Assets & Vehicles

How to add a vehicle

3 min read·Beginner

Adding a vehicle to CRMit keeps its registration, mileage and maintenance history in one place, so you can see the whole picture at a glance and stay on top of MOT and service dates. Here is how to add one.

  1. Open the Vehicle List

    From the CRMit menu on the left, open Vehicle and choose Vehicle List. This shows all the vehicles you have already added.

  2. Create a vehicle

    Choose the option to add a new vehicle. A form opens where you can capture its details.

  3. Add its registration and details

    Fill in the key details for the vehicle:

    • Enter the registration so it is easy to identify.
    • Add the make, model and any other details that help you recognise it.
  4. Record mileage and maintenance

    Record the current mileage and any maintenance information, such as service and MOT dates, so you can keep the vehicle roadworthy.

  5. Save the vehicle

    Click Save to add the vehicle to your list. It is now on record and ready to update as things change.

Tip: Keep MOT and service dates here so nothing lapses, and you always know when a vehicle is next due some attention.

What's next

Once your vehicles are on record, you can pull them together as a fleet and record your other equipment as assets.

Want a hand getting set up?

Book a quick demo and we will show you how to keep your equipment and vehicles organised in CRMit.