Customer Profiles

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The customers profile screen, available by clicking on Customers then Profile next to the relevant customer, shows their contact details along with a list of issued invoices and vehicles they own, from here you can

 

Edit the customer Details
Send an email
Send an SMS Message
View a map of their location
View all previous invoices you have issued to the customer
View all vehicles recorded as being owned by the customer
Jump to the Vehicle Profiles
Print Vehicle History
Add new Vehicles
Print a contact information sheet
Print a statement (even for non account customers)
Convert a standard customer to an account customer

 

 

 

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