Customer contacts

Fill in a customer from a phone contact, receive a contact from another app and avoid repeated customers. PraticOS only sees the contact you choose.

Choose from contacts

Instead of typing, pull the customer’s name and phone from your own phone.

  1. Tap New customer, or the + on the Which customer? screen inside an order.
  2. Tap Choose from contacts, right below the phone.
  3. Choose the person from your phone’s list.
  4. Check the details and tap ✓ to save.

Receive a contact

Got or opened a contact in another app? Send it to PraticOS and it becomes a customer.

  1. In the Contacts app, open the person and tap Share contact. In other apps, use the contact card’s share option, if there is one.
  2. Choose PraticOS from the list.
  3. The app opens New customer filled in. Check it and tap ✓.

Phone already registered

When you save a new customer, the app compares the phone with the company’s customers, even if it is written another way. In Brazil, it does not matter whether the ninth digit is there.

Open customer
Closes the form and uses the existing customer. Inside an order, they become the order’s customer.
Save anyway
Creates the new customer. Useful for shared numbers, such as a family’s or a company’s.

The right WhatsApp chat

The order link, the charge and the notices open the chat through the customer’s phone. The app completes the number with your company’s country code, and a number typed with + keeps its own country. A customer from another country should be added with +.

Your address book

PraticOS does not read your address book and does not ask for contacts permission. The list you see belongs to the phone, and the app only receives the contact you choose or share. The received file is deleted after use.

Questions