This article will walk you through adding a customer to your instance of RepairQ. If you are looking for how to import customers in bulk, please see this article here.
Hover over the "Customers" menu at the top of the page, and click "+Customer".
RepairQ requires a minimum of these fields to be filled in:
- First Name
- Last Name
- Primary Phone
If your organization requires any additional fields to be filled in, you'll see those with a * at the end of the field, indicating it is required. Use the tabs on the left to navigate through the different fields, filling in any necessary information.
In order for a customer to be successfully added to your database, it must have a unique Last Name + Primary Phone + Location. If RepairQ finds a match for that combination, it will let you know. Click "Use existing contact" to go into that contact/customer profile.
Once you have a unique combination entered, click "+Create" to add them.
Once you have successfully created the customer, RepairQ will take you to their profile, where you can edit the profile, view activity, or start a new ticket.
You can also add a new customer from the Customer List.
Hover over the Customers section of the nav bar and click on View Customers.
On the top-right section of the page, hit the Add button to add a new contact.
Fill out any required fields and any additional information, then click "Create."