Chapter 01
Customers & Vehicles
Every Customer and Vehicle, Connected to the Work.
Keep customer contact information, vehicle details, and related business records in one organized workspace. Estimates, appointments, invoices, and service history stay connected to the correct customer and vehicle instead of being scattered across separate notes and apps.
- Customer profiles with contact and company information
- Multiple vehicles connected to the correct customer
- Related estimates, appointments, and invoices
- Fast customer and vehicle search
- Business-scoped CSV customer imports
Why it mattersFind the full context of a customer relationship without searching through messages, spreadsheets, or paper records.