01What it is
Customer list is the register of private individuals and companies the workshop serves. The list shows the customer type, group, city, contact and number of vehicles, and the tiles count all customers, companies and private individuals.
The customer card brings everything together: contact details and contact persons, vehicles, jobs and quotes, service reminders, contact history and settlements.
A customer with no history can be deleted. Once a customer has jobs, quotes or vehicles, deletion is replaced by Erase personal data (GDPR): contact details disappear and the workshop history stays without personal data.
- ONE CARD
- Contact, vehicles, jobs, quotes and finance in one place.
- CONSENT WITH DATES
- E-mail and SMS consent recorded separately, with the date of change.
- GDPR
- Erase personal data without losing the workshop history.
02What it is for
Answers on the spot
A name, VAT number or phone in Ctrl K opens the customer card with the full history.
Know what is to be settled
The card counters show the value of the relationship and the amount to be settled.
Contact the way they like
Preferred contact and correspondence language stored with the customer.
Fleets without waiting
The approval limit accepts requests up to an agreed amount at once.
03Main options
The customer card has tabs: Overview, Vehicles, History, Service and contact, Finance and Photos. The four used most often are described below.
Details, contact persons and recent work
The first tab with counters: active jobs, vehicles, value of the relationship, to be settled.
- Contact details and contact persons
- A chart of the relationship over the last 12 months
- Recent jobs and quotes
Cars owned by the customer
Every car assigned to the customer, with a link to its vehicle card.
- The customer's cars
- Add vehicle with the customer already selected
- The number of cars also shows on the customer list
Reminders and contact history
The customer's service reminders and logged conversations.
- Service reminders for the customer's cars
- Contact history
- Open Service CRM filtered to this customer
Job value, payments and settlements
A summary of the customer's money.
- Job value, paid, to be settled, open documents
- The Settlements by job table
04Tasks step by step
- STEP 1Open Modules › Customers › Customer list and choose Add a customer.
- STEP 2Choose the type: private person (first and last name) or company (company name and VAT number).
- STEP 3Fill in the address, main phone and main e-mail. VAT number, personal ID number and e-mail must be unique in the workshop.
- STEP 4Tick contact consent: job communication and reminders and offers, separately for e-mail and SMS.
- STEP 1Open the customer card and choose Edit.
- STEP 2Enter an amount in Approval limit.
- STEP 3Approval requests up to that amount are recorded as accepted at once, with nothing sent to the customer.
- STEP 1Open the customer card.
- STEP 2Choose Create quote or Create job. The form opens with the customer already selected.
- STEP 1Open the customer card.
- STEP 2A customer without jobs, quotes, vehicles or contacts can be removed with Delete.
- STEP 3A customer with history has Erase personal data (GDPR). Type the customer's name to confirm. This cannot be undone.
- STEP 1Set the list filters: group, type, city, country or vehicles.
- STEP 2Use the CSV export. The file covers the full filter result.
05Actions
The most common tasks around a customer.
Add a customer
Private person or company, with details and consent.
Find a customer
Ctrl K and a name, company name, VAT number, phone or e-mail.
Add vehicle
A new car with the owner already selected.
Create quote
A quote with the customer already selected.
Create job
A job with the customer already selected.
Erase personal data
GDPR without losing the workshop history.
06What it connects to
Choose a module to see how it uses the customer card.
Service CRM
Service reminders and contact history are on the customer card.
Go to the topicService CRMPrice lists and discounts
A discount can apply to one customer or to their group.
Go to the topicPrice lists and discountsCustomer approvals
The approval limit on the card decides whether a request needs the customer's decision.
Go to the topicCustomer approvalsSettlements
Buyer details in settlements come from the customer card.
Go to the topicSettlements