TABLE OF CONTENTS



Setup a Loan Car


In the top left, click the dropdown arrow beside your company name and select Setup:


Scroll down the list, and click Loan Cars (pretty close to the bottom of the set up list):




Click the + Icon at the top right:

Give the loan car an Identifier and Description of your choosing (I went with rego, and colour/model) then click Save



You can remove Loan Cars in the future by coming back to this screen and ticking the Not Active box

Checking Loan Car Availability


We have provided a new Loan Car Diary, you access this by clicking the Loan Car Diary icon within a job:


or clicking the Loan Car Diary icon within the Workshop Diary:


The Loan Car Diary displays as below, listing all Loan Cars and their availability in the current week:

You can use the left and right arrow icons to navigate to different date ranges or enter a specific start date of the week you wish to check.


Booking Out a Loan Car


Using a Loan Car is easy, simply use the Loan Car dropdown menu when creating a booking/job to select the appropriate Loan Car:


From within a job, you can click the print icon and the Loan Car Agreement form is available to print. 


However, first we recommend you set this up to suit your needs and add in your own specific terms, read how here: [webSAM] Printing Loan Car / Courtesy Car Agreement



Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket