Chapter 12
Customers (customer records)
A customer record is created automatically at every check-in, so there's nothing extra to enter. Customers with the same phone number are merged into one person automatically.
Customer list#
You can search by name or phone number (with or without hyphens, and additional phone numbers are found too). The list shows the contact icon, number of visits, total sales, last visit and notes. Tap a row to open the details. Visits is the number of tickets (including cancelled ones), and total sales is the sum of picked-up amounts and cancellation fees.
Once there's at least one repair with a serial number, "Customer" and "Items" tabs appear above the list. Switch to "Items" to list items with serial numbers, most recent visit first, and search by number, item or customer name (see "Group repairs of the same item by serial number" in Chapter 5).
NoteRecords are grouped by phone number, so if a different number is given at check-in, the customer is registered as a separate person. We recommend reading the number back to confirm. Tickets without a phone number don't appear in the customer list.
Customer details page#
The top card brings together the name, number of visits, total sales and last visit, plus the phone number, email address and customer notes. Total sales has any refunds deducted ("After refunds of [amount]" is shown next to it). For the email address and notes, just rewrite the field and "Save" ("Save notes" for notes) and "Undo" appear (they don't appear if nothing has changed).
- Customer notes
- Preferences, things to watch out for, and so on. Not shown to the customer. Also shown as one line in the list
- Email (for notifications)
- Add or change it here later (Standard and above). To delete it, empty the field and press "Remove"
- Additional phone numbers
- Open "+ Add phone number" under the phone number ("Edit additional phone numbers" if some are already saved) and enter them. These are contacts such as home or family, for display and contact only; the customer is identified by the main phone number
- Items
- Customers with repairs that have a serial number get an items table (number, item, number of repairs, last visit). Tap a row to open the item page (Chapter 5)
- Customer fields
- Fields you've added in Settings (such as company name) are listed here and can be edited in place. Clearing a field and saving deletes the value (Chapter 5)
- Repair history
- All of this customer's past repairs are listed. Even if they say "same setup as last time", open the ticket and you'll know right away
Can't find what you need?
Send us your question through the contact form or by email. If you already use Repair Karte, you can also ask from the chat button at the bottom right of the app.