How can I give customers a way to enter their own information?

Bay Boss has a few different ways to enter customer and vehicle information into the system to speed the creation of Repair orders or Estimates. Some shops want to give their customer a form to create their customer account and populate it with their own information.

The customer intake form is designed to give your customers a simple way to enter all their contact information as well as their vehicle details. This can be displayed on a tablet or kiosk in the shop or emailed/texted to your customers prior to starting any work in the shop.

The customer intake form doesn’t require any log in to your system. Customers can fill this form out and their information is stored automatically as a customer record for your shop.

The form is already set up - no configuration is needed.

To see all the entries for your form go to Intake Form on your left navigation menu.

At the top of the Customer Intake page, you will see a link that’s unique to your shop. This can be added to your website, emailed or texted directly to the customer. To see the form, click on your link. (prefilled example below)

Once your customer has filled in this form with their information, you will receive an email, and a notification will appear next to the Intake Form navigation menu - letting you know a new form has been created. The customer and vehicles are saved in the system when the customer hits submit.

Create WO - Clicking this button will create a new Work Order for that customer/vehicle with the details from Intake Form.

Delete - Deleting this will only delete the Intake Form entry. It will not delete the customer or vehicle information.