Order Workflow

Understanding the repair order lifecycle.

Overview

A repair order goes through several stages from intake to delivery. Understanding this workflow helps you manage repairs efficiently.

Workflow Stages

1. Intake

When a customer brings a device:

1. Create a new repair order
2. Select or create customer
3. Add device information
4. Document the problem
5. Note device condition

2. Diagnostic & Assignment

Examine the device and assign work:

1. Assign to technician(s)
2. Diagnose the problem
3. Identify required parts/services
4. Add progress log with findings

3. Repair

Perform the repair:

1. Change status to "Repairing"
2. Add required parts (stock deducted automatically)
3. Add services performed
4. Log progress regularly
5. Update status as work progresses

4. Completion

Enter the final status of the repair:

1. Change status to "Completed"
2. Add final progress log
3. Add final payment
4. Add final delivery
5. Add final warranty

Order Statuses

Changing Status

1. Open the repair order
2. Click the status dropdown
3. Select new status
4. Save

Tips for Efficient Workflow

1. Document everything - Add photos and detailed notes
2. Update status promptly - Keep records current
3. Log progress - Track work performed
4. Use assignments - Distribute work among technicians