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

Navigate to the Manage Customers section in RepairDesk.

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

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)
- 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.

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:

Click on the New button in the customer section.

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

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