Practical guide
Customers, history and import
Keep contacts, notes, completed work and personal discounts. Repeated phone numbers help identify existing customers; import and export require PIN verification.
How to use it
- Open the relevant workspace section.
- Enter the details and review them before saving.
- Save your changes and check the result in the job or report.
Workflow example
Find a customer by phone and update the record instead of creating a duplicate.
Important details
The demo uses a separate local database. Do not enter real customer personal data. External services require separate configuration.
Open demo ↗