CASH / CREDIT CARD CLIENTS

When a (Cash/Credit Card) client needs a vehicle serviced, they will call you or let you know when you stop by their facility for your monthly follow-up.

1. If you have arranged to pick up their vehicles for them, pick up the vehicle by Lyfting one of your staff to their location. If not they will just drop it off.
2. Build the estimate in Shopboss.
3. Email / call your authorizing person with the estimate.
4. Complete the job.
5. Call the client to receive the credit card number over the phone.
6. In Shopboss, you can now run the credit card by going to the bright green button on your Shopboss work order (Revisions/Payments/Fees) then select Manual Payment.

Deliver the vehicle by having your staff member deliver the vehicle, Lyft them back to your shop. Or the client will come pick up the vehicle.