> ## Documentation Index > Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Assign service plans on a vehicle > Connect recurring care packages to a car so your team knows what work is due and when. Service plans are recurring **check** packages your facility sets up in Settings—for example monthly engine starts, tire-pressure readings, or a quarterly Internal Service visit. Use this guide when a car should follow one of those packages. Assigning a plan on the car record helps your team see what is **on track**, **due**, or **scheduled** without opening every event by hand. ## What you will accomplish You will open a car record, choose one or more service plans, set a start date for each, and save so the plan appears on the vehicle and in the **Service** column on the [Cars list](https://www.carstoragesoftware.com/dashboard/cars). **Expected outcome:** The **Service Plans** section on the car shows the plan name, start date, and a red/green list of checks (last done and next due). The Cars list can show **On track**, **due**, or **scheduled** when you turn on the **Service** column. ## When to assign a service plan * A customer signs up for monthly or quarterly care on a stored vehicle. * You need the schedule to auto-generate future service events from a package your manager already built. * You want staff to see at a glance whether plan work is overdue before calling the customer. **Plans must exist in Settings first** If no plans appear in the dropdown, an admin needs to create them under [Settings > Operations](https://www.carstoragesoftware.com/dashboard/settings/operations). See [Set up vehicle service plans](/docs/settings/set-up-vehicle-service-plans). ## Before you start * The **car record** exists on [Cars](https://www.carstoragesoftware.com/dashboard/cars). * At least one service plan is active in [Settings > Operations](https://www.carstoragesoftware.com/dashboard/settings/operations). * You know the date care should start (often the storage start date or intake date). Service Plans section showing Premium Collector Care with a completed tire pressure check and a due engine start *The **Service Plans** block lives inside Vehicle Details. Green means a check is done. Red **Due** means work is waiting.* ## Step 1: Open the car record Go to [Cars](https://www.carstoragesoftware.com/dashboard/cars) and open the car. Use [Find and filter cars](/docs/cars/find-and-filter-cars) if you need help searching. In the **Vehicle Details** card on the left, scroll to the **Service Plans** heading. **Expected result:** You see either assigned plans, "No service plans assigned," or an **Edit** button on the right. ## Step 2: Enter edit mode Click **Edit** in the top-right corner of the **Service Plans** section. **Expected result:** The section shows dropdowns for **Plan**, **Start date**, and buttons to add or remove rows. Service Plans section in edit mode showing Premium Collector Care selected, start date, Add plan, Save Plans, and Cancel *Click **Edit**, choose a **Plan**, then click **Save Plans**. Some plans use the day the car arrived and cannot change the start date.* ## Step 3: Choose a plan and start date Open the **Plan** dropdown and choose the care package for this vehicle—for example **Premium Care** or **Basic Storage Maintenance**. **Why this matters:** Each plan includes a list of recurring **checks** (engine start, tire pressure, event types, or custom work) and how often they are due. Event-type checks also schedule calendar visits. Picking the wrong plan tracks the wrong work. After you save, some checks show a **Log** button so staff can mark work done without opening a full event. Choose **Start date**—usually the day storage or care begins. If the plan is marked **Only while the car is in the facility**, the start date is filled from the day the car was added to a spot or zone and cannot be edited here. **Expected result:** Future service events calculate from this date forward. Facility-only plans stay paused when the car is off-site. Click **Add plan** to assign a second package. Remove a row with the trash icon if you added one by mistake. **Tip:** Most vehicles use one plan. Only add a second when your facility sells stacked packages. ## Step 4: Save and verify Click **Save Plans**, then **Cancel** or click outside the section to leave edit mode. **Expected result:** The plan name, start date, and due/not-due checks appear in read-only view. Reading checks can show a small history graph. Staff can log a boolean check or start the mapped event type. Return to [Cars](https://www.carstoragesoftware.com/dashboard/cars). Open **Columns** and turn on **Service** if it is hidden. **Expected result:** The row shows **On track**, a due count, or a scheduled count for this vehicle. Open [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and look for upcoming events generated from the plan. **Why this matters:** Confirms the plan is creating real appointments your shop can see. Cars list showing three collector cars including a Huracan with one due service check and Premium Collector Care *After you save, the [Cars](https://www.carstoragesoftware.com/dashboard/cars) list can show **due** work in the **Service** column and the plan name in **Service Plans**.* ## See plan health from the Cars list You do not have to open every car record to learn which vehicles need plan work. Go to [Cars](https://www.carstoragesoftware.com/dashboard/cars). Click **Filters & settings**, open **Columns**, and turn on **Service**. **Expected result:** Each row can show **On track**, a due count, or a scheduled count. Look for **due** badges (for example **2 due · Engine start by Sep 20**). Open that car's record to see which check is due. **Why this matters:** Front desk staff can spot overdue care during a quick morning scan of the list. Cars table with the Service column enabled showing On track and due badges for vehicles with service plans *The **Service** column is optional. Turn it on when your team relies on recurring care packages.* ## Common mistakes to avoid * Do not assign a plan before the car record and customer link are correct—billing and messages use those records. * Do not forget the **Start date**. Without it, the system may show "start date not set." * Do not assign the same plan twice on one car. The dropdown prevents duplicate plans in edit mode. ## Troubleshooting **No plans in the dropdown** Ask an admin to create or activate plans in [Set up vehicle service plans](/docs/settings/set-up-vehicle-service-plans). **Service column shows Due but I do not see an event** Built-in and custom checks (engine start, tire pressure, mileage) can be due without a calendar appointment. Open the car record to log the check or start a mapped event. Event-type checks still appear on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule). **I need to stop care on this vehicle** Edit the **Service Plans** section, remove the plan row, and click **Save Plans**. Past completed work stays in the **Activity Feed**. ## What to do next * When plan work is due, log the check on the car or run [Start a car session](/docs/cars/start-a-car-session). * Keep tire and mileage numbers current with [Record battery care and vehicle readings](/docs/cars/record-battery-care-and-vehicle-readings). * Filter the Cars list by **Service plan** to find vehicles with or without plans—see [Find and filter cars](/docs/cars/find-and-filter-cars). * If monthly storage is separate from care plans, link recurring billing with [Link recurring billing to a vehicle](/docs/cars/link-recurring-billing-to-a-vehicle). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.