Adding a New Customer
Method 1: From Customers View
1. Click "Add Customer" button
2. Enter customer information:
- Full name
- Phone number
- Email (optional)
3. Click "Create Customer"
Method 2: While Creating Job
1. During job creation, if customer not found
2. Click "Add New Customer"
3. Fill in customer details
4. Customer created and job assigned
Customer Information Required:
- Full Name (required)
- Phone Number (required for SMS)
- Email (optional, for bills)
After Creation:
- Customer profile created
- Can add vehicles
- Can view job history
Editing Customer Information
To Edit Customer:
1. Go to Customers view
2. Find customer (search by name/phone)
3. Click customer name to open profile
4. Click "Edit" button
5. Modify fields:
- Name
- Phone
6. Click "Save"
Customer Profile Includes:
- Basic information
- All registered vehicles
- Complete job history with dates, services, and payments
- Payment status for each job
Managing Customer Vehicles
Add Vehicle to Customer:
1. Open customer profile
2. In "Vehicles" section, click "Add Vehicle"
3. Enter vehicle details:
- License plate
- Make (brand)
- Model
- Color
4. Click "Save"
Edit Vehicle:
1. Open customer profile
2. Hover over vehicle in list
3. Click edit icon
4. Modify details
5. Click "Save"
Delete Vehicle:
1. Open customer profile
2. Hover over vehicle in list
3. Click edit icon
4. Click "Delete Vehicle"
5. Confirm deletion
Note: Vehicle history is preserved in job records