View and edit vehicle details

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.

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.

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.

Open the car record
Go to Cars and open the vehicle you want to update.
Scroll to Vehicle Details
On the car detail page, scroll until you see the heading Vehicle Details.
Review the sections before editing
Vehicle Details can include identifying information, customer connection, recurring plan, service plans, insurance and registration, declared value, battery information, tire pressure, fuel level, and odometer.

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

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....
Enter the correct information
Type the new value, choose an option, or select a date depending on the field.
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.
Confirm the field now looks right
Read the updated value on the page. This is the easiest time to catch a typo.

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

Find the Customer area
In Vehicle Details, look for the customer section. It may show the customer's name, company, and email.
Select the correct customer
Click the customer field and search for the owner, manager, or main contact for the car. Choose the correct customer from the list.
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.

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

Find Insurance & Registration
In Vehicle Details, scroll to Insurance & Registration.
Fill in the policy details
Add the insurance company, policy number, policy holder, and policy expiration date when you have them.
Add plate, registration, and inspection dates
Add each expiration date your facility tracks. These dates make reports and reminders more useful.
Check the Cars list later
The Cars page can show insurance expiration and other columns, so your team can find records that need attention.

Declared value and vehicle readings help your facility understand risk, storage needs, and service history.

Use Declared Value 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.

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.

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.