The Vehicle Document Wallet
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Pika Notion
A lost Title means a lost sale.
Whether you are managing a dealership fleet or just your family vehicles, keeping track of physical paperwork is a headache. Insurance cards expire, registrations get lost in the mail, and Titles get buried in a desk drawer.
The Vehicle Document Wallet is your secure digital backup. It connects your specific vehicles to their critical documents so you always have the PDF when you need it.
π οΈ Whatβs Inside?
This template uses 2 Interconnected Databases to keep you compliant:
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Vehicle Registry:
- A master list of your cars (VINs, License Plates, and Specs).
- Quickly copy/paste VINs for insurance quotes or parts ordering on the go.
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Document Vault:
- Expiry Alerts: Set dates for Insurance and Registration. The system automatically flags documents as π΄ Expired or π’ Active so you never get fined.
- File Storage: Upload PDFs or photos of Titles, Bills of Sale, and Receipts.
- Smart Search: Find "That insurance card for the Honda" in seconds.
π‘ Why use this?
- For Dealers: Keep a digital backup of every Title you hold. If the paper gets lost, you have the proof.
- For Turo/Fleet Hosts: Manage registration renewals for 5+ cars without a spreadsheet.
- For Families: Ensure every driver has access to the insurance card on their phone.
π Paperwork Organized? Now let's make money. This template stores the documents. To track the costs, sales, and profit margins of these vehicles, you need the complete business system.
[Get the Car Dealership OS β]
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