Managing customers and vehicles
Keep customers and their vehicles linked, find anyone fast, and share a secure portal link so customers can see their own vehicles, jobs and invoices.
2 min read
Every customer and vehicle you add builds your workshop's history. Because they stay linked, you can pull up a car's past jobs and invoices in seconds.
Customers and their vehicles
Customers and Vehicles both live under Customers in the sidebar. A customer can have more than one vehicle, and each vehicle keeps its own history.
The registration lookup fills in vehicle details for you, so adding a returning customer's second car takes seconds.
- One customer, many vehicles, all linked.
- Use the search box at the top to find a customer by name, number or reg.
- Each customer record holds the MOT expiry and last service dates that drive their reminders.
Give customers their own portal link
From a customer's record you can create a portal link to send them. It opens a page showing their vehicles with MOT expiry dates, their jobs and their invoices with what's been paid.
The link is unique to that customer and works for 90 days. Create a new one whenever they need it again.
If a customer doesn't want texts
Customers who have opted out of SMS are skipped by text reminders and messages, so you can keep their record without texting them.
FAQ
Can I see everything I have done for one car?
Yes. Open the vehicle to see its linked jobs and invoices, so you have the full picture before work starts.
Can I bring my customers over from another system?
If you use Xero, you can import your Xero customer contacts from the Xero tab in Business Settings. When you subscribe, we can also import your customers and vehicles for you.
Ready to try it?
Put a real job through Mechanics Hub on a 14-day free trial, no card needed.