CustomerHub holds everything DealerWorks knows about a customer — their details, their saved cards, their open orders and everything they have paid you.
Open it
- In the left menu, open General and click CustomerHub.
- Search for the customer, or use Filter to narrow the list.
The Active switch at the top hides anyone who has been made inactive. - Click the customer to open their record.
What is on their record
| TAB | WHAT IT HOLDS |
|---|---|
| Customer Details | Name, mobile, email, company, customer number and DMS key. Edit Details changes them. |
| Wallet | Cards and bank details saved for this customer. |
| Open Orders | Anything of theirs still waiting to be paid. |
| Transactions | Everything they have paid you, laid out like the transaction report — status, department, payment method, amount and total. |
| DrivePerks | Their stored value, if your dealership uses it. |
The icon next to their name
In the list, a small icon beside each name tells you whether that customer is linked to a record in your DMS. That link is what lets a saved card be used on their repair orders.
Related: Taking a payment — start here
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