How to schedule a service for a vehicle?

Prerequisites: Before proceeding with creating a service, it's essential to ensure that your Partners/Service Provider details are uploaded onto the system. Follow the provided steps (1-3) to input your Partner information. If you've already completed this step, please proceed to Step 4.

Step 1 : Locate and click on "Partners" on the left pane on the Car and Van Rental Software.

Step 2 : Click on "Create", and fill in all the details of the Service Provider.

Step 3 : Fill in the details of the Service Provider and click on “Save”. 

Now, to schedule a service vehicle, follow the below steps

Step 4: Click on “Fleet” on the navigation pane on the left, locate and click on “Service” in the drop down.

Step 5 : Click on “Create”.

Step 6: Fill in the basic information of the Service provider and the vehicle.

Step 7: Now, scroll down the same page to find “Job Sheet”, where you can add service details of vehicles and their respective amounts. Similarly, you can also upload Insurance details, Purchase order or other related documents on service. This step is not mandatory.

Step 8: Click on “Save” once you have filled in all desired details.

Step 9: You should have now successfully created a service schedule for the vehicle.

Step 10: To mark the scheduled service as in service, select 'Mark in Service' option.

Step 11: Once the service is complete, to mark the service as complete and to make the vehicle available for hire, click the toggle 'in service'

Alternatively, you can schedule a service from the vehicle scheduler.

If you've any questions or issues, please email support@coastr.com, we're happy to help. If you found this article useful then please vote below, it helps us massively. Thank you!