The Guide below will walk you through adding a new job to your Repair Pilot. Some of the fields you see in the screenshots may differ to what you see in your system, this is due to being able to customise field labels and add your own custom fields to each section.
Select the Customer #
Next, we will need to either add a new customer (a), or find and select an existing customer (b). To add a new Customer, simply click the Add a New Customer button, this will bring up a form where you can enter all of the details you require for the customer. To search Repair Pilot for an existing Customer, enter a search term in the Search box, you can search by name, email, address, phone number and more. Once found, simply click on the customer you would like to select for the job.
Select/Add a Customer Contact (Optional) #
If you would like to add any sub-contact to a customer (for example, the billing contact if the customer is a business, or an authorised person to collect/manage the job), you can do this after the customer is chosen, simply click the Add a New Contact button. This is optional, so you can leave this if it is not required.
Select an Existing Item #
If you are working with a new customer, you can skip this section.
If you have selected an existing Customer, the Existing Item box will have a list of Items currently associated with that customer – these are typically items the Customer has had booked in previously. To save time, you can select the item here to save you having to fill the item section in again, and then the Job will be logged in the history for that Item.
Enter the Item Details #
Next is the Item section. Simply complete all of the required information for the item, such as type (watch, necklace, laptop etc.) and other details. For fields such as the item type, brand etc. if you search for something and it does not exist, simply click the text that appears saying “Not found, click here to add *search term*”, this allows for seamless addition of data.
Job Attachments #
The next section allows you to add attachments to the job, this can be images, videos, documents etc. You can also add these later if needed. Job attachments can be used to photograph any damage, upload technical specs, stone certificates and more.
You can either upload a file from your computer, or you can use the devices camera (built in such as phone camera, or an external webcam).
Repair Details #
Next is the details of the repair itself, so the work being carried out on the item. Simply fill in all of the details required such as repair description, who it is assigned to etc.
Select the Repair Type #
Next, choose from your list of Repair Types to add one or more to the job – these can be as basic or complex as you would like to make them and are managed from the settings area. The most basic would be something like Inspect & Quote, through to granular repairs such as “Glass replacements for an iPhone 12 Pro” or “Service for Role DateJust”. Each repair type has its own settings which have an impact in various places. Please see the Repair Types guide for more information on this.
Job Admin #
The final section is to check the job admin section, this includes things like the Estimated Completion Date (auto calculated based on the repair types added, and manually adjustable), whether the job requires approval, any deposits etc.
Book in the Job #
At the bottom of the screen, there is a green Book in Job button. Once you have finished, click that to create the Job in Repair Pilot.
If you need to, you can also add the customers signature by clicking the Add a Customer Signature button. This will allow you to get the customer to sign the box that appears and will be saved against the job.
Your Job has been Booked In #
Done! The Job has been added to your Repair Pilot. You will be taken to a Job Confirmation screen where you have multiple options including printing labels and check-in receipts to give to the customer or send them an email with the check in receipt.
