How to Add a New Customer in RepairDesk

Adding New Customers

By adding customers to RepairDesk, you can track repair history, offer warranties, and send automated follow-ups—ensuring better customer engagement and recurring business.

Steps to Add a New Customer

1

Navigate to the Manage Customers section in RepairDesk.

2

Click on the Add Customer button at the top of the screen.

Add Customer
3

Enter the required customer details, including:

  • Personal Information
    • First Name
    • Last Name
    • Mobile (Cell Phone)
    • Phone (Landline)
    • Email (Multiple email addresses can be added, with one designated as the primary email)
    • Phone Number (Multiple phone numbers can be added, with one designated as the primary number- The system allows you to set a phone number as a primary number for one customer even if it already exists as a secondary number for another.)
    • Picture (Up to 2 MB in size)
  • Identification & Business Details
    • Driving License Number
    • Customer ID Type
    • ID Number
    • Organization
    • Referred By (Referral channel)
    • Contact Person
  • Address Details
    • Customer Group (Customer Groups article)
    • Street Address
    • House/Apartment/Floor Number
    • City
    • State
    • Country
    • Postcode/ZIP Code
  • Additional Details
    • Network (Cellular network used by the customer)
    • Tax Class
    • How Did You Hear About Us
  • Emergency Contact
    • Contact Person Details (Name, phone number, and relation of another person to be contacted if the customer is unavailable)
  • Custom Fields
    • You can add or edit existing custom fields as per your business needs.
4

Once all the information is entered, click Save Customer to save the details.

  • If you want to add another customer immediately, click Save and Add Another Customer.

    • FAQs:

    Can I add a customer via POS?

    Yes! To add a customer through the POS, follow these steps:

    1

    Click on the New button in the customer section.

    New Customer Button
    2

    A pop-up screen will appear, prompting you to enter the customer details.

    Customer Details Popup
    3

    Once you have entered the required details, click Save to add the customer.


    Can customer address fields be auto-filled when creating a new customer?

    Yes, you can enable an option to auto-fill City, State, and Country using your store’s address. The setting remembers your last choice and still allows you to manually edit the fields if needed.

    Will my email and SMS notification preferences be saved when adding new customers?
    Yes. RepairDesk now remembers your last selected email and SMS notification settings and pre-applies them automatically every time you create a new customer profile — no more manually adjusting toggles each time.
    Can I make email or mobile number mandatory when adding a new customer?

    Yes, you can now enforce email and mobile number as required fields whenever a new customer is created in RepairDesk — including from POS and the New Ticket page. This ensures every new customer profile has the contact details needed for digital receipts, invoices, marketing updates, SMS notifications, and pickup alerts.

    How to enable it:

    1. Navigate to Store Settings → Customers → Configuration.
    2. Under the Customer contact section, toggle on either or both:
      • "Require email when adding a new customer" — ensures every new customer has an email on file.
      • "Require mobile number when adding a new customer" — ensures every new customer has a mobile number on file.
    3. Save your changes.

    Once enabled, staff will be required to fill in the corresponding field before a new customer profile can be saved.