Creating a Document
- Click the + or Create New Document button.
- Add a customer - From the document screen:
- Click +Customer
- Search for an Existing Customer or click + New Customer.
Fill out or verify customer information.
- Note: Last name is required.
- Click +Customer
- Add a vehicle - From the Customer & Vehicle Information menu:
- Choose a vehicle that has been previously assigned to the customer or click + New Vehicle.
If + New Vehicle was selected:
- Search by Year, Make Model, engine or VIN.
- Use License Plate lookup (Available to Shop Manager users who have enabled myCARFAX services).
- Enter License Plate number and registration State to decode vehicle.
- Select options from the Year, Make, Model dropdown.
- Choose a vehicle that has been previously assigned to the customer or click + New Vehicle.
- Fill in any additional vehicle information as necessary then click Apply to add the customer and vehicle information to the estimate.
- Click Add Inspection.
- Select one or multiple inspections then click Apply.
