Overview

The Customers module is your central hub for managing all customer information. Every ticket, invoice, and asset is linked to a customer record, making it easy to view their complete history with your shop.

Customer List View

The customer list displays all your customers with quick access to their information. You can search, filter, and sort to find any customer quickly.

Search and Filtering

Use the search bar to find customers by:

• Name - First name, last name, or business name
• Phone Number - Any phone number on file
• Email Address - Customer email

Additional filtering options include:

• Location Filter - Filter customers by location (if multiple locations are configured)
• Archive Status - View Active Customers, All Customers, or Archived Only

List Columns

The customer table displays the following columns. Columns are sortable and can be reordered by dragging and dropping. The table header remains sticky when scrolling.

Column	Description
Name/Business	Customer name with business name displayed below (if applicable)
Contact	Email address and phone number
Active Tickets	Number of open/active tickets for this customer
Estimates	Number of estimates for this customer
Invoices	Number of invoices for this customer
Equipment	Number of assets/devices registered to this customer
Created	Date the customer record was created
Referral	How the customer heard about your business
Referred	Number of customers this customer has referred
Actions	Quick action buttons for the customer

Needs Attention Section

Customers that require attention (such as those with incomplete information) are highlighted in a special "Needs Attention" section at the top of the customer list with a distinctive amber background.

Quick Add Customer

A collapsible "Quick Add Customer" form is available at the top of the Customers page for rapidly creating new customer records without leaving the page. This form includes essential fields and options to create a customer, create a customer and immediately start a ticket, or create a customer and immediately start an invoice.

Adding a New Customer

Create customer records when new customers bring in repairs, or add them ahead of time for scheduled appointments.

Step-by-Step: Adding a Customer

Required Fields Summary

Field	Required	Notes
First Name	Yes	Customer's given name
Last Name	Yes	Customer's family name
Email	Yes	Used for invoices and notifications
Phone	Yes	At least one phone number required with type (Mobile/Home/Work)
Referral Source	Yes	How the customer heard about your business
Business Name	No	For commercial accounts
Address	No	Street, City, State, ZIP, Gate Code

Customer Detail View

Click any customer to open their detail modal, which shows all information organized into tabs.

Modal Tabs

The customer detail modal is organized into the following tabs:

• Information - Basic contact info, referral information, address, and customer settings
• Contacts - Additional contact persons associated with this customer
• Custom Fields - Custom fields configured for your organization
• Assets - Devices and equipment registered to this customer
• Payments - Payment history and payment methods
• Credentials - Stored login credentials and passwords
• Documentation - Notes and documentation for this customer

Information Tab

The Information tab contains:

• Basic Info - First name, last name, business name, email, phone numbers with types and extensions
• Referral Information - How the customer found your business, with options like Google, Facebook, Friend/Family, Previous Customer, Advertisement, Yelp, Walk-in, or Other
• Address Information - Street address, address line 2, city, state/country, ZIP/postal code, gate code
• Customer Settings - Tax rate, tax free status, portal user, SMS service, billing emails, marketing emails, ticket notifications
• Additional Notes - Internal notes about the customer

RMM Installer

From the customer detail view, you can deploy RMM (Remote Monitoring and Management) agents to customer devices. This opens a modal where you can select from available RMM plans to generate installation links or scripts for the customer's devices.

Customer Assets Tracking

Keep track of all devices and equipment owned by each customer. When a customer brings in a device, it can be added to their asset list for future reference.

Asset Information Stored

• Asset Type - Laptop, Desktop, Phone, Tablet, Printer, etc.
• Make/Brand - Manufacturer (Dell, HP, Apple, etc.)
• Model - Specific model name or number
• Serial Number - For warranty and identification
• Purchase Date - When the customer acquired it
• Notes - Specs, passwords, special instructions

Benefits of Asset Tracking

• Quickly select existing assets when creating tickets
• View complete service history per device
• Track warranty status and purchase dates
• Store device-specific notes and configurations
• Enable RMM monitoring on managed devices

Learn more about asset management in the Assets documentation.

Customer Credits and Account Balance

RAD Repairs tracks customer credits and balances, making it easy to manage prepaid services, referral rewards, and outstanding amounts.

Credit Types

Type	Description
Store Credit	Manual credits added by staff for any reason
Referral Credit	Automatic rewards when referred customers create tickets
Prepaid Balance	Funds paid in advance for future services
Overpayment	Excess payment automatically converted to credit

Managing Credits

Communication Preferences

Customer communication preferences are managed in the Customer Settings section of the customer detail modal. These preferences may be available depending on your configuration.

Available Preferences

Verbal Opt-In Workflow

Due to regulatory requirements under the Telephone Consumer Protection Act (TCPA) and U.S. carrier messaging policies, prior express consent is required before sending SMS messages.

RAD Repairs provides SMS functionality to business tenants. We do not contact end users directly.

During account setup or customer onboarding, the tenant enables communication preferences, including:

• Enable Portal User - Allow the customer to access the customer portal
• SMS Service Enabled - Receive text message updates (if SMS is configured)
• Receive Billing Emails - Receive billing-related email notifications
• Marketing Emails - Opt-in for promotional communications
• Ticket Email Notifications - Receive email updates about ticket status changes

If SMS Service Enabled is selected, the tenant must obtain verbal consent before sending SMS messages using the following script:

“By providing your phone number, you agree to receive text messages from [Business Name] regarding service updates and account notifications. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance.”

The customer must verbally agree before SMS messaging begins. Consent is documented in the tenant’s CRM and retained for compliance purposes. Our platform enforces automatic STOP and HELP keyword handling. Messaging is transactional in nature. No purchased lists or cold messaging are permitted.

Import and Export

Import Customers from CSV

If enabled, you can import existing customer data from CSV files to quickly populate your database. The import process typically includes:

• Preparing data in CSV format with columns matching system fields
• Uploading the CSV file
• Mapping CSV columns to customer fields
• Previewing and confirming the import

Export Customers

If enabled, you can export your customer database for backups, analysis, or use in other systems. Export formats may include CSV and PDF.

Frequently Asked Questions