Manage Customers
How to Add Notes to Customer Profile?
RepairDesk now allows their admin and super admin users to edit and delete notes for their customers, providing more flexibility in record-keeping and ensuring accurate and up-to-date information. Edit Customer Notes: Navigate to the customer’s ...
How You Can Make your Customer Compliant With GDPR ?
GDPR is a legal framework of the EU legislation intended to standardize data regulation across Europe while providing greater protection and control over data to the consumer. The GDPR aims primarily to give control to citizens over their personal ...
Manage Customers (New)
RepairDesk's Manage Customers Module provides a user friendly experience and interface to efficiently manage the customers and their details. Navigating to Manage Customers To access the Manage Customers Module, follow these steps: Go to the ...
Asset Management
<br> Keeping track of your customers' devices is a breeze with RepairDesk's Asset Management module. Easily view and manage all the important details of your assets whenever you need to. We have implemented a new module in the ...
Merge Customers In RepairDesk
If you have created multiple customer profiles for the same individual person and you want to avoid duplicate information in your RepairDesk account, then to merge the information about this person into a single customer profile in RepairDesk is the ...
Custom Fields Against Customers
With custom fields against customers, you can have a customized experience to add and remove desired multiple criteria against a customer. There are four type of custom fields you can create in RepairDesk against customers: Textfield Dropdown ...
How to Add Notes against Customers?
Almost every customer has a set of preferences or key information about them, and noting these details down or missing them can make all the difference. To record and track useful tidbits of information about your customers, Repairdesk has introduced ...
Importing and Exporting Customer Lists
RepairDesk allows you to efficiently manage your customer database by exporting customer lists in one click and importing multiple customers in bulk using a CSV file. This guide provides step-by-step instructions on how to import and export customer ...
Follow-up using Campaigner
RepairDesk offers a Campaigner module that allows users to send follow-up emails and SMS campaigns to customers. These automated campaigns help in building meaningful relationships with customers and boosting business. In this article, we will ...
Customer Groups and Third-Party Billing
Managing customers efficiently is crucial for repair shop owners, especially when dealing with different pricing structures for wholesale buyers, corporate clients, or other customer segments. RepairDesk allows you to create Customer Groups, assign ...
How can I view all the order details of any customer?
View Customer & Order Details By utilizing this feature effectively, you can enhance customer satisfaction, build loyalty, and streamline your repair shop operations. Remember, having a well-organized system to view customer and order details is ...
How can I edit customer details?
Often, there is a need to update customer information in RepairDesk. This can be done easily by following a few simple steps. Here's how you can edit customer details: Navigate to the Manage Customers section: Go to your RepairDesk dashboard and find ...
Can I search any particular customer from the list?
Finding a particular customer among hundreds can be like searching a tiny needle in a haystack. RepairDesk provides you a powerful Search Filter just to address this need. Search Filter Filtering customers has never been this easy! Just go to Manage ...
How do I manage customers?
Customers are the foundation of any successful business, and managing them efficiently is crucial for the growth and success of your cell phone repair center. RepairDesk offers a comprehensive module to help you manage and create customer records ...
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 ...
Flag Notes against Customers
Flag notes ensure everyone is on the same page while dealing with customers by ensuring important information pops up when you select the customer. It helps with customer satisfaction by preserving critical interaction history across your team. Flag ...