Add Customers in Finty: 3 Easy Steps for Better Workflow
Add Customers in Finty Software effortlessly and streamline your workflow with ease. Managing customers efficiently is the backbone of a successful shop or repair center. Using Finty’s customer management system, you can add customers, issue professional invoices, and simplify your daily operations for maximum efficiency.
In the previous article, we explained how to issue repair tickets in Finty. In this guide, we’ll walk you through the step-by-step process to add customers in Finty Software, ensuring all details are recorded accurately for smooth invoicing and repair tracking.
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Why is it important to Add Customers in Finty Software?
Before creating invoices or repair tickets, you need to add customers in Finty to ensure every transaction is linked to the right person. This foundational step helps keep your workflow organized and avoids confusion during sales, repairs, or follow-ups.
When you add customers in Finty, you're preparing the system to auto-fill their details in future transactions—saving time and minimizing errors. It also allows for clearer documentation, better communication, and faster service whenever they return. Here’s why it matters:
Keep accurate customer records for easier referencing.
Speed up invoice and ticket creation with pre-filled customer info.
Improve communication by having contact details on hand.
Stay organized and professional with a clear customer database.
Adding customers from the start helps streamline every part of your process—from sales to service.
3 Steps to Add Customers in Finty Software
Now that you know why it’s important to add customers in Finty, here’s exactly how to do it in three quick steps:
Step 1: Log in to Your Finty Account
- Navigate to the “Users” menu.
- Go to “User Services” and click on “New” to add customers in Finty Software quickly and easily.
- Important: Make sure to fill out all fields marked with red lines. These are mandatory, and the “Save” option won’t activate until they’re complete.
Step 2: Enter Customer Details
- Title: Select the customer’s title (e.g., Mr., Mrs., etc.).
- First and Last Name: Enter the customer’s full name.
- User Group: Assign the customer to the appropriate user group.
- Status: Set the status to “Visible” to ensure their name appears when issuing invoices or repair tickets.
- Mobile Number & Landline Number: Add the customer’s contact numbers for easy communication.
- Company Name: Enter the customer’s company name, if applicable.
- Email: Add their email address for invoices or updates.
- VAT Number: Record their VAT (Tax) number, if available.
- Contact Name: Use this to display a business or representative name instead of the customer’s real name on tickets or invoices.
- Contact Number: Enter an alternative contact number for emergencies.
- Address: Add the customer’s address (home or business).
- Notes: Include any special instructions or preferences.
Step 3: Use Shortcuts for Faster Customer Management
Now that we’ve covered the basics, let’s explore a shortcut method to add customers directly from various services.
- Repair Tickets: While issuing a repair ticket, click the “+” icon to add a new customer without navigating away.
- Invoices: Add customers directly from the invoice page using the shortcut feature.
This functionality helps streamline your workflow and keeps you focused on essential tasks.
How Finty Simplifies Customer Management
Managing customer information can often feel like a tedious, time-consuming task—especially when you’re dealing with multiple services, repairs, and follow-ups. But with Finty, that burden is lifted. The platform is thoughtfully designed to simplify customer management from the start.
When you sign up for Finty, it’s preloaded with essential data based on your industry and country. This means you don’t have to build everything from scratch. You’ll instantly have access to:
A comprehensive list of commonly serviced devices, brands, and models.
Country-specific banks already set up for payment tracking and processing.
Predefined pricing structures and tax rules tailored to your location and business type.
This intelligent setup means less manual entry, fewer errors, and more time to focus on what matters—your customers. Finty not only helps you stay organized, but it also ensures that every customer interaction is consistent, professional, and well-documented from day one.
Start Adding Customers in Finty Today
Adding customers is one of the first and most important steps toward building a streamlined repair or service workflow in Finty. Once added, customer profiles are fully integrated into your invoicing, repair tickets, and payment tracking systems.
By following the steps outlined above, you’ll be able to add customers with all relevant details—contact information, addresses, and more—ensuring every future transaction is quick and accurate. No more scrambling to locate phone numbers or retyping email addresses. Finty keeps it all in one place.
This not only improves your internal efficiency but also enhances your customer service by allowing you to respond faster and more accurately to client needs.
🔧 Want to see how it works in action?
📺 Visit the Finty YouTube Channel for step-by-step video tutorials and real-world demos.