Book repair visits and print job sheets

Before you start

Use warranty orders to resolve a paid-repair quote waiting for signature or deposit.

Book a repair visit

1. 1

   Step 1: Open the visit tile

   Open Repair visit on the claim. Enter Date and choose Time window, including a listed 2-hour window or All day.

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   Step 2: Assign the technician

   Choose Technician and enter Notes for the technician. Include the problem, access arrangements, and the work already agreed.

   

3. 3

   Step 3: Book and notify

   Review Email followed by the customer's name the visit date and window, then click Book visit. The visit is recorded, and the email sends if selected and permitted.

   Use Cancel visit when that booking should no longer go ahead. Don't leave an obsolete visit scheduled while arranging a replacement.

Record the result

1. 1

   Step 1: Choose the visit outcome

   After the visit, choose Fixed, Needs another visit, or Couldn't fix. The claim records the actual result instead of treating every booked visit as completed work.

2. 2

   Step 2: Record hours and notes

   Enter Time spent in hours, such as 1.5, and complete Technician's notes. Record what was done and what remains.

   

   The configured Labour rate prices the time. When that differs from the labour line, the tile offers Keep the current charge or Update the order. Without a rate, charges are entered by hand. Needs another visit leaves work to arrange before closing the claim.

Repair it in your workshop

1. 1

   Step 1: Arrange collection

   Open Pick up from the customer. Set Date, Time window, Who collects it, and Notes for the pickup. The pickup details are recorded with the claim.

   

2. 2

   Step 2: Record collection and the repair

   Enter Collected on when the piece arrives. Under Workshop repair, record the outcome, time, and technician notes using the same result choices.

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   Step 3: Record the return

   Use Return to the customer and enter Return date. Check the collection, repair, and return record before treating the workshop job as complete.

Print job sheets and day sheets

1. 1

   Step 1: Print an individual job

   On a booked visit, pickup, or delivery, click Print job sheet. The control appears after the job has a date and time window, and the PDF downloads (Job sheet downloaded).

   

   The sheet can include customer and address, original sale, units and coverage, problem, notes, earlier visits, parts, amount to collect, and photos.

2. 2

   Step 2: Print the day's work

   From the Warranty queue, click Print day sheet. Choose Day and Technician, or All technicians, then print.

   

   Day sheet downloaded confirms the result. It lists repair visits, pickups, and replacement deliveries in time order, followed by one job sheet per page.

   Done and cancelled jobs are left out. The day sheet supports up to 40 jobs; narrow to one technician or individual jobs if it is too large.

3. 3

   Step 3: Check the printed content

   Review the generated sheet before handing it to the technician. Claim photos must be 3 MB or smaller; HEIC files don't print. Up to 6 photos can appear.

   Job sheet content is controlled under Settings›Products›Claims. Themes are under Settings›Branding›Quote PDF, including Default, Field, Compact, and Service ticket.

   The amount to collect is omitted without cost-view permission, even if the sheet setting is on. Don't assume a missing amount means the customer owes nothing.

What happens next

The booking email goes when selected. A Fixed result lets the team complete the remaining steps and close the claim.

Printed sheets support the visit, but the recorded result belongs on the claim. Add the technician's outcome so the next colleague can continue the work.

If something goes wrong