Every customer, on one profile.
Your customers are the heart of Wrapstart. These guides show you how to add and find customers, read their profile, clean up duplicates, and keep them coming back with the Client Portal, warranties and referrals.
Your customers
Add and edit customers
Create a customer with their contact details, phone numbers and vehicles, and change them later.
02Find customers: search, filters and sorting
Search all your customers, filter by source or date added, and sort the list.
03Merge duplicate customers
Combine two customer profiles into one, or find and merge duplicates across your whole list.
04Archive or delete a customer
Hide a customer you no longer work with but keep their history, or delete a customer for good.
The customer profile
The customer profile
Everything about one customer on one page: contact details, vehicles and warranties, jobs, invoices, quotes, files, documents and referrals.
06Flag a customer and set safeguards
Warn your team about no-shows, disputes or unpaid balances, and record rules like taking a deposit first.
Keep customers coming back
Set up the Client Portal
Turn on the portal, choose what customers see, brand it, and send customers their login link.
08Set up and issue warranties
Create warranty types, issue warranties to customers by hand, in bulk or automatically, and send them out.
09Handle warranty claims
How customers submit a warranty claim, and how you review, approve, deny and resolve it.
10Run a customer referral program
Reward customers who refer friends, give the friend an offer, and track every referral.