Customers
Managing the customer base
Sattotal distinguishes between individual customers (NIF) and businesses (CIF). Each customer's repair history is accessible from their record.
Individual (NIF)
First name, last names, NIF, phone, email and address.
Business (CIF)
Legal name, CIF, contact person, phone and email.
Quick search
Search by name, NIF/CIF, phone or email in real time.
Favourite customers
Mark regular customers to find them faster.
Repair history
See all of the customer's past repairs from their record.
NIF/CIF/NIE validation
The system automatically validates the ID document's format and, as you type, checks in the background whether a customer with that NIF/CIF or email already exists — it warns you before creating a duplicate.
When is it required?
Always for businesses. For individuals it depends on your country: in the UK the field is optional, because the VAT number belongs to the business and a private customer does not have one. Where the tax ID is a personal document in everyday use, as in Spain or Latin America, it is required.
Quick counter sign-up
Address, phone and email are optional: you can register a customer who only leaves their name (plus the tax ID where the country requires one). If any of those is missing, a warning appears on save explaining what you lose —without a city or postcode the customer will not show on the map; without a phone number you cannot send WhatsApp messages or notify them automatically when the device is ready— and you can save anyway. Tick "Do not show this warning again" to silence it.
AI-generated rating
Every record shows a 1 to 5 star score on the customer's reliability, calculated automatically by AI. It recalculates itself in the background when you open the record, with a one-line summary.
Deleting means archiving, not erasing
The delete button archives the customer (hidden from the list by default) instead of erasing them. It can be restored at any time by turning on the «Archived» filter.
3 tabs on the record
Devices, Repairs and Notes. The Notes tab gathers the customer's own notes and those written inside each of their repairs into a single timeline (read-only here, with a link to the repair).
Preview — Customer record
Jane Louise Smith
CLI-0142Individual · 12345678A
Punctual customer, replies quickly to quotes.
