Customers and orders
Returning customer and discount: keep the context
A customer returns months later. There were arrival notes and a personal discount, but the operator does not remember them.
Editorial examples of typical work situations. Names, amounts and examples are illustrative, not verified company stories or customer testimonials.
What to do
- Find the phone and review history.
- Read notes and current discount agreements.
- Quote current conditions rather than copying the old price automatically.
- Agree the total and record new notes after completion.
What changes and what to check
History preserves context. A discount does not guarantee profit: check its effect on this job’s price and expenses.
