New customer records can be created while creating estimates, repair orders or counter sales.

To add a new customer:

1. Click Main >> Customers.
2. Click New.

   • Result: A New Customer window displays.

     Note: The Customer Name field pre-fills with information entered in the search field on the Customer List.

3. Information tab: Enter the customer information.
4. Service History tab: No information is available until orders are processed for the customer.
5. Payment Record tab: No information is available until payments have been made by the customer.
6. Comments tab: Enter comments about the customer.
7. If desired, add their vehicle by clicking Add Vehicle.
8. Click Submit.