Use the Create event home page

Use this guide when you sign in and land on Create event, or when front-desk staff need the fastest way to start vehicle work without opening the full Schedule calendar first.

The Create event page is the large-button home screen at the top of the sidebar. It helps your team pick what kind of work is happening (drop-off, detail, pickup, and more), choose the vehicle or customer, and continue into photos, checklists, or scheduling.

What you will accomplish

You will open Create event, pick an event type or workflow, connect the right car or customer, and continue into the next step your facility uses for that job.

Create event page showing a grid of large event type cards such as Vehicle Drop Off, Dealer Service, and Vehicle Pick Up — Each card is one kind of work your facility tracks. Tap the card that matches what is happening right now.

When to use Create event vs Schedule

Create event (Create event) is best when someone is starting work right now — a car just arrived, a detail is beginning, or a team member is walking through a workflow with photos and checklists.

Schedule (Schedule) is best when you are planning ahead — booking next Tuesday at 2 PM, moving an appointment, or reviewing the whole week.

Many teams use Create event dozens of times per day and open Schedule when they need the calendar view.

Before you start

You are signed in as a staff user (not a customer portal login).
For vehicle work, the car should already exist in Cars. If not, add it first with Prepare your first customer and car.
For customer-only visits, the contact should exist in Contacts.
Your facility owner should have set up event types in Settings > Events & schedule. If the card grid looks empty, finish that setup first.

Open Create event

Find Create event in the sidebar
Look at the top of the left sidebar. Below your facility name, you should see a large Create event button with a plus (+) icon.
You can also open the page directly at Create event.
Expected result: The page title at the top says Create Event and you see a grid of colored cards.
Read the subtitle
Under the title, the page shows Select an event type or workflow to get started until you pick a card.
Why this matters: This confirms you are on the starting screen, not inside an active job yet.

Pick an event type card

Each card is one event type your facility configured — for example Vehicle Drop Off, Dealer Service, Vehicle Pick Up, or Customer Visit.

Choose the card that matches the job
Click the card that best describes what is happening.
Example: a collector just dropped off a Ferrari for storage → choose Vehicle Drop Off.
Expected result: The page moves to the next step. The subtitle changes to Creating followed by the event name.
Use Back if you picked the wrong card
If you clicked the wrong card, click ← Back to Selection near the top left.
Expected result: You return to the full card grid without saving anything.

Pick a workflow card (if your facility uses workflows)

Some facilities also show workflow cards in the same grid. Workflows have a small branch icon in the corner and show how many steps they include.

Workflows are multi-step checklists — for example a full intake process with photos, condition notes, and parking assignment.

Click the workflow card
Choose the workflow your manager trained you to use for that job.
Expected result: You see the workflow name, description, and a Start Workflow button.
Click Start Workflow
Press Start Workflow to begin the step-by-step screen.
Expected result: The app opens the workflow page where you complete each step in order.

Connect the vehicle or customer

After you pick an event type, the page asks for the record that work belongs to.

Create event page after selecting an event type, showing Event Type banner, Search Vehicle field, and Continue button — Vehicle events ask you to **Search Vehicle**. Type a plate, make, model, or VIN — then pick the correct car from the list.

Vehicle events — search for the car
When the page shows Search Vehicle, type part of the license plate, make, model, or VIN.
Click the matching car in the dropdown.
Why this matters: Linking the right vehicle keeps photos, parking, invoices, and history on one record.
Expected result: The search box is replaced by a summary showing year, make, model, plate, and color. An X button lets you clear and search again.
Customer visits — search for the contact
Some event types ask for Select Customer instead of a vehicle. Search by name, email, or company and pick the correct person.
Expected result: The customer name appears in a summary box before you continue.
Choose options when shown
Some event types show extra choices below the search — for example which service package or appointment option applies.
Pick the option your facility uses for this visit before continuing.
Click Continue
When required fields are filled in, the Continue button at the bottom becomes active. Click Continue.
Expected result: The app opens the next screen — often a photo walkthrough, checklist, or scheduling step depending on how your facility configured that event type.

Important words in plain English

Event type — A labeled kind of work (drop-off, pickup, detail, customer visit). Each type has its own card color and rules.

Workflow — A fixed list of steps your team follows in order. Workflows appear as separate cards with a branch icon.

Search Vehicle — Finds cars already in your facility’s records. It is not for adding a brand-new car from this screen.

Continue — Moves you into the operational screen (photos, forms, or scheduling) for the event you started.

Common mistakes to avoid

Troubleshooting

What to do next

Learn the rest of the sidebar
Read Learn the dashboard for a tour of Cars, Contacts, Schedule, Payments, Parking, and more.
Plan future appointments
When you need a calendar instead of starting work now, read Schedule overview.
Set up event types (managers)
Facility owners configure which cards appear here. Start with Events overview.