Manage every customer relationship in one place.
Service VIN keeps every detail, conversation, vehicle, warranty and dollar for your shop in one connected record, so a first-time PPF job turns into referrals, rebooks and a customer who keeps coming back.
- Live lifetime value
- Self-updating statuses
- Referral tracking
- Warranty registry
Priya Sandhu★ VIPRepeat
(416) 555-0182 · priya@… · Toronto · prefers text
Lifetime value
CA$9,847
Jobs
4
Referred
CA$5,210
Timeline
Warranty W-1042 registered
Model Y · full-front PPF · 10 yr
Invoice #1042 paid
CA$2,624 · yesterday
“Car looks incredible, thank you!!”
SMS · yesterday
Next: ceramic top-up
auto-reminder queued · 11 mo
One complete record for every customer.
Nothing lost, nothing re-typed, nothing living in someone's head. Here's what every customer record carries out of the box.
Unified profiles
Every detail, contact preference and vehicle in one record — with the money, messages and history attached, not scattered across five tools.
Phone, texts, a paper file and a spreadsheet
One record, everything on it
Full timeline
Quotes, invoices, jobs, texts, warranties and notes merge into one stream, newest first. Open any customer and know the whole story in seconds.
Automated journeys
Booking reminders, follow-ups, review requests and AI win-back texts run on their own — with quiet hours, opt-outs and consent handled.
Warranties
Register coverage against the customer and the exact vehicle: numbered, dated, with the term and expiry tracked — proof of professionalism at claim time.
Referral tracking
Record who sent you each customer and see the revenue every referrer has generated — so you know exactly who's earned the thank-you.
Smart statuses
New, Active, Repeat and At-risk compute themselves from real activity. VIP stays your call — one tap, visible everywhere.
Somebody remembers to re-tag the record
The jobs and invoices re-tag it
Open a customer, know everything.
The record is the product: complete data, communication that runs itself, and warranties that make your work feel guaranteed.
Complete, integrated customer data — nothing lost.
Every quote, invoice, job, text message, warranty and staff note lands on the customer's timeline automatically, newest first. No filing, no digging through a phone for that one text — the record builds itself while you work.
- Quotes, invoices and jobs attach themselves as they happen
- Every SMS — yours, theirs, and the AI's — kept in the same stream
- Dated, authored staff notes; pin the ones that matter
- Vehicles on the record, so history follows the car too
Warranty W-1041 registered
F-150 · rocker PPF · 10 yr
Invoice #1038 paid — CA$3,180
Stripe · Tue 4:12p
“Truck looks brand new. Thanks!”
SMS from Marcus · Tue 4:03p
Job #204 completed
Rocker-panel PPF · PPF Bay 1
Quote #1038 approved online
opened on mobile · +windshield film add-on
Added to your book
Source: referral — Priya S.
Sample dataSample data — an illustration of the screen, not a customer's account.
Grow every relationship while you're in the bay.
Customers don't churn because you did bad work — they drift because nobody followed up. So a whole AI team, not a single button, texts your customers at the right moments in your shop's own voice, and every reply lands back on the record.
- Booking reminders, follow-ups and review requests, hands-free
- Win-back AI re-opens quiet customers with a personal text
- Quiet hours, opt-outs and marketing consent enforced on every send
- Each customer's preferred channel — text, email or call — respected
Booked: ceramic maintenance
Tue 9:00a · from the reply
Review request queued
fires when the job completes
Quiet hours, opt-outs and marketing consent enforced on every send
Sample dataSample data — an illustration of the screen, not a customer's account.
Protect your installs and strengthen trust.
A warranty is a reason to come back — if anyone can find it. Register coverage against the customer and the exact vehicle with a real warranty number, term and expiry. At claim time you look organized; at renewal time you have a reason to call.
- Numbered warranties (W-1042) from the same counter as your invoices
- Tied to the customer and the specific vehicle and film
- Start date + term compute the expiry; lapsed coverage shows itself
- Manufacturer, shop and extended coverage all in one registry
2024 Tesla Model Y
Midnight Silver · CJH 4821
W-1042 Manufacturer
STEK DYNOshield — full front · defects & yellowing
W-1043 Shop
Install workmanship — lifting & edges
Warranty numbers draw from the same per-shop counter as your invoices — organized when a claim call comes in years later.
Sample dataSample data — an illustration of the screen, not a customer's account.
Illustrative estimate of how long it takes to piece together one customer's story from scattered notes versus one unified record.
| Item | Scattered notes ( min) | One record ( min) |
|---|---|---|
| Per lookup | 8 min | 1 min |
Know your best customers — and reward them.
The customers who already paid you once are the cheapest ones to book again. Service VIN computes who's valuable, who's drifting and who's sending you business — live, from the actual money — so growing repeat and referral revenue becomes a working list, not a gut feel.
Trent M. · Referrals
Your best salesperson might be a customer — now you know which one
Sample dataSample data — an illustration of the screen, not a customer's account.
Live lifetime value
Computed from paid invoices every time you look — never a stale number someone forgot to update. Sort your book by who's actually worth the most.
Statuses that update themselves
New, Active, Repeat and At-risk derive from real jobs and activity. Nobody has to remember to re-tag a record — the data does it.
The at-risk radar
A customer with history who's gone quiet for 12 months is flagged automatically — the ones who already paid you once, lined up as a ready-made win-back list.
VIPs, deliberately
VIP stays a human call — one tap on the record, visible on every list, so the whole team treats your best people like it.
Referral revenue, attributed
See who referred whom and the dollars each referrer has produced. Your top promoters stop being a hunch and become a number.
Outstanding at a glance
Open and partial invoices roll up per customer, so who-still-owes-you is on the record — not in a spreadsheet reconciliation.
