Returning-customer lookup
Identify the customer and the vehicle separately
A returning caller may use a new phone number, own more than one vehicle or be booking for another driver. Find the customer, then verify the selected vehicle using the identifying details available in your shop’s process. A familiar name or phone number is not enough to establish which vehicle needs service. Treat uncertain or duplicate records as a review task rather than assuming they can be merged automatically.
- Check the customer contact used for this visit before sending a document.
- Match the vehicle using its VIN and other recorded identifying details where available.
- Keep notes about uncertain identity out of unrelated customer records.