View and manage data on customers, fleets, vehicles, vendors, inspection templates, canned services, categories, labor, and fees on your Lists page.

Select the Lists icon from the left-side navigation to view your lists.

Select a list to view associated information.

• Customers: Add new customers and view customer information and service history
• Fleets: Add new fleets and view fleet information
• Vehicles: Add new vehicles, assign vehicles to customers, and view vehicle service history
• Vendors: Add new vendors and view vendor information and the assigned contact person(s)
• Inspection Templates: Create and manage inspection templates to save time on future digital vehicle inspections
• Canned Services: Create and save regularly used services as canned services to quickly add to estimates in the future
• Categories: Track your products and services more efficiently using categories and service level categories. Inventory items, tires, labor, fees, and services can all be assigned to a category. Using categories can help you stay organized in your shop and provide valuable performance insights into your shop by improving reporting data
• Labor: Add labor to create estimates quicker and standardize your labor costs
• Fees: Add fees to create estimates quicker with common additional charges

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!