How to Customize Your Job Sheet Settings in Repair
If you are running a repair business, you know how important it is to have a clear and consistent job sheet for each repair order. A job sheet is a document that records the details of the repair, such as the customer information, the device model, the problem reported, the repair checklist, and the terms and conditions. A job sheet helps you to keep track of your work, communicate with your customers, and generate invoices.
But not every repair business has the same needs and preferences when it comes to job sheets. That’s why Repair allows you to customize your job sheet settings according to your requirements. In this blog post, we will show you how to access and modify your job sheet settings in Repair.
To access your job sheet settings, go to Repair > Settings > Repair Settings. Here you will see a list of options that you can change to suit your needs. Let’s go through them one by one.
– Default Job Sheet Status: This is the default status that will be pre-selected when you add a new job sheet. You can choose from Pending, In Progress, Completed, or Cancelled. You can also add your own custom statuses by clicking on Manage Statuses.
– Job Sheet Number Prefix: This is the prefix that will be added to the job sheet reference number that will be auto-generated by Repair. You can use any combination of letters and numbers, such as JS, RPR, or 001.
– Default Repair Checklist: This is the default checklist that will be displayed for all devices and device models in the add/edit job sheet screen. You can use this checklist to record the steps and actions that you take during the repair process. You can also create your own custom checklists by clicking on Manage Checklists.
– Product Configuration, Problem Reported By The Customer, Condition Of The Product: These are the pre-defined lists of options that you can use to describe the device configuration, the customer’s complaint, and the device condition in the add/edit job sheet screen. You can edit or delete these options by clicking on the pencil or trash icons next to them. You can also add your own options by clicking on Add New.
– Repair Terms & Conditions: These are the terms and conditions that will be displayed at the end of the job sheet. You can use this section to inform your customers about your warranty policy, payment methods, liability disclaimer, or any other important information. You can edit these terms and conditions by clicking on Edit Terms & Conditions.
By changing these settings, you can customize your job sheet to fit your business needs and preferences. You can also preview how your job sheet will look like by clicking on Preview Job Sheet at the top right corner of the screen.
We hope this blog post has helped you to understand how to customize your job sheet settings in Repair. If you have any questions or feedback, please feel free to contact us at [email protected]. We would love to hear from you!
Changing Label: #
Job Sheet custom fields labels can be changed by going to Repair > Settings > Repair Settings > Label for job sheet custom field