Automotive Dealer POS Customers

Every customer and vehicle, with its full history

Look up a customer by phone, registration or chassis number and see the vehicles they bought, every service visit, parts purchased and what they still owe.

Vehicle historyService recordsBalances

Customer profile with vehicles (sample data)

Overview

One record that connects sales, service and payments

Each customer has one profile, linked to every vehicle they bought or brought in for service. Vehicle records hold the model, colour, chassis and engine numbers, registration and odometer history.

Sales, job cards, parts bills, installments and payments all post to the same profile. The service advisor sees past work before opening a new job card, and the accounts desk sees exactly what is owed.

Key points

  • Lookup by phone, registration or chassis
  • All vehicles linked to the owner
  • Complete service and parts history
  • Installments and balance on one screen
  • Next-service due by date or reading
How it works

How a customer record builds up

Step by step, the way it happens in your dealership.

1
First contact

Name and phone recorded at booking or first service.

2
Vehicle added

Model, chassis, engine and registration are linked.

3
Service visits

Every job card is saved to the vehicle's history.

4
Parts bought

Counter purchases are added to the profile.

5
Balances

Installments and payments update the ledger.

6
Follow-up

Service reminders and offers to the right customers.

What you see

A vehicle's complete service history

Before opening a new job, the advisor sees every past visit, reading and repair for that vehicle.

Service history with sample data

Capabilities

Customer tools

Included in Automotive Dealer POS, with no extra modules to buy.

Instant lookup

Phone, name, registration, chassis or engine number.

Vehicle records

Model, colour, numbers, registration and readings.

Service history

Every visit, repair and part used, per vehicle.

Ledger

Sales, installments, service bills and payments together.

Service due

Lists of vehicles due for service this week.

Offers

Reach customers by model or last visit with a service offer.

Insights

The numbers behind it

Examples of the reports this feature feeds. Figures are sample data.

Returning service customers

Per month (sample data)

250188125620MayJunJulAugSepOct

Customers by relationship

Active customers (sample data)

Vehicle + service46%
Service only31%
Parts only15%
Vehicle only8%
Good to know

Notes from our setup team

Practical advice from setting up dealerships like yours.

Use the phone number as the key

It is the quickest way to find a customer at any desk.

Link outside vehicles too

Vehicles bought elsewhere can be added when they come in for service.

Update the reading every visit

Accurate readings make service reminders useful.

Follow up on due service

A weekly call list of due vehicles keeps the workshop busy.

FAQ

Customers: common questions

Can one customer have several vehicles?

Yes. Every vehicle is linked to its owner, with its own history.

Can I add a vehicle not bought from us?

Yes. Any vehicle can be added when it first comes in for service or parts.

Can I see what a customer owes?

Yes. Installments, unpaid bills and payments show on one ledger.

What if a vehicle changes owner?

The vehicle can be moved to the new owner while its service history stays with the vehicle.

See customers working in your dealership

Book a free demo and we'll show it with models and parts like yours.

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