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How do I add a new customer?

To add a new customer to RepairDesk, follow these steps:
1. Go to the Manage Customers section in RepairDesk.
2. Click on the Add Customer button located at the top of the screen.

You will be directed to the Add New Customer screen, where you can enter all the necessary information about the customer. The fields you can fill in include:
  • First Name
  • Last Name
  • Phone (Landline)
  • Mobile (Cell Phone)
  • Driving License Number
  • Email (Multiple email addresses can be added, with one designated as the primary email for receiving relevant emails)
  • Phone Number (Multiple phone numbers can be added, with one designated as the primary number for receiving relevant SMS)
  • Organization
  • Referred By (Referral channel for acquiring the customer)
  • Contact Person
  • Customer Group
  • Street Address
  • House/Apartment/Floor Number
  • City
  • State
  • Country
  • Postcode/ZIP Code
  • Picture (Up to 2 MB in size)
  • Network (Cellular network used by the customer)
  • Tax Class
  • How Did You Hear About Us
  • Customer ID Type
  • ID Number
  • Contact Person Details (Name, phone number, and relation of another person to be contacted in case the customer is not available)
Additionally, there is a section for custom fields where you can add or edit existing custom fields for each customer.
Note: For Customer groups, refer to Customer Groups article
Once you have entered all the customer information, click the Save Customer button to add the details to the customer record. If you wish to save the existing details and add another customer, click the Save and Add Another Customer button.

Q. Can I add a customer via POS ?
A. Sure thing! To add a customer through POS, click on New button in the customer section. A pop up screen will open, asking you to enter customer details. Once entered, click on Save to add customer.

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