Repair Workflow

Guide repairs through each stage from intake to collection.

Status Stages

1. Intake/Check In

Initial state when repair is created.

Actions:

• Review repair details

• Assign to technician

• Move to Diagnosis

Once Check In is complete, the Repair will move to Pending status. A staff member will review and diagnose the repair required before moving to the next stage.

2. Diagnosis

Technician assessing the problem.

Actions:

• Identify the issue

• Determine parts needed

• Create quote if required

• Get customer approval

3. Awaiting Approval

Waiting for customer to approve quote.

Actions:

• Contact customer with quote

• Record approval or rejection

• If approved, move to In Progress

4. In Progress

Repair work being done.

Actions:

• Record labour time

• Add parts used

• Update progress notes

• Move to Complete when done

5. Complete

Repair finished, not yet notified.

Actions:

• Quality check

• Calculate final cost

• Move to Ready for Pickup

6. Ready for Pickup

Customer notified, awaiting collection.

Actions:

• Customer receives notification

• Prepare for handover

• Checkout when collected

7. Collected

Customer has picked up and paid.

Final state - Repair is complete.

8. Cancelled

Repair is cancelled at any stage if required.

Changing Status

1. Open the repair

2. Click Update Status

3. Select the new status

4. Add any notes

5. Save

Adding Notes

Throughout the repair:

1. Click Add Note

2. Type your update

3. Notes are timestamped

4. Customer can see notes if enabled

Recording Parts and Labour

Adding Parts

1. Click Add Parts

2. Search for inventory items

3. Select quantity

4. Parts are reserved from stock

Recording Labour

1. Click Add Labour

2. Enter time spent

3. Select labour type

4. Cost calculated automatically

Tips

Update status as work progresses so customers stay informed.

Detailed notes help other staff understand what's been done.

Always test the repair before marking as ready for pickup.