The Customers area is your shop's directory. Every person who has gear at your shop has a profile showing their contact details, their equipment, their work orders, and any signed waivers. It's the fastest way to answer "what's this customer got with us?"
Who can use it
- Shop staff and shop owners can both view the customer directory and profiles.
How to use it
Open the customer directory
- Click Customers in the left menu.
Find a customer
- From the directory: type into the Filter customers box to narrow the list by name, email, or phone.
- From anywhere: use the Search customers box at the top of the screen, then click the customer to open their profile.
Sort the list
- Click a column heading — Customer, Email, Phone, or Work Orders — to sort by it.
- Use the page controls at the bottom to move through the list and change how many rows show at once.
Open a customer profile
- Click a customer's row.
- Their profile opens with these sections:
- Active Work Orders — current jobs; click one to open it.
- Equipment — skis and boards on file for this customer.
- Boots — boots on file (these follow the customer across shops).
- Documents — signed agreements on record.
Jump to a job from a profile
- In Active Work Orders, click any order card to open and manage it. See Managing a Work Order.
What to expect
- The header shows how many customers are at your shop.
- The Work Orders column shows how many orders each customer has — a quick sense of your regulars.
- A profile always reflects the latest jobs and gear, including orders you just created.
- The top-bar search jumps straight to a profile without leaving your current screen first.
Limitations
- The directory shows your shop's customers only.
- Customer profiles are for viewing — there's no "edit customer" button on the profile. Contact details are captured when you create a work order. See Creating a Work Order.
- There's no "Add customer" button in the directory. New customers are added through the New work order flow.
- Boots are shared across shops (marked Global · all shops), so a customer's boots may appear even if they were entered elsewhere.
Frequently asked questions
How do I add a new customer? Start a New work order and use the New customer tab in Step 1. See Creating a Work Order.
A customer's phone or email is wrong. How do I fix it? Their details are captured at intake. If something's off, your shop owner can advise on the best way to correct it; the simplest fix is to confirm the correct details next time you take in their gear.
Where can I see a customer's past (picked-up) orders? Active jobs show on the profile. For full history including finished orders, search The Record.
Why do I see boots I didn't enter? Boots travel with the customer across shops, so boots added at another shop can show on the profile.
Where are signed waivers? On the customer's profile under Documents.
Troubleshooting
- I can't find a customer. Try searching by email or phone instead of name — spelling differences are common. Remember you only see your own shop's customers.
- The profile shows no work orders. They may have none yet, or their jobs are all finished — check The Record.
- Two profiles look like the same person. They may have been entered twice with slightly different details. Ask your owner to help merge or clean them up.