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