Aiuto
Customers

Manage customers and customer history

Keep customer contact details, repair history, POS orders and notes in one place.

Customers page with customer records and search tools
Screenshot from the Manage Repairs demo workspace.

Before you start

Customer records help staff answer questions quickly. A customer can have repair history, purchases, notes and contact details connected to the same profile.

Step-by-step

  1. Open Customers from the sidebar.
  2. Search by customer name, phone number or email address.
  3. Open a customer profile to review repair history and notes.
  4. Create a new customer when a person has not been recorded before.
  5. Keep contact details accurate so SMS, email and collection updates reach the right person.
  6. Use notes for helpful service context, not sensitive information that does not belong in the system.

Good to know

Check for an existing customer before creating a duplicate record.

Use customer history when a device comes back for another repair.

Related guides

Continue with related workflows.

All knowledgebase guides
Repairs Book a repair job Create a repair ticket with customer details, IMEI, model, fault notes, photos, checklist items and parts. POS Use POS checkout Sell accessories, devices, services and repair-related items from the same stock and customer records. Trade-In Record Trade-In Record customer trade-ins or supplier device batches before moving them into inventory.