--- 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 ****Marlin GTX**** 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 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. 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. 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. ![Image](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-9FF29MQ2.png) ## 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. ![Image](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-8W88X0P5.png) For Further Details See the [Follow-Ups](/gtx/docs/follow-ups-1) and [SMS Messaging](/gtx/docs/two-way-sms-messaging) 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** Tip Searching by **mobile number** is usually the fastest option 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. For Further Details See the [Customer AutoTracker](/gtx/docs/autotracker-customers) help guide.