Customer Management

The majority of your customer records will be created as they book in with you for the first time, however there is a need to create more advanced customer records such as customers on account and fleet management customers – all of which TechMan will take care of!

Every customer record contains not only the billing and communication information but their notification preferences, associated vehicles list, fleet company if necessary and also a complete list of previous jobs and quotes that will grow as your customer returns.

Support for account and fleet customers!
Configure marketing preferences
Builds job and quote histories
Easily transfer ownership of vehicles
Individual customer contract pricing options
Reporting available!
...and MUCH more!