Customer Management

Keep track of your customers and their vehicles.

Adding a Customer

1. Go to Customers in the sidebar
2. Click New Customer
3. Enter contact information:
4. Name
5. Phone
6. Email
7. Address (optional)
8. Save

Customer Profiles

Each customer profile shows:

• Contact information
• Vehicles
• Quote history
• Order history
• Notes

Managing Vehicles

Add vehicles to customer profiles:

1. Open customer profile
2. Click Add Vehicle
3. Enter year, make, model
4. Add VIN if available

Searching Customers

Use the search bar to find customers by:

• Name
• Phone number
• Email
• Vehicle info