Manage customer records

Create or select a customer

1. Search for the customer before creating a new record.
2. Select the existing record when possible.
3. If the customer is new, enter first name, last name, phone, email, and useful notes.
4. Record SMS or email opt-in only when the customer has agreed.
5. Connect new jobs to the correct customer record.

Use customer history

When a customer returns, review previous jobs, notes, instruments, parts, and work logs. This helps the shop repeat preferred setups, answer questions, and avoid duplicate customer records.

Good customer notes

• Preferred contact method.
• Pickup availability.
• String or setup preferences.
• Approval requirements before ordering parts.
• Deadline notes tied to repair work.

Privacy and professionalism

Customer records can contain personal contact information. Keep notes focused on repair workflow and avoid unnecessary private details, gossip, or anything that would not belong in a professional shop record.