Customer Profiles

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The customers profile screen, available by clicking on Customers then Profile next to the relevant customer, shows their contact details along with a list of issued invoices and vehicles they own, from here you can

 

•Edit the customer Details
•Send an email
•Send an SMS Message
•View a map of their location
•View all previous invoices you have issued to the customer
•View all vehicles recorded as being owned by the customer
•Jump to the Vehicle Profiles
•Print Vehicle History
•Add new Vehicles
•Print a contact information sheet
•Print a statement (even for non account customers)
•Convert a standard customer to an account customer

 

 

 

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