Customers — your shop's contact book and CRM

Who it's for

The owner or manager keeps the customer list tidy and decides who gets deleted or merged. Front-desk staff add new customers from a phone call or walk-in, often by pasting an email signature. Designers open a customer's profile to grab brand colors and logo files before starting artwork. Everyone who creates a job or quote touches a customer record, because every job and quote belongs to one.

Where it fits

Customers sit at the very start of the workflow, before a job even exists. A customer is created the first time you take down someone's details — whether you add them directly here, create one on the fly inside the new-job wizard, build a quote, or receive a request-a-quote web form. From then on, every job, vehicle, quote, and invoice for that person threads back to their customer record. See workflow-map.md for the full lifecycle and personas.md for how each role uses the CRM.

Overview

A customer in Wraptor is the company or person you do work for. Each customer record holds their company name, a point-of-contact name, phone, email, website, mailing address, free-text notes, and a tax-exempt flag. Under each customer you can store any number of additional contacts (for example, a fleet manager plus an accounts-payable person), their vehicles, their brand colors, and their logo and brand files — everything you need to service them in one place.

Wraptor is built around the idea that the "customer" is usually a business, so the main name field is Company Name. For a private individual, just put the person's name in the Company Name field and you're done — there's no separate "individual vs. company" toggle to fuss with.

The customer's profile page is a dashboard of their whole relationship with your shop: total jobs, active jobs, completed jobs, vehicle count, their full job history, their vehicles, their contacts, and their brand kit.

Customer list (/customers) The main directory. On desktop it's a table with one row per customer showing Company, Primary Contact, Phone, Email, and Vehicles (a count). A counter chip at the top shows how many customers you have. Click a company name to open that customer's profile. On a phone, the same list appears as tappable cards (titled "Clients") with the company initials, the contact, the vehicle count, and a one-tap call button when a phone number is on file.

Search box — type to find customers by company name, contact name, email, or phone. On desktop, submit the search to filter the list; on mobile, the search filters the cards as you type.
New Customer button — opens the full new-customer form at /customers/new.
Row actions menu — the three-dot menu on each row lets you jump to Edit or Delete that customer.

New customer form (/customers/new) The full form for adding a customer. Fields: Company Name (required), Point of Contact, Phone, Email, Address, City, State, ZIP, Website, Notes, and a Tax Exempt switch (labeled "nonprofit, EMS, fire dept, etc."). A Paste from clipboard button at the top can auto-fill the form from copied text (see below). Saving takes you straight to the new customer's profile.

Customer profile (/customers/[id]) The full record for one customer. It includes:

Header — a colored avatar with the company initials, the company name, a Tax Exempt badge if that flag is set, and clickable phone, email, website, and address chips. Notes appear underneath in italics.
Stats ribbon — four tiles: Total Jobs, Active, Completed, and Vehicles.
Vehicles section — every vehicle on file for this customer, each showing year/make/model, vehicle type, and how many jobs it has. Click a vehicle to open it; use Add to create a new one for this customer.
Job History section — the customer's jobs (most recent first, up to eight shown) with job number, title, and a colored stage badge. A View All link appears when there are more than eight.
Contacts panel — the list of additional contacts with add/edit/delete (see below).
Brand Colors panel — saved brand colors for this customer (links to the Colors library).
Brand Assets panel — logos and brand files for this customer (links to Files).
New Job button — starts the new-job wizard pre-filled with this customer.
Edit and Delete Customer — edit opens the form in a dialog; delete is in the three-dot menu.

Note: the customer list also has a Fleets view (reached with the fleets link in navigation). Fleets are documented separately — see fleets.md. A customer can own vehicles and act as a fleet account.

Capabilities

Adding customers — three ways

Full form (/customers/new) — every field: company name, point of contact, phone, email, address/city/state/ZIP, website, notes, and tax-exempt.
Quick-add dialog — a compact pop-up (it appears when you're adding a vehicle and need to create its customer on the spot) that captures just company name (required), email, phone, and address/city/state/ZIP, then hands the new customer straight back to whatever you were doing.
Paste-to-create — copy a block of text (an email signature works best) and click Paste from clipboard. Wraptor reads the text and auto-fills whatever it can recognize.

Paste-to-create — what it reads The paste button scans the copied text and pulls out:

Email — the first email address it finds.
Website — the first web address (ignores the email's domain).
Phone — a line that looks like a phone number, stripping labels like "Phone:", "Mobile", "Cell".
City, State, ZIP — a "City, ST 12345" line (the state must be a real US state abbreviation).
Street address — a line that starts with a street number, preferring the line just above the city/state/ZIP.
Contact name — a line shaped like a person's name (e.g., "Jane Q. Smith").
Company name — the first leftover line that isn't one of the above.

It only fills blank fields — it won't overwrite something you've already typed. If the clipboard is empty or nothing recognizable is found, the button tells you "Clipboard empty"; if your browser blocks clipboard access, it shows "Clipboard blocked." Always glance over the result, since this is a best-effort guess.

Individuals vs. companies There's no separate mode. Businesses go in by company name; for a private individual, type the person's name into the Company Name field. The optional Point of Contact field is for naming the main person at a company.

Contacts under a customer On the profile, the Contacts panel lets you store extra people for one customer:

Add Contact — first name (required), last name (required), email, phone, a Primary Contact switch, and an Email notifications switch (on by default).
Only one contact can be primary at a time — marking a new contact as primary automatically clears the flag on the others. The primary contact is what shows in the "Primary Contact" column on the customer list.
Edit or Delete any contact inline. Deleting a contact asks for confirmation.

