Add and Manage Clients Effortlessly

Every estimate, invoice and appointment starts with a client. Adding clients takes under a minute: this guide shows how to add a customer — and their first vehicle — so you can manage your customer list effortlessly.

1

Open Clients

From the Getting Started page, click the Clients tile. (You can also reach it from the menu at any time.) The Clients list shows every customer in your shop with their phone, email and status.
2

Click “Add client”

Click the blue + button next to the page title. The Add Client panel slides in from the right.
3

Enter the contact information

Client Name and Company Name are required (for a private customer, repeat their name as the company). Add a phone number and email — AutoSoftWay uses them to send estimates, invoices and reminders. Email 2 is optional: invoices are copied to that address too, handy for fleet or accounting contacts.
4

Add the address

Choose the State/Province and fill in the city, street address and zip/postal code. The province also drives which taxes apply on this customer’s estimates and invoices.
5

Record the customer’s consent

In SMS & Email Consent, read the short statement aloud to the customer, then tick the boxes they agree to. AutoSoftWay only texts or emails estimates, reminders and follow-ups to customers who have given consent.
6

Add the customer’s vehicle (optional)

You can add the first vehicle right here: enter the VIN (or the plate number), year, make and model — start typing and pick from the list. Use Add Another Vehicle for more cars, or tick Add later to skip this for now.
7

Save the client

Click Save Client. The panel closes and the customer is ready to use on estimates, invoices, appointments and inspections.
8

Find the new client in the list

The new client appears in the Clients list — use the search icon to find anyone by name, phone or email. Click the eye icon to open their profile, where their vehicles, estimates, invoices and messages are all in one place.