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.
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.
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.
2
A pop-up screen will appear, prompting you to enter the customer details.
3
Once you have entered the required details, click Save to add the customer.