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Open the Repair Profile and use the edit button beside the information being corrected. Edit the device name, IMEI or serial, and bin. Select the correct device category. Add configured or custom issues and remove mistakes. Update the customer-reported problem...

Use Edit Price and Tax when the approved repair amount or tax treatment changes. Open the Repair Profile. Review subtotal, sales tax, total, paid, and balance due. Select Edit Price and Tax. Enter the approved price and choose the correct tax. Save and confirm...

Open the repair’s Review & Settle or Work Details area. Assign the technician responsible for the repair. Add each task required to complete the work. Update task progress as work is performed. Remove a mistaken task only after confirming it is not needed for ...

Add parts to document the components used and include eligible charges in the repair. Open Work Details. Select an inventory part or add the supported repair item. Confirm quantity, cost, and selling price when shown. Save the part to the repair. Remove an inc...

Checklists document device condition before work and the verification performed afterward. Pre-check Record visible damage, functions tested, included accessories, and condition before repair begins. Post-check After work, record functions tested, remaining is...

Use notes and images to preserve information that helps technicians and protects the business record. Photograph visible condition, damage, included accessories, and completed work when permitted. Write factual notes with dates, decisions, and customer approva...

Record vendor work when part of the repair is performed outside the store. Open Work Details and select Add Vendor Work. Select the vendor. Describe the job performed. Enter vendor cost. Add the vendor reference number and note when available. Save the record....

When loaners are enabled, record which device was provided, who received it, and when it should return. Assign the available loaner to the repair. Confirm its identifier and condition. Record the customer handoff according to policy. When returned, inspect the...

Review tasks, parts, checklists, notes, pricing, and balance. Select Complete Repair. Choose Fixed or Cannot Fix. Choose whether to charge the configured diagnostic fee when offered. Add final labor and a solution or completion note when applicable. Confirm co...

Reopen a repair when legitimate additional work or correction is required after completion. Open the completed Repair Profile. Select Reopen Repair. Enter the reason, especially when the customer returned or the prior result changed. Confirm reopening. Update ...

Use Device Handoff to distinguish completed work from physical return to the customer. Confirm the repair result and customer balance. Open Device Handoff. Select the appropriate ready, in-shop, or delivered option shown. Confirm the delivery status. Record an...

Open the repair from Repair List or Repair Profile. Select Make Payment or Receive Payment. Review total, paid, and balance due. Enter the amount and choose the payment method. Complete the payment. Open the payment list or receipt to verify it was recorded. N...

Open the Repair List action menu. Select Payments List. Review each payment’s date, method, and amount. Select View to open the payment receipt. The payment list explains how the total paid was built. Use it when reconciling a balance or answering a customer q...

Delete a repair payment only when the payment record itself is erroneous and the authoritative processor or cash record supports the correction. Open Payments List. Identify the exact payment by date, method, and amount. Select Delete. Read the confirmation an...

Open Repair List. Open the repair’s action menu. Select View Statement. Review customer, repair, charge, payment, and balance information. Use the available print control to produce a copy. A statement summarizes the repair account. It is useful when a balance...

When a repair has a connected invoice, choose View Invoice from the list or profile. Confirm the invoice belongs to the correct repair and customer. Review items, taxes, payments, and balance. Print or provide the invoice through the supported document workflo...

Use a repair receipt to document a repair payment or completed repair transaction. Open the repair or its payment list. Select the applicable receipt. Review customer, device, charges, tax, payment, and balance. Print using the configured receipt workflow. Rep...

A repair label helps staff match the physical device to the correct ticket. Confirm DYMO is enabled on the current computer. Open the Repair List action menu. Select the label-print action. Review customer, phone, date, problem, and serial information. Print a...