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Help Center

Edit Job Card

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Change a saved job card: the customer, the device details, the checks, the parts and services, the status and the other fields.

Step by step

  1. Open Services > Job Card List and click Action > Edit on the job card. The Edit button in the job card details window opens the same page.
  2. Correct the Customer, Date, Service Type, Delivery Date or Quotation ID. if needed.
  3. Change the Brand., Device, Device Model, the checklist marks, Serial Number, Password, Product Configuration, Problem Reports or Product Condition.
  4. Add lines with Search Product and Add, or remove a line with its delete icon. Total Cost is worked out again.
  5. Update the Technician Comment, Status, Document, Due Date, Send Notification and the custom fields.
  6. Press Save Changes (F8).

Good to know

  • Customer, Date, Service Type and Status stay required.
  • Edit is shown only to a user with the permission to edit job cards, and only in the shop that made the job card.
  • To change only the stage of the repair, Action > Change Status in the Job Card List is quicker.
  • The job card number does not change.
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