Client Management

Effortless Client Management

In the Client Section you can manage your clients effectively with the following features:

  • Easily Add New Clients: Streamline the process of adding new clients to your database with a simple and intuitive interface.
  • Comprehensive Client Overview: Access and manage all your clients in one place.
  • View Active Clients: Quickly identify and interact with your current, ongoing clients for better workflow management.
  • Browse Past Clients: Review and reference past client records.

Comprehensive Client Insights

You can also view comprehensive client’s details, including:

  • Vehicles: View all vehicles associated with the client.
  • Estimates: Access detailed service or repair estimates provided to the client, including parts, labor, and costs.
  • Invoices: Review all past and current invoices, including payment statuses, due dates, and amounts.
  • Chat Messages: Track and manage communication history with the client, ensuring clear and consistent communication.

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