02
Repair Orders
A repair order tracks one product repair from receipt to completion.
Process lifecycle
1
Create a repair order
Repairs
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NEW
Click New to create a repair order.
Repair order fields
Product to Repair
*
The item being repaired.
Serial Number
Serial number of the specific unit, if tracked.
Customer
Who owns the item (for billing and return).
Company
Relevant in multi-company setups.
Warranty
Indicate if this repair is under warranty — affects billing.
Responsible
Technician assigned to the repair.
Scheduled Date
When the repair is planned.
2
Add parts and operations
Under Parts, add any components needed for the repair — spare parts are consumed from inventory. Under Operations, add labour lines with a description, product (service), quantity, and price. These lines form the basis of the repair invoice.
Warranty repairs
For warranty repairs, add the parts but set the Invoice option on each line to No Charge. Labour can also be set to No Charge. The repair is completed and no invoice is generated, but the parts cost is still tracked for warranty cost analysis.
3
Complete and invoice
START REPAIR
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END REPAIR
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CREATE INVOICE
Click Start Repair to begin. Click End Repair when the work is done. Status changes to Repaired. Click Create Invoice to generate the customer invoice for parts and labour. Confirm and send the invoice. The repaired product is returned to the customer.