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How-to guides for Car Storage Software

Practical guides for setting up your facility, managing cars and customers, and running day-to-day operations.

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Cars

Find and filter cars

Search, filter, and adjust the Cars list so you can quickly find the right vehicle record.

Use the Cars page when you need to find a vehicle record quickly.

This guide shows you how to search, filter, switch views, choose table columns, and use inline editing safely.

When to use this guide

Use these steps when:

  • A customer calls and you need to open their car record.
  • A teammate asks where a car is parked.
  • You want to see only cars that match a certain make, year, tag, location, insurance status, or service plan status.
  • You want the Cars table to show the information your team uses most.

Before you start

  • You should be signed in to the dashboard.
  • Open Cars from the left sidebar.
  • If you are looking for one car, have one helpful detail ready, such as the customer name, plate number, year, make, model, VIN, or stock number.
Cars page showing a table of vehicle records with columns for photo, make, model, year, value, color, license plate, state, location, parking spot, insurance expiration, and customer name
The Cars page shows every vehicle your facility tracks. Use the search box, filters, and columns to narrow the list.

Search for one car

  1. Click the Search box

    At the top of the Cars page, click the box labeled Search.

  2. Type what you know

    Type one or more details about the car. You can search for a customer name, make, model, year, VIN, license plate, stock number, or other visible car detail.

    Good searches include:

    • Porsche 911
    • 1995 Porsche 911
    • AIR993
    • Alex Morgan
  3. Review the filtered list

    The table updates to show matching cars. If you typed a year, the page may show it as a separate search chip. A chip is a small label that shows one part of your search.

  4. Open the record

    When you see the right car, click the row or the View action to open the car detail page.

Cars page filtered to a 1995 Porsche 911 search result
Search is the fastest way to find a known car, especially when you know the year, make, model, plate, or customer.

Use Filters & Settings

Filters help when you want a group of cars, not just one record.

  1. Click Filters & Settings

    On the Cars page, click Filters & Settings near the top-right area of the list.

  2. Choose the view you want

    Use Table when you want columns, sorting, and editable fields.

    Use Card when you want a more visual view with larger vehicle cards.

  3. Choose useful columns

    Click Columns to show or hide table columns. This keeps the table focused on the information you need today.

    For example, a storage team may want Parking Spot, Insurance Exp, and Customer Name visible. A service team may want Service, Mileage, and Last Event visible.

  4. Add field filters

    Use the filter fields to narrow the list. You can filter by details such as make, model, color, plate state, year range, for-sale status, insurance status, service plan status, or tags.

  5. Close the panel when you are done

    Click outside the panel or press Esc. The list keeps your selected filters until you clear them or leave the page.

Filters and Settings panel on the Cars page showing Table, Card, Columns, facility, field filters, inline edit, and tags
Filters & Settings lets you choose the view, columns, filters, and inline editing option for the Cars list.

Use Card view when photos help you recognize cars

Card view is helpful when you are walking the lot, checking vehicles visually, or working on a tablet.

  1. Open Filters & Settings

    On the Cars page, click Filters & Settings.

  2. Choose Card

    Select Card instead of Table. The list changes to larger cards with vehicle photos when a photo is available.

  3. Close the panel

    Press Esc or click outside the panel. The Cars page stays in card view until you switch back to table view.

    Expected outcome: Each car appears as a card you can tap or click to open the full record.

Cars page in card view showing vehicle cards with photos, make, model, year, and customer information
Card view is useful when your team recognizes vehicles by photo instead of reading a long table.

Turn on inline edit only when you mean to edit

Inline edit lets you update certain car fields directly from the table. This can save time, but it also changes real records.

  1. Open Filters & Settings

    Click Filters & Settings on the Cars page.

  2. Turn on Inline edit

    Use the Inline edit switch. The helper text explains that inline edit is for the table view.

  3. Edit one field at a time

    Click the field you need to update, make the change, and wait for the save confirmation before moving to another field.

  4. Turn Inline edit off when finished

    This helps prevent accidental changes when you are only trying to open a car record.

What success looks like

After using search or filters:

  • You can see the car or group of cars you need.
  • The table columns show the information that matters for your task.
  • You can open the correct car record without guessing.

Common mistakes to avoid

  • Do not search with too many details at once if nothing appears. Start with one strong detail, such as plate number or customer name.
  • Do not leave filters on if the list looks unexpectedly short. Open Filters & Settings and clear any filters you no longer need.
  • Do not leave Inline edit on after you finish editing.

Troubleshooting

What to do next

After you find the correct car, open it and review or update the record using View and edit vehicle details.