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.

Pickup Needed column filling up? Open the Pickup Run Planner: check the machines, pick the day, Build Route. Home-pickup customers get texted the date, the driver gets a link with the stops in driving order, and you print him the manifest + a sticker for each machine (with the pickup address on it).

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 YES 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 YES." Nothing goes out before you click it. Don't start paid work until they approve.

Customer says no? Click Cancel Ticket (any active stage).

2b · Customer changes the job while it's waiting

They call back and say "only do the carb, skip the blades." The card is sitting in Awaiting Approval. You edit it right where it is ... you do not have to move the card backward to change anything. When you save the change, a popup asks whether the customer already approved ... its buttons do the moves for you.

Open the card.
Change the services and the Estimated Repair Cost to the new job.
Save.
Now pick one of the two endings below.

Situation	What you click	What happens
They already said yes on the phone	Begin Repair	Card moves to In Repair. Start the work. No text goes out.
You want the new price on record in writing	Back to Diagnosing, then Send Estimate	Customer gets a fresh text with the updated price to reply YES to. Card returns to Awaiting Approval.

Which one? Verbal approval on the phone is enough to start turning wrenches ... use Begin Repair. Use Back to Diagnosing → Send Estimate when the price moved enough that you want their YES in writing, or when you're not sure they understood the new number. Editing and saving alone never texts the customer ... only Send Estimate does.

Same steps work from Awaiting Parts. If the change kills the job entirely, Cancel Ticket.

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.