Add and manage customers

A customer record is the anchor for everything else in RepairNode. Repairs, orders, and quotes can all point back to the same person, which keeps communication history, totals, and follow-up work in one place.

The customer list

Open the Customers tab to see every active customer. The list is newest-first by default and gives you fast search, filter, and quick-open access into the full customer profile.

• Each card shows an initials avatar, the customer name, and the main phone number.
• Customers with at least three repairs receive the green Loyal badge.
• Archived and anonymized records use explicit status badges so you can tell they are not normal active customers.
• The latest activity row highlights the newest repair, order, or quote tied to that customer, together with a date and status badge where relevant.
• The sort and filter sheet lets you sort by name or recency and toggle Show Archived when you need to work with archived rows.

Adding a customer

1. 1
   Start from the Customers tab or any customer picker

   You can use the + action from the Customers header, the dashboard quick-add, or the quick-add path inside repair, order, and quote customer pickers.
2. 2
   Fill in the core fields

   Name and phone are required. WhatsApp number, email, address, and notes are optional but useful for faster follow-up later.
3. 3
   Save

   The customer becomes immediately available in customer pickers across repairs, orders, and quotes.

The customer detail screen

Open a customer to see the profile header, quick communication actions, contact information, and a unified view of everything connected to that person.

• The header shows the avatar, name, customer-since date, and any archived or anonymized status badge.
• Three summary stats are shown at the top: visits, total spent, and active work count.
• Phone, WhatsApp, email, and address stay visible inside the profile card so you do not need to open edit mode just to confirm contact details.
• The floating action button opens lifecycle actions such as edit, archive, anonymize, and delete, depending on the customer state.

Call, message, and email actions

• Call opens a channel chooser so you can use the main phone or the WhatsApp number when one is stored.
• Message uses the customer communication templates and then lets you choose SMS or WhatsApp for the final send.
• Email opens the device mail composer with the customer address and the selected template already prepared.
• Repair, order, and tracking templates are managed from Settings → Shop Management → Customer Communication.

Overview, repairs, orders, quotes, notes

The profile uses a segmented tab row so you can move between current context and full history without leaving the customer screen.

• Overview combines the latest activity across repairs, orders, and quotes in a compact timeline.
• Repairs shows every repair tied to the customer.
• Orders shows all parts orders for the customer.
• Quotes shows every quote issued for the customer.
• Notes shows the stored address and free-text internal notes for staff reference.

Edit, archive, anonymize, or delete

• Edit opens the same form used for creation and lets you change normal customer details.
• Archive hides the customer from the active list while keeping all linked repairs, orders, and quotes intact.
• Anonymize is the privacy-safe option for customers with history: personal details are redacted, the row stays archived, and linked history remains readable for business records.
• Delete is available only when the customer has no linked repairs, orders, or quotes.