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Getting Started
Manage Customers, Vehicles, & Tire Sets
Add a New Customer, Vehicle, and Tire Set
Add a New Customer Navigate to the Customers page. Search the customer name or VIN to see if the customer and/or vehicle already exists. If the ...
Edit a Vehicle
1. To edit a customer's vehicle information, navigate the the customers profile page. 2. Click on the white ••• menu located on the vehicle pane...
Delete a Vehicle
The Super User or Admin role is required to delete a vehicle. 1. Navigate to the Customers page and search for the customer by name, VIN, Tire Barcod...
Delete a Tire or Tire Set
Super Users and Admins can delete a whole tire set or individual tires when they are on VEHICLE and not attached to an open appointment. Delete a Tire Set...
Transfer a Tire Set
If a customer has multiple vehicles, Super Users and Admins can transfer a tire set from one vehicle to another. 1. Search for the appropriate custome...
Transfer a Vehicle to a Different Customer
Super Users and Admins can transfer a vehicle and its associated tire sets from one customer to another. 1. If a customer profile does not exist for t...
Delete a Customer
Users must be assigned a Super User or Admin role to delete customers. 1. Navigate to the Customers page and search for the customer by name, VIN, et...