Customers

Customers are your Shopify customers. ShopTech reads and writes them directly, so a customer added at the counter shows up in Shopify admin right away, and vice versa. There is no second customer list to keep in sync.

Open Sales → Customers to search and manage them.

Find or add a customer

Search by name, phone, or email; the search runs on Shopify. Each result shows the name and phone number.

Add creates a new customer with first name, last name, and phone. All three are required and the phone must be a US number. You’re asked for text consent at the same time, so the customer can get updates from their first visit.

The customer record

• Customer Info: name and phone, editable. The texting status shows below the phone number: opted in, needs consent, replied STOP, or landline.
• Service Items: the customer’s bikes or other items, each with a description, color, and size. Add one here or during a work order; they’re offered next time the customer comes in.
• Work Order History: every work order for this customer at your location, with status and dates. Tap one to open it.

Note

Editing a phone number here doesn’t change the number saved on the customer’s open work orders. Texts for a job go to the number given at drop-off.

Deleting a customer

Admins can delete a customer from their record. ShopTech refuses while the customer still has work orders, special orders, or a deposit on account, and Shopify refuses if they have orders. Deleting removes the customer from Shopify along with their service items.