Need help? Give us a call: (312) 313-1737

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

RepairDesk Blog > Blog > Uncategorized > Add Notes or Upload Service Contract Documents Against Your Customer’s Profile
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.

Recent Posts

web release notes

Web Release Notes: Search Invoices with a New Design!

RepairDesk is back once again with the latest release of our web app. In this hot summer, we've come up with some of the really cool improvements. Let's read the

Computer Repair POS

How to Use Computer Repair POS to Build Your Customer Base

The value of a point of sales system cannot be denied for any kind of business, in the present age. Either you run a retail shop, a cellphone repair, computer

cellphone repair store health BLOG

5 Metrics to Track Your Cellphone Repair Store Health

Every business requires smart and careful oversight in order to grow and thrive, and cellphone repair store is no exception. With all the tasks related to repair orders and trade-ins

Web Release Notes

Web Release Notes: Add Fax Number in Receipts

We are continuously working to make RepairDesk more stable, easy to use and bug-free. With every update of our web app, we try to address your suggested improvements and reported bugs.

Marketing Automation

How Can Marketing Automation Power Up Your Repair Business

In an increasingly competitive marketplace filled with change and innovation, small businesses are now having to compete with larger organizations like never before. It’s no longer good enough to rely

smart integrated payments

Smart Integrated Payments Come to RepairDesk with Paymentsense

Smart integrated payments come to RepairDesk with our latest partnership with Paymentsense, UK’s leading payment processor.   Paymentsense offers customers in the UK and Ireland the fastest, most sophisticated payment

Pre-Repair Device Condition

Why Pre-Repair Device Condition Tests are Important for your Cellphone Repair Business?

Repairing a smartphone, MacBook, iPad or any electronic device involves high risks of slipups and can result in legal actions again your technician or cellphone repair shop if anything goes wrong.

invoices

iPad Release Notes v3.9: New UI for Invoices

We are here once again with our major update in the iPad POS Register app. You’re going to experience the better and enhanced user-interface of the ‘View Invoice’ section. Read

MyCoolCell

RepairDesk Partners with MyCoolCell for its Newest Integration

RepairDesk announces its newest integration with US accessory distributor MyCoolCell, a company that provides wireless device accessories from a variety of different brands to hundreds of retailers across the United

self check-in

Web Release Notes: The New Self Check-In Feature in the Customer Facing Display

Our Customer Facing Display has been upgraded with one of the most awaited improvements, that is, the self check-in option for your customers! Give complete freedom to your customers and


Ready to get started?

"Say goodbye to complicated ticket workflow and manual inventory management"

TRY FOR FREE

14 days Free Trial - No credit card required


Point of Sale System
Designed for Repair Shops

It takes a lot to run a repair shop, you bring the passion & let us take care of everything!

Get your free trial account now!

Try for free Talk to us

No credit card required