Shop Tech Guide
Take in a machine, work the job, return it. The system is button-driven ... open a ticket, read the banner at the top, click the action button (top right).
1 · Take in a machine
Walk-in: use the Shop Check-in form (not the ERP). It asks the guided "what's wrong?" questions and prints the machine label for you.
Open Shop Check-in
- Enter Name + Phone (required), Brand (required), Model (optional), pick the Equipment Type.
- Answer the guided questions. Use the "Anything else?" box at the end for anything they didn't cover.
- Submit ... ticket is created, customer gets a "we've got it" text, label prints. Stick it on the machine.
- Open the ticket to add the serial number, photos, or internal notes.
Remote drop-off: the customer starts their own ticket at the location's QR code. A driver brings it in ... nothing for you to create.
2 · Work the job
Open the ticket, click the action button (top right). The banner tells you which one.
| Stage | What you do | Button |
|---|
| Intake | Machine just arrived | Start Diagnosis |
| Diagnosing | Find the problem. Record the video + enter the Estimated Repair Cost. | Send Estimate |
| Awaiting Approval | Customer was texted the estimate + video. Wait for their APPROVE reply. | Order Parts / Begin Repair |
| Awaiting Parts | Parts arrived | Begin Repair |
| In Repair | Done ... enter the Actual Cost first | Mark Ready for Pickup |
| Ready | Picked up and paid | Mark Delivered |
The diagnosis step: while in
Diagnosing, open the
Video page, pick the ticket from the drop-down, and record the video. Enter the Estimated Repair Cost on the ticket.
Then click Send Estimate ... that's when the customer gets the estimate + video + "reply APPROVE." Nothing goes out before you click it. Don't start paid work until they approve.
Customer says no? Click Cancel Ticket (any active stage).
3 · Return the machine
- At Ready, the customer already has the total + a pay link by text.
- Confirm payment (in person or via the link).
- Check the name on the ticket, hand over the machine.
- Click Mark Delivered ... done.
Two rules
- Every customer needs a phone number ... no exceptions. That's how they get updates.
- Not sure what's next? Read the banner at the top of the ticket.
