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Overview

The Customers module maintains your company’s customer database. Each customer record stores contact information and serves as the foundation for equipment registration and work orders.

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What You Can Do

  • Register new customers with contact details
  • Search existing customer records
  • View customer information in a sortable table
  • Link customers to equipment and orders

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Accessing the Customer List

Navigate to Clientes (Customers) from the main menu. The customer list displays:
  • Total customer count badge
  • Search functionality
  • Paginated table view showing all customer records
  • Quick access to create new customers

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Creating a New Customer

1

Open the Customer Form

Click the Nuevo Cliente button in the top-right corner. A modal dialog will appear.
2

Enter Customer Name

Fill in the Nombre (Name) field:
  • Required field
  • Maximum 255 characters
  • Full legal or business name recommended
Example: “Juan Carlos Méndez” or “Electrónica del Valle S.A.”
3

Enter Email Address

Provide the customer’s Correo (Email):
  • Required field
  • Must be valid email format
  • Maximum 255 characters
  • Used for communications and document delivery
Example: “[email protected]”
4

Add Phone Number (Optional)

Enter the customer’s Teléfono (Phone):
  • Optional field
  • Maximum 50 characters
  • Include country code for international numbers
Example: “+52 555 1234 5678”
5

Add Address (Optional)

Enter the customer’s Dirección (Address):
  • Optional field
  • Maximum 255 characters
  • Helpful for equipment pickup/delivery
Example: “Av. Reforma 123, Col. Centro, CDMX”
6

Save the Customer

Click Guardar Cliente to create the customer record. The system will:
  • Validate all required fields
  • Auto-assign the customer to your company
  • Display success confirmation
  • Add the customer to the list immediately

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Customer Form Fields

FieldRequiredTypeMax LengthValidation
Nombre (Name)YesText255Cannot be empty
Correo (Email)YesEmail255Must be valid email format
Teléfono (Phone)NoText50Free format
Dirección (Address)NoText255Free format
The company_id is automatically set to your company when creating a customer. You can only see and manage customers belonging to your company.

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Viewing the Customer List

The customer table displays the following columns:

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Cliente (Customer)

The customer’s full name as entered in the system.

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Contacto (Contact)

  • Email: Primary email address
  • Phone: Phone number (displays “Sin teléfono” if not provided)

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Ubicación (Location)

The customer’s address (displays “Sin dirección” if not provided).

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Registro (Registration Date)

Date when the customer was created in the system, formatted as YYYY-MM-DD.

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Searching for Customers

Use the search bar to quickly find customer records. The search performs partial matching on:
  • Customer Name: Finds customers whose name contains the search term
  • Email Address: Matches email addresses containing the search term
  • Phone Number: Finds phone numbers containing the search term
1

Enter Search Term

Type your search query in the search input field. You can search by:
  • Full or partial name: “Juan”, “Méndez”, “Carlos”
  • Email or domain: “juan@”, “example.com”
  • Phone digits: “555”, “1234”
2

Execute Search

Click the Buscar button or press Enter.
3

View Results

The table will update to show only matching customers. The customer count badge reflects filtered results.
4

Clear Search

Clear the search field and click Buscar again to view all customers.

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Pagination

Customer records are paginated for performance:
  • Records per page: 20 customers
  • Sort order: Newest customers first (created_at DESC)
  • Navigation: Use the pagination controls at the bottom of the table
Search results maintain pagination, showing the count of filtered records.

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Best Practices

Establish a naming convention for your team:
  • Individuals: “First Last” or “Last, First”
  • Businesses: Include legal entity type (S.A., LLC, etc.)
  • Avoid abbreviations unless official company name
Consistent formatting improves searchability and professionalism.
Email is required because it’s used for:
  • Sending invoices and quotes
  • Order status notifications
  • Digital receipt delivery
If the customer doesn’t have email, consider creating a generic company email for walk-in customers.
Double-check contact details when creating records:
  • Confirm email spelling to avoid delivery failures
  • Verify phone numbers for callback accuracy
  • Ask customers to confirm their information
Use the address field for helpful details:
  • Delivery preferences
  • Cross-streets or landmarks
  • Building or apartment numbers
  • Contact person for businesses

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Integration with Other Modules

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Equipment Management

Once a customer is created, you can:
  • Register equipment owned by this customer
  • Link multiple equipment items to one customer
  • View all equipment associated with a customer

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Work Orders

Customer records enable:
  • Creating repair orders for customer equipment
  • Tracking service history per customer
  • Auto-populating customer details in orders

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Billing

Customers can be used in billing documents:
  • Registered customer mode: Select from customer list for invoices/quotes
  • Walk-in customer mode: Use generic “Cliente de Mostrador” for one-time sales
  • Customer email receives PDF invoices

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Troubleshooting

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Email Already Exists Error

Issue: Customer email addresses must be unique within the system. Solutions:
  • Check if customer already exists using search
  • Use a variant email if customer has multiple addresses (e.g., personal vs. business)
  • For duplicate walk-in customers, append a number: “[email protected]”
Possible Causes:
  • Customer belongs to a different company (you can only see your company’s customers)
  • Typo in search term
  • Customer name/email doesn’t match search query
Solutions:
  • Try partial searches with fewer characters
  • Search by different fields (name, email, phone)
  • Check if you’re logged into the correct company account

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Missing Customer in Equipment/Order Dropdowns

Cause: Dropdowns only show customers from your company. Solution:
  1. Verify customer was created successfully
  2. Refresh the page to reload customer data
  3. Check that you’re logged in with the same company account

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Technical Reference

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Controller Actions

  • Index: GET /worker/customers - List all customers with search and pagination
  • Store: POST /worker/customers - Create new customer record

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Data Model

[
  'name',       // Customer full name (required, max 255)
  'email',      // Email address (required, max 255, valid email)
  'phone',      // Phone number (optional, max 50)
  'address',    // Physical address (optional, max 255)
  'company_id', // Auto-set to authenticated user's company
]

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Company Scoping

All customer queries are automatically filtered by company_id:
  • Workers and admins only see their company’s customers
  • Developers can see all customers across companies
  • Customer IDs are globally unique but company-scoped for security

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Search Implementation

The search uses Laravel’s query builder with LIKE matching: 
->where(function ($q) use ($search) {
    $q->where('name', 'like', "%{$search}%")
      ->orWhere('email', 'like', "%{$search}%")
      ->orWhere('phone', 'like', "%{$search}%");
})
Searches are case-insensitive and match partial strings.

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