Use this guide when a customer record needs the right cars and paperwork connected before billing, portal access, or service work.

You will link vehicles and documents to one customer so your team and the customer portal show the correct information.

Linking cars helps your team know who owns each vehicle, schedule the right work, send accurate updates, and show the correct vehicles in the customer portal. Linking documents keeps contracts, agreements, and uploaded files in the same place as the customer history.

Before you start

• The customer record must already exist in Contacts.
• The car must already exist in Cars, unless you plan to add it from the Cars area first.
• Have any PDF files, signed agreements, or other documents ready if you plan to upload documents.
• Make sure you are linking records to the correct customer, especially if two customers have similar names.

Open the customer record

1. Go to Contacts

   Open the Contacts page.

2. Find the customer

   Use the Search field to search by name, email, phone number, or company.

3. Open the detail page

   Click the customer row or click View Details.

Link a car to the customer

Scroll to the Customer's Cars section.

1. Click Assign Car

   In the Customer's Cars section, click Assign Car.

2. Search for the car

   In the Assign Car to Customer dialog, click Search and select a car... and type the make, model, year, VIN, or license plate.

3. Choose the correct car

   Select the car from the search results.

   If the car is already assigned to another customer, pause and confirm whether you are correcting ownership or choosing the wrong vehicle.

4. Click Assign Car

   Click Assign Car to save the link.

If the car does not exist yet

If you cannot find the car in the search field, create the car first.

1. Open Cars

   Go to Cars.

2. Add the vehicle

   Follow Add a car to create the vehicle record.

3. Return to the customer

   Go back to the customer record in Contacts.

4. Assign the car

   Use Assign Car in the Customer's Cars section.

Link or upload documents

Customer documents can include storage agreements, signed contracts, insurance files, liability waivers, and other paperwork.

1. Open the customer detail page

   Find the customer in Contacts and open the record.

2. Find the documents area

   Scroll to the Documents & Contracts or document section on the page.

3. Add the document or contract

   Use the available button to upload a file, create a contract, or attach an existing document.

4. Check the document name

   Use a clear name, such as "Storage Agreement - Alex Morgan" or "Insurance Card - Porsche 911".

5. Confirm it is attached to the correct customer

   The document should appear in the customer's document list after it is saved.

Check your work

After linking cars or documents, review the customer record:

• The Customer's Cars section shows the correct vehicles.
• The vehicle owner shown on each car is correct.
• Contracts or uploaded files appear under the correct customer.
• Anything the customer should see in the portal is ready before you invite them.

Recommended next steps

After the cars and documents are connected, you can:

• Invite the customer to the portal
• Guide the customer through the portal
• Send a contract for signature
• Create an appointment
• Create an invoice

Troubleshooting