View Customer Information & History
Click the Lists icon on the left-side navigation of the screen.
Select Customers from the list. Check out Add Customers to learn more about adding customers to your shop.
Search the list for the customer you’d like to view. Click on their name to open up the customer info menu.
Key customer information will be viewable at the top of each customer page.
Customer tags: Use Tags to organize customer types in your shop, such as New Customers, Friends & Family, etc. Check out Best Practices: Use Tags to Improve Your Workflow for tips
Notes: Add notes to a customer profile that will be viewable by all shop users
Total Spent: Total amount the customer spent in your shop. Click the arrow to see their average invoice size and last invoiced date
Payment Terms: Shows which payment terms apply to that customer
Remaining Balance: Create statements and record bulk payments for multiple invoices. Click the arrow to see the amounts due and overdue from the customer
View additional customer information and service history all from the customer’s page.
Order, statement, and transaction history
Vehicle information for vehicle(s) assigned to the customer
Appointment information
General customer information
Edit General Customer Information
Select the … ellipsis on the right-hand side and select Edit Customer to edit customer information.
Edit general customer details such as:
Preferred language settings for documents sent to this customer
Referral source
Company/fleet information (if applicable)
Unique Fees & Rates settings
Customer Pricing Customization
Set unique pricing for a customer or fleet to override the default pricing. Adding the customer to an estimate will automatically apply their unique pricing.
Click on Customer Info to view pricing customization for this specific customer.
Toggle on “Is this customer tax exempt?” if the customer is exempt from taxes
Toggle on “Does this customer receive a discount?” to apply a percentage discount to their orders
Toggle on “Does this customer have a labor rate override?” to select the appropriate labor rate you would like applied to this customer
Toggle on “Does this customer have a labor matrix override?” to select the appropriate labor matrix you would like applied to this customer
Toggle on “Does this customer have a pricing override?” to select the appropriate pricing matrix you would like applied to this customer
Related Articles
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!