Customer Groups allow you to organize your customers into meaningful segments so you can filter and compare reports across those groups. Whether you service multiple fleets, a mix of external customers and your own vehicles, or different types of accounts, Customer Groups give you a clearer picture of how each segment is performing.
Common use cases:
A shop that repairs vehicles for several different fleets can create a group per fleet and compare margins, labor, and parts costs across them
A shop that services both its own internal fleet and outside customers can separate those two groups to better understand profitability on each side of the business
Setting up Customer Groups
To create and manage Customer Groups, navigate to Settings → System →
Customer Groups. From there you can create groups and give them a name that reflects how you want to segment your customers (e.g., "Fleet A", "Outside Customers", "Internal Fleet").
Once a customer is assigned to a group, that group becomes available as a filter across all reports in ETS, allowing you to drill down and measure performance at the group level.
Why it matters
Reporting without segmentation gives you a shop-wide view but can hide important details. Customer Groups let you answer questions like: Are my margins better on fleet accounts or walk-in customers? Is one fleet costing me more in labor than it's worth? How does my internal fleet compare to outside work?