Step by step
- Open Services > Settings. Click a tab at the top; New adds an item to the open tab.
- Status: add the stages of a repair with Status Name, Color and Sort Order. This Status As Complete marks a finishing stage, and an Sms Template, Email Subject and Email Body can be kept with the status.
- Brands, Devices and Device Models: add the brands and device types you repair, then the models. Give a model its Brand., Device and Service Checklist, written as items separated by | (for example Display | Battery | Motherboard).
- Servicing Settings: choose the Default Job Card Status and the Default Servicing Checklist, used when a model has no checklist of its own.
- Also in Servicing Settings: write the pick lists of Product Configuration, Problem Reported By The Customer and Condition Of The Product as items separated by commas, the Servicing terms & conditions printed on the job sheet, and new names for Device, Device Model, Serial Number and Custom fields 1 to 5. Press Save Changes.
- Job Card Print/Pdf & Label: choose what the job sheet shows about the customer and which custom fields print, set the label width and height in mm and what the label shows, then press Save Changes.
Good to know
- Status names and sort order numbers must be different within the shop.
- A device used in a job card, or one that still has models, cannot be deleted. A model used in a job card cannot be deleted either.
- The Brands tab shows the same brands as Inventory > Brands.
- Each tab is shown only to a user who has its permission. The labels you rename here also change the job card, the lists and the prints.