Main features

Customer CRM

All your customer info, in one place — organised, powerful, and ready when you need it.

Repair Pilot’s built-in Customer CRM gives you everything you need to manage customer relationships — from first contact to repeat business. Keep detailed customer records, send emails and texts with a click, and access full repair history in seconds.

Manage Customer Profiles with Ease

Keep accurate, up-to-date info on every customer — no more messy spreadsheets or missing details.

  • Full name, address, phone, email

  • Custom notes and preferences

  • Flags for repeat customers or special terms

  • GDPR compliance tools (data consent, export, deletion)

Add Sub-Contacts for B2B & Families

Need to manage multiple contacts under one customer? No problem.

  • Add sub-contacts for each main customer

  • Perfect for businesses, schools, or families

  • Each contact can have their own communication preferences

Instant Communication Tools

Reach your customers the way they prefer — quickly and easily.

  • Send emails or SMS messages directly from their profile

  • Use templates to send quotes, updates, or thank-yous

  • See all messages and replies in one place

View Job History at a Glance

Every repair linked, logged, and visible — for the full customer picture.

  • Complete job history with dates, devices, and outcomes

  • Click into any job for full details, notes, and attachments

  • Filter by status, device type, or store (if using multi-location)

Item History Per Customer

Know exactly what devices your customer owns — and what’s been done to them.

  • Store multiple items per customer

  • Each item includes brand, model, serial number, colour, etc.

  • View job history per item with one click

Customer-Level Reporting

Turn your data into insights and smarter decisions.

  • See how much a customer has spent over time

  • View visit frequency, average spend, or device types

  • Export customer reports for marketing or VIP tracking

Seamless Integration with Accounting Platforms

Keep your accounts in sync — no double entry required.

  • Sync customer records with Xero or QuickBooks Online

  • Export customer profiles or invoice data

  • Match invoices and payments to the right customer every time

GDPR-Ready & Secure

Respect your customers’ privacy with built-in tools to stay compliant.

  • Consent tracking

  • Data export and erasure tools

  • Full audit trail for customer updates

Built for Repair Businesses

Our CRM isn’t a generic contact database. It’s purpose-built for repair shops — with all the little things you need to serve your customers better.

  • Link jobs, notes, devices, and invoices

  • Communicate with one click

  • Track everything in one place

Ready to build better customer relationships?

Start your 14-day free trial and discover how Repair Pilot makes customer management easy, professional, and powerful.