Every customer, every vehicle, every interaction -- in one place. Know who is on the phone before you answer, see their full history in a glance, and never let a follow-up slip through the cracks.
Every customer record in BayOS is a living profile that grows with each visit. You see their contact details, every vehicle they have brought in, the full repair history per vehicle, communication logs, account balance, and lifetime value -- all on a single screen. When a customer calls, your advisor already knows their name, their car, and what was recommended last time.
Each vehicle attached to a customer carries its own complete service history -- every repair order, every inspection, every declined recommendation. When a 2018 CR-V pulls back in, you instantly see that the rear brakes were recommended six months ago and never approved. That is the easiest upsell in the business, and BayOS puts it right in front of your advisor.
Tags let you slice your customer base any way you need. BayOS auto-applies tags like “First Visit,” “Repeat,” and “Inactive 90+ Days” based on behavior, and you can create custom tags like “VIP,” “Fleet,” “Diesel,” or “Referral Source.” Use tags to filter your customer list, target marketing campaigns, or pull up a quick list of customers who are overdue for service.
The average shop leaves 20-30% of recommended work on the table because nobody follows up. BayOS tracks every declined or deferred service and builds a follow-up queue sorted by value, age, and customer. Your advisors can send a personalized text or email directly from the queue with one click. Recovering even a fraction of declined work can add thousands to your monthly revenue.
See how BayOS gives your service advisors a complete picture of every customer the moment they walk through the door or call on the phone.