The customers page is where you manage all of the customers that come into your shop as well as their vehicles and past service history.
Add a new customer - To add a new customer, click on the “New Customer” button at the top right of the page. This will open the Create a Customer sidebar panel. Fill in the required fields and click the blue “Create new Customer” button to save them to your system.
View/Edit an existing Customer - Once added to your system, all customers are listed in the main customer page. To search for any customer, type their name into the search for a customer field or scan the list and find their name.
Once you have found the customer you are looking for, click on the pencil icon to the left of their name and the Customer Information page will appear. From here, you can edit the customer information, view their service history and see insights like LTV and ACV.
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