Add a New Customer

  1.   Navigate to the Customers page.
  2.   Search the customer name or VIN to see if the customer and/or vehicle already exists.  
  3.   If the customer does not appear in the search results, click the Add Customer button.
  4.   Complete the fields shown, including first name, last name, and the DMS customer ID number (if applicable).
  5.   Click the Save button.
  6.   A confirmation will be displayed at the top of your screen: Success! Customer details have been saved.

Add a Vehicle

  1.   Navigate to the customer’s profile page.
  2.   Click the Add New button and select Vehicle.
  3.   Complete the fields shown, including year, make, model, and VIN number.
  4.   Click the Save button.

Add a Tire Set

  1.   Click the ••• breadcrumb menu at the top of the Vehicle panel.
  2.   Select the Add Tire Set option.
  3.   Complete the fields shown including type, brand, model, and size.
  4.   Click the Save button.

Tip: You can update tire details later by clicking on the Edit Tire Details option in the ••• menu at the top of each tire set or by clicking on the set of tires.

Schedule an Appointment

  1. On the customer's profile page click the Add New button and select Appointment.
  2. Select the appointment date and time.
  3. Enter the DMS appointment number, if available
  4. Enter the repair order number, if available.
  5. Click the Save button.
  6. On the newly created appointment, click the ••• menu and select the Print Tire Labels option to print labels for the set going into storage.