Add an asset

  1. Go to Customers > Assets > "Add asset" in the top right corner to add an asset.

  1. When you enter the VIN, the make, model, and year will be auto-populated.

  1. If applicable, add the asset ID, license plate, and nickname, and select which asset type and configuration it is.

  1. Then click "Add asset"  to finish.

  1. To attach the asset to a customer, open the newly created asset.

  1. Click the ellipses in the top right corner and click "Edit."

  1. Scroll down to Ownership and click "Customer-owned."

  1. Search for the customer name in the "Customer owner" field.

  1. Click "Save changes".

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