Open Customers
Use Customers in the Shop OS navigation when your role permits it. Check the active shop before opening a record.
- Search or browse for the existing customer before creating a duplicate.
- Open the matching customer and verify its contact context.
- Review the linked vehicle and confirm it is the vehicle being serviced.
- Continue to the relevant work or follow-up using the available controls.
Keep context accurate
A similar name is not enough to identify the correct customer. Verify the record with the customer using your normal business process. Tell colleagues about corrections that affect an active work order.
Protect the information
Access is scoped to authorized shop users. Do not export screenshots of customer details to public channels or use a service request as automatic consent for marketing.
Something unclear or out of date?
Tell us which instruction needs correcting. Do not send passwords, recovery links, session tokens or unnecessary customer information.
Article feedback email is not configured. Use an established onboarding contact or the verified contacts in Legal Notice.