Setting up the system for Rostering
Car Profiles
To create company cars that you can allocate to staff, create a client profile for each car. You can name the car whatever you wish. Suggestion might be First Name Car and Surname as the Rego number ex: Car WUH 890.
A package will have to be created to attach to the car as well. This could just be a Car package.
The car profile should be marked as not for billing.
Service Types
Create a service type for Car pick up and Car Drop off.
Rostering
Roster staff to the car they are to use at an appropriate pick up time prior to their first appointment and an appropriate drop off time following their last appointment.
Management of asset
You could ask staff to add the odometer reading into the notes in the Pick up and Drop off appointments to assist with tracking if you wish.