Repairs - Add products, notes (internal and external)

Repairs - Add products, notes (internal and external)

Repairs - Add parts, operations, and notes

1. Navigate to the repair order

2. To add parts to use on the repair click "Parts"

Screenshot of: To add parts to use on the repair click "Parts"

3. Click "Add a line"

Screenshot of: Click "Add a line"

4. Click the product field and add a product.

Screenshot of: Click the product field and add a product.

5.

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6. Add as many parts as you need.

Screenshot of: Add as many parts as you need.

7.

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8. To add service hours or plans click "Operations"

Screenshot of: To add service hours or plans click "Operations"

9. Click "Add a line" and add any service products you want. (Please note, service products were created in the "Inventory" module. You can create your own in the "Inventory" Module.

Screenshot of: Click "Add a line" and add any service products you want.  (Please note, service products were created in the "Inventory" module.  You can create your own in the "Inventory" Module.

10. Item 1

Screenshot of: Item 1

11. Click this field to add description of service that the customer will see.

Screenshot of: Click this field to add description of service that the customer will see.

12. Click the save button between adding descriptions or edits will be lost.

Screenshot of: Click the save button between adding descriptions or edits will be lost.

13. Add additional services.

Screenshot of: Add additional services.

14. Select additional services.

Screenshot of: Select additional services.

15. Click this field to add any customer facing notes.

Screenshot of: Click this field to add any customer facing notes.

16. Click "Repair Notes" to add internal notes.

Screenshot of: Click "Repair Notes" to add internal notes.

17.

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18. Click "Quotation Notes" to add any notes when creating the quotation. These are internal.

Screenshot of: Click "Quotation Notes" to add any notes when creating the quotation.  These are internal.

19. Click here to save any edits.

Screenshot of: Click here to save any edits.

20. Click "CONFIRM REPAIR". This can be done now, or upon original creation of the order.

Screenshot of: Click "CONFIRM REPAIR".  This can be done now, or upon original creation of the order.

21. Click "CONFIRM". This just states that the inventory isn't in your system. That's ok because we already established it is coming from your customer.

Screenshot of: Click "CONFIRM".  This just states that the inventory isn't in your system.  That's ok because we already established it is coming from your customer.

22. Click "START REPAIR" - changes status to "Under Repair"

Screenshot of: Click "START REPAIR" - changes status to "Under Repair"