Dono da Oficina records connect contacts, vehicles, and service records. The record keeps history for the next visit, while assisted lookups and the self-registration link help reduce retyping.
Customer and vehicles in one record
Search before registering to avoid duplicates. Save contacts, identify vehicles, and view previous work orders. A person can have more than one vehicle, including vehicles of different types.
In the Brazilian workflow, motorcycles and cars use license plates. Other types may use their own identifiers, such as hull, frame, or serial number, with corresponding fields. External license plate lookup has specific coverage.
Assisted registration and self-registration
Use the company and address lookups available for the registration country. In Brazil, CNPJ and CEP can help fill in details; check the result before saving. The source may be incomplete or outdated, and its absence does not invalidate the document.
Share the self-registration link so customers can submit their own details. The workshop reviews the registration, and access checks still apply. Completing the form does not constitute tax authorization or confirmation of a service.
Service paid by an insurer
Register the insurer and its contacts, and identify in the work order when it is paying for the service. This keeps the company and vehicle linked to the service without confusing the contact with an individual customer.
The workflow depends on the workshop's configuration and permissions. Registering an insurer does not authorize coverage or approve an estimate with the company; confirm what was agreed through the appropriate channels.
Country, language, and currency are different details
Registrations use documents and phone numbers with country calling codes (DDI) appropriate to the context. The interface and portal languages can be selected separately. Changing the language or country does not convert past amounts; records retain their original currency.
External lookups and tax document issuance have separate coverage. A completed registration or translated interface does not enable integrations or tax issuance in every country.
Frequently Asked Questions
Can customers complete their own registration?
Yes, through a link shared by the workshop, subject to access checks and review of the registration.
Can I register a vehicle without a license plate?
Yes, for compatible types. The form uses the identification and fields suited to the vehicle or equipment, without treating a serial number as a license plate.
Explore more
- Motorcycle repair shop software
- Customer Portal and online approval
- Digital work order, quick estimate, and service execution