Service & Maintenance (Repair Jobs)
Service jobs, statuses, technicians, checklists, warranty and maintenance history.
Creating a service job (repair ticket)
Click Create → Select or add the customer → Enter device, model and IMEI/serial
Service job statuses explained
Intake — received → Pending — waiting for approval or parts → In Progress — technician working
Awaiting Approval, Ready for Pickup and Awaiting Payment lists
Awaiting Approval — jobs whose estimate needs customer approval → Ready for Pickup — completed jobs not yet collected → Awaiting Payment — delivered or completed jobs with balance due
Adding technicians
Open Service Technicians → Add → Link to a user account → Set commission rule if any
Checklist categories and items (pre / post repair)
Create categories (e.g. Mobile intake, Laptop intake) → Add items (power on, screen cracks, SIM present…) → Attach the category to a job at intake
Adding parts and services to a job
Open the job → Add parts from stock (screen, battery) → Add service charges (labour)
Estimates, advances and balance due
Enter the estimate on the job → Record an advance payment → Balance due = total − advance
Sending WhatsApp updates for jobs
Edit the templates for Job received, Ready for pickup, Delivered → Placeholders fill customer name, job reference and amount → Change status on the job — the message sends automatically
Converting a job to an invoice
Open the job → Click Create invoice / Pay → Choose payment method
Printing job cards and thermal job receipts
Open the job → Click Print → Choose A4 job card or thermal receipt
Warranty on repairs
Set warranty days on the job at delivery → When the customer returns, search the job by IMEI → The Warranty report lists all active warranties
Maintenance history per customer or device
Open Maintenance History → Search by customer, device or IMEI → See every job with technician and status
Service Jobs report
Open the report → Filter by status, technician and date → See count, revenue, parts cost and profit
Technician commission on jobs
Create a commission program (e.g. 10% of labour) → Assign technicians → Commission is calculated per completed job
Reassigning a job to another technician
Open the job → Change the technician → Save — commission follows the new technician
Customer approves the estimate online
Customer logs in to the portal → Opens the job → Clicks Approve
Auto workshop: job cards by number plate
Enter the plate number in the device field → Add mileage in notes or a custom field → Add parts and labour
Appliance / field service jobs with home visits
Create a booking with address and time → Assign the technician → On site, open the job on the phone and add parts
Handling a job the customer never collected
Filter Ready for Pickup older than 30 days → Send a reminder template → After your policy period, mark as Unclaimed and adjust stock if parts are reused