---
title: "AutoTracker Customers | GTX Training"
slug: "autotracker-customers-bt"
description: "Learn the basics about AutoTracker Customers in Marlin GTX trusted automotive software by Megabus."
updated: 2026-03-12T03:37:15Z
published: 2026-03-12T03:37:15Z
canonical: "help.megabus.com.au/autotracker-customers-bt"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# AutoTracker Customers BT
**{{variable.GTX Bold}}** enables fast lookup and management of cash customers, vehicle owners, vehicles, and related transaction history.
The AutoTracker provides **owner** and **vehicle** details along with full transaction history.
**It enables:**
* **Multiple owners** to be associated with a single vehicle
* **Single owners** to be associated with multiple vehicles
**This can be useful for:**
* **Company vehicles** brought in by different staff members
* **Households** where multiple vehicles are owned by different family members
The AutoTracker also enables **follow-ups** and **marketing activities** without requiring customers to set up an account.
The AutoTracker can be accessed when adding [Business Planner bookings](/gtx/docs/autotracker-customers-ob#business-planner), [Work Orders and Invoices](/gtx/docs/autotracker-customers-ob#work-orders-and-invoices) or using the seperate [AutoTracker Enquiry](/gtx/docs/autotracker-customers-ob#autotracker-enquiry) module.
## Adding AutoTracker Customers
Customers are added to the auto tracker when their details are saved on a Business Planner booking or Work Order/Invoice.
### Business Planner
When adding a booking, click on the **Search** button at the top of the Add Booking pop-up to open the autotracker.
In the **AutoTracker** pop-up that opens:
* Click the **New Person** button on the left
(Or, search for and select an existing one)
You will be returned to the **Add Booking** window with the AutoTracker button activated.
Enter the customer's details in the **New Person** section below:
* These Details will be added to the AutoTracker when the booking is **saved** and can be selected again on future orders
Additional details of saved/selected customers can be viewed and edited by clicking on the **AutoTracker** button to the top right.
:::(Warning) (Warning)
Always click **Search** before entering a customer's details, if you want to save them in the AutoTracker.
If you add the details to the booking window before clicking Search the customer's details **will not be saved** and you will have to enter them again.
:::
:::(Info) (Note)
The **Customer** selector at the bottom of the Business Planner and on the right of Work Order and Invoice entry forms is for selecting account customers and should be left/set as **1 - Cash Customer** when selecting AutoTracker customers.
:::
:::(Warning) (Tip)
A prompt may appear asking whether an **owner or vehicle already exists**.
**Selecting the correct option** ensures AutoTracker returns accurate results.
:::
### Work Orders and Invoices
AutoTracker customers can also be added from Work Orders and Invoices, by clicking on the **Owner** icon at the top-right.
The **AutoTracker** pop-up will open.
**To add a new customer:**
* Click the **New Person** button on at the bottom right
(Or, search for and select an existing one)
Another **AutoTracker** pop-up will open, which can be used to add and save the customer details.
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## Follow-Ups and SMS
If enabled, follow-ups and 2-way SMS can also be accessed from the AutoTracker, by clicking on the **relevant tabs** at the top of the customer pop-up window.
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::: (Warning) (For Further Details)
See the [Follow-Ups](/gtx/docs/follow-ups-1){target=`_blank`} and [SMS Messaging](/gtx/docs/two-way-sms-messaging){target=`_blank`} help guides.
:::
## AutoTracker Enquiry
Independent AutoTracker searches can also be performed using the AutoTracker Equiry module, accessed selecting **Main > Enquiries > AutoTracker** from the menu bar.
AutoTracker searches are split into **owner and vehicle searches** at the top and **invoice searches** at the bottom.
**The AutoTracker can search by:**
* **Registration** number
* **Customer** name
* **Mobile** number
* **Vehicle** make or model
* **Street** name or suburb
Results can also be **filtered** by owner, registration no., or vehicle using the checkboxes at the top.
**To search:**
* Enter the search terms in the **Search For** field
* Press **Enter** or click **Refresh**
:::(Warning) (Tip)
Searching by **mobile number** is usually the fastest option
:::
:::(Info) (Note)
AutoTracker searches **do not include account customers**.
:::
### Search Results
**Search results** will display in the relevant section.
**Double-click** a result to open the detailed AutoTracker view.
Use the **tabs** at the top left to switch between owners and vehicles.
Additional information about **Transactions**, **Bookings**, **Open Orders**, **Attachments** and **Inspections** is can also be viewed by clicking on the tabs at the bottom.
### Editing Owner Information
Customer or Vehicle details can be updated by clicking on the **Edit** button at the bottom left of their AutoTracker file.
The edit window also provides access to **follow-ups** and **SMS messaging,** if a valid mobile number is associated with the customer.
::: (Warning) (For Further Details)
See the [Customer AutoTracker](/gtx/docs/autotracker-customers){target=`_blank`} help guide.
:::