Customer Management

The standalone Customer Reminders feature has been retired. Reminders are now part of the Team Hub > Tasks system, which gives you the same follow-up tracking plus comments,…

Go to Customer Management > All Customers in the sidebar, then click "+ Add Customer" in the top right. (A + Add Customer shortcut also lives in the sidebar under Customer…

Open the customer's detail page by clicking their name in the customer list. In the Vehicles section, click "+ Add Vehicle". Fill in: - Year: pick from the dropdown (1960 to next…

There are two ways to find a customer: 1. Global Search: Use the search bar at the top of any page (or press Ctrl+K / ⌘K). Global Search returns matches across 12 entity types…

Customer Groups let you tag and segment customers (e.g. VIP, Fleet, Lead Source). To manage groups: Go to Customer Management > Customer Groups / Tags. - Click "+ New Group" to…

The Leads view is a filter of the Customers list that shows people who have shown interest but have not yet been invoiced. Use it as your daily call list when you are working…

The Pipeline is a kanban-style board showing every prospect and active customer by stage, so nothing falls through the cracks. Go to Customer Management > Pipeline. Stages, left…

Every work order tied to a customer now appears in its own Work Orders section on that customer's record, giving you their full service history at a glance next to their invoices…

When you're adding a vehicle to a customer and the year/make/model dropdown doesn't have what you need, you can enter it manually. Open the customer record, click "+ Add Vehicle",…

Customers can't be hard-deleted from the platform; the Archive button performs a soft delete that hides the customer from view. This protects your financial history: a customer…

Average Spend per Visit shows what each customer spends on a typical visit, so you can see who's a high-ticket buyer and who's a frequent low-ticket buyer. Go to Reports >…

Conversion Rate tells you what percent of decided opportunities you're winning - the headline pipeline metric. Go to Reports > Sales Pipeline > Conversion Rate. Summary:…

Customers by Referral Source breaks down your unique customer count by how each customer first found you. Use it to see which marketing channels are bringing in actual new people,…

Customers by Zip groups your customers by zip code so you can see where your buyers live and where to focus marketing. Go to Reports > Customers > Customers by Zip Code. Summary…

Lead Source ROI is the report that tells you which marketing channels are actually paying off. It tracks new leads by source, then shows how many of those leads turned into paying…

Lost Reasons aggregates why estimates and leads got marked lost - so you can see whether you're losing on price, no-response, or something else. Go to Reports > Sales Pipeline >…

The Sales Pipeline Summary is your at-a-glance view of where every lead and estimate stands - new, contacted, qualified, estimated, won, or lost. Go to Reports > Sales Pipeline >…

Top Customers ranks customers by total spend so you can see who your best buyers are and reach out personally. Go to Reports > Customers > Top Customers by Spend. Pick a period…

The VIN Lookup page gives you a complete history of a vehicle at your shop, looked up by its VIN. Because it is keyed on the vehicle's VIN rather than on a single customer,…

VIN Scan lets you photograph a vehicle's VIN plate on your phone and immediately see what the car is, along with anything your shop already knows about it. You do not need a work…