Courtesy Cars

Overview

The Courtesy Car feature allows your shop to manage and track shop-owned loaner vehicles provided to customers.

⚙️ Note: This feature must be activated by Nexsyis Support before it can be used.

Permissions Required

About Courtesy Cars

A Courtesy Car is a loaner vehicle owned by the shop.

• If a Courtesy Car has a Date Out but no Date In, it is considered in use and cannot be assigned to another Folder.

Courtesy Car Setup

1. Go to Setup ▸ Company ▸ Courtesy Cars.

2. Click New at the bottom of the screen.

3. Enter the following information:

   • Name

   • VIN

   • License

   • Year, Make, and Model

   • Location (the shop location it belongs to)

4. Click Save.

Assigning a Courtesy Car to a Folder

1. Open the desired Folder.

2. Select the Courtesy Car tab.

3. Click New on the button bar.

4. Choose a Courtesy Car from the list.

   Only Courtesy Cars that are not currently in use will appear in the list.

5. Enter:

   • Date Out

   • Mileage Out

   • Fuel Out

6. Click Save

Once assigned, the Courtesy Car is reserved for that Folder and will remain unavailable to others until a Date In is entered.

Marking a Folder Total Loss that has a Courtesy Car will automatically enter the Date In when the Folder is marked Total Loss.

If the customer should remain in the courtesy car after the Folder is marked total loss, remove the Date In from the Courtesy Car. This will reassign the car to the Folder.

Viewing Courtesy Car Status & Updating Activity

1. Open Operations ▸ Courtesy Cars.

2. The list displays all Courtesy Cars.

   • The Folder # column indicates if a car is currently in use.

3. Select a vehicle and click Activity to:

   • Mark the car as Currently Unavailable (removes it from selection).

   • Mark Has Snow Tires.

   • Record Activity Details such as maintenance dates or notes.

Viewing Courtesy Car History

To review Courtesy Car usage and activity, run the report:
Reporting ▸ Reports ▸ Operations ▸ Courtesy Cars