The top of the page
- Their name, their review status, and a flag if they have one.
- Total Spent, Outstanding and Referrals at a glance.
- Request review, to ask them for a Google review.
- The Actions menu: Call, AI Call and Message; Edit Customer; Book Appointment, New Booking, New Quote, New Proposal and New Invoice; Text Portal Link and Email Portal Link; Mark as Reviewed, Flags & Safeguards, Merge Customer and Delete Customer.
The tabs
- Overview: contact details and phone numbers, call recording and AI call consent, the Tax Exempt, AI Engagement and Warranty Review switches, tags, notes and activities.
- Timeline: everything that has happened, month by month.
- Vehicles: each vehicle with its warranties. Use Add Vehicle and New Warranty here.
- Projects: groups a piece of work's quotes, proposals, invoices and jobs together. Click New project to start one.
- Bookings: their jobs and appointments, with Add Booking and Book Appointment.
- Invoices and Quotes & Proposals: every invoice, quote and proposal, with buttons to create new ones.
- Attachments: files you upload, job photos and files from messages. Mobile Upload shows a QR code so you can upload from your phone.
- Documents: signed proposals and quotes, and signing requests. Click New Signing Request to send a document for signature.
- Referrals: the customer's referral code and the friends they referred.
Tags
On Overview, type in Add tag... to tag the customer. Automations can use tags, for example to send something only to fleet customers.
Vehicles and warranties
On Vehicles, each card shows the colour, VIN, plate and category, with Edit. Under it are the vehicle's warranties. Click + Add Warranty to issue one, or click a warranty to open it, email it again or edit it.
Tip
Turn off AI Engagement on Overview to keep Wrapstart AI from messaging a customer you want to handle yourself.