CUSTOMERS & VEHICLES
Keep customer details and vehicle history together.
Find contact information, saved vehicles, quotes, appointments, invoices, and recorded payments from the customer’s profile. Start the next job with the details already in place.
When a customer returns, their previous work should be easy to find. DetailMetrik connects the customer profile to the records you use throughout a job.
- Contact details and private notes
- Multiple vehicles per customer
- Connected quotes, jobs, and invoices
CUSTOMER DIRECTORY
Find the right customer without searching separate records.
Search by name, email, phone number, or vehicle. Use tags and open-quote filters to narrow the directory, then open the profile for the contact details and work you need.
- Store useful context
- Keep an address, internal notes, and tags alongside the customer’s contact information.
- Review possible duplicates
- Contact warnings help you spot similar records while still allowing customers who share contact details.
VEHICLE RECORDS
Save the vehicle details that affect your work.
Keep several vehicles under one customer. Record the year, make, model, trim, color, plate, size, condition, and relevant notes, then select the saved vehicle when building a quote.
- Prepare for the next quote
- Use saved size and condition information when choosing service pricing.
- Keep vehicles distinct
- Retain separate details for each vehicle instead of combining everything in customer notes.
CONNECTED HISTORY
Review past work and current commitments in one profile.
Open the customer’s quotes, bookings, job results, invoices, and recorded payments from their connected history. See open quotes, upcoming work, and outstanding balances before starting a new conversation.
- Start the next job
- Create a quote from the profile with the customer already selected.
- Keep the record of past work
- Changes to current contact details do not rewrite the snapshots kept in historical records.
Can one customer have more than one vehicle?
Yes. Save multiple vehicles under the same customer and select the relevant vehicle when creating a quote.
Do I need every contact detail to create a customer?
No. You can create a customer with a name and add further details later. A vehicle must be selected when you create a quote.
Is communication history a shared inbox?
No. The profile provides recorded communication activity. It is not a two-way email or SMS inbox.
EXPLORE DETAILMETRIK
See how the tools work together.
Explore the sample workspace, or compare plans for your business.