Help Center/Features

Managing Customers

Add, edit, and track customer records across your garage

Every person who brings a vehicle to your workshop is a customer record in Pistonlog. Once created, that record follows them across every future visit — their contact details, vehicles, and full jobcard history are always one click away.

What a Customer Record Stores

Each customer record holds:

  • Name — first and last name
  • Phone number — primary contact number
  • Email address — used for sending invoices and communications
  • Address — postal address for printed documents

That's it. One clean record per person, reused everywhere.

Creating a Customer

There are two ways to add a customer to your garage.

From a jobcard

This is the most common route. When you create or edit a jobcard, type into the Customer field. If no match is found, click Add New Customer and fill in their details. The customer is saved to your database automatically and linked to the jobcard.

Creating a new customer inline while building a jobcard

From the customer list

You can also add customers ahead of time — useful when onboarding a fleet account or entering records from a previous system.

Open the customer list

From the sidebar, click Customers.

Click New Customer

Click the New Customer button in the top-right corner.

Fill in their details

Enter the customer's name, phone, email, and address. Click Save to create the record.

Creating a customer directly from the Customers page

One record, used everywhere

However you create a customer, the result is the same — a single record available across all future jobcards in your garage. You never need to enter the same person twice.

Finding an Existing Customer

The Customers page shows all customers in your garage. Use the search bar at the top to find someone by name, phone number, or email address.

When adding a customer to a jobcard, the same search works inline — start typing in the Customer field and matching records appear as you type.

Finding an existing customer by name or phone number

Editing Customer Details

Phone number changed? New address? Open the customer record and update it.

Open the customer

Find the customer in your list (or click their name from any jobcard) and open their record.

Edit their details

Update any field — name, phone, email, or address. Click Save to confirm the changes.

Changes apply everywhere

When you update a customer's details, the change is reflected across all their linked jobcards and documents. No need to update each jobcard individually.

Viewing Customer History

Open any customer record to see their full history with your garage:

  • Jobcards — every jobcard ever created for this customer, with status, date, and totals
  • Vehicles — all vehicles linked to this customer

This gives your front desk a complete picture before the customer even walks through the door. You can see what was done last time, what was quoted, and which vehicle they're likely bringing in.

Browsing a customer's past jobcards and linked vehicles

Customers and Vehicles

A customer can own multiple vehicles, and each vehicle is linked back to its owner. When you select a customer on a jobcard, all of their registered vehicles appear for you to choose from.

If a customer brings in a new vehicle, add it from the jobcard — it's automatically linked to that customer going forward.

Vehicle ownership

Vehicles belong to customers, not to jobcards. When a customer sells a car and buys a new one, add the new vehicle to their record. The old vehicle and its service history remain intact under the same customer.

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