01 / Customer record

Know what happened when a customer calls again.

Keep customer contact, GST and AMC context close to the service work that follows.

Try this in your business See the connected workflow

Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

A repeat customer should not have to retell the story. When details live in notebooks, chats and separate files, the office loses context at exactly the moment a fast answer matters.

Customer name in a diary
Past service details in a chat
Staff calling around for GST or AMC context

The Navixo solution

Work that carries context.

Search or select a customer while logging a call, then use the available contact, GST, AMC and service context to start from a clearer record. Filters help the office find the right customer before work is assigned.

A searchable customer record
Related service context available from the call workflow
A clearer handoff between counter and field

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office

01Search the customer or add the record at the counter.
02Review contact, GST and AMC information that is available for the record.
03Filter or open related service work while creating the next call.
04Keep the new call connected so later follow-up has context.

Mobile / PWA

01Sign in to the web/PWA on a supported phone.
02Open the assigned call and review its customer context.
03Add a useful work update from the site.
04Leave closure details for the office and future calls.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Customer-filtered call history product screen with safe demo data. — **Customer-filtered call history**Real customer-filtered history view for the synthetic Aurora Grid Systems demo account.Admin · public-safe demo capture

Customer details and history entry product screen with safe demo data. — **Customer details and history entry**Existing customer details form; call history is reachable from the linked service-call workflow.Admin · public-safe demo capture

New customer form product screen with safe demo data. — **New customer form**Customer onboarding form with firm, contact, city, tax and address fields.Admin · public-safe demo capture

Customers list product screen with safe demo data. — **Customers list**Searchable customer cards with contacts, cities and safe call/edit actions using synthetic demo records.Admin · public-safe demo capture

Assign and edit service call product screen with safe demo data. — **Assign and edit service call**Service-call edit workspace with customer, category, priority, assignment and status controls; internal notes are omitted.Admin · public-safe demo capture

Call closure workflow product screen with safe demo data. — **Call closure workflow**Closure modal for engineer remarks, assignment and delivery context; this is an unsubmitted form.Engineer · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Short screen demo

Watch this workflow in context.

Captioned screen walkthroughs use the same public-safe demo product. There is no live editable sandbox behind the player.

Customer management

How customer context works

A captioned walkthrough of customer lookup and related service context.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

Faster answers for repeat customers
Less dependence on one employee’s memory
A cleaner starting point for every service call

Connected features

Keep exploring the record.

Customer history is available through call filters and related records; it is not presented as a separate customer-history product.

Ready to look closer?

Try this in your own business.

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