BodyShop Booster
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Customer Management

All the ways to manage your tools and customer profiles.

  • Repair Records- Uploading estimates to an existing customers to create a Repair Record.
  • Adding new Customers to Booster
  • Assigning Staff / Team to a Customer Record
  • Search Function
  • Using Filters
  • Sending Damage Assessment Tool, Document Wallet and PIN Reset
  • Repair Status Functions
  • Uploading Estimates
  • Finding Photos & Media Files for a Customer
  • Using Calendars
  • Using Flows
  • Updating User Notification Hours
  • Disable all User notifications (hours)
  • Marking messages as UNREAD
  • Creating a calendar appointment (CRM)
  • Calendars - color coding
  • Changing or deleting calendar appointments
  • Viewing Calendars and Customer Appointments
  • Sending Estimates (manually and through a Flow)
  • Sending the calendar to customers to self-book
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Categories

  • Start Here
  • Admin - Getting Started
  • Admin - Functions
  • Admin - Integrations
  • Shop Users - Getting Started
  • Customer Management
  • Communication
  • Getting more help
  • Booster essentials
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