Find, Create, and Update a Client

The Clients area is the main customer-and-instrument workspace in AXB Tech:Bench.

Find a client

1. Open Clients from the main navigation.
2. Search for the customer.
3. Open the client record.

A client record can show:

• Contact information
• Instruments owned by the client
• Active work orders
• Completed or closed work
• Repair history connected to those instruments

Create a client

You can create a client while starting a new order or during Intake.

When creating a new customer, enter the identifying and contact information your shop needs. AXB keeps the client as a persistent record so future instruments and repairs can stay connected to the same customer.

Start work from the client record

From a client record you can quickly:

• Add a New Instrument for that client
• Start a New Order with the client already selected
• Open one of the client's existing instruments
• Review active and completed repair history

Update client information

Edit the client record when customer information changes.

Updating the client does not rewrite the historical repair details that were captured when an older work order was created. AXB preserves repair history while allowing the current client record to stay up to date.