Auto or Machine Info (can be turned on or off)
Look up customers by Company name, Last name, License number or Customer number.
The make, model and year of their vehicle or machine is shown on the look up screen.
A customer may have several vehicles or machines on their file. You can change the auto or machine you are working on with the click of the mouse.
A customer can have many vehicles or machines.
To pick, or add a new vehicle or machine click on the Lookup or Add button.
Once you pick the vehicle or machine the information will be saved with the estimate or work order. Use the options in setup to turn auto options on or off as desired.
Information on this can be customized by turning options ON or OFF in the company setup form.
Turn ON or OFF Options
Don't want Vehicle options?
Don't want insurance information?
Don't want engine options?
Turn them off!
Of course if you want them, turn them on!
You can even adjust all Vehicle fields for a business like air conditioning.
Even auto repair shops like turning off the options they don't use, it makes entering estimates and invoices faster when you only enter what you need!
Customer Lookup Screen