Customers¶
Every repair order is tied to a customer and a vehicle. Getting the customer right at the start of the visit saves a lot of headaches later — on the invoice, on history, and on returns.
Retail is the default
About 9 out of 10 customers you create will be Retail Customers. House Charge and National Account are for the smaller share of business and fleet customers. When in doubt, it's Retail.
The three customer types¶
| Type | Who it's for |
|---|---|
| Retail Customer | Individual paying for their own vehicle. Card, cash, or check at the counter. |
| House Charge Account | Business with an approved credit line at the shop. Billed on terms (Net 15 / Net 30). |
| National Account | Fleet or warranty program. Billed back to the program, often needs pre-approval. |
Always search first¶
Before you create a new customer, search for them. Duplicate records split a vehicle's history across two profiles and cause problems on returns and loyalty. If they've been here before, they're already in OverDrive.