Customers and vehicles

What a customer’s page on your phone shows — call or text them, their vehicles, jobs, invoices and payments — and what it can’t tell you without signal.

How to add a customer’s vehicle from your phone or correct one on file — scanning and decoding the VIN, and what the form needs before it will save.

How to add a walk-up customer from your phone, with or without signal — what the form needs, filling the address from your location, and the duplicate check.

How to search everything on your phone from the Find tab — by name, phone, plate, VIN, job number, amount or date — and which results open a screen.