Deactivate or delete a customer — and what each one means
When to switch a customer off and when to delete them, what each does to their records and portal access, how a deleted one comes back, and duplicates.
Customers
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Email and text preferences — what a customer can opt out of
Which emails and texts a customer receives, in what language, what they can opt out of and how, what they cannot, and how to record a spoken yes or no to texts.
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Customer history — jobs, invoices and payments
Where to find everything that happened with one customer — balance, ledger and statement, jobs and quotes, plans, and the photos of their cars.
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Give a customer access to the customer portal
Turn the customer portal on, send one customer or a whole selection their sign-in email, and know what the portal shows them and when an invite is skipped.
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Customer addresses and your service area
Keep a customer’s service and billing addresses, choose the primary one, know what removing an address means, and what the service area in Settings does.
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Add a vehicle to a customer
Add a customer’s vehicle by VIN or by hand, keep the plate and color on file, mark one inactive when it is sold, and see every photo taken of it.
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Add a customer
Create a customer record from the Customers page — person or business, contact details, notes, tags and how they are invoiced — and find it again later.