Operations
Customers
Create and manage customer records used across vehicles, job cards, and invoices.
Overview
Use Customers to add and manage your client records. These records connect to vehicles, job cards, and billing.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
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.
Manage columns
Use Column manager to show or hide fields and reorder columns for your workflow.Troubleshooting
I can't find a customer by phone
I can't find a customer by phone
- Data entry: Ensure the phone number is saved on the profile.
- Search scope: Try searching by name or address.
Duplicate customers appeared
Duplicate customers appeared
- Merge policy: Edit or archive the duplicate entry; keep the one linked to vehicles/job cards.
Your customer directory is ready for daily operations.