Customers and orders
Same customer phone: avoid a second profile
A returning customer’s name is entered differently. Two profiles would split job history, notes and personal discount.
Editorial examples of typical work situations. Names, amounts and examples are illustrative, not verified company stories or customer testimonials.
What to do
- Enter the phone using the standard mask and check for an existing customer.
- Open the match and verify identity and contacts.
- Update changed details rather than creating a duplicate.
- Create the job and check its customer link.
What changes and what to check
Phone lookup keeps history together. Verify the match because different people may share a phone.
