Click New

Fill in as much customer information as possible.

• Note: Last Name / Business is the minimum requirement to continue

Click Add to Document

• Tip: Click Add Vehicle from here to skip a step. The vehicle will be added to the new customer's vehicle list.

To add a new customer, click Customer >> New.

Fill in the customer information.

• If the Customer ID is left blank, one will be created automatically.

• Save time by using the Post Code Lookup to complete the customer address.
  

After entering in all required information, click Save.

Click Search.

Select a Search Criteria option to determine the type of search to perform.

• Name - First/Last Name, Business Name or Customer ID

• Phone - Cell, Home or Work

• Address - Street Address, City, State or Zip

• Vehicle - License or VIN

Fill in the search box for the selected criteria and click Search.

Select a customer from the results list

• Tip: Click  New Customer / New Vehicle if no record was found.

Verify or fill in the customer details and click Add to Document.

To search for an existing customer, click Customer >> Search.

Fill in the required information and click Search.

• Type % in the Customer box to display a list of all customers.

• The Customer box can also be used to search by Customer Number.