How do I add a new customer?

Adding a New Customer in RepairDesk

To add a new customer simply head to Manage Customers section in RepairDesk

Click on the Add Customer button on top.



You will be taken to Add New Customer screen. Here you can enter all relevant information about a customer which can be of use for future reference.

You can enter customer information such as:

First Name - Customer's first name
Last Name - Surname of customer
Phone - Landline phone number of customer
Mobile - Customer's cell phone number
Driving License - Driving License Number of customer
Email - Email address. You can add multiple email addresses against a customer and mark any of them as primary email on which your customer will receive all relevant emails.

Phone Number - You can add multiple phone numbers against a customer. Only one number can be marked as primary number on which customer will receive relevant SMS.

Organization - Organization to which customer belongs
Referred by - Referral channel for acquiring customer
Contact Person - Name of the contact person
Customer Group - Customer group in which a customer is placed. Click here to know more about customer groups.
Street Address - Customer's street address
House/Apartment/Floor Number - Customer's house apartment or floor number
City - City in which commuter resides
State - State in which customer resides
Country - Country in which customer lives
Postcode - Postcode/ ZIP Code
Picture - You can add a picture of your customer as well. The image size would not be more than 2 MB
Network - Cellular network used by customer

Tax Class - This will be the tax class which has been specifically assigned to the customer.

How Did You Hear About Us - Source by which customer has reached to you

Customer ID Type - This is the identification ID type such as social security number,

ID Number - It is the identification number

Contact Person Details - This include fields such as name, phone number and relation of another person that should be contacted in case if the person is not available.

Also on this page, we have added a section for custom fields where you can add or edit the existing custom fields against a customer. To learn more about how custom fields against the customer works, please have a walk through to this knowledgebase article.

Once you've entered customer information, hit Save Customer button to add details to customer record. If you want to save the existing details as a new customer record and add another customer, then hit Save and add another customer button.

 

FAQs
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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