Customers

Search for an existing customer.

Filter Customers by their Price Level.

Creates a new customer contact.

Enter a customer name.

Enter the customer mobile number. The number will be used to send messages and reminders to the customer.

Enter a customer email address. The email address will be used to send messages and reminders to the customer.

Enter a landline number or a fax number.

Enter the customer contact’s first and last name. This is useful for company customers.

Select the price level that will be used by the customer. This will determine the selling price of parts and services.

Select the payment method to be used by the customer. The payment method can be changed during payment.

Number of Days the Customer has to Pay an Invoice by Default.

Tick this option if the customer is Exempt from paying Tax.

Enter the customer’s address details, if applicable.

Enter the customer’s shipping address details, if applicable.

General Notes on the Customer.

Select the Customer’s Preferred Contact Method for Reminders and Notifications.

Shows the vehicles that are attached to the selected customer.

Shows the Sales and Jobs that have been processed using this customer and the sales status and payment information.