User Guide/Customers & Vehicles

Add a customer and vehicle

Create a customer record first, then associate one or more vehicles with that customer.

Add the customer

  1. Open Customers and choose Add customer.
  2. Enter the contact details you need for workshop communication.
  3. Save the record.

Add the vehicle

  1. Open the customer record.
  2. Choose Add vehicle.
  3. Enter the available vehicle identifiers and details.
  4. Save the vehicle.