Managing customers and vehicles
Keep a persistent record of your repeat customers and their vehicles, linked to every job card and reminder.
Why this matters
Customer and vehicle records let you look up a repeat customer's full history - every job card and service reminder tied to them - instead of starting from scratch every visit.
Adding a customer
From the Customers page, add a name, phone, and optional email and notes. You can add multiple vehicles (make, model, year, VIN, plate number) under the same customer.
Searching
The Customers page has a search box to quickly find an existing customer by name - useful once your list grows beyond a handful.
Where this connects
A customer/vehicle can be linked directly when creating a job card or a service reminder, so your records build up automatically as you work.
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