Customers and Customer Profiles

Removing a Vehicle from a Customer Account
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
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
“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
Removing Customers
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
Can You Search By Plate Number?
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
Vehicle History
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
How to Add a Classic Car or Vehicle with Non-Standard VIN?
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
Can I Add Multiple Contacts to a Customer Profile?
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