Repair Module for UltimatePOS
Repair module for UltimatePOS helps with complete repair service management of electronic goods like Cellphones, Computers, Desktops, Tablets, Television, Watch, Wireless devices, Printers, Electronic instruments, and many more similar devices which you can imagine!
Feature in Repair Module: Repair job sheet and assign it to the technician. Configurable repair status with color code for easy identification Manage Devices (like Mobile, Computer, Tablets, etc) Manage Device models Configurable checklist for device models – Add products (spare parts) & services as per device models. – Assign repair to a technician (service staff) – Manage repair with a due date, completed on, status, brands, device, device models, serial number, repair checklist, defect, – Many more feature releasing … Installation:
Installation of the repair module is same as the installation process of any other modules.
Pre-condition: Follow the steps for preconditions as given in here Installation: Steps as given here Updating:
Follow the update steps as given
here 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.
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]
Repair Settings: Default Job Sheet Status: Default status which will be pre-selected in add job sheet. Job sheet number prefix: Prefix for Job sheet reference number which will be auto-generated. Default repair checklist: The Default checklist will be displayed for all devices & device models in add/edit job sheet screen. Product Configuration, Problem Reported By The Customer, Condition Of The Product: Pre-defined list of product configuration to be used in the add/edit of the job sheet. Repair terms & conditions: Terms and conditions to be displayed in the job sheet end. Changing Label:
Job Sheet custom fields labels can be changed by going to
Repair > Settings > Repair Settings > Label for job sheet custom field Job sheet & Repair Status: Status can be added/edited from Repair -> Settings -> Status Status fields: Status Name: display name for status Color: Color for identification purposes. Sort Order: The order in which the status will be displayed. Any status having this checked will be assumed as completed status. Job sheet or Repair having this status will be assumed as completed. Mark this status as complete: SMS Template: Template for sending SMS with this particular status Email Subject, Email Body: Email template for sending for this particular status Device Management: Add the devices you repair with the device name and description. Device Model: Add all models for each device. By enter model name, selecting brand(optional), selecting device(optional) Repair Checklist: Add Pipe ( | ) separated checklist which can be used for quickly checking when accepting the device for repair. NOTE: Sometimes maintaining a model can be difficult in that case add a model called Others which can be selected in the job sheet. Video Demonstration: VIDEO
Version Log: V2.0 Mar 2, 2023 NEW: Compatible with Ultimate POS V5.0 NEW: Added label printing option for repair job sheet in the view job sheet. Refer – Document Link NEW: Jobsheet label configuration options added to Repair> Settings > Job Sheet PDF tab. NEW: Jobsheet configuration options added to Repair > Settings > Job Sheet PDF tab IMPROVEMENT: Expected delivery date label was changed to the due date in the repair add/edit/view job sheet. V1.7 Nov 18, 2022 NEW: Quick adding of Brands, Devices & Device models directly from add job sheet screen. NEW: Default checklist added to repair settings. The Default checklist will be displayed for all devices & device models in add/edit job sheet screen. Present inside Repair > Settings > Repair Setting FIX: Job sheet checklist not showing in view job sheet, job sheet pdf & other places V1.5 Nov 26, 2021 Custom fields added to job sheets list Repair module add part search box input issue fixed Repair invoice print customer copy HTML code issue fixed, Delivery date issue in job sheet print fixed V1.4 Oct 08, 2021 Custom fields added to job sheets list Repair module add part search box input issue fixed V1.3 Sep 08, 2021 Permission issue fixed for job sheet. V1.2 Aug 19, 2021 Fixes in add/view job sheet. V1.1 May 02, 2021 Minor improvements & fixes throughout the module. V1.0 March 04, 2021 Repair charges added in customer copy invoice Repair check using mobile num added “use for repair” checkbox added on brand Print packing slip added to view sell, shipping documents shown in view sell Redirect to view job sheet added after parts/doc added Many other fixes & improvement V0.9 Oct 29, 2020 NEW: Added custom fields in Add/Edit/View job sheet V0.8 Aug 25, 2020 NEW: Job sheet for a repair with all information. Add/Edit/Delete NEW: Adding an invoice for a job sheet. NEW: Job sheet printing Improvement: Dashboard changes to show details as per the job sheet.