The customer list
Open Garage from the sidebar to see every customer. The list shows each person’s name, their vehicles, total estimated value, appointment count, and last activity. Tags highlight what matters: Returning, High-value, Opted out, and dots for customers who owe a review or have a recall due.Find a customer
Search or filter
Type a name, phone number, or email in the search bar. Or use the segment tabs at the top — All, Returning, High-value, and more — to filter the list.
What’s in a customer record
The detail panel shows everything Kordless knows about this person, in one glance:- Identity — name, phone, email. Click Edit to correct a name or merge a duplicate.
- Agent notes — notes you write that the agent uses as context when talking to this customer. Add details like “prefers text over email” or “asked about ceramic coating for his wife’s car too.”
- Garage — this customer’s vehicles, each with its own quote and job history. Click Full record on any vehicle to open its dedicated page.
- Timeline — a merged chronological feed of every interaction: quotes, appointments, conversations, and form submissions.
Add a vehicle to a customer
When a returning customer brings a new car, add it to their Garage:Enter the vehicle details
Fill in the year, make, and model at minimum. You can also add VIN, plate, color, and size class.
Customer actions
From the detail panel you can also:- Book again — create a new appointment for this customer, pre-filled with their info
- Request review — send a review request through the agent
- Message — open the inbox thread with this customer
- Merge — combine a probable duplicate into one record
- Forget — permanently delete a customer and their data (irreversible)
Export customers
Click Export to download your customer list as a CSV. You can export all customers or filter by segment first — useful for a mailing list or a reactivation campaign.The vehicle record
Each vehicle has its own page at Garage → vehicle → Full record. This is the operational heart of the Garage: the complete lifecycle of one car, from the first quote to the latest recall.What’s on the vehicle page
- Identity — year, make, model, VIN, plate, color, size class. Click any field to edit.
- Owner — the customer who owns this vehicle, with their contact info.
- Lifecycle — a computed status that summarizes where this vehicle is in its relationship with your shop: active job, under warranty, recall due, lapsed, and so on.
- Jobs — every quote that references this vehicle, in reverse chronological order. Each shows the state (quoted, deposited, completed, expired, declined), the quoted price range, the final invoice amount, delivery date, and booking status. Check-in photos and delivery photos are attached when available.
- Film batches — every film or coating installed on this vehicle: category (PPF, ceramic, tint, other), brand, product, batch lot number, coverage area, install date, and warranty term.
- Warranties — registered warranties with provider, plan, registration ID, term, start and expiry dates, status, and linked document.
- Recalls — any due, approved, or snoozed recall for this vehicle, with the service label and relative due date.
- Timeline — a merged chronological feed of every event on this vehicle: quotes, film installs, warranty registrations, and recalls.
Record a film batch
After installing film or coating, record the batch so you have a traceable record for warranty claims:Enter the details
Select the category (PPF, ceramic, tint, or other). Enter the brand, product name, and batch lot number from the roll or bottle. Add the coverage area and install date. Set the warranty term in months if applicable.
Register a warranty
When you register a warranty with a film manufacturer or coating brand, record it on the vehicle:Enter the details
Fill in the provider, plan name, registration ID, term in months, and start date. The expiry date is calculated from the term. If you have a registration document URL, add it.
What if a warranty is void?
What if a warranty is void?
Set the warranty status to Void. A void warranty stays on the vehicle’s record for traceability but no longer shows an expiry label. If the warranty was registered in error, you can remove it entirely with the trash icon.
Save delivery photos
After completing a job, attach delivery (after) photos to the quote so the condition record is complete:
Delivery photos appear alongside the check-in (before) photos, giving you a complete before-and-after record for warranty disputes or marketing.
How the Garage connects to the rest of Kordless
- Quotes — every quote in the Quote Desk references a vehicle in the Garage. When a new customer’s first quote goes out, the vehicle is created automatically.
- Bays — when a customer pays a deposit and books a slot, the appointment lands on your Bays and the vehicle gets its record here.
- Recalls — when a service has a recall interval (e.g., ceramic coating inspections every 12 months), the recall engine scans completed jobs and surfaces due vehicles on the Today page and on the vehicle record itself.
- Today — the right rail’s Reviews owed and Recalls due counters pull from the Garage. Approve them in bulk from Today, or handle them one at a time here.
Next steps
Today
Your morning feed: overnight activity and decisions waiting on you.
Recalls
How Kordless brings past customers back when their vehicle is due.