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Repair

Work a repair through

Updated in 5.20.43

Each device walks the same steps, in order: Received, Diagnosing, Estimate & Approval, Checklist, In Repair, Quality Check, Ready for Pickup. Money, parts and the conversation with the customer sit on the same page.

Where

Repair › Jobs › a repair

Who

Repair Jobs to see it; Assign to give a technician; Repair Billing for estimates and invoices; Cancel to cancel.

Move a device on

1
Give the device a Technician.
2
Press Next step, or Move to… a status inside the step (for example Waiting for Parts while in repair). No step is skipped.
3
Under Checks, Start a check… runs a diagnostic, intake or quality checklist; Complete the check when it is done.
4
Under Work and parts, Add work or a part from the catalogue, or let Flowrica's Draft from the diagnosis propose the lines.
A repair: its devices, their step, the work and parts

The customer's approval and the money

1
Press Price this device and send it. An estimate is made and sent; the customer accepts or declines on its link, in the portal, or at the counter.
2
Accepted lets the device go on; declined stops it there. Ask again sends a new estimate.
3
Take a deposit at any time. When the work is done, Make the final invoice: deposits are taken off it, and Take a payment records the rest.

The parts on an estimate are held in their warehouse. Ask for the short parts makes a purchase request for what is missing.

Talk to the customer and hand back

The Conversation tab keeps the messages: send Inside the shop or To the customer, and see when the customer read them. Tell the customer sends the shop's message for the moment by mail, text or WhatsApp. Print… prints the job card, device tags or the intake ticket, each with the tracking link and its QR code.

1
When the device is Ready for Pickup and paid, press Handed back to the customer.
2
Take the handover photos and the customer's signature that it was received in good order.

A device that comes back is opened as Back under warranty, a new repair linked to the first.

A technician who sees only their own devices sees, under the job's files, the files of the job as a whole and of their own devices; a colleague's device's files are not listed and do not open. In the device's status menu a technician moves it only as far as their rights reach: cancelling, marking it declined by the customer, or passing it out of its quality check needs the right those steps ask. On the client portal, a repair's estimates and invoice are shown only to a contact given the Estimates and Invoices areas. A cancellation asked by a staff member inside the customer's portal is recorded under that staff member's name.

Next: Workshop, workload and reports

Questions

Where is “Work a repair through” in Zyntra OS?

Repair › Jobs › a repair

Who can use “Work a repair through”?

Repair Jobs to see it; Assign to give a technician; Repair Billing for estimates and invoices; Cancel to cancel.