Spectra Auto Services
/
CRMOverviewInboxOpportunitiesCustomersAccountsVehiclesData & trustAI agentsAutomationsCampaignsReputationInsights

Accounts

Household + fleet graph

Manage shared vehicles, drivers, terms, preventive maintenance, billing, and relationship history without duplicating people.

Account portfolio · seeded examples plus your local records

Households & accounts

6

0 created in this browser

Vehicles managed

71

15 have service due

Open receivables

$15,460

3 accounts carry a balance

Fleet accounts

3

Commercial and fleet relationships

Fleet account · Seeded example

Redline HVAC Services

Vehicles

18

3 service due

Receivable

$4,820

Terms · Net 30

Next best account action

Three vans can fill Wednesday’s commercial bay. Vehicle availability, invoice policy, consent, and shop capacity have been checked.

Primary contact
Nora Daniels
Phone
(240) 555-0182
Email
fleet@redlinehvac.com
Billing
Net 30 · $4,820 open

Account tools

Book PM visit Vehicles

No customer record matches Nora Daniels — link a member to enable messaging.