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How to record outsourced vendor work
Record vendor work when part of the repair is performed outside the store. Open Work Details and ...
How to add repair notes and images
Use notes and images to preserve information that helps technicians and protects the business rec...
How to complete pre-repair and post-repair checklists
Checklists document device condition before work and the verification performed afterward. Pre-ch...
How to add, select, or remove repair parts
Add parts to document the components used and include eligible charges in the repair. Open Work D...
How to assign a technician and manage repair tasks
Open the repair’s Review & Settle or Work Details area. Assign the technician responsible for the...
How to edit repair price, tax, and additional details
Use Edit Price and Tax when the approved repair amount or tax treatment changes. Open the Repair ...
How to edit device, category, issues, and problem description
Open the Repair Profile and use the edit button beside the information being corrected. Edit the ...
How to use repair-list actions
Open the action menu beside a repair to use the available record tools. Open: View the Repair Pro...
How to search and filter repair history
Open Repair > List. Enter a customer, phone number, ticket, device, IMEI, serial, or other suppor...
How to use the Needs Attention queue
Needs Attention highlights work that may require immediate follow-up. Fixed repairs waiting for p...
How to read the repair pipeline
The pipeline shows the number and percentage of repairs at each operational stage. Open: Active r...
How to use device, issue, and technician performance
The lower dashboard ranks the devices and work driving the repair business. Device categories: Ca...
How to read the Repair Performance dashboard
Use Repair Performance to understand workload, revenue, collections, outstanding balances, and tu...
How to create and manage a repair appointment
When Repair Appointments are enabled, use them to reserve intake or service time before a ticket ...
How to use the Repair Profile
The Repair Profile combines financial information and three working stages. Repair Information: R...
How to edit repair customer and device information
Open the Repair Profile and use the edit controls beside the information that needs correction. U...
How to open an existing repair
Open Repair and select List. Search by customer, phone, device, ticket ID, IMEI, or serial inform...
How repair price, diagnostic fee, deposit, and tax work at intake
Pricing at intake establishes the expected repair charge and any amount collected before work beg...
How to record device intake details securely
Complete intake details carefully so technicians can identify, locate, test, and return the corre...
How to select the customer, category, device, and issues
Customer Choose the customer who owns the device. Confirm the name and contact information before...