Everything you need to update a customer is on a single Edit Customer screen. Click into any field, make your change, and it saves automatically when you move to the next field.
🔍 Finding a Customer
In the Side Menu on the left side of the screen, click Contacts then click Customers to open the Customer List.
Use the search field to search for the customer by name (company name, first name or last name), email, or contact number.
Click the customer's name to open the Edit Customer screen.
💾 How Saving Works
There is no Save button on the Edit Customer screen. Each change is saved automatically as soon as you click out of the field you edited, and a Saved indicator appears next to the page title to confirm it.
📝 Note: Fields marked with an asterisk, such as the customer name, are required. If a required field is left empty, the page will ask you to complete it.
👤 Customer Details
The Customer Details card at the top of the screen holds the customer's contact information.
You can update:
Company: Switch this toggle on to set the customer as a company. The name fields change to Company Name and Contact Name, and an NZBN field is added after the Account Number. Switch it off to set the customer as an individual.
Customer Name: The first name and last name of an individual customer.
Mobile No. and Phone No.
Email Address
Account Number
NZBN: The customer's New Zealand Business Number (shown for company customers).
Preferred Contact Methods: Toggle Any to select all, or tick or untick Phone, Email, SMS or Postal Mail.
Marketing Opt-Out: Turn this on to indicate the customer does not want marketing material. You can then filter by this on the reminders list and customer list.
💡 Tip: Use the icon beside the Mobile No. field to send an SMS, or the icon beside the Email Address field to send an email, without leaving the customer record.
Click the "..." button in the top right corner of the card to see the following options:
📧 Send Email: Opens the Send Email screen to select a communication template and email the customer.
📱 Send SMS: Opens the Send SMS screen to select a communication template and text the customer.
🗄️ Archive Customer: Archives the customer, hiding them from various screens that list your customers.
💼 Billing and Payment Details
Further down the same card, you can edit the following fields:
Billing Address: Tick My Billing Address is different from Delivery Address if you also need to record a separate delivery address.
GST Number
GST Rate
Terms of Payment: Choose from the dropdown menu:
Cash
[Credit] 14 Days
[Credit] 20th Day of Next Month
[Credit] 30 Fixed days
[Credit] 30th Day of Next Month
[Credit] 7 Day Payment
[Credit] 7th Day of Next Month
[Credit] Cash on Delivery
Group: Select the appropriate Customer Group from the dropdown menu. Read more about Customer Groups in Customer & Supplier Groups.
Global Discount (%): Any discount defined here overrides any discount that applies based on the Customer Group assigned to this customer.
👥 Additional Contacts
The Additional Contacts section lets you link multiple contacts to this customer record, for example drivers, fleet managers, or administrators who need to receive communications from your workshop. Each contact has their own notification preferences so you can control exactly what gets sent to them and how.
📖 Read more in the Additional Contacts in Auxo Workshop article.
📝 Notes
Use the Notes section to record notes against the customer account.
🚗 Vehicles
The Vehicles section lists any vehicles owned by the customer, showing the registration, make, year, model and variant of each. Click the "..." button on a vehicle to see the following options:
✏️ Edit Vehicle Details: Opens a pop-up window with the vehicle's details. Make your changes and click Save to apply them.
🚫 Remove Ownership: Removes the current customer as the owner of the vehicle. This leaves the vehicle in your system, but it is no longer attached to this customer as the owner.
📅 New Booking: Starts a new booking for this vehicle.
📋 New Estimate: Starts a new estimate for this vehicle.
🛠️ View Service History: Displays the service (job) history of the selected vehicle.
📄 Go to Vehicle Page: Opens the full vehicle page, where every detail can be edited and saves automatically.
To add a vehicle for this customer, click + New Vehicle in the Vehicles section.
📖 Read more in the 🚗 How to Edit Vehicle Details article.
📜 Communication History
The Communication History section displays a log of all emails and SMS messages sent to the customer from Auxo Workshop. This includes invoices, estimates, booking confirmations, service reminders, and any other communications sent via the Send Email or Send SMS screens.
Each entry in the list shows:
Date and time the communication was sent
Subject line of the email, or SMS indicator for text messages
Vehicle registration the communication relates to, where applicable
Select the arrow on the right of any entry to expand it and view the full content of the message, along with the recipient email address or phone number it was sent to
💡 Tip: Communication History is a reliable way to confirm what has been sent to a customer and when. For example, if you need to check whether an invoice email was sent, open the customer record and look for the relevant invoice entry in this section.