Adding Customers
New customer records can be created while creating estimates, repair orders or counter sales.
To add a new customer:
- Click Main >> Customers.
- Click New.
Result: A New Customer window displays.
Note: The Customer Name field pre-fills with information entered in the search field on the Customer List.
- Information tab: Enter the customer information.
- Service History tab: No information is available until orders are processed for the customer.
- Payment Record tab: No information is available until payments have been made by the customer.
- Comments tab: Enter comments about the customer.
- If desired, add their vehicle by clicking Add Vehicle.
- Click Submit.