Add and manage customers

A customer record is the anchor for everything else in RepairNode. Repairs, parts orders, and quotes all reference a customer. The customer screen is built around fast searching, one-tap contact actions, and a unified history view.

The customer list

Open the Customers tab to see every customer in the shop, sorted newest-first by default. The header has a purple group icon, a search field, and a filter icon on the right.

Each card shows:

• The customer's initials in a colored avatar (the color is derived from the name so you can recognize regulars at a glance).
• Name, with a green Loyal badge once the customer has at least 3 repairs.
• Phone number.
• A latest activity row — the most recent repair, order, or quote with a timestamp and status badge.

Tap the filter icon to open the sort and archive sheet. You can sort A→Z, Z→A, newest, or oldest, and toggle Show Archived to include archived customers in the list.

Adding a customer

Tap the + in the customer list header (or use the dashboard quick-add). The form has these fields:

• Name (required)
• Phone (required) — used for the call and SMS shortcuts.
• WhatsApp number (optional) — if different from the main phone, RepairNode will route WhatsApp messages here instead.
• Email (optional) — enables the one-tap email shortcut and PDF email-attachment flow.
• Address and Notes (optional).

Tap Save. The new customer appears at the top of the list.

The customer detail screen

Tap a customer to open their detail screen. The header shows a large avatar, the name, archived badge if applicable, and the contact action row. Below that, two summary stats: visits (total repair count) and spent (sum of final cost across all delivered repairs).

Calling, messaging, and emailing

The contact actions row exposes three buttons:

• Call — opens a picker so you can call either the main phone or the WhatsApp number. WhatsApp falls back to the browser if the app is not installed.
• Message — opens a template picker (managed under Settings → Communication → Repair Templates), then a channel picker for SMS or WhatsApp. Variables like {customer} and {shop} are substituted automatically.
• Email — same template flow, opens the device's mail composer with the recipient and subject pre-filled.

History tabs

Below the contact row sits a 5-tab segmented control:

• Active — current open repairs.
• History — all repairs regardless of status.
• Orders (n) — every parts order ever raised for this customer.
• Quotes (n) — every quote ever issued.
• Notes — the address and free-text notes from the customer record.

Editing or deleting a customer

From the customer detail action sheet:

1. 1
   Edit

   Opens the same form used for adding. All fields are editable.
2. 2
   Archive

   Hides the customer from the active list while preserving every linked repair, order, and quote. See the archive article for details.
3. 3
   Delete

   Permanently removes the customer record. Disabled when the customer has any linked repair, order, or quote — RepairNode protects you against deleting historical data.