Customer timeline
Review conversations, notes, estimates, appointments, invoices, payments, and documents in order.
Contacts
Know the customer, the vehicle, and every job that came before.
ShopWrk gives the team one reliable history for customers, vehicles, conversations, estimates, invoices, payments, documents, and warranties.
Book a demo See your workflow, not a canned tour
OperationsLive workspace
Overview
Operations
Customers
Automations
Reports
Customer record
Priya Shah · 2 vehicles
Lifetime work
$4,980
Customer since 2024
Focused: Full tint · warranty active
Interactive product representation using illustrative example data.
The operational problem
Returning customers should not have to start over.
Disconnected tools make the team ask for the same vehicle and service details again, miss warranty context, and overlook the value of the relationship.
Customer and vehicle timeline
Duplicate-aware contact records
Portable customer data
How it works
One connected workflow, from signal to completed work.
- 01
Create or match the contact
Calls, messages, forms, and imports connect to the existing person when one already exists.
- 02
Build the vehicle history
Store year, make, model, service details, notes, documents, and warranties by vehicle.
- 03
Use the context everywhere
CRM, quoting, scheduling, conversations, payments, and ShopWrker reference the same record.
What it can do
The feature-specific tools behind the outcome.
Multiple vehicles
Keep each vehicle's work, coverage, product, photos, and warranty separate without splitting the customer.
Segments and filters
Find customers by service, vehicle, status, date, location, or other useful shop context.
Import and export
Bring customer records in and take clean customer data out when the business needs it.
A returning customer
The warranty question arrives with the answer already attached.
Priya texts about the GR86 tint warranty. The team sees the original job, film, signed document, and active coverage before replying—and notices the open Model Y PPF estimate too.
Two vehicles, one customer
Warranty and document history
Open opportunity visible
The measurable operating outcome
One history everyone can trust.
Open a customer and understand their vehicles, previous work, active opportunities, communications, documents, and balances without searching across systems.
Customer and vehicle timeline
Duplicate-aware contact records
Portable customer data
Connected ShopWrk
Keep exploring the workflow around this page.
Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.
Frequently asked questions
Questions about Contacts & Customer History.
Can one customer have multiple vehicles?
Yes. Each vehicle keeps its own work, documents, warranty, and service history while remaining connected to the same customer.
Can I import customers from another system?
ShopWrk supports structured imports so customer and vehicle data can be brought into the platform without re-entering every record.
Can my team export customer data?
Authorized users can create structured exports for the customer segments and fields the shop needs.
See Contacts & Customer History in your workflow
Bring the whole shop into one operating system.
We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.
Book a demo Built around your real shop workflow