Loaner Fleet Setup & Check-Out Workflow
Add your loaner fleet inventory, manage dealer plates, and walk through the check-out and return workflow.
Add your fleet vehicles
Navigate to Loaners in the main nav, then open the Fleet tab. Click + Add Vehicle to add each loaner car. You'll enter the year, make, model, and stock number.
Add fleet vehicle form
Add your dealer plates
Open the Dealer Plates tab and click + Add Plate. Enter each plate number. Plates track independently from vehicles — you can see which plates are in possession vs. on an active loaner vs. lost.
3
In Possession
2
On Loaner
0
Lost
Check out a loaner to a customer
From the Active Loaners view, click + Check Out. Fill in the customer's name, select a fleet vehicle, and set the out date and expected return date. Mileage is optional but recommended.
Check-out form
Monitor active loaners & overdue alerts
The dashboard automatically flags loaners past their expected return date in red. A badge in the header shows the overdue count at a glance.
Active loaners with overdue flag
Return a loaner
Open the active loaner card and tap Return Vehicle. Enter the actual return date and mileage-in. The fleet vehicle's status switches back to Available and the loaner moves to history.