Customers and Customer Profiles
If you need to remove a vehicle from a customer’s account, simply click on the vertical ellipses at the end of the vehicle description row. Then select Dele...
Mon, 28 Aug, 2023 at 8:16 AM
Adding a New Customer Overview When setting up your Shop Manager environment, establishing your customer base is an essential step. Shop Manager suppo...
Thu, 21 Nov, 2024 at 11:15 AM
“Fleet” as a Customer Type Table of Contents: Summary Creating a Fleet Customer Converting an existing “Individual customer” into a Fleet customer...
Wed, 28 Jun, 2023 at 12:31 PM
Overview Shop Manager does not allow for the complete deletion of a customer. This is because of the interconnected nature of the service history data. T...
Fri, 18 Oct, 2024 at 1:03 PM
Yes, you can search by plate number by selecting the Magnifying Glass on the left-side toolbar.
Mon, 28 Aug, 2023 at 8:23 AM
All vehicle history is sorted by VIN in Shop Manager. You can assign a vehicle to any customer's account, regardless of ownership, as many times as you ...
Mon, 28 Aug, 2023 at 8:25 AM
The program will decode standard 17-digit VINs for production vehicles built in 1981 or newer. If you need to add a car without a standard VIN, first clic...
Tue, 26 Sep, 2023 at 2:03 PM
Yes, you are able to add additional contacts to an Individual Customer's profile. This is to help properly track who is actually approving estimates and...
Thu, 21 Nov, 2024 at 11:31 AM