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| − | '''Repairs'''
| + | = Overview = |
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| − | How to Create a Repair:
| + | '''New Repair''' |
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| − | *From the Main Screen select the '''Workshop Module''' and then the '''New Repair''' button
| + | '''New Repair - Can you create a New Repair?''' |
| − | *Enter the '''Company''' or the '''Name''' of person who requires the Repair to be done
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| − | *If a '''New Customer''', set up a new customer by entering the '''New Company''' and then the '''Tab''' button
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| − | *A message will appear to advise '''Selection NOT in list, Create New?''' say '''Yes''' which will take you to the '''Customer Field''' for entering a '''New Customer.'''
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| − | *Enter the'''Contact '''details for the Customr and any other '''Required''' fields
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| − | *If you wish to make an '''Appointment''' time with the repair serviceman select the '''Appointment Button''' which will load the '''Main''' '''Calendar'''
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| − | *Double click on a '''Date''' and '''Time''' you want to view the '''Appointment Card'''.
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| − | *Make any changes Required and '''Save'''
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| − | <br> '''Products Tab:'''
| + | To create a 'New Repair' select the 'Workshop' module and click the button 'New Repair'. This will open the Repairs Card where you need to start off by selecting the company you wish to do the repair for, and fill out all the basic information. You then select the tab 'Equipment' to add the pice of equipment for repair and then proceed to click 'Appts' to create an appointment and schedule your rep to go out and do that repair on that specific piece of equipment. |
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| − | Select the '''Product Name''' from the drop down menu eg. Repair quote fee
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| − | Enter the equipment to be repaired Quantity of items to be repaired. Price of the Repair if a set price or quote Select the Department Add in any Memo required ETA date
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| − | <br> Equipment Tab: Equipment Name: Enter the type of equipment for repair UOM (units of Measure) Quantity Model Manufacture Registration Serial# Warranty details Notes - enter any notes required
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| − | If materials or parts are required to complete the repair, a smart order can be created by selecting the Smart Order Tab - refer Smart Order to create a smart order.
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| − | If this is a Repeat repair select the Repeat Tab and you can select the frequency of the repair.
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| − | <br> Time Sheet Entries: When the repair has been completed you can enter the time sheet details
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| − | Follow Ups: If there are to be any follow ups for the repair enter details Date/Notes/Employee Name When the follow up has been actioned select the radio button and mark as done
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| − | Notes: Add any notes and feedback notes as required
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| − | Custom Fields can be created refer: customfields<LinkId=109>
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| − | Once the Repair is complete Enter the completion Date and time and select the appropriate status of the repair from the drop down menu
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To create a 'New Repair' select the 'Workshop' module and click the button 'New Repair'. This will open the Repairs Card where you need to start off by selecting the company you wish to do the repair for, and fill out all the basic information. You then select the tab 'Equipment' to add the pice of equipment for repair and then proceed to click 'Appts' to create an appointment and schedule your rep to go out and do that repair on that specific piece of equipment.
