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How-to guides for Car Storage Software

Practical guides for setting up your facility, managing cars and customers, and running day-to-day operations.

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Cars

Cars overview

Understand the vehicle workflows available from the Cars section of the dashboard.

The Cars section is the operational center of your facility dashboard. Every vehicle your team stores, services, or tracks lives here as a car record — connecting the vehicle to its owner, parking spot, billing history, activity, documents, photos, and notes.

What you will accomplish

After reading this overview and the linked guides, you and your team will know how to:

  • Find any vehicle quickly from the Cars page.
  • Keep vehicle details, customer links, and parking assignments accurate.
  • Run intake, inspection, and service work using events and photo sessions.
  • Review the Activity Feed, notes, and photos before talking with a customer.

When to use the Cars section

  • A vehicle is arriving for storage, service, or consignment and needs a record before work starts.
  • Someone asks where a car is parked or who owns it.
  • You need to document intake, inspection, delivery, or other work with photos and a timeline.
  • Plate, VIN, insurance, or customer details changed and the record must stay accurate for billing and messages.
Cars section in the dashboard sidebar showing the vehicle list with columns for make, model, year, and more
The Cars page is accessible from the main sidebar and shows every vehicle in your facility at a glance.

Before you start

  • You can sign in to the dashboard and open Cars from the left sidebar.
  • Your facility has at least one customer in Contacts when you plan to link owners to vehicles.
  • If you will assign parking spots, your team has set up spots or zones in Parking Spots.

What you can do from Cars

  • Add a car — create a vehicle record with or without a photo walkthrough so your team can start tracking it immediately.
  • View and edit vehicle details — update make, model, year, color, VIN, license plate, insurance, mileage, fuel level, declared value, tags, and customer ownership from one detail page.
  • Move a car — assign or change the vehicle's parking spot, zone, or vendor location so the record matches the physical floor plan.
  • Look up by VIN — on a phone, tap Scan in the bottom bar to open a record from the windshield barcode.
  • Track parts — log aftermarket parts, modifications, and accessories with photos and costs on the car record.
  • Create events and tasks — schedule work, log a quick task, start a quick photo session, or upload a document from the Add menu on a car record.
  • Review market trends — when your facility uses Classic.com, see Market Data on the car record next to declared value.
  • Scan plan health from the list — turn on the Service column on the Cars page to see which vehicles have plan work due.
  • Review activity history — see every past and upcoming event, status change, and note in the Activity Feed. For a searchable full timeline, see Review car activity, notes, and photos.

Quick links by job

I need to…Open this pageStep-by-step guide
Add a car that just arrivedCarsCreate New CarAdd a car
Park a car from the floor mapParking Spots → click a spotMove a car (from the map)
Find a car by plate or customerCarsSearchFind and filter cars
Scan a VIN on the lot (phone)Bottom bar → ScanLook up a car by VIN
Answer "where is this car?"Open the car → check Zone: or Spot: at the topMove a car
Move several cars quicklyMove CarUse the Move Car page
Update plate, VIN, insurance, or ownerOpen the car → Vehicle DetailsView and edit vehicle details
Record insurance or registration datesOpen the car → Insurance / RegistrationTrack insurance and registration on a vehicle
List consignment or inventory for saleOpen the car → For SaleList a vehicle for sale on your marketplace
Log a quick reminder for the teamOpen the car → AddQuick taskStart a car session
Upload insurance or registrationOpen the car → AddUpload documentStart a car session
Check if plan work is overdueCarsService columnFind and filter cars
Schedule intake, detail, or pickupOpen the car → AddCreate eventStart a car session
See what happened at intakeOpen the car → Activity Feed and NotesReview car activity, notes, and photos
Research a long vehicle historyCar → View all on Activity FeedView full vehicle activity history
Log installed upgrades or partsOpen the car → Parts in Vehicle DetailsTrack parts, modifications, and accessories
Remove a mistaken duplicate recordCar detail → scroll to Danger ZoneDelete a vehicle record

Finding cars quickly

The Cars list supports search, filters, and two view modes so you can find the right vehicle fast:

  • Search — type any part of the make, model, year, VIN, plate, stock number, or customer name. The search bar may show removable chips for parts of your query (such as a year).
  • Table view — a sortable table with columns you can show or hide. Turn on Inline edit only when you mean to change fields directly in the list.
  • Card view — a responsive grid of vehicle cards with thumbnail photos. Useful on tablets or when you recognize cars by photo.
  • Filters — narrow the list by facility location, make, model, color, year range, for sale status, insurance status, service plan, and tags.
Cars list in table view showing columns for make, model, year, declared value, color, plate, location, and customer
The Cars table view with sortable columns and filter controls.

To open a car, click View in the Actions column (or click the vehicle row when inline edit is off).

Helpful terms

These words appear often on car records. Knowing them helps your team talk about the same thing:

TermWhat it means
Car recordThe full page for one vehicle—details on the left, Activity Feed and Notes on the right.
SessionA structured workflow tied to an event (intake, inspection, delivery, and so on). You complete photos, readings, and checklists inside a session.
EventA scheduled or in-progress piece of work on the calendar. It appears as a row in the Activity Feed.
Quick taskA fast internal reminder on a car—not a full calendar appointment with photos.
Quick photoA photo walkthrough that starts right away without scheduling a time slot first.
Inline editA table mode on the Cars list that lets you change fields in the list. Turn it off when you want clicking a row to open the full record.
ZoneA general parking area (for example Outdoor Lot). The car is in that region but may not have an exact numbered spot.
SpotOne numbered parking position on your floor plan (for example A1).
Activity FeedThe timeline on the right side of a car record—every event, parking move, and status change for that vehicle.

