Customers & estimates
Keep customer records, approvals and repair history connected.
4 articles · Written for your RepairHQ workspaceUse a customer’s profile and repair history
Find the customer before creating another record.
2 min readShare the right customer or repair link
Give a customer access to the record intended for them.
2 min readPrepare an estimate and record approval
Agree on the scope before turning it into repair work.
2 min readPlan a customer follow-up
Keep the next action, staff member and due date clear.
2 min readStill need a hand?
Email our team with your shop name and what you’re trying to do. Include the support reference if you see one.
Please leave out passwords, API keys, device passcodes, and payment details.