- Customer walks into satellite location
- Sales rep
- create new repair ticket
- lookup existing or add new customer
- lookup existing or add new repair device
- provide initial diagnostics information
- set expected delivery date/time and not to exceed dollar amount
- OPTIONAL: add ticket items (parts, labor, merchandise)
- OPTIONAL: receive payments from the customer (e.g. for a deposit)
- OPTIONAL: assign the ticket to the Repair Advisor
- advance ticket to "In Transit" (or "In Diagnosis")
- Print ticket for customer
- Print label(s) for the repair device(s) on the ticket
- Repair Advisor
- tracks in transit queue and tickets assigned to them
- view / edit ticket details
- OPTIONAL: conduct background check
- OPTIONAL: add ticket items (parts, labor, merchandise)
- Arrange and oversee transfer to Repair Center
- Device(s) arrive at repair center
- Repair Advisor
- OPTIONAL: Assigns ticket to tech who will perform the repair at the service center
- advance the ticket to the "In Repair" queue
- Technician
- track in repair queue and tickets assigned to them
- view / edit ticket details
- perform the repair
- OPTIONAL: add ticket items (parts, labor, merchandise)
- OPTIONAL: regress ticket to pending approval queue (if waiting on customer for approval to continue)
- OPTIONAL: regress ticket to on hold queue (if waiting on parts)
- OPTIONAL: assign the ticket to the Repair Advisor
- advance ticket to "Complete / In Transit" (or "pending notification")
- Repair Advisor
- track "Complete / In Transit" queue and tickets assigned to them
- view / edit ticket details
- OPTIONAL: add ticket items (parts, labor, merchandise)
- OPTIONAL: set final resolution status
- Arrange and oversee transfer to satellite location
- Device(s) arrive at satellite location
- Repair Advisor
- Advances ticket to "Ready for Pickup" queue
- Notifies customer their device(s) are ready for pickup
- OPTIONAL: Email receipt to customer from the ticket
- OPTIONAL: Send sms notification to customer from the ticket
- Customer returns to pick up repaired device(s) at satellite location
- Sales rep
- lookup ticket by one of the following:
- Customer Name / Phone number
- Ticket #
- Device Serial #
- view / edit ticket
- OPTIONAL: add ticket items (parts, labor, merchandise)
- Record payment(s)
- Close ticket (if balance paid in full)
- Print ticket for customer
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