PURPOSE

Guide on utilizing Wash Assist customers section.

PROCESS

Customers

1. From the menu, select Customers under the section titled Customers.
2. To add a new customer:
   • Select the + New Record button at the top left and enter the necessary information.
   • Hit Add.
3. To edit customer information, select the Edit button in the right column and make the necessary changes. Select Save.
4. To download the customer list:
   • Select the blue Export As button at the top left of the customer list and select the desired format.
5. To apply filters, select the filter from one of the blue buttons at the top of the customer list:
   • Rewards Program: to filter customers based on a rewards program, select the Reward Program button and click on the desired filter.
   • Rewards Member: filter customers based on whether they are a rewards member or not.
   • Status: This filter describes whether a customer’s plan is active, inactive, or recharge.
     • Active: Customers with an active plan.
     • Inactive: Customers with an expired plan.
     • Recharge: Customers with an expired account will be given a recharge period to allow the customer to renew their plan.
   • Basic and Advanced Search:
     • Basic Search: search by last name, first, name, city, and barcode.
     • Advanced Search: search by the basic search options, in addition to information such as phone number, first visit, last visit, and credit card information.
6. To access information regarding a specific customer, click on the View button located in the right column. Customer information can be edited by selecting the tabs at the top of the page and clicking Edit. The tabs are defined below.
   • Account Info: This tab shows the information entered when adding a new customer.
   • Vehicle Information: This tab displays the details of the customer’s car.
   • Tickets History: This tab shows a history of the customer’s washes. Wash details such as date, time, transaction amount, and cashier can be viewed.
   • Unlimited Program: This tab shows the details of the customer’s unlimited plan.
   • Unlimited Logs: This tab shows a record of any changes made to the Unlimited Program tab.
   • Customer Notes: This tab shows additional details.
   • Refunds History: This tab lists all refunds made to the customer.
   • Family Accounts: This tab shows whether the customer belongs to a House Account.
7. To refund a customer:
   • Select the Refund button at the bottom right of the screen.
   • Enter the refund details and select Refund.

Generating House Account Invoices

1. From the menu, select Generating HA Invoices under the section titled Customers.
2. A list of House Account invoices will appear.
3. To add a new invoice, select the desired House Account by checking the box in the left column. Select Generate Invoices.
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Adding Gift Cards

1. From the menu, select Gift Cards under the section titled Customers.
2. A list of previously entered gift cards will appear.
3. To add a gift card, select + New Record and enter the gift card details
   • Card Number: This is the number found on the back of the gift card.
   • Balance: This is the amount applied to the gift card.
   • Expiration Date: This is an option to set an expiration date for the gift card.
   • Last Used: This is the date the gift card was last used.
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4. Click Add.
5. To edit a gift card, select the Edit button in the right column and make the necessary changes. Select Save.

House Accounts

1. From the menu, select House Accounts under the section titled Customers.
2. A list of House Accounts will appear.
3. To add a House Account, select the Add New Record button at the top left.
   • Under the Account Main tab, enter the House Account information.
   • Select Add.
4. To edit a House Account, select the Edit button in the column to right.
   • Edit the necessary information.
   • Select Save.

Loyalty Discounts

1. From the menu, select Loyalty Discounts under the section titled Customers.
2. A list of Loyalty Discounts will appear.
3. To add a new Loyalty Discount, select the Add New Record button and enter the necessary information
4. To apply the Loyalty Discount to a location, click on the ACTIVE Locations tab and select the location(s).
5. Hit Add.
6. To edit a Loyalty Discount, select the Edit button in the right column and make the necessary changes. Select Save.
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Prepaid Books

1. From the menu, select Prepaid Books under the section titled Customers.
2. A list of previously entered Prepaid Books will appear.
3. To add a new Prepaid Book, select the Add New Record button and enter the necessary information
   • To apply the Loyalty Discount to a customer, hit the blue Select button next to the Customer field. A window will appear requesting customer information 
     • Enter Customer’s Last Name or Barcode: Search for the customer using the customer’s last name or barcode. Select Get Customers. Customers will be listed under the drop- down list. Select the correct customer. The customer’s information will appear in the empty fields (customer ID, customer name, and barcode).
     • Hit Select to associate the prepaid book with a customer.
4. To edit a Prepaid Book, select the Edit button in the rightmost column and make the necessary changes. Select Save.
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Rewards and Unlimited Programs

1. From the menu, select Rewards/Unlimited Programs under the section titled Customers.
2. A list of Rewards and Unlimited Programs will appear.
3. To add a new Reward or Unlimited Program, select the Add New Record button.
4. Enter the Rewards and Unlimited Plan details (see Figure 2.7a). Program/Reward Type can be configured from this page.
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5. To apply the program to a specific location, click on the blue Active Locations button at the top of the page and select the desired location(s).
   • After setting the active locations, a blue gear box will appear to the right of each field.
   • Enter the site-specific information: surcharge, family amount, amount, tax rate, services, etc. (see Figure 2.7b).
   • Hit Save.
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6. Select Add.
7. To edit a Rewards or Unlimited Program, select the Edit button in the rightmost column and make the necessary changes. Select Save.

Rewards and Unlimited Types

1. From the menu, select Rewards and Unlimited Types under the section titled Customers.
2. A list of previously entered Rewards and Unlimited Types will appear.
3. To add a new Reward or Unlimited type, select the + New Record button.
4. Enter a description.
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5. To apply the program to a specific location, click on the blue Active Locations button at the top of the page and select the desired location(s).
6. Hit Add to save the description

Vehicles

1. From the menu, select Vehicles under the section titled Customers.
2. A list of customer vehicles will appear.
3. To add a vehicle, select the + New Record button.
   • Search for the customer by hitting the blue Select button
   • Enter the remaining vehicle information.
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4. To edit a customer’s vehicle information, select the Edit button in the rightmost column and make the necessary changes. Select Save.