MechanicCustomerTracker

A simple and effective customer and vehicle management plugin for local mechanics.

Description

Mechanic Customer Tracker is a free WordPress plugin designed to help local mechanics manage their customers, vehicles, and service history efficiently. It provides a user-friendly interface within the WordPress admin panel to track customer information, vehicle details, service records, and appointments.

Key Features:

• Customer Management: Store and manage customer contact information, addresses, and communication preferences.
• Vehicle Management: Record vehicle details such as make, model, year, VIN, and license plate.
• Service History: Track all services performed on each vehicle, including dates, descriptions, and costs.
• Appointment Scheduling: Schedule and manage customer appointments with reminders.
• Reporting: Generate basic reports on customer and service data.
• Easy to Use: Intuitive interface seamlessly integrates into your WordPress dashboard.

Benefits:

• Improve customer relationships by keeping detailed records.
• Streamline service scheduling and tracking.
• Gain insights into your business through basic reporting.
• Enhance organization and efficiency in your shop.

Installation

1. Upload the mechanic-customer-tracker folder to the /wp-content/plugins/ directory.
2. Activate the plugin through the 'Plugins' menu in WordPress.
3. A new menu item "Mechanic Tracker" will appear in your WordPress admin panel.
4. Configure any necessary settings on the settings page. See Configuration section below.

Usage

Once activated, the "Mechanic Tracker" menu will provide access to the following sections:

• Customers: Add, edit, and view customer information.
• Vehicles: Add, edit, and view vehicle information, linking them to customers.
• Services: Record service history for each vehicle.
• Appointments: Schedule and manage appointments.
• Reports: Generate basic reports on customer and service data.
• Settings: Configure plugin settings (API keys, etc.).

Frequently Asked Questions

Q: How do I add a customer? A: Go to Mechanic Tracker -> Customers and click "Add New Customer".

Q: How do I link a vehicle to a customer? A: When adding or editing a vehicle, select the customer from the "Customer" dropdown.

Q: Where do I configure the plugin settings? A: Go to Mechanic Tracker -> Settings.

Screenshots

1. Customer Management Screen: Shows the customer list with options to add, edit, and delete customers.
2. Vehicle Management Screen: Shows the vehicle list with details and links to associated customers.
3. Service History Screen: Displays the service history for a selected vehicle.
4. Appointment Scheduling Screen: Shows the appointment calendar and options to create new appointments.
5. Settings Screen: Shows the plugin settings page where API keys and other configurations can be set.

Changelog

1.0.0

• Initial release of the Mechanic Customer Tracker plugin.
  • Customer Management
  • Vehicle Management
  • Service History Tracking
  • Appointment Scheduling
  • Basic Reporting

Upgrade Notice

1.0.0

Initial release.

Configuration

The plugin may require configuration of certain settings, such as API keys for external services (e.g., SMS reminders). These settings can be found under the "Mechanic Tracker -> Settings" menu in the WordPress admin panel.

Important: Remember to save your changes after making any configuration updates.

Example Settings:

• SMS API Key: (Optional) API key for sending SMS reminders to customers. Placeholder: YOUR_SMS_API_KEY_HERE
• Google Maps API Key: (Optional) API key for displaying customer addresses on a map. Placeholder: YOUR_GOOGLE_MAPS_API_KEY_HERE

Note: The plugin functionality might be limited if certain API keys are not provided.

Support

For support and bug reports, please visit [Your Support Forum Link] or contact [Your Email Address].