Customers and CRM
Manage customer profiles, history, and follow-ups that win repeat work.
Creating and editing a customer
Add a new customer to Pista, capture the right contact details up front, and keep their profile clean so every RO and message lands where it should.
Managing customer vehicles and history
Add vehicles to a customer by VIN or plate, keep mileage and details current, and manage multiple cars under one profile.
Service history
Read a customer's full service timeline in Pista, use past work and declined jobs to sell the right service, and pull invoices fast.
Marketing opt-in and preferences
Capture and manage customer consent for texts and emails in Pista so your follow-ups, reminders, and review requests stay compliant.
Finding a customer fast
Search by name, phone, plate, or VIN to pull up any customer or vehicle in Pista in seconds, even with a partial match.
Merging duplicate customers
Combine two customer profiles for the same person in Pista so all vehicles, history, and balances live under one clean record.
Customer notes, tags, and alerts
Use notes, tags, and profile alerts in Pista to flag VIPs, fleets, and special handling so every advisor treats each customer the same way.