Gearboxly AI
Start free

Add a customer

Add someone before they've booked a repair: their details, their car, and how they like to hear from you.

  • For service advisors
  • 2 min read
  • Video walkthrough

Open Add customer

  1. 1Go to Customers in the sidebar.
  2. 2Tap + Add customer next to Customer list.

Who they are

  1. 1Type their first and last name.
  2. 2Add their mobile number. Email is optional.
  3. 3Leave OK to text on so they get updates about their car.
The Add a customer form with name, mobile and email filled in
A mobile number that's already on file opens that customer instead of making a duplicate.

Their car

If you have it, add their car now: year, make, model and plate. You can add more cars later from their profile.

Adding a 2018 Honda CR-V with its plate

Tap Add customer. Their profile opens, ready for a repair order.

Adding someone at the counter

Checking a car in for someone new? You don't need to add them first. On a new repair order, tap New customer and fill in their name and mobile right there.

← PreviousReports: sales, tax, profit and moreNext →Find a customer and their old invoices