Customers: list and adding

Customers holds every person and company that comes to the workshop, together with their cars.

Searching

Type a name, company name, phone, email, NIP, plate or VIN in the search box. Part of a plate is enough; for a VIN, at least 6 characters. You can also narrow the list by tags and other filters. Managers can download the list with Export CSV.

New customer

1. Click Add customer.
2. In Customer type choose Person or Company.
3. For a person enter the first and last name. For a company enter its name, NIP and, optionally, a contact person.
4. Add the phone (a Polish number works without +48), email and address.
5. For a company with several cars tick Fleet customer and set Payment terms (days). 0 means paying on collection.
6. Click Save.

If the phone, email or NIP matches someone already in the list, you get a warning. Open the existing customer or click Save as a new customer anyway.

A customer added quickly while booking is marked Incomplete. Fill in the details when the car arrives.

Mechanics

Mechanics see only the customers of the jobs they work on, unless a manager turns on Mechanics see all customers. For their own customers they can change the phone and email.