Customer tracking app

Cruzscarwash

Cruzscarwash

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Hello,

Does anyone use an app to keep track of clients?? Types of cars,past service history anything like that??

TIA
 
I use google doc spread sheet
date, customer name, service i did, price phone number.

it's nice since i can access it from anywhere as long as i have internet

also do the same thing for items i buy.
 
Point of sale system. There's lots, and at different price points. I use one called POSE Point of sale.. just search around for one that has all the features you need at a price you can afford.
 
I use square for payment but wanted to use some sort of app to keep track of clients instead of a binder with tabs for each customer
 
choijw2 said:
I use google doc spread sheet
date, customer name, service i did, price phone number.

it's nice since i can access it from anywhere as long as i have internet

also do the same thing for items i buy.
Click to expand...

Have you tried making a new tab for each customer??
 
My business runs it self I get 3 to 5 calls a day.I don't follow up with them.when they want service they call me.I use to do it when I first started out .Detailing clientele is a revolving door if you lose 4 customers you gain 6 back so know I don't do it .
 
I dont keep track of my customers to call them or market them, I keep track of customers to manage their history, and my loyalty program.

I save customers plate number as last name, so when they come in (randomly) I have all their info on my screen before they step out of their car. Based on their history they will receive a loyalty discount, and possibly a recommendation of a higher service if it's that time based on previous orders.
 
That's what I want to track as well, but was hoping there was an app so when I'm mobile I can just bring up the info
 
Is there one that you use and like?? I think this is what I'm looking for, thanks
 
Google "pose point of sale" they have an app, but its only tablet friendly. Or you can use its web based version from your browser. $49/month
 
Cruzscarwash said:
Have you tried making a new tab for each customer??
Click to expand...

well my customer info will go into work history,
and I have new tab for each month

so easy to keep tracks, but again... i am not very busy detailer
 
Yes you are right,is there a need for all that maybe worth it for 40 to 60 customers. I remember every customer.
 
Personally I use Zoho. They have a (ridiculously) large selection of apps available, and their support seems good as well.

I'm currently using the Invoice app, and will be upgrading the CRM soon. Fantastic mobile applications (as well as a powerful browser counterpart) easily make it easy to make & track quotes, invoices, expenses, etc. I like that I can scan/add my Vehicle Inspection Forms and physical expense receipts & attach them to the customer invoice or expense note.


I'd give it a try - it's free for up to (5) customers, but what I did when I first started was made a "Quotes" customer, then in the Reference column put in their name and basic vehicle information. The search function allowed me to easily find quotes I had done up for them, and the integrated commenting system worked great for posting updates to refer back to at a later date.
 
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