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.

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