Customers

The Customers section allows you to search, create, edit and delete customer information.

Searching for customers

To search for customers, type in the search bar on the top navigation bar. You can search customers by name, email, phone number, address, or car information like make, model and even VIN number. Just type in the search field and press enter.

Adding a customer

On the customer list view, at the top right corner, click on Add Customer to add a new customer into your database.

You can enter your customers information in the form:

• Basic Information

  • Name

  • Company

  • Email

  • Phone Number

• Address

• Car

  • Year

  • Make

  • Model

  • Engine

  • VIN

  • Tag (plate)

Tags

You can add custom tags to organize your customers according to your shop's needs. You can edit tag colors in the Tags section.

Details View

The customer detail view displays all the customer information including invoices and how much that customers has spent to this date (invoices that made it all the way to paid status).

Edit Customer Information

From the detail view, click on Edit, this will take you to the Customer edit view, which is the same as the customer add view, but with all the information filled. Click on Update when the necessary changes are complete.