Customers
Every customer's contact info, vehicles, history, alerts, and lifetime value — in one profile.
The customer list is your shop's memory. Every person who's ever brought you a vehicle, searchable in seconds, with their whole history one click away.
Finding people fast
The search box takes a name, phone number, VIN, or license plate — whatever you happen to have. Sort the list by Name, Last Visit, or Total Spent. Each row shows the customer's phone, vehicles, last visit, and total value, and two quick actions sit right in the row: Send Message to text them, and New Repair Order to start a job without opening the profile first. The New Customer button captures name, contact info, address, and internal notes.
The customer profile
Open a customer and everything about them is on one screen.
The header shows their tags (VIP, fleet — whatever you use), any store credit balance, and three actions: Alerts, Send SMS, and Edit. A customer can have multiple phone numbers with labels (cell, work, home) and a primary flag — use + Add Phone to stack them up.
Below that, tabs cover the whole relationship: Timeline, Vehicles, Repair Orders, Appointments, Inspections, Declined Work, Tire Storage, Photos, and Lifetime Value. Declined Work is worth a regular look — it's the list of jobs this customer said "not today" to, which is tomorrow's revenue.
Alerts
Alerts are notes that refuse to be missed. Create one on the profile — Critical (Red), Warning (Amber), or Info (Blue) — and it shows as a banner whenever anyone works on that customer's repair order. Customers with active alerts also get flagged in the customer list and get a red border on the Job Board. Use them for balance-due situations, VIP handling, health concerns, or "always call before extra work." Alerts can auto-expire on a date you set.
Knowing your best customers
The Lifetime Value tab shows total revenue, visit count, and average RO value — the difference between guessing who your good customers are and knowing. Tags plus lifetime value tell you exactly who deserves the loaner car.
Every vehicle on the profile links to its own record — see Vehicles for what lives there. And every job you write flows back here automatically; see Repair Orders.