Customers and vehicles

One record per customer. Every car, every visit, the whole conversation.

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.

Julia Kowalski(415) 555-0175 · julia@example.com · customer since 20227 visits
2022 Toyota RAV4In shop · Battery, oil change, filters$538.99
2016 Honda OdysseyLast visit Aug 14 · Rear brakesPaid
Owed$0.00Lifetime$4,812.40Last visitOct 3
History · RAV4
Oct 3Front brake pads and rotorsCARFAX reported
Jun 12Oil change · 48,210 miDeclined: cabin filter
Feb 2Inspection · 44,980 miTires 5/32 all around
Due nowCabin air filter, declined in June · 60,000 mi service in 1,800 miText Julia

The record

Find anyone in a keystroke

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.

SearchName, phone, plate, VIN
On the cardCars, balance, lifetime, last visit
FleetNet terms, PO numbers, tax exemption

History

What was done, what was declined, what is due

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.

When was Julia’s RAV4 last in?
Oct 3, front pads and rotors, 51,200 miles. She declined the cabin filter in June.Shop Brain, from the record
Anything due?
Cabin air filter, and the 60,000 mile service in about 1,800 miles.

The conversation

Every text and email, on the record

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.

MBMaria Brooks(415) 555-0175 · 2019 Honda Accord
Hi Maria, your estimate is ready: carsignal.co/q/8f2a. Approve from your phone whenever you are ready.Sent by Marcus · 9:12 AM
Does the alternator quote include the belt?
It does. Belt and tensioner are on the same job.Marcus · 9:20 AM
Maria approved 2 of 2 jobs · $1,312.00
Your Accord is ready. Pay here and pick up any time before 6: carsignal.co/i/0041Sent automatically · 3:48 PM
Text MariaSend

Comes back

The record works for you

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.

MarketingThis month
Revenue from marketing$0
Service reminderson each customer’s own interval0booked
Declined work follow-upthe brakes they passed on in October0booked
Review requestsafter every paid invoice0new reviews
NReminder sent · Vera PetrovYour Jetta is due for an oil change. Book a time: carsignal.co/b/vera
NFollow-up sent · Doug HerreraThe rear brakes we looked at in October are still due.
★★★★★Honest pricing, done the same day.Nicole M. · Google · from a review request

How it works

01

Check in by plate

The customer and car are found or created in one step.

02

Every visit lands on the car

Jobs, mileage, findings, photos, what they said yes and no to.

03

The record brings them back

Due services and declined work become follow-ups with revenue attached.

Questions

Can I import my customers?

Yes. Customers, vehicles and history come over from your current system, free, when you switch.

Do customers see their history?

They get every quote, inspection and receipt by text and email, and can book from any of them.

Does it handle fleets?

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.

See it on your own cars

A demo runs on your own cars, not ours. Every feature from day one, one plan, no per-seat fees.