How to create a Repair Card

Created by David Joyce, Modified on Sun, 12 Jul, 2020 at 4:37 PM by David Joyce

  1. Head onto the left-hand Navigation Bar and click WorkShop
  2. Click the Book In option
  3. Select you customer from the drop down selection
  4. If this is a new item click Customer Items -> New Customer Item and fill out all the required information
  5. If this customer has had the item repaired before click Customer Items -> Customer Items and select the item from the list
  6. Assign a Mechanic if required
  7. Select any products that are required and also add any Notes required for the repair and click Save
  8. This will mark the Repair Card as "Booked In", if you have assigned a Mechanic it will mark it as "Work In Progress"

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