Customer page

Click a customer in the list to open their page. What you see depends on your role.

Tabs

• Overview: contact, company details (NIP, payment terms, fleet customer), tags, the next booking, the number of no-shows, amounts unpaid and Administrative notes.
• Vehicles: the customer's cars with mileage and inspection date, and under each car its jobs and Declined work from estimates. You can also start a New job here.
• Bookings: upcoming and past.
• Invoices: invoices issued to the customer, when the workshop issues invoices.
• Consents: consents to reminders and marketing, and whether the information clause was given.
• Messages: SMS and emails sent to the customer.
• Access log: who opened the page lately (managers only).

Printouts

The Information clause and Consent form buttons open documents to print and have the customer sign.

Who sees what

The front desk and managers see the whole page and can edit it. A mechanic sees the customers of their jobs, only their own bookings with that customer, and can change the phone and email. Merging duplicates and data requests are for managers.