The people and the cars. How to add them, look up their details, keep them tidy, and stay on the right side of marketing law.
Three ways to add a customer, what fields are required, and how the ABR ABN lookup auto-fills the legal name and GST status for business customers.
Linking a vehicle to a customer, manual entry versus VIN/rego lookup, and how to handle fleet customers who own dozens of vehicles.
How the InfoAgent integration turns a plate or a VIN into a complete vehicle record. Tiers, credits, and what to do when a lookup fails.
How to attach short repair animations to quotes, jobs, and inspections — and what your customers see when they tap the link.
The job timeline behind every vehicle — what counts as a service event, how it appears to the customer, and how to export it.
How PitlaneHQ tracks marketing consent, what the YES/NO SMS opt-out looks like, and how to import existing consent from another system without breaking the law.
How duplicates creep in, how to find them, what the merge flow does to vehicles, jobs, and consent — and what it can never undo.