Shop Controller offers a robust system for managing customer records, complete with a variety of options to customize and track customer interactions.
Customer Overview
When you access a customer's record, you're presented with several pieces of information:
- Loyalty Program Enrollment: Displays if the customer is part of any loyalty program offered by your shop.
- Credit Balance: Shows any balance the customer has, whether it's outstanding or in credit.
- Tagging System: Located below the customer's details, allowing you to add or edit tags for easy searching and categorization.
Editing Customer Information
Within the customer's record, you have the ability to add or edit information that may have been previously entered or overlooked.
Special Pricing and Labor Rates
Particularly noteworthy features include:
- Part Matrix: Assign a custom part pricing matrix to a customer, ideal for special clients like fleet management companies or for specific services like diagnostics.
- Labor Rate: Set a unique labor rate for a customer, whether it's a discounted rate for friends and family or a standard rate for regular customers.
These features prevent the need to adjust pricing for every job, streamlining the process.
Vehicle and Service Records
Each customer's record provides a list of vehicles associated with their name, along with the ability to:
- View services performed on each vehicle by clicking the 'Show Services' button.
- Access detailed records for each vehicle directly.
- See all invoices, estimates, and payments linked to the customer, offering a quick overview of the customer's financial interactions with your shop.
Internal Communication and Activity Tracking
- Activity Tab: This section allows team members to leave comments and communicate internally. For example, tagging a team member in a comment will notify them to review the customer's record.
- Communications Tab: Tracks all communication with the customer, including text messages and emails sent directly from Shop Controller.
Properties and Customization
The properties tab allows for further customization and tracking:
- Tax ID: Essential for businesses that need to record tax ID numbers for customers.
- Tax Exemption: Convenient for setting tax exemptions for specific customers like government entities.
- Lead Status: Track and customize the lead status of a customer to manage sales and follow-ups.
The system dynamically updates the last visit date for each customer, but you can also adjust this manually if needed.
Conclusion
Shop Controller's customer view is designed to provide a comprehensive overview and management platform for all customer-related details. With customizable pricing matrices, labor rates, a tagging system, and communication tracking, it ensures that customer information is organized and accessible for both management and team coordination.
Remember, each customizable field marked with a plus sign can be tailored to fit the unique needs of your shop and its customers, allowing for a personalized approach to customer service and record-keeping.