Customer record with attribution
Contact, address, notes, marketing source — all on the person.
When a customer calls, you know their history and how they found you.
The customer file knows the cars. The car file knows the visits. The visit knows the signature. Everything loops back — so you don't have to.
Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.
Contact, address, notes, marketing source — all on the person.
When a customer calls, you know their history and how they found you.
Multiple cars per customer, each with make, model, year, plate, VIN, and body type.
The family with three cars doesn't become three half-duplicates.
Scan a VIN or license plate from the iPhone workflow, then pull the vehicle into the customer record.
The car in front of the bay becomes a clean record without typing it twice.
Plates enter clean, match clean. 'ABC 123' and 'ABC-123' are one vehicle.
Repeat customers recognised even when the data entry isn't perfect.
Every job this specific car has seen, in order.
When a member asks 'when did you last coat my Audi?' the answer is on screen.
Keep in-person and remotely signed orders with their verification status, signed content snapshot, and before / after condition photos.
The customer record shows what was approved and whether that approval is still current.
A tokenised URL shows the customer their vehicles, upcoming jobs, membership balance. Remote sign, pay, and view receipts.
You stop being a messaging service for customers who want their own records.
Hide a customer; their records stay. If they return, they return with their past.
Privacy without breaking your reports.
The modules that touch this one most directly. They share records and push data back and forth so you don’t have to.
Every service, material, and surcharge lands on one record — from assignment to paid.
Weekly, monthly, or annual plans with Apple Wallet and Google Wallet passes.
A public booking page + a lead pipeline that auto-matches customers and vehicles.