Tickets
| Ticket # | Client | Device | Status | Technician | Opened |
|---|
Service CenterManage Invoices
to
to
| Invoice # | Ticket # | Customer | Employee | Status | Total | Paid | Due | Created |
|---|
New Ticket
1. Client
or
2. Device
Category
›
Brand
›
Items
›
Details
Warranty Status *
Required — select before the ticket can be created.
Lock Code
Pre-Repair Condition Checklist
Every item must be marked Pass, Fail, or N/A before the ticket can be created.
3. Problem & Parts
Problems
Parts (optional, if known now)
4. Additional Details
Accessories brought in
Charger
Case
Power Cable
External Memory
Clients
Inventory
| Name | SKU | Supplier | Cost | Price | Stock |
|---|
Settings
Staff
| Name | Role | Active |
|---|
Ticket Statuses
The list of statuses tickets can be set to. A status can't be deleted while any ticket currently has it — move those tickets to a different status first. A status marked "Requires outgoing test" can't be selected on a ticket until every item on the Outgoing Test Checklist below is marked Pass.
| Name | Closed? | Requires outgoing test? |
|---|
Device Checklist (Intake & Outgoing)
One checklist per device category, shown on both ends of a repair — at Intake (New Ticket Step 2, Pre-Repair Condition) and again at Outgoing (post-repair QC, before a ticket can move into a status that requires it — see Ticket Statuses above). Edit it here once and both places stay in sync. At Outgoing, every item must be marked Pass — a Fail or an unanswered item blocks the status change. "Visual Inspection" always shows at Intake too, separately from this list, and can't be removed. Each device category has its own checklist — a Mobile Phone ticket only shows the Mobile Phone items below, a Laptop ticket only the Laptop items, and so on.
| Name |
|---|
Problems Catalog
Preset problem options shown as quick-pick chips in New Ticket Step 3 (Problem & Parts), per device category — e.g. "Diagnose", "Charging Issue", "Screen Replacement". Staff can still type one not listed directly on a ticket; this just saves retyping the common ones. Each device category has its own list.
| Name |
|---|
Intake Terms & Conditions
Printed on the Device Intake Slip when a ticket is created, above the customer's signature. Editing this updates it for every future intake print immediately.
Sales Tax
Applied automatically whenever a ticket's Final Cost is set or changed — the invoice's Sub Total, SalesTax, and Total are recalculated at that rate right away.
%
Email (SMTP)
Lets staff email a client directly from a ticket (Settings > Permissions controls who can send). This is one-way — a client's reply lands in this mailbox's normal inbox, not back in the ticket.
Email Templates
Canned messages staff can pick from when emailing a client from a ticket. Use
{{client_name}}, {{ticket_number}}, {{device}} and
{{staff_name}} — they're filled in automatically when a template is chosen,
and the result can still be edited before sending.
| Name | Subject |
|---|
Import Legacy Tickets
Upload a RepairDesk-style Tickets export (.xlsx) — same format as the command-line import script. Safe to re-run: any ticket number already in the database is skipped.
Import Legacy Invoices
Upload a RepairDesk-style Invoices export (.xlsx). Import tickets first — an invoice can only be linked in when its ticket number is already in the database. Walk-in sales with no ticket number are imported too, with the Ticket # left blank — no placeholder ticket is created for them. Safe to re-run: any invoice already imported is skipped.
Permissions
Controls what each role can add or delete. Admin can always do everything — that column isn't editable, so admin access can never be locked out by a misconfiguration here. Staff management and legacy data import are always admin-only and aren't listed below, for the same reason.
| Permission | Technician | Front Desk | Admin |
|---|