From full book to working list in one tap.
The customer list isn't a filing cabinet — it's sorted by who's active and filterable by what matters: VIPs to look after, at-risk customers to win back, new customers to convert. Each chip is a to-do list with revenue attached.
- Filter by VIP, New, Active, Repeat or At-risk in one tap
- Sorted by last activity, so the live relationships float up
- Lifetime value and balance due on every row
- Search by name, phone or email — with your whole book imported via CSV
Give customers a link they actually love.
No accounts, no passwords, no PDFs lost in email. Text or email a secure link and the customer reviews their quote, picks upgrades, approves, pays a deposit or invoice, and downloads a PDF — on their phone, in a minute. Every open and approval lands back on their record.
- Approve quotes and pay invoices online — no login required
- Secure, expiring links; each customer sees only their own job
- Card payments through Stripe Checkout; you never touch numbers
- Branded with your logo and colours, PDFs included
Summit Detail Co
Invoice #1042 · Tesla Model Y — full-front PPF
CA$800 deposit received · due Jul 20
Sample dataSample data — an illustration of the screen, not a customer's account.
A customer base that grows itself, in three moves.
- 1
Import your book
Drop in the spreadsheet you have today — customers and their vehicles land as full records, ready to quote, in minutes. - 2
Work like you already do
Quote, book, invoice, text. Every touchpoint files itself onto the right record — timeline, money, warranties and all. - 3
Let the book work for you
Statuses surface who's at risk, referrals show who's selling for you, and journeys + Win-back AI bring customers back.
- Lifetime value
- LiveComputed from invoices — never stale
- Record per customer
- 1Profile, vehicles, money and messages together
- At-risk radar
- 12 moQuiet customers flagged for win-back, automatically
- Retyping
- 0Every job enriches the record on its own
Statuses and values are computed from your shop's own quotes, jobs and invoices — your results depend on your follow-through.
CRM & Leads, or Customer Management?
Two pages on this site are about people, and they split on one line: has this person paid you yet?
CRM & Leads
You want this when someone has enquired and nobody has closed them yet — the pipeline, the inbox and the conversations still in flight.
It does not hold the long record. Once they book, the relationship lives on the customer.
Customer Management
You are hereYou want this when they are already a customer and you want the durable record — their vehicles, their jobs, their warranties, what they are worth and who they sent you.
It does not work a lead through a pipeline. It starts where the pipeline ends.
Questions, answered.
What does Customer Management include?
Every customer gets one record: contact details and preferences, their vehicles, quotes, invoices, jobs, text conversations, warranties, referral relationships and staff notes — merged into a single timeline. On top of the record you get live lifetime value and balance due, self-updating statuses (New, Active, Repeat, At-risk), a VIP flag, referral revenue attribution and a searchable, filterable customer list.
How does it help grow recurring revenue?
Three ways. Statuses compute themselves from real activity, so customers with history who've gone quiet for 12 months surface as At-risk — a ready-made win-back list. The Win-back AI and automations then do the reaching out: rebook nudges, follow-ups and review requests in your shop's voice, with opt-outs and quiet hours handled. And because every job, message and warranty is on the record, whoever answers the phone sounds like they remember everything.
Are warranties part of Customer Management?
Yes. You register coverage against the customer and the specific vehicle — with a real warranty number drawn from the same per-shop counter as your invoices, the type (manufacturer, shop or extended), what's covered, the start date and the term. The expiry is computed for you and lapsed coverage shows itself on the record. It's proof of professionalism at claim time and a built-in reason to reconnect at renewal time.
Can it track referrals and VIP customers?
Yes, both. Set “referred by” on any customer and the record shows the relationship in both directions — who sent them, and everyone they've sent — with the actual revenue each referral has produced, computed from paid invoices. VIP is a one-tap flag that shows on every list and record, so your whole team knows who gets front-of-line treatment. The list filters by VIP and every status in one tap.
How does lifetime value stay accurate?
It isn't a number anyone maintains — Service VIN computes it live from your invoices (what's actually been collected) every time a record or list renders. Balance due works the same way from open and partial invoices. There's nothing to update, so there's nothing to go stale.
Can I import my existing customers?
Yes — the CSV importer takes the spreadsheet you have today, understands common column names (including a vehicle per row), and lands everyone as full records ready to quote. Thousands of rows take minutes, and skipped rows are reported so nothing silently disappears.
What about texting consent and opt-outs?
Consent is part of the record: each customer carries a preferred channel, a text-reminders setting and an explicit marketing-consent flag, and every automated send honors them along with quiet hours. An opted-out customer simply doesn't get marketing texts — you don't have to remember, because the system does.
Do customers need an account for the portal?
No. You text or email a secure, expiring link; the customer opens it, reviews their quote or invoice, approves, pays through Stripe Checkout and can download a PDF. Each link shows exactly one document, scoped to your shop, and every open and approval is reflected back on the customer's timeline.
It doesn't work alone
What fills the record, and what runs off it
- FeatureQuotes & InvoicingAccurate quotes with live margin, online approval, deposits and upsells — every yes becomes an invoice and a job on the record.
- FeatureAutomationsThe journeys behind the record: reminders, follow-ups, review requests and win-backs — with quiet hours and opt-outs handled.
- FeatureOnline BookingsA branded storefront that takes bookings and deposits 24/7 — every booking becomes a customer record automatically.
- FeatureCRM & LeadsThe half of the relationship that happens before they are a customer.
Quote it, close it, get paid for it — in one place.
Try Service VIN free — no card required.
The whole product on a free 14-day trial, flat pricing with unlimited logins from $199/mo — and your customer book imports from the spreadsheet you already have in minutes.
Free for 14 days, no card. Import your book in minutes — thousands of rows, and skipped rows are reported.