Editing a customer Use the Edit button on the profile (opens the form in a dialog) or the Edit item in a list row's action menu. All fields are editable, including the tax-exempt flag.

Tax-exempt flag Flip the Tax Exempt switch for nonprofits, EMS, fire departments, and similar. When set, quotes for that customer automatically calculate 0% tax regardless of the quote's tax zone — see Quotes.

Deleting a customer Delete from the profile's three-dot menu or a list row. Deletion is blocked while the customer has any active (not-yet-complete) jobs — Wraptor tells you to finish or delete those jobs first. Once there are no active jobs, deleting the customer also deletes all of their completed jobs, quotes, contacts, vehicles, brand colors, and brand files. This is permanent and can't be undone.

Jumping into work from a customer

New Job on the profile opens the job wizard pre-filled with this customer.
Add in the Vehicles section opens the new-vehicle form for this customer.
Job-history rows link straight to each job; vehicle rows link to each vehicle.

Step-by-step tasks

Add a customer with the full form
1. Go to Customers and click New Customer (or open /customers/new).
2. Enter the Company Name (required). For an individual, just use their name here.
3. Fill in point of contact, phone, email, address, city, state, ZIP, website, and any notes.
4. Flip Tax Exempt on if they're a nonprofit, EMS, fire department, etc.
5. Click Create Customer. You land on the new customer's profile.
Add a customer by pasting an email signature
1. In your email client, copy the sender's full signature block (name, company, phone, address, website).
2. Open New Customer (or the quick-add dialog) and click Paste from clipboard.
3. Review the auto-filled fields — correct or complete anything that didn't map cleanly.
4. Click Create Customer.
Add extra contacts to a company
1. Open the customer's profile.
2. In the Contacts panel, click Add Contact.
3. Enter first and last name, plus email and phone if you have them.
4. Turn on Primary Contact if this is the main person (this clears "primary" on any other contact).
5. Leave Email notifications on if this person should receive emails. Click Add Contact.
Find a customer
1. Open Customers.
2. Type into the search box — it matches company name, contact name, email, or phone.
3. On desktop, submit to filter the table; on mobile, results filter as you type.
4. Click the company name (or tap the card) to open the profile.
Edit a customer's details
1. Open the profile and click Edit (or use Edit in a list row's menu).
2. Update any fields in the dialog, including the tax-exempt flag.
3. Click Update Customer.
Delete a customer
1. Make sure the customer has no active (in-progress) jobs — complete or delete those first.
2. On the profile, open the three-dot menu and click Delete Customer (or use Delete in a list row).
3. Confirm. The customer and all their completed jobs, quotes, contacts, vehicles, brand colors, and brand files are permanently removed.

Settings & permissions

Who can see and use Customers

Access is controlled by the Customers permission ("Customer management & contacts"). By default it is granted to:

Manager — full access (all permissions), including delete.
Designer — has the Customers permission; can view, add, and edit.
Production — does not have it by default.
Installer — does not have it by default.

Owners always have full access. Custom roles can be granted or denied the Customers permission in Settings → Team.

Plan tiers

The customer-and-vehicle database is part of every paid plan (Solo, Starter, Pro, Business, Franchise). There is no limit on how many customers or contacts you can store. The Free Claim tier doesn't reach the operational dashboard at all — those shops are confined to the Marketing area — so they don't use the Customers CRM.

Tax exemption

The per-customer Tax Exempt flag feeds the quote calculator: an exempt customer's quotes are taxed at 0% regardless of tax zone. Set the shop's normal tax rate in Settings → Shop; see Quotes.

Tips & common pitfalls

Everything is "Company Name." There's no individual/company switch. For a person, put their name in Company Name. The "Point of Contact" field is just the lead person at a business, not a separate record.
Point of Contact vs. Contacts. The single "Point of Contact" text field on the customer is separate from the Contacts list on the profile. The Contacts list (with its primary flag) is what drives the "Primary Contact" column and the notification preferences.
Paste is a best-effort guess. It's great for signatures, but always review the auto-filled fields before saving — odd formatting can put the wrong line in Company Name or miss a suite number.
Delete is blocked by active jobs — on purpose. If "Delete" fails, the customer still has in-progress jobs. Finish or remove those first. Deleting then wipes their completed jobs, quotes, vehicles, contacts, and brand kit, so export or note anything you need to keep.
Only one primary contact. Setting a new primary clears the old one automatically — you won't end up with two.
Tax not calculating? If a customer's quotes show $0 tax unexpectedly, check whether the Tax Exempt flag is on.
Brand kit lives on the customer. Brand colors and logo files are stored per customer, so designers should add them here once and reuse them on every job for that client.

Jobs — every job belongs to a customer; the profile lists the customer's full job history.
Quotes — every quote belongs to a customer; the tax-exempt flag controls quote tax.
Invoicing & billing — invoices roll up from a customer's jobs and quotes.
Vehicles — vehicles are owned by a customer and shown on the profile.
Fleets — a customer can act as a fleet account owning many vehicles.
Colors — per-customer brand colors are managed on the profile.
Files — per-customer brand assets (logos, brand files) live on the profile.
Workflow map — where customer capture sits in the lead-to-invoice flow.
Personas — how front-desk, managers, and designers use the CRM.