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This article explains how to delete a customer from Workshop Software, including what to do first if they have vehicles or transactions attached to their profile.
If the customer you are wanting to delete has a vehicle attached to them you will first need to either delete the vehicle from Workshop Software or move the vehicle to a different owner, please see the guide on deleting vehicles and also transferring vehicle ownership.
1. Search for the customer by typing their name in the main search bar in Workshop Software, located at the top of the page. Then double click on the correct search result.
2. Click on the red 'Delete' button located at the bottom left corner of the customer details.
3. Click on the 'Yes' button to confirm that you want to delete the customer:
4. The customer is now deleted.
Good to Know
- You can search for a customer by name, phone number, or email address using the search bar.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
