Here we’ll show you how to create a new client entry in your auto repair software database. Once added and saved, clients can then be easily used to create invoices.
From the main menu - go to Clients page and then click the + button to add a new client
input client’s full name (you can also import from your contacts by clicking the Import button)
add client’s address
input notes
record client’s GPS location (useful when you provide take-off and drop-off services)
After Save, click on the new client to open the client’s page. In here you can
add a vehicle
create a new invoice or estimate
generate billing statements for that client