Clients

Manage client vehicles like your own

Track client-owned vehicles, manage client accounts with two tiers, and give portal-enabled clients limited access to their jobs, vehicles, and repair history.

How it works

From quick contacts to full portal access
in a few taps

Two client types

Create a quick contact with just a name, phone, and email, or set up a full account with business name, ABN, address, and portal access. Clients can be created inline during vehicle setup so you never lose momentum.

  • Quick contact: name, phone, email
  • Full account: business name, ABN, address, portal access
  • Inline creation during vehicle setup
  • Upgrade a quick contact to a full account anytime
New Client
Choose client type
Quick Contact
Name, phone, email
Full Account
Business, ABN, portal
Business Name
Smith Earthmoving Pty Ltd
ABN
12 345 678 901
Phone
0412 345 678
Enable portal access

Client-owned vehicles

Link vehicles to clients with full ownership tracking. Record authorisation dates, and when a job is created for a client-owned vehicle, the client is auto-populated on the job for seamless record keeping.

  • Link vehicles to clients with ownership tracking
  • Authorisation dates recorded per vehicle
  • Auto-populate client on jobs for their vehicles
  • Full service history visible per client
Smith Earthmoving
3 vehicles registered
CAT 320 ExcavatorAuthorised
EX-2019-044Auth: 12 Jan 20268 jobs
Komatsu PC200Authorised
EX-2020-012Auth: 3 Feb 20265 jobs
Volvo A30G Dump TruckAuthorised
DT-2021-007Auth: 15 Feb 20263 jobs

Client portal

Portal-enabled clients get a limited access view where they can see their jobs, vehicles, and repair jobs only. Data visibility is permission-controlled so clients see exactly what you want them to see.

  • Portal-enabled clients get limited access view
  • See their jobs, vehicles, and repair jobs only
  • Permission-controlled data visibility
  • No setup complexity for your clients
Client Portal
Smith Earthmoving - Portal View
Client View
3
Vehicles
16
Jobs
4
Repairs
Recent Jobs
Engine Service - CAT 320In Progress
Track Replacement - PC200Completed
Hydraulic Repair - A30GQuoted
JobsVehiclesRepairs
Get Started

Ready to ditch the paperwork?

Burgy is currently in beta. Join early and help shape the tool built for tradies, by tradies.

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