Rewards & Referrals

Easy-to-use rewards program with a built-in innovative referral tool

How to add a new customer

Click Add Customer in the top menu Type in the cell phone number of the customer you would like to add and click Start Fill in any required or optional information For repeat customers/integrated versions, customer and vehicle information may be pre-populated...

How to add an existing customer

Click on Add Customer on the top menu bar On the next page enter the cell phone number of the customer you want to add, click Start The Customer Quick Start page will pull up the Customer Information and the Vehicle Information currently defined for that customer. If...

How to add a service writer or technician account

From the Administrator Account, find the admin dropdown menu in the top right corner of the page Select the option Add new user Select whether it is a Service Writer or Technician account Service Writer account – Service writers can add customers, move them...

How to move a customer along the workflow

Find the customer you wish to update the status of Click on the desired stage of the workflow you wish to move them to If prompted, enter the amount of time that stage should take, then click the checkbox (Example: Waiting on parts – 1 Hour) The customer will...

How to schedule an appointment

Click Add Customer on the top menu bar Type in the phone number of the customer you wish to add and click Start Fill out any needed information, then click the Status dropdown and find the option Scheduled for appointment Enter the date and time, then click Add to...