Customers (CRM)

Customers are global records that tie together every lead, estimate, invoice, appointment, message, and note for one person. Each customer has a garage of their vehicles.

1. Open Customers to search by name, phone, email, or address.
2. Tap a customer to see their timeline — a unified feed of leads, estimates, invoices, appointments, messages, and internal notes in chronological order.
3. Use Garage to add or edit vehicles (year, make, model, color, VIN, plate). Vehicles created from estimates or appointments are auto-saved here.
4. Tap a phone number:
   • On desktop, it copies to clipboard.
   • On mobile, a drawer opens with Call / SMS / Copy options.
5. Add internal notes — only your team sees these; they never reach the customer.

• Search by name or phone; filter by tag, by source, and by archived or active; sort by newest, oldest, or name.
• Add a customer inline, including their vehicles and addresses. If the phone or email already exists you're told immediately and offered a link to Open the existing record — no accidental duplicates.
• Select several at once to Archive, Delete, or Merge.

• Overview — contact information, primary and additional addresses, insurance details, who's billed if someone else pays, secondary contacts, and four figures at a glance: lifetime revenue, jobs completed, open balance, and last job.
• Jobs — every engagement as a card: the documents, appointments, and photos that belong together.
• History — one timeline of everything that ever happened, plus an activity log of record changes.
• Top-of-page actions: Text, Edit, Add person, Delete customer. Archived customers show a banner with Restore and Delete Permanently.

Marking a customer as a billing account turns their record into a dealer view, built for volume:

• Tabs become Overview, Jobs, Documents, and Contacts.
• Each job is its own card — dealers don't get a saved garage, because the cars are always different.
• Contacts manages the several people who work there.
• Documents lists every estimate and invoice for the account and lets you bundle invoices into one combined payment.

On any other customer's estimate or invoice you can choose Bill to different account and point it at the dealer or insurer. The vehicle owner stays the customer; the dealer gets the bill.

• Leads only become customers once you convert them — until then they live on the Leads page.
• Merging keeps the history of both records.
• Tags are a quick way to segment your list for follow-up.
• Vehicles are linked to estimates, invoices, and appointments automatically. If a customer has only one vehicle, documents are auto-linked to it.
• If a customer has no address on file, the record shows an inline button to add one using address autocomplete.

Desktop: sidebar → Customers. Mobile: bottom tab → Customers.