Customers and vehicles
Type a name or a plate and everything is there: their cars, each visit with what was done and what was declined, what they owe, what is due next, and every text and email. History follows the car, so the next advisor picks up where the last one left off.
The record
Name, phone, plate or VIN. The customer card shows their cars, the one in the shop, lifetime spend, what is owed and when they were last in. Fleet accounts carry their terms and PO rules on the same card.
History
Every visit on the car with its jobs, mileage, inspection findings and photos. Declined work stays on the record so it comes back as a reason to visit. Service history from CARFAX fills in the years before you.
The conversation
Quotes, approvals, updates and receipts sit in one thread per customer, linked to the car and the visit. Anyone on the team can read it and reply.
Comes back
Declined work and due services feed the follow-up list with a dollar value next to each name. Review requests and reminders go out from the same record. Customers come back because the record remembers.
The customer and car are found or created in one step.
Jobs, mileage, findings, photos, what they said yes and no to.
Due services and declined work become follow-ups with revenue attached.
Yes. Customers, vehicles and history come over from your current system, free, when you switch.
They get every quote, inspection and receipt by text and email, and can book from any of them.
Yes. A fleet account carries its vehicles, terms, PO rules and one statement.
Every claim on this page is in the docs: read the full page.
A demo runs on your own cars, not ours. Every feature from day one, one plan, no per-seat fees.