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The Customer Portal is a single screen that brings together one customer’s vehicles, memberships, and full job history. Instead of jumping between the Customers, Vehicles, and Orders lists, you get the whole picture in one view.

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When to use it

  • A customer calls and you want their full story instantly.
  • You’re about to start a new job and want to see their past work and saved vehicles.
  • You’re managing a membership and need to see its status, renewals, and related order history.

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What you’ll see

The Customer Portal showing a single customer's vehicles, memberships, and order history.

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Opening the portal

1

Find the customer

Open Customers and search for the person.
2

Open their portal

Select the customer to open their unified portal view.
3

Take action from one place

Start a new order, edit their profile, manage a vehicle, or review a membership — all without leaving the screen.
Use the portal as your “customer cockpit” during phone calls. Everything you need to sound prepared and helpful is on one screen.

Customers

Manage your customer records.

Vehicles

Track the cars you service.

Memberships

Recurring revenue plans.

Orders

Run active jobs.