Booking a new repair ticket is the foundational core of your entire service workflow. In RepairCMS, you can seamlessly launch a new ticket from any screen or module inside the system – simply look for the global plus icon located right within the top header navigation bar.
Key Benefits at a Glance: #
- Lightning-Fast Intake: Open new tickets in under 60 seconds using predefined text templates for brands and symptoms.
- Maximum Transparency: Automated email notifications keep your customers informed without any manual effort.
- Legal Protection: Digital customer signatures captured directly on the receipt protect your shop from false damage claims.
- Optimized Workshop Order: Fixed storage bin assignments stop technicians from wasting time searching for devices.
- ❌ Paper chaos & illegible handwriting on intake forms
- ❌ Time-consuming status update phone calls with clients
- ❌ Misplaced or untracked customer devices in the shop
- ❌ No signed proof or protection regarding pre-existing damages
- ✅ Seamless digital ticket intake in under 60 seconds
- ✅ Clients track active repair progress live via their portal
- ✅ Fixed storage location tracking completely ends device searching
- ✅ Legally secure digital customer signatures saved instantly
Step-by-Step Guide: Processing a New Repair Ticket #
- Click the global Plus icon (+ Add) in the top header navigation to trigger the quick actions panel.
- Select New Job from the list options to open the guided intake wizard interface.
- Select the designated Device Category type (e.g., Tablet, Mobile Phone, or E-Scooter).
- Fill out the Device Details: Choose the brand and model, specify its optical condition, and tick off any included accessories.
- Enter the device’s unique Serial Number (IMEI/SKU) for inventory tracking purposes and click Next.
- Under the Contact Details step, search for an existing client profile or create a brand new contact, then click Next.
- Set the Repair Job Type according to your business logic (e.g., Standard, Warranty, or Quotation).
- Map the corresponding Defect Symptoms from the list, type in a clear problem description, and proceed by clicking Next.
- Upload optional condition photos and specify the exact physical Storage Location (e.g., bin number F15) for your technicians.
- Capture the customer’s digital signature directly on screen, pick your document print format (e.g., A4 Receipt), and finalize by clicking Create Job.
💡 Automated Customer Portal & Live Tracking: Once the job is booked, your client automatically receives a confirmation email. Through the built-in portal link, customers can track their live repair status transparently and text your team directly using the integrated live chat system.
⚠️ Workflow Efficiency Note: To speed up your intake workflow, RepairCMS remembers saved brands, models, and symptoms. You don’t need to re-type recurring info; instead, simply select them from the smart dropdown fields in future entries.