The car detail page

Click any vehicle to open its detail page. This single page is the source of truth for everything about the car.

On wide screens, the page is split into two main areas:

  • Vehicle Details (left) — specs, customer, insurance, registration, service plans, marketplace listing, photos, and readings.
  • Activity Feed and Notes (right) — timeline of work plus internal team notes.

At the top of the page you will also see:

  • Back — return to the Cars list.
  • Zone:, Spot:, At vendor:, or Assign location — open the parking assignment dialog.
  • Add — menu with Create event, Quick task, Quick photo, and Upload document (upload requires a linked customer).
  • Market Data — inside Vehicle Details, optional Classic.com price trends when your facility enables them.
  • Adjust / Change Photo — update the banner image when a photo exists.
Car detail page showing the header banner, Vehicle Details section, and Activity Feed on the right
The car detail page keeps vehicle information, activity, and notes on one screen.
Activity Feed on a car detail page showing scheduled, in progress, and completed events
The Activity Feed on the right shows every event, parking move, and status change for this vehicle.

How-to guides

  1. Add a car

    Create a new vehicle record with or without a photo intake walkthrough. Read the guide →

  2. Import vehicles from a spreadsheet

    Upload many vehicles at once from a CSV or Excel file and link them to customers. Read the guide →

  3. Find and filter cars

    Search by customer, plate, year, make, model, VIN, or tag. Adjust filters, views, columns, and inline editing so the Cars list shows what you need. Read the guide →

  4. Look up a car by VIN

    On a phone, tap Scan in the bottom bar to open a record from the windshield VIN—or start a new intake when the car is not on file yet. Read the guide →

  5. View and edit vehicle details

    Update vehicle information, customer ownership, insurance, registration, declared value, readings, and service details from one car record. Read the guide →

  6. Assign service plans on a vehicle

    Connect recurring care packages so your team sees what work is due. Read the guide →

  7. Link recurring billing to a vehicle

    Show which monthly storage or membership charge belongs to this car. Read the guide →

  8. Review Classic.com market data on a vehicle

    Read price trends and fix the market chart when it points at the wrong vehicle type. Read the guide →

  9. Move a car

    Assign or change a vehicle's parking spot or zone inside your facility. Read the guide →

  10. Send a car to a vendor location

    Record when a vehicle is at an outside shop or partner. Read the guide →

  11. Use the Move Car page

    Reassign spots from a focused page when you are walking the lot or following a link with the car already selected. Read the guide →

  12. Track parts, modifications, and accessories

    Log aftermarket parts and upgrades with photos and costs so your team shares one inventory list per vehicle. Read the guide →

  13. Start a car session

    Schedule an event, run a quick photo session, or continue work already shown in the Activity Feed. Read the guide →

  14. Manage vehicle photos

    Set the banner image, add quick photos, and browse the full gallery. Read the guide →

  15. Review car activity, notes, and photos

    Read the vehicle timeline, internal notes, and photo sections so your team understands what happened and what should happen next. Read the guide →

  16. View full vehicle activity history

    Search and filter the complete activity timeline when the short feed on the car page is not enough. Read the guide →

  17. Delete a vehicle record

    Permanently remove a car that was created by mistake. Use only when history should not be kept. Read the guide →

Recommended order for new teams

If your facility is just getting started with vehicle records, use this order:

  1. Add your first cars

    Create records with Add a car, or import many at once with Import vehicles from a spreadsheet. Link each vehicle to the correct customer in Contacts when you can.

    Expected result: Every vehicle in your building appears on Cars with year, make, model, and (when possible) a linked customer.

  2. Assign parking spots

    Place cars on your floor plan with Move a car so everyone knows where vehicles are parked.

    Expected result: The header button shows Zone: or Spot: and the Parking Spots map matches the real floor.

  3. Run intake or inspection sessions

    Document condition and readings with Start a car session.

    Expected result: The Activity Feed on each car shows completed work with photos and statuses—not only paper notes.

  4. Keep records current

    When details change, use View and edit vehicle details. Attach care packages with Assign service plans on a vehicle and monthly charges with Link recurring billing to a vehicle. When you need history or photos, use Review car activity, notes, and photos and Manage vehicle photos.

    Expected result: Your team can answer customer questions from the record instead of searching email or clipboards.

Related guides outside Cars

Cars work connects closely with other parts of the dashboard:

Common mistakes to avoid

  • Do not leave Inline edit turned on on the Cars list after you finish quick edits—rows may not open the full record when you click them.
  • Do not forget to update the parking assignment when a car physically moves. The map is only useful when it matches reality.
  • Do not assume a note was sent to the customer. Notes on the car record are usually for your team only.

Troubleshooting

What success looks like

When your Cars section is working well:

  • Every vehicle in your building has a car record with correct year, make, model, and customer link.
  • Parking spots on car records match where cars actually sit on the Parking Spots map.
  • Intake and service work show up in the Activity Feed with clear statuses—not only on paper clipboards.
  • Your team can find any car in seconds using search or filters on Cars.

What to do next

If a vehicle is arriving today, start with Add a car. If you are migrating from another system, start with Import vehicles and photos from a spreadsheet. If you already have records but need to find one quickly, open Find and filter cars.