Why customers come first
Nothing on the Service side can begin without a customer or a customer vehicle. Parts invoices also attach to a customer record. Set these up cleanly and every later workflow is faster.
Creating a customer
Customers can be entered several ways:
- Business Relations → Customers — click Add Customer on the Select Customer page
- Parts & Services → Customer Vehicles — use the green “+” plus sign to create a customer while adding a vehicle
- The yellow pencil edits an existing customer record
Customer vehicles
After the customer is chosen or created, add a vehicle record. Use the VinDecoder when you have a VIN to fill vehicle details automatically. Otherwise enter vehicle details and any other service information you need.
- Customers may have multiple vehicles—create a profile for each
- For business fleets, enter plate and Unit ID numbers to identify each unit
- Upload certificates or warranty documents under FILES at the bottom of the vehicle record (Add another file → browse → Save)
Parts & Service access tip
Many desks start the day on the Select Customer page for quick search, reminders, vehicles, past invoices, and work orders. See Access Tips.