1 Start with your list
Import up to 500 customers per CSV file. A phone number that's already on file updates that customer instead of adding a copy.
John Miller
(512) 555-0199 · john.miller@gmail.com · Last booking 2 months ago New bookingVehicles
Files Download all
Inspection photos · RO-1042
Warranty · rotors.pdf
Driver license.jpg
Booking history
DateJobService and vehiclePriceStatus
Import up to 500 customers per CSV file. A phone number that's already on file updates that customer instead of adding a copy.
Import customers
Up to 500 customers per CSV file
398 new customers added
14 already on file by phone number, updated instead of copied
0 rows skipped
Each booking creates or updates the profile. Mileage taken at the desk or in a completed inspection is saved to the vehicle.
John Miller
Add vehiclePlate LKP-4821
VIN 1HGCV1F34KA021875
Mileage 41,880 mi 48,210 mi
Plate TXR-3307
VIN 2T3BFREV4EW194410
Mileage 96,540 mi
Inspection on RO-1042 Oct 6 · Carlos Ruiz
Odometer48,210 miSaved to vehicle
Type 3 digits of a phone number at the desk. The customer appears with their vehicle count, ready to book.
Reception Desk
New walk-in
Customers on file
Every booking, estimate and file stays on the profile. Files added during a job link back to that booking.
John Miller
6 bookings · 2 vehiclesDateJob IDServiceVehiclePriceStatusFiles
RO-1042 · Front pads and rotors Files linked to this booking
John Miller
(512) 555-0199 · john.miller@gmail.com · Last booking 2 months ago New bookingVehicles
Files Download all
Inspection photos · RO-1042
Warranty · rotors.pdf
Driver license.jpg
Booking history
DateJobService and vehiclePriceStatus
Name, phone, email, notes, and as many vehicles as they bring in.
A business name and contact, their fleet, and one invoice for their unbilled work when you want it.
Change it later. Switch an individual to a business account from the profile's contact card.
Help center: Customer DatabaseFleet & Business Accounts
Yes. Import a CSV of up to 500 customers and 5 MB at a time. Phone numbers already on file update that customer rather than create a duplicate.
Yes. Add them with their vehicle while you build a new estimate, or import them.
No. Techs can't open the customer list or profiles. Owners and admins can, and you can turn access on for managers, service advisors and receptionists.
Yes. Search or filter the list, then export the matching customers as a CSV.
Add your shop, your services and your labor rate, and your online booking page goes live. It stays free. The full shop system is free for 14 days.