A single record bringing together a customer's repairs, quotes, invoices, receipts, warranties, messages and privacy consents, so a smartphone and PC repair shop always has the full relationship under control.
The 360° customer profile brings together in a single view all the information related to a customer of a smartphone and PC repair shop: personal data, repairs, quotes, invoices, receipts, warranties, exchanged messages and privacy/marketing consents. There's no need to open different sections of the system to reconstruct a customer's history anymore: everything is available from one place, a real advantage for whoever handles repair shop customer management at the counter or on the phone every day.
Why it matters for a repair shop
In a repair shop, the same customer may have several devices being worked on at once, a quote still awaiting approval, an invoice to retrieve for tax purposes, and an active warranty on a repair done months earlier. If this information were scattered across different sections (repairs, documents, till, warranties), staff would waste valuable time cross-checking data manually, risking missing an important detail exactly while the customer is at the counter or on the phone. The 360° profile solves this by gathering everything into a single customer record, automatically updated with every new operation.
In practice
Every time a repair is opened, a document is issued (quote, electronic invoice, receipt) or a warranty is activated for the customer, it is automatically linked to their profile: no manual linking is required, since it all happens the moment the operation is recorded with that customer selected. The record updates in real time, with no manual searching required across the workshop, the till and the document archive.
The profile also shows the full personal and contact data, the loyalty card if assigned, the status of privacy and marketing consents with date and signature, and the history of messages exchanged with the customer through the built-in chat. The sections dedicated to repairs, quotes, invoices, receipts and warranties show the most recent items linked to the customer, with the ability to open each one's full detail with a click.
Before accepting a new repair, staff can simply open the record to check in seconds whether the customer already has devices under warranty, pending quotes or documents to retrieve, avoiding duplicates and wasted time at the counter. The same applies on the phone: while the customer is talking, staff can already have their record in front of them with the full history, without putting them on hold to look elsewhere.
Quick guide
- Open the customer's record from the Customers section.
- Check the personal data, loyalty card and privacy/marketing consent status at the top of the record.
- Scroll through the sections dedicated to repairs, quotes, invoices, receipts and warranties.
- Click on a single item to open its full detail.
- Check the history of messages exchanged with the customer in the chat section of the profile.
- Use the profile to quickly check the history before opening a new repair or sale.
Real use cases
A customer brings in a second smartphone for repair while the first one is still in the workshop: by opening the profile, staff immediately see there's already a repair in progress, avoiding accidentally opening a duplicate one. A customer calls disputing a charge: staff open the receipt or invoice in question directly from the profile, check the amount and reply within seconds without digging through paper archives. A customer shows up with a device that seems broken from the same fault already repaired: the profile immediately shows whether the previous repair is still under warranty, letting staff handle the warranty return correctly instead of billing a new paid repair.
Tips and best practices
Always check the customer's profile before opening a new repair, to catch active warranties or already pending quotes. Use the profile's message section to keep track of agreements made over the phone or in person, so whoever picks up that customer later always has the full context. Periodically verify that privacy and marketing consents are up to date, especially for long-standing customers registered before new regulations were introduced. Get staff into the habit of checking the profile before every outgoing call to a customer, so they can reference specific repairs or documents from the very first seconds of the conversation.
Common mistakes to avoid
The first mistake is opening a new repair without checking the customer's profile, risking duplicating an ongoing intervention or billing a repair that should instead be covered by warranty. Another mistake is ignoring the profile's documents section when a customer asks for a copy of a receipt or invoice: it's always faster to retrieve it from the profile than to search from scratch in the till or documents sections. Finally, avoid treating the customer profile as a simple list: it's a tool to actively consult before every new interaction with the customer.
Frequently asked questions
Does the customer profile also show older documents? Yes, all documents and repairs linked to the customer remain visible in their profile, with no time limit.
Can I see whether a repair is still under warranty? Yes, active and expired warranties are listed directly in the customer profile, with their expiry date.
Does the profile also show messages exchanged with the customer? Yes, the full chat history between staff and the customer is available directly from the profile.
Can I see the status of privacy and marketing consents from the profile? Yes, the profile shows whether the customer accepted the privacy notice and marketing consent, with date and signature when available.
Why is the 360° profile useful in daily repair shop customer management? Because it avoids moving between different sections of the system: at the counter, staff only need to open one record to have the customer's entire history at hand, from repairs to documents to exchanged messages.
Does the customer profile update automatically? Yes, every new repair, document, warranty or message linked to the customer automatically appears in their profile, with no additional manual steps.
Is the 360° profile also useful for newly hired staff? Yes, someone who just joined the shop can consult the customer's entire history from the profile without asking more experienced colleagues, significantly speeding up onboarding for day-to-day repair shop customer management.
