Create a Loan Car Booking

Loan CarsUpdated 23 Sep 20261 min read

This article shows you how to book a loan car against a customer's job so the vehicle is reserved, the customer's details are captured and the return date is tracked in the Loan Car Diary.

THIS FEATURE IS AVAILABLE FOR GOLD & PLATINUM CUSTOMERS ONLY

To Create The Loan Car Booking:

1. When you are in the Customers booking click on the 'Action Star' and 'Create Loan Car';

Workshop Software screen showing when you are in the customers booking click on the ' action star ' and ' crea...

2. Start typing the rego number in the 'Search Loan Vehicles'

Workshop Software screen showing start typing the rego number in the ' search loan vehicles '

3. Enter the 'Start Date/Time' and 'Return Date/Time' and click 'Create';

Workshop Software create a loan car booking showing ' start date/time ' and ' return date/time ' and click ' create '

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