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Customer Records

Customer Management for auto repair shops

Track customers, vehicles, service history, and follow-up opportunities in one shop-owned record.

Plain-language overview

What Customer Management does

The CRM is practical, not bloated. It exists so your team can answer who the customer is, what they drive, and what work is due next.

You keep relationships organized without a separate sales tool.

Practical use cases

Where this helps during a real repair day

01

Customer and vehicle profiles

Use this capability inside the connected customers & communications workflow without rebuilding the same shop, customer, vehicle, or job context.

02

Service history context

Use this capability inside the connected customers & communications workflow without rebuilding the same shop, customer, vehicle, or job context.

03

Follow-up and campaign support

Use this capability inside the connected customers & communications workflow without rebuilding the same shop, customer, vehicle, or job context.

How it works

A straightforward shop workflow

  1. 01

    Create customer records through booking, check-in, or dashboard entry.

  2. 02

    Attach vehicles and service history.

  3. 03

    Use the record for future visits and reminders.

What the shop gets

You keep relationships organized without a separate sales tool.

  • Works with repair orders and invoices
  • Keeps vehicle history searchable
  • Supports retention work
Frequently asked questions

Customer Management FAQ

What does Customer Management do for an auto repair shop?

The CRM is practical, not bloated. It exists so your team can answer who the customer is, what they drive, and what work is due next.

What problem does Customer Management help solve?

You keep relationships organized without a separate sales tool.

How does Customer Management fit into the shop workflow?

Create customer records through booking, check-in, or dashboard entry. Attach vehicles and service history. Use the record for future visits and reminders.

Who can use Customer Management?

Access depends on the signed-in shop role, saved permissions, active modules, and any provider configuration required for the workflow. WrenchDay keeps server-side shop and tenant checks authoritative.

What other WrenchDay tools work with Customer Management?

Customer Management connects naturally with Vehicle Details and Service History, Shop Reporting and Analytics, Customer Text and Email Communication.

The shop is running.You don't have to be there.

See the work, the team, and the money from anywhere.

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WrenchDay shop owner illustration