Quick-add Customers from the Repair Form

An Automan screen related to this article.

The problem

Front-desk staff lose time switching menus to register a new customer — while the line in front of the counter keeps growing.

The tip

Add the customer straight from the repair form via quick-add, and let the duplicate phone-number check (dedup) do its job. One customer gets recorded exactly once; their repair history stays in one thread.

Practical steps

1. Open the repair form as usual.
2. In the customer section, click quick-add.
3. Enter at least a name and phone number — if the number is already registered, the system offers the existing record.
4. Save, then continue entering the unit without leaving the form.

When to use it

Every time a new customer walks in, especially when the queue is busy. Other details (address, customer type) can be completed later from the customers menu.