Creating a customer

Three ways to add a customer — manual, inline from a jobcard, or CSV import

ManagerReception

There are three ways to add a customer into Pistonlog.

1. From the customers list

Customers → Add Customer. Fill in name, phone, email and address. Saved immediately to your company — they're visible in every garage you run.

2. Inline from a jobcard

The most common path. When you're creating a jobcard, start typing the customer's name. If nobody matches, click New + right in the create flow and fill in the New Customer dialog. The customer record is created immediately — no separate trip to the customers list.

3. CSV import

For migrating from another system or bulk-adding a fleet of regulars. See CSV import.

What's stored

FieldNotes
NameFirst + last, both required
PhoneOptional
EmailOptional but needed for email reminders/invoices
AddressOptional
Business nameOptional, for trading-as / sole-trader customers (not the same as a business account)
On stopBooking-status flag with a required reason; warns anyone booking this customer in
Contact preferencesWhat channels they consent to — see Contact preferences
NotesFree text, internal

Customers are company-scoped

A customer added at your Bristol branch can be looked up at your Bath branch. There's no per-garage customer list. See Multi-garage scoping.

Related

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