Customer details

Review a customer record

1. Open the person from Customers and verify their name and contact information.
2. Select the correct vehicle when the profile has more than one; compare the vehicle details before discussing a job.
3. Use the timeline filters All, Open, Completed, or Upsell to focus on relevant visits.
4. Review each appointment’s status, dates, services, and notes; choose Open Job to inspect a visit.
5. If a merge-candidate panel appears, compare the records before confirming a merge or dismissing it.

Start a new appointment

1. Choose Add Appointment on the customer page.
2. Follow the appointment form and confirm the customer and selected vehicle.
3. Review the created appointment from its job link or from Workshop.