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Customers & Vehicles

The full story
of every car.

Every vehicle carries its service history, estimates, mileage log, notes, and photos, so “what did we do last time?” takes one click rather than an archaeology dig.

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2021 Honda Civic LXJordan Khan · 42,300 km · VIN 2HGFC2F69MH558842Assign owner

Total Spent

€2,872

4 orders

Avg. Order

€718

vs. last 6 mo

Last Invoiced

Jul 3

RO-1036

Amount Due

€0.00

Service historyEstimatesMileage LogAppointmentsVehicle Info
RO-1042 · Front brakes, cabin filter, oilAwaiting authorizationEstimate
RO-1036 · Oil serviceInvoiced Jul 3Paid
RO-1021 · Tires, alignmentInvoiced Feb 20Paid

Customers and vehicles feed everything downstream: bookings pull saved vehicles, orders snapshot the car as of service day.

Customers & VehiclesSchedulingWorkflow

One page per customer, everything attached.

Each customer page carries their orders, appointments, estimates, and files in tabs, with their vehicles a click away. The relationship history is the CRM; you don’t maintain it, it accumulates.

  • Tabs for service history, appointments, estimates, and files
  • All the customer’s vehicles linked from one profile
  • Files and documents stored against the customer
JKJordan Khan2 vehicles · 6 orders
Mobile +15550142Email [email protected]Net 15 terms

Vehicles

2021 Civic LX

4 orders

2017 Mazda 6

2 orders

Service historyAppointmentsEstimatesFilesCredits
RO-1042 · Civic LXEstimate
RO-1036 · Civic LXPaid
RO-1021 · Civic LXPaid
RO-1014 · Mazda 6Paid
RO-0998 · Civic LXPaid
RO-0972 · Mazda 6Paid
Lifetime€3,412.60
Last visitJul 3
FilesEST-1042.pdfINV-1036.pdfInspection.pdf

Files holds the estimates and invoices already sent to them. Credits holds what an overpayment left behind. Neither is a folder anyone has to keep.

A mileage log that survives unit chaos.

The vehicle page holds five tabs: service history, estimates, mileage log, appointments, and the spec sheet. Mileage entries carry their own unit, kilometres or miles per row, so imported and local histories stay accurate side by side.

  • Mileage log with per-entry km / mi units
  • Vehicle photo on the header, uploaded and replaced in place
  • Owner assignment and reassignment with history intact
2021 Civic LXJK Jordan Khan · owner since 2021Reassign

Mileage Log

Add Reading
DateMileageSourceBy
Jul 342,300 kmOrderMG
May 1239,850 kmAppointmentTS
Apr 239,120 kmOrderMG
Mar 838,940 kmManualAG
Feb 2038,850 km(recorded 24,140 mi)Import-
Nov 435,610 km(recorded 22,127 mi)Import-

The imported row was logged in miles and is kept in miles. The column reads in the shop's unit, and the entry still says what was actually written down.

Specs picked, not typed.

Adding a vehicle walks make → model → year → engine → transmission through a real vehicle catalog, so the data underneath your history is consistent. Orders snapshot the vehicle as of service day. Later edits do not rewrite old paperwork.

  • Catalog-backed cascading spec picker
  • VIN stored on the vehicle record
  • Per-order vehicle snapshot preserves history as-of service

Add vehicle

MakeHonda
ModelCivic
Year2021
Engine1.5L VTEC Turbo
TransmissionCVT
VIN2HGFC2F69MH558842

RO-1021 still reads 2021 Civic LX, 38,850 km

Each order keeps the car as it was on service day. Fixing a typo today does not rewrite last February's paperwork.

Next to this, in the same flow.

The two features this one takes from or hands on to, and what actually crosses between them.

Hands off to

SchedulingBooking a returning customer pulls their saved vehicles, so nobody retypes a plate or a VIN.
All eleven features

Common questions.

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