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Add Notes or Upload Service Contract Documents Against Your Customer’s Profile

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Add Notes or Upload Service Contract Documents Against Your Customer’s Profile

Add Notes or Upload Service Contract Documents Against Your Customer’s Profile

We’ve heard this before that 80% of the revenue is generated by 20% of those clients who repeatedly visit your cellphone store. These loyal, recurring, customers are the backbone of any business as they are a core component of any repair center’s revenue stream.

Almost every customer has a set of preferences or key information about them and noting them down or missing the details can make all the difference.

To record and track these useful tid-bits of information about your customers, we have been working on Add Notes feature so that you can strengthen the bond between you and your customer.

With our latest Add Notes functionality you can:

– Add notes against customer profile. Now you can create notes against any customer in your customer records. Open customer record and enter details about the customer, there preferences, credit notes and more.

– Send Email or SMS. With this update, you can also send an email or a text message to your customer.

– Upload Files. Perhaps you want to add some files or documents regarding a certain customer? No worries! you can now attach any file (Document or Image) to a customer record and view it later.

– Notes History. You can track notes via history log that are listed in chronological order. Get to know who created a note against for a customer along with time stamp.

To know step-by-step instructions on adding customer notes, checkout our Knowledge-base article.

How Can I Add Notes Against Customer Profile

If you have tried RepairDesk before, and it didn’t work out for you; it’s almost a different product now. Signup for a free 14 day trial now or email us to activate your trial

We would love to hear your feedback about the recent update. If you have any questions or issues, feel free to contact us because your opinion matters to us.

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