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Overview

Use Customers to add and manage your client records. These records connect to vehicles, job cards, and billing.

Open Customers

Manage your customer list.

Add vehicles

Link vehicles to customers.

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List view

  • Actions: New customer, Column manager
  • Search: Find by name, phone, or address
  • Columns: Customer Name, Phone Number, Address
  • Empty state: Shows “No customers” until you add your first record

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Create a customer

1

Start a new record

Click New customer.
2

Enter details

Add the customer’s name, phone, and address.
Keep addresses consistent for better invoice formatting.
3

Save

Save the customer to make it available for vehicles and job cards.
You can now attach vehicles and create job cards for this customer.

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Manage columns

Use Column manager to show or hide fields and reorder columns for your workflow.

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Troubleshooting

  • Data entry: Ensure the phone number is saved on the profile.
  • Search scope: Try searching by name or address.
  • Merge policy: Edit or archive the duplicate entry; keep the one linked to vehicles/job cards.
Your customer directory is ready for daily operations.
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