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CRM & Memberships

The CRM module is the customer-side counterpart to the Jobs Engine. Every customer record, every loyalty plan, every appointment — wired together so the front desk always has the right context.

Customers​

CRM → Customers is your customer database.

Each customer carries:

  • Identity — name, phone, email.
  • Status — active / deactivated.
  • Vehicles — one-to-many to your customer-vehicle records.
  • Membership — current plan + expiry, with assignment history.
  • Outstanding balance — live from the customer ledger.
  • Loyalty / points (if enabled).
  • Notes — free-text per customer.
  • Atlas sync — opt-in to share vendor / vehicle data into the network intelligence layer.

Customer detail​

The customer detail page is a single pane of glass:

  • Identity + contact.
  • Active vehicles with quick-jump to history.
  • Open jobs with status.
  • Recent invoices + balance due.
  • Purchase history (full ledger).
  • Membership status.
  • Declined work — DVI recommendations the customer chose not to approve, with follow-up status (great for re-engagement campaigns).
  • Appointments — past and upcoming.

Customer ledger​

CRM → Customers → Ledger is a double-entry-backed statement of every charge and payment. Entries are aggregated from invoices, payments, and credit notes — and reference numbers (not just IDs) are shown across tables.

Use the ledger for collections, credit decisions, or any time you need a trustworthy "how much has this customer spent / owes."

Purchase history​

A chronological view of every job, vehicle, service performed, and linked invoice status — in one place.

Memberships​

CRM → Memberships manages your loyalty program.

Plans​

Each plan has:

  • Name (gold / silver / bronze — your choice).
  • Discount % — applied automatically to quotes and invoices.
  • Included services (optional — specific service IDs the plan covers free or at reduced cost).
  • Priority label — for sorting and segmentation.
  • Duration — auto-calculated expiry (now + duration_days).

Assigning to a customer​

From the customer detail page, assign a plan. The system records:

  • Plan ID + start date + auto-expiry.
  • Assignee (which staff member added the plan).
  • History of previous memberships (renewals, upgrades, downgrades).

How discounts flow​

When a customer with an active membership is on a quote or invoice:

  • The plan's discount % is automatically applied.
  • Included services are priced at zero (or the plan-defined price).
  • The line shows the membership-discount breakdown for transparency.

No manual application. No "did the advisor remember to apply it?"

Appointments​

CRM → Appointments is standalone booking — independent of jobs. A small shop can run on appointments alone and graduate to full job-tracking later (a product-tiering lever).

Each appointment has:

  • Customer + vehicle (required).
  • Service advisor + bay.
  • Date / time + requested services.
  • Status — draft → confirmed → completed → cancelled / no-show.

Calendar view​

A calendar view shows appointments per day, per advisor, or per bay. Double-booking is rejected at the API — if a bay is taken, the slot isn't offered.

Appointment → Job​

A confirmed appointment can be converted to a job in one click. The conversion creates the job (with customer, vehicle, concern, and requested services pre-filled) and updates the appointment to completed.

Atlas (optional, opt-in)​

If a customer opts in, their vendor, customer, and vehicle data contributes to the cross-tenant Atlas intelligence layer — a shared knowledge base that improves vehicle specs, vendor intelligence, and market data over time.

Opt-in is per-customer and revocable.

Tips​

  • Single pane of glass: the customer detail page is designed so the front desk can answer any question (balance, last visit, membership, upcoming appointment) without switching tabs.
  • Declined work pipeline: declined DVI recommendations persist on the customer record across visits — a built-in upsell pipeline (who's overdue for what).
  • Atlas opt-in is granular — share only what you choose.

Next: Staff & Payroll, or the user journey.