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Adding Coverage to a Vehicle Record

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Use the Coverage page of a vehicle record to record any warranty, service, and maintenance plans that cover the vehicle.  

To add coverage to an inventory or customer vehicle record, follow these steps:

Step 1. While in the vehicle record, click the Coverage button in the horizontal bar below the Vehicle Summary Card. The Coverage page of the record opens.

vehicle_coverage_page.jpg

Step 2. Use the Warranty card to enter a Warranty Plan Name, Warranty Provider, and Warranty Plan Description. You'll also enter the Contract Number, Term-Months, covered Mileage, the Effective Date and End Date for the contract, and a Deductible if applicable. 

Use the Add (blue + button) and Remove (gray - button) buttons in the upper-right corner of the card to add or remove warranty plans. 

Step 3. If the vehicle has service plan coverage, use the Service Plan card to enter the necessary information. Enter the Service Plan Name, Service Provider, and Service Plan Description. You'll also enter the Contract Number, Term-Months, covered Mileage, the Effective Date and End Date for the contract, and Deductible if applicable. 

Use the Add (blue + button) and Remove (gray - button) buttons in the upper-right corner of the card to add or remove service plans. 

Step 4. Use the Maintenance Plan card to enter any maintenance plans by which the vehicle is covered. Enter the Maintenance Plan Name, Maintenance Provider, and Maintenance Plan Description. You'll also enter the Contract Number, Term-Months, covered Mileage, the Effective Date and End Date for the contract, and Deductible if applicable. 

Use the Add (blue + button) and Remove (gray - button) buttons in the upper-right corner of the card to add or remove maintenance plans. 

Step 5. Click Save. A green "Success" message verifies that your changes have been saved.

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