Customer Management
All the ways to manage your tools and customer profiles.
- Adding estimates to an existing customer through Files
- Identifying and Managing 'Decision Needed' Records
- Chevron Bar (status updates)
- Merge and Lock repairs
- Damage Assessment Tool Steps
- Sticky Filters
- Insurance Fields
- Transfering records across sites
- Simple Damage Assessment Tool
- Creating a customer profile with an estimate
- Dates & Statuses in BodyShop Booster