Adding a New Customer
Overview
When setting up your Shop Manager environment, establishing your customer base is an essential step. Shop Manager supports two main customer types: Individual Customer and Fleet Customer.
This article provides a step-by-step guide to adding customers, details the required information for each customer type, and covers the fundamentals of navigating the "Customers" tab.
Table of Contents:
How to Add a Customer
There are two ways you can add a customer in Shop Manager, either through the 'Customers' tab or while creating a new Estimate. The form looks the same no matter how you choose to add a customer and not much information is actually required, but it is recommended to at least record customer name, email address, and preferred phone number.
Adding Through the Customers Tab
Navigate to the 'Customers' tab on the left-hand toolbar to be taken to your customers list. From there, select the button in the upper right-hand corner for +New Customer. A popup modal will appear, allowing you to enter in the customer information.
Adding Through an Estimate
While within either the 'Jobs in the Shop' page or the 'Scheduling' page, select the 'New Estimate' button to create a new, blank estimate.
To add a new customer, select the blue plus sign icon directly to the right of the customer search bar, from there a New Customer modal will popup for you to enter in the customer's information.
Individual Customers
After selecting to add a new customer, there are two options you can choose from within the New Customer popup modal, an Individual Customer or a Fleet Customer.
An Individual Customer profile is ideal for customers seeking service on their personal vehicle(s). While each profile has a single "primary" contact name, you can easily add additional contacts—such as family members—to the profile. This feature helps track exactly who approved estimates and recommendations, providing clearer communication and record-keeping.
Note: There is a setting to enable a field for 'gender' within the individual customer profile. You can enable this field by going to Shop Settings > Marketing > Customer Settings.
Fleet Customer
The Fleet Customer type is an alternative customer type that can be chosen in the New Customer modal. This allows our clients a way to incorporate fleet customers with individual customers.
There is another article detailing the Fleet Customer profiles, for more information please review Fleet as a Customer Type.
There's times where a mistake could have been entered while creating the customer profile, or you may need to update an existing customer.
It's easy to edit a customer profile; simply search the customer's name either in the 'Customers' tab or within the search tool on the left-hand toolbar, select the profile to open it, and click the pencil icon to the right of 'Contact Info' as shown below:
