Customers, Assets & Fleets
Customer records, the vehicles or equipment you service, and fleet accounts.
How customer records work
Individuals and companies, what a customer record holds, and what you can see from it.
Adding a customer
Create a customer from the Customers list or inline from an estimate, and what to fill in.
Editing and deleting customers
Change details, see who changed what, and when deletion is and isn't the right move.
Billing settings on a customer
Hourly rate, weekly or monthly billing cadence, and statements: the fields for customers you bill by time or on account.
SMS consent
Why the app won't text a customer without consent on file, how to record it, and how STOP and START work.
Adding a vehicle or asset
Add what you service to a customer, decode a VIN to fill the details, and handle non-vehicle asset types.
The vehicle record
Identification, mechanical details, notes, service history, photos, and the parts that have gone on it.
Finding a vehicle at the door
Scan or type a plate or VIN to pull up the customer and vehicle in one step, or start intake when there's no match.
Fleet accounts
One payer for many vehicles or drivers: set up a fleet, link its customers, and set terms.