Steer and AutoOps continue to optimize vehicle matching over time, however some models may come in un-matched due to the way they were entered on the invoice or appointment. This primarily affects makes with unique model names; such as Mercedes, Lexus, and others that use a combination of letters and numbers in their naming convention.
When looking in Steer, if you notice a customer's vehicle is marked as "Unknown" this may mean the vehicle failed to match to a recognized make/model in the Steer database. This could also mean the vehicle was not entered on the closed invoice.
You can easily manually match this vehicle, or add in a new vehicle, in order for Steer to properly recognize the vehicle year/make/model in regards to customer information and communication.
How to Manually Match Vehicles in Steer
1. Navigate to Settings.
2. Company > Vehicle Matching.
a. On this page, you can view the unknown vehicles. These are vehicles from your shop's invoices that don't match Vehicle Year, Make, and Model in Steer CRM.
3. Click the vehicle you would like to match.
a. You can match the vehicle to an existing Steer CRM Year, Make, and Model or you can create a brand new Vehicle type.
4. To Match Vehicle to an existing Steer CRM Year, Make, and Model, select from the drop downs on the screen. Save your new match.
5. To create a brand new vehicle type in Steer, select Save as New Vehicle.
a. Fill out the corresponding fields.
b. Save.
Steer will now save and remember this vehicle type for this customer. This ensures that all of their customer information and correspondence regarding the vehicle is correct.
Please reach out to Customer Support if you have any questions.
- or chat with our team via the Steer platform.