Customers Module
The customers module allows you to manage all customer information for the workshop, including contact data, associated vehicles, and service history.
Main Function
This module centralizes customer management, allowing you to maintain a complete record of each customer and their relationship with the workshop.
- Registration of complete contact information
- Management of preferred contact methods
- Service history and associated vehicles
Registration Process
1. Access the Form
Click the 'New Customer' button located in the top right of the customers page.
2. Complete Information
Enter the customer's name, phone (required), email, alias, tax ID, and preferred contact method.
3. Save
Click 'Create Customer' to save. Name and phone fields are required.
Listing and Pagination
The listing shows all registered customers with pagination to facilitate navigation.
- Search by name, alias, phone, email, or tax ID
- Partial search (no need to type the complete term)
- Case-insensitive search (does not distinguish between uppercase and lowercase)
- Results automatically paginated
Status Filter
Allows filtering customers by their status (active or inactive).
Options: All statuses, Active, Inactive
Contact Method Filter
Allows filtering customers by their preferred contact method.
Options: All methods, Phone, Email, SMS, WhatsApp, No method
Sortable columns: Name, Alias, Phone, Email, Status, Created At
Click on the column header to sort. A second click reverses the order.
Pagination system with navigation between pages and control of results per page.
View Detail
Access the customer detail page showing all their information, associated vehicles, and service history.
Edit Customer
Allows you to modify all customer information through an edit modal.
Detail Page
The detail page shows all complete customer information organized in sections.
Name and Alias
Customer's full name and alias if available.
Contact Information
Phone, email, tax ID, and preferred contact method (phone, email, or SMS).
Associated Vehicles
List of all vehicles registered for this customer with basic information and quick access to detail.
Service History
List of all repair orders and services performed for this customer.