful.

4. Check the Cars list later

   The Cars page can show an Insurance Exp column, so your team can find records that need attention.

   Expected result: Saved expiration dates appear on the car record and, if your team enabled the column, in the Cars table for quick scanning.

Check recurring billing on the car

Inside Vehicle Details, look for the PAYMENTS block.

When a customer should be on monthly storage, confirm the badge matches what your team sold. To set up or change recurring charges, use Manage recurring billing after the car is linked to the right customer.

Review service plans on the car

If your facility uses storage or maintenance plans, the SERVICE PLANS block shows which plans apply to this car.

1. Scroll to Service Plans

   In Vehicle Details, look for SERVICE PLANS with an Edit button when plans can be changed.

2. Confirm the plan matches the customer's agreement

   The plan on the car should match what the customer signed up for. If it looks wrong, ask a manager before changing billing or plan settings.

3. Use Settings when you need to change available plans

   Team admins configure which plans exist under Settings. Staff usually pick the correct plan on the car record rather than creating new plans from this page.

   Tip: Turn on the Service column on the Cars list to see plan health (On track, due, scheduled) without opening every record. See Find and filter cars.

Add or update tags

Some facilities tag cars for marketing, VIP storage, or internal tracking. Tags appear in the Vehicle Overview section.

1. Find the tags field

   In Vehicle Overview, look for Tags. Click Add to attach or create a tag.

2. Choose existing tags or type a new one

   Pick from tags your facility already uses, or type a new label if your team allows it.

   Why this matters: Tags help you filter the Cars list when you need every vehicle in a group—for example, all cars listed for sale or all long-term storage.

3. Save and confirm

   Make sure the tag appears on the record. Then try Find and filter cars with the Tags filter to confirm it works for your team.

List a car for sale (when your facility uses marketplace)

Some teams sell vehicles on a public marketplace page. Inside Vehicle Details, look for the FOR SALE block.

1. Open the car record

   Go to Cars and open the vehicle you want to list.

2. Find the For Sale section

   Scroll to FOR SALE inside Vehicle Details. If you do not see it, your facility may not have marketplace selling turned on—ask an owner or admin.

3. List or update the listing

   When a car is listed, you may see View listing, Unlist, or Mark as sold. Follow the on-screen steps to publish or update the listing with clear photos and pricing.

   Expected result: The car appears when you filter the Cars list by for sale, and customers can find it on your public marketplace when publishing is complete.

For public page setup, see Publish marketplace listings.

Review market data (when your facility uses Classic.com)

Some facilities connect Market Data on a car record to Classic.com price trends. This helps your team talk about declared value and insurance with real market context—not guesses.

1. Scroll to Market Data

   On the car detail page, inside Vehicle Details, scroll until you see the MARKET DATA heading.

   Expected result: You see a chart area, a market average line, or a message that market data is still loading.

2. Read what is on screen

   When data loads successfully, you may see:

   • A market average or trend chart for similar vehicles
   • A link to open the matching market on Classic.com (opens in a new browser tab)
   • Your facility's Declared Value (USD) compared to market movement

   Why this matters: If a customer asks whether their declared value is reasonable, your team can point to the same market chart instead of searching the web separately.

3. Edit the market source (admins and editors only)

   If the chart shows the wrong vehicle segment, click the small pencil icon next to MARKET DATA.

   In the Edit Classic market source window:

   1. Paste the Classic.com market page URL (the page with the live chart for that exact sub-market).
   2. Click Load taxonomy from URL so make, model, generation, and trim fill in the same way Classic.com labels them.
   3. Adjust any fields if needed, then save.

   Expected outcome: The chart refreshes for the correct vehicle segment. This step is usually done once per car type, not every day.

Update declared value and readings

Declared value and vehicle readings help your facility understand risk, storage needs, and service history. Look for VEHICLE READINGS and related fields inside Vehicle Details.

• Use Declared Value (USD) for the value your facility should use for insurance and reporting conversations.
• Use Odometer to record mileage from intake, inspection, or service work.
• Use Fuel Level when your team tracks fuel during intake, delivery, or storage checks.
• Use Battery Information for battery tender instructions, battery location, or special handling notes.

What success looks like

After updating Vehicle Details:

• The car can be identified without walking the floor.
• The correct customer is connected to the car.
• Insurance, registration, value, and readings are current enough for your team's daily work.
• Other teammates can trust the record when they search, invoice, schedule, or move the car.

Common mistakes to avoid

• Do not guess a VIN, plate, or expiration date. Leave the field blank until you have the correct information.
• Do not change the customer unless you are sure the car should belong to that customer record.
• Do not use internal shorthand in customer-facing fields. Use clear names and values.
• Do not edit several fields quickly without checking whether each one saved.

Troubleshooting

What to do next

After the car details are accurate, you can move the car, start a car session, or review car activity, notes, and photos.