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click for online video trainingCustomer Screen

The Customer Screen is where you add a customer to the Manager database, delete a customer from the database, or edit a customer's attributes. This is the panel that will be displayed first when you create a new Estimate, Repair Order, or Invoice. You also can enter the Customer Screen through the Customer Screen selection from the Utilities menu.

Note: Normally, you will enter new customers into the Manager database while you are in the process of creating orders. Access the Customer screen via the Utilities menu when you need to enter/edit groups of customers, as when you are entering your existing customers as part of your initial Manager setup.

 

The Customer Screen works in conjunction with the Vehicle Screen so that when a customer is added, you can switch to the Vehicle Screen to add vehicles to the customer record (you can toggle between the two screens). Similarly, when you edit an existing customer record, and switch to the Vehicle Screen, the customer's vehicles are displayed.

From the Customer Screen, you are able to...

Select an Existing Customer

Add a New Customer

Delete a Customer

For details, see also...

Customer/Vehicle Type List  for instructions on how to set labor rates and taxes for the customer.

Thumb Tabs which dynamically alter your display so that you can view or input different types of information.

Buttons  Customer which bring up additional, related, dialog boxes.

Customer Screen Fields   into which you can enter and edit customer information, and status boxes in which you can view credit and vehicle information.