For creating any bookings, invoices and quotations for new customers, you will have to add them in your organisation.
To add a new customer, please follow the simple instructions below:
1. Please select Customers from the top navigation bar, and choose Add New Customer from the drop-down list.
As you can see on New Customer page, there is just one mandatory filed which is customer's Full Name. It helps you to add a customer quickly and easily.
2. Enter the customer information as much as you want.
3. When you are ready to save the new customer, press the Add Customer button.
- Customer Summary - this provides a single place to quickly locate and manage any customer account. All customer's data and services are available here.
- Edit Customer Profile - from here you can update the customer profile.
- Add New Vehicle - allows you to add a new vehicle and assign it to the customer.
- Add New Booking - by using this link, you can add a booking for the customer.
- Create Invoice - from here you can create an invoice for the customer.
- Create Quote - allows you to create a quotation for the customer.
- Send Message - allows you to send message to your customers.
If you have any issues, please feel free to contact our Support Team.