Track a repair or a service job

• Service, then Service jobs, then Add Service Job.
• Under Basic Information, choose the Customer, the Warehouse, the Service Type and a Job Title. All four are required.
• Set the Expected Delivery Date, the Priority, the Status and Assign Technician if you know them.
• Fill the Device Details or Vehicle Details section, depending on the type. The type field there is required.
• Press Save, or Save and go to Parts and Billing.

For a device you can record the Brand, Model, Serial Number, IMEI, Accessories Received, the issue the customer reported and the condition on arrival. For a vehicle you get Year, Fuel Level, Registration No, Engine No, Chassis No and Mileage instead.

• The service type cannot be changed. A device job and a vehicle job record different things, and switching would leave the original details with nothing pointing at them.
• The customer cannot be changed on an edit. The control is read only rather than one that quietly does nothing.

Open the job and choose Parts and Billing. It has three cards and a summary.

• Parts and Items Used. Search a product into it and set the Quantity and Unit Price. Adding a part takes the quantity out of this job's warehouse straight away, and removing one puts it back.
• Service Charges. Set the Service Charge, Discount and Tax, then press Save Charges. Totals update after saving.
• Payments Received. Set the Amount, Method, Account and your own Reference, then press Collect Payment. The receipt number is generated for you.

Billing Summary totals Parts Total, Service Charge, Discount, Tax, Grand Total, Paid Amount and Due, and badges the job as Fully paid or Amount due.

A job is Pending, Diagnosed, In Progress, Completed, Delivered or Cancelled. Use Quick Status Update on the job page, add an optional note, and press Update. The change is recorded in the Activity Timeline underneath, which is what somebody reads in six months.

Service, then Device types is the list of what your workshop takes in, for devices and for vehicles. Add Type asks for a Name, a Category and a Description. There is also an Import that takes a CSV whose first row reads Name, Category, Description, and a type whose name already exists is updated rather than duplicated.