Customers

Find the right record

1. Open Customers and choose All, Active, Inactive, or Stale to narrow the list.
2. Search by the customer or vehicle information you have; choose a suggestion or submit the search.
3. Open the matching row and verify the person’s contact details and vehicle before starting work.
4. If no record matches and you have permission, choose Add Customer, complete the requested fields, and save.

Review a possible duplicate

1. Read the merge-candidate panel when it appears.
2. Compare the customer names, contact details, verification information, vehicles, and record counts.
3. Merge only when the records clearly belong to the same person; a shared phone number by itself is not enough to confirm identity.
4. If they are not the same person, dismiss the candidate. Confirm the prompt before either action.

Staff accounts do not see the Add Customer action. Open a row to continue on Customer details.