How to make it mandatory to take customer information?
This not only enhances your ability to provide personalized service but also fosters long-term loyalty. By consistently capturing and storing customer information, you can simplify future transactions and create a seamless experience that benefits both your business and your customers.
To address this need, RepairDesk has rolled out a new feature which allows you to make it mandatory to take customer information before booking a repair job. Enabling this trigger will allow a repair job to be booked only when technicians have entered customer date into the system.
How to set this up?Setting up this functionality is pretty easy:1. Head over to Settings 2. Select Module Configurations3. Click on Repairs tab
4. Enable the trigger: "Admin/Employee must add customer information before booking a repair job."5. Once you enable the trigger to make adding customer information mandatory, a second trigger will appear allowing you to make it mandatory to add customer phone/ mobile number each time a new customer is added.
Finally, click on Save button to implement changes.
When this trigger is enabled and you haven't selected a customer, a pop up error message will appear on the screen asking you to enter customer details.
