Automotive Workshop

The registration plate. Everything else, the VIN, make, model, year, colour, odometer, owner and rego expiry, is optional and can be filled in later. Go to Vehicles, then Add vehicle. Service history, rego reminders and inspections all hang off the vehicle record, so adding it first saves re-keying the same details three times.

Three times per vehicle: 30 days, 14 days and 3 days before the expiry date on the record. They go by SMS and email to the owner contact on the vehicle. Record the rego expiry and the CTP expiry on the vehicle and the reminders schedule themselves. The article "Set up the Rego and CTP Reminder Workflow" walks through it.

Yes, through a CSV import. Go to Vehicles, then Bulk Import, and paste the rows or upload the file. Headers are matched automatically against the names that common exports use, so the file usually needs no hand-editing first. Registration is the only required column. Up to 2,000 rows per import, and a row whose rego already exists on your account is skipped rather than overwritten.

In one place, once. New automotive jobs and invoices then fill the per-hour rate in from there, so a quote written on Friday uses the same rate as one written on Monday. The article "Set your workshop labour rate" shows where it lives and what it flows into.

Yes. The fleet customer portal gives a fleet account a self-serve view of its service history and rego alerts, and lets it book the next service online. That is the phone call asking when a ute was last serviced, answered without you. See "Fleet Customer Portal setup and rollout".