Clients | Trackara Pro

Trackara Pro

Overview

Dashboard Orders Analytics Rewards Insights Link Insights Notifications

Work

Projects Sales Orders Invoices Quotes Work Orders Warranty Claims Scan Station Appointments Signatures

Clients

Clients Client Map Bookings & Leads Marketplace Marketplace Admin Rewards Marketing

Operations

Time Tracking Inventory Locations Assemblies Build Tickets Purchase Orders Suppliers Mileage Expenses Tax Reports

Tools

Blueprints Line Item Templates Frequent Jobs Maintenance Maintenance Health Bulk VIN Import Tasks Inspections Service Manuals

Account

Settings

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Clients

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Total Clients

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Active This Month

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Total Revenue

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Avg. Revenue / Client

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Filter

All Clients

Client	Phone	Email	Vehicles	Total Spent	Last Service	Link	Actions

Add Client

Quick fill:

Commercial Client

Toggle on for fleet accounts, businesses, dealerships, etc.

Contact Information

Business Name *

Full Name *

Email

Phone

Work phone

Company

Preferred Contact

Address

Street Address

City

State

ZIP

Alternate Service Locations

Tags

Reason for "Do Not Service"

Tax Exempt

Skip sales tax on invoices for this client (non-profits, gov't, resellers).

Payment Terms

Overrides your default invoice terms for this client only. Leave blank to use the default.

Notes

Delete Client

Are you sure you want to delete this client? This action cannot be undone.