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Job Sheet

Job Sheet:

To accept the device for repair from a customer, a job sheet is created. A job sheet contains all information related to a particular repair job.

Job Sheet is a page of instruction to help the technician in performing the repair.

To add a new job sheet:

• Select Business Location, customer
• Service type: carry-in, pickup, or on-site. With pickup or onsite, the address has to be entered
• Select Brand, Device, Device Model, based on this a pre-repair checklist will be shown.
• Enter the serial number or IMEI, Password/Pattern Lock
• Product Configuration, Reported problem, condition of the product can be selected or new can be entered. You can pre-define some of this for selection as described in the next section.
• Similarly, you can select other fields.
• Assign Operator/Technician: Operator & Technician are service staff. To Create service staff in add/edit role give the Service staff permission.

Customer Details in Job Sheet:

To display customer details in the job sheet, you need to enable it in Job Sheet > Settings > Jobsheet PDF & Label.

Enable the ‘Show Customer information‘ check box and add the customer name label next to it.

Scroll down and select the particular customer information to be displayed, like customer name, address etc.

Update and save the changes. Whenever a new job sheet is created the customer details will be displayed.

Printing Labels for Job Sheet:

Job sheet labels can be printed.

1. Go to List Job Sheets > View > Print Label

Job Sheet Notification:

For sending notifications for job sheets, enable the required notification type while creating/editing a job sheet.

Also, make sure to add the template for notification in the repair settings -> Status. [if the template is blank, notification is not sent]