Managing Your Customer Database

Customer Management Overview

The Customers page in Fixmo gives you a complete view of every customer in your repair shop. Each customer card shows their name, phone number, email, repair count, sales count, and total amount spent. Click any card to view the customer's full history and contact details. Admins, Managers, and Cashiers can access the Customers page.

How to Add a New Customer

Adding a customer takes just a few seconds. Fixmo checks for duplicates in real time so you do not accidentally create the same customer twice.

1. 1Go to the Customers page from the sidebar.
2. 2Click the 'Add Customer' button in the top right corner.
3. 3Enter the customer's name (required).
4. 4Enter the phone number using the phone input with country code selector (required). The country code defaults to your shop's country.
5. 5Enter the email address (optional). Fixmo checks for duplicates as you type.
6. 6Enter the address (optional).
7. 7Add any notes about the customer (optional).
8. 8Click 'Add Customer' to save.

How Duplicate Detection Works

Fixmo prevents duplicate customer records by checking phone numbers and email addresses in real time. This works across all places where customers are created — the Customers page, the repair form, and the point-of-sale screen.

• Phone duplicate detection: as you type a phone number, Fixmo checks it against all existing customers in your shop. If a match is found, a warning appears with the existing customer's name.
• Email duplicate detection: when you enter an email address, Fixmo checks it against existing customer emails. A warning appears if the email is already in use.
• The save or submit button is disabled whenever a duplicate is detected, preventing accidental duplicate entries.
• When editing an existing customer, duplicate checks exclude the customer being edited so their own phone and email do not trigger false warnings.
• Duplicate detection uses a short delay while you type so it does not slow down your input.

Understanding Customer Cards

The Customers page displays all customers as cards in a responsive grid. Each card gives you a quick summary of the customer's activity and spending.

• Avatar with initials — generated from the customer's name
• Customer name, phone number, and email address
• Repairs count — total number of repair jobs for this customer
• Sales count — total number of sales transactions for this customer
• Total Spent — combined amount from all repairs and sales

Searching for Customers

The search bar at the top of the Customers page lets you quickly find any customer by name, phone number, or email address. Results update automatically as the page reloads with matching customers.

Viewing Customer Details

The customer detail page shows everything about a single customer — their contact information, repair history, sales history, and total spending.

1. 1Click any customer card on the Customers page to open their detail page.
2. 2The header shows the customer's name, how long they have been a customer, and Edit and Delete buttons.
3. 3The main area has two tabs: Repairs and Sales. Click a tab to switch between them.
4. 4The Repairs tab lists every repair for this customer with the item name, status badge, problem description, price, and date. Click any repair to view its full detail.
5. 5The Sales tab lists every sale with the item names, status badge, sale code, total, and date. Click any sale to view its full detail.
6. 6The right sidebar shows the customer's avatar, phone, email, address, a WhatsApp button, repair count, sales count, and total spent.

How to Edit a Customer

You can update any customer's information from their detail page. Duplicate detection also works when editing, but it excludes the current customer's own phone and email.

1. 1Open the customer's detail page by clicking their card.
2. 2Click the 'Edit' button in the top right corner.
3. 3Update the name, phone, email, address, or notes as needed.
4. 4Click 'Save Changes' to apply your updates.

Deleting a Customer

Customers can only be deleted by Admins, and only when the customer has no existing repair records. This protects your repair history from accidental data loss.

1. 1Open the customer's detail page.
2. 2Click the delete button (trash icon) next to the Edit button.
3. 3If the customer has no repairs, a confirmation dialog appears. Click 'Confirm' to permanently delete the customer.
4. 4If the customer has existing repairs, the dialog explains that the customer cannot be deleted until their repairs are removed or reassigned.

Contacting Customers via WhatsApp

Each customer detail page includes a WhatsApp button that lets you start a conversation with the customer in one click. The button uses the customer's phone number to open WhatsApp in a new browser tab.

1. 1Open the customer's detail page.
2. 2In the right sidebar, click the green 'WhatsApp' button.
3. 3A new tab opens with a WhatsApp conversation ready to send to the customer's phone number.

Customers in Repairs and Sales

Customers are linked to repairs and sales throughout Fixmo. When creating a repair, you search for an existing customer or create a new one inline. The same applies to the point-of-sale screen where you can search, select, or add a customer directly.

• Repair form: search by first name to find existing customers. Select a match or enter details manually to create a new customer.
• Point-of-sale: search for a customer or click 'New' to add one inline with first name, last name, phone, WhatsApp toggle, and email.
• Duplicate phone and email detection works in both the repair form and point-of-sale customer creation.
• Selecting an existing customer links the repair or sale to their profile, so it appears in their history on the customer detail page.

Who Can Access Customer Data

Customer management is restricted to specific roles to protect sensitive contact information.

• Admin — full access: add, edit, delete, and view all customers across all branches
• Manager — full access to add, edit, and view customers for their branch
• Cashier — can view all customers, add new customers from the Customers page and during sales
• Technician — no access to the Customers page