How To: Start a repair, no money down

To start a repair, you need to create a new repair ticket.

 

  1. In the menu at the top, hover over tickets and click the "+Repair" button
  2. Search for an existing customer to attach, or create a new customer on the spot
    1. You only need to put in the first and last name, and their primary phone # to save a new customer entry
  3. Click the "add new device" button, or select the device from the list if the customer is bringing a device that has been through the repair process before
  4. This will open up the "Add Customer Repair Device" form
    1. Select the item type (e.g. phone)
    2. Select the manufacturer
    3. Select the catalog item, this is usually the device model
    4. OPTIONAL: select the carrier for the device
    5. OPTIONAL: enter a description for the device
    6. OPTIONAL: enter the serial number for the device
  5. Enter diagnostic notes for the device (e.g. "water damage")
    1. OPTIONAL: check off the components the customer is leaving with you (SIM card, battery, case, etc)
    2. OPTIONAL: record where the phone is physically located (e.g. "In posession" in "Bin 6". If this device is being shipped out of the store to be repaired, mark "In Transit" and record the tracking number and the Shipper.
    3. OPTIONAL: set a not-to-exceed estimate for the customer. This will give you a warning if your ticket total exceeds this amount
    4. OPTIONAL: set a promised-on date and time for the customer. This will give you a warning if you do not close your ticket before the promised on date
  6. Click "save" on the "Repair Devices" section
  7. OPTIONAL: assign the ticket to a staff member (left sidebar)
  8. Click one of the blue buttons at the bottom to save the ticket. Depending on your business, they will have different names. Ask your manager about it.
  9. To print a ticket for the customer: Look for the blue printer icon button and click on it (top right)
  10. To print a label for the ticket devices: Look for the blue QR Code button and click on it (top right)
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