Search Results

Create a repair ticket to record the customer, device, reported issues, intake details, and expected charges. Complete the six steps Select customer: Find or create the customer, then continue. Choose category: Select the device category or use Other. Enter de...

Customer Choose the customer who owns the device. Confirm the name and contact information before continuing. Category and device Select the closest configured category. If inventory is enabled, you may select a product; otherwise type a clear device name. Use...

Complete intake details carefully so technicians can identify, locate, test, and return the correct device. IMEI or serial: Record the identifier from the device when available. Item location: Enter the bin, shelf, or intake location. Alternate contact: Use on...

Pricing at intake establishes the expected repair charge and any amount collected before work begins. Enter the repair price or estimate used by the business. Add the diagnostic fee when it applies. Enter the deposit being collected. Select the correct tax tem...

Open Repair and select List. Search by customer, phone, device, ticket ID, IMEI, or serial information when available. Use date and delivery-status filters to narrow results. Select the repair row or choose Open from its action menu. The Repair Profile shows f...

Open the Repair Profile and use the edit controls beside the information that needs correction. Update device name, IMEI or serial, and bin location. Change the device category. Add or remove reported issues. Edit the problem description. Update alternate cont...

The Repair Profile combines financial information and three working stages. Repair Information: Review customer, device, category, issues, and problem description. Review & Settle: Manage pricing, payments, tasks, parts, vendor work, checklists, notes, and com...

When Repair Appointments are enabled, use them to reserve intake or service time before a ticket is created. Open the Repair Appointments area. Select Add. Choose the customer and appointment date and time. Record the device and requested work. Save the appoin...

Use Repair Performance to understand workload, revenue, collections, outstanding balances, and turnaround for the selected period. Total repairs: Repairs created in the period and the number currently open. Repair revenue: Total value of repairs in the period....

The lower dashboard ranks the devices and work driving the repair business. Device categories: Categories with the most repair demand. Common repair issues: Frequently reported problems. Most repaired devices: Device models generating the most work. Technician...

The pipeline shows the number and percentage of repairs at each operational stage. Open: Active repair records. In shop: Devices currently held by the store. Fixed: Repairs marked successfully completed. Ready: Devices ready for customer pickup. Delivered: Dev...

Needs Attention highlights work that may require immediate follow-up. Fixed repairs waiting for pickup Open repair tickets and those assigned to the current technician Outstanding repair tasks Pending repair balances Loaner devices still with customers Review ...

Open Repair > List. Enter a customer, phone number, ticket, device, IMEI, serial, or other supported search value. Open Filters to search within the selected date range. Select delivery statuses when needed. Use the date picker to change the reporting period. ...

Open the action menu beside a repair to use the available record tools. Open: View the Repair Profile. Make Payment: Collect an outstanding balance. View Statement: Review the repair financial statement. Payments List: View payment history and receipts. View I...