Create a new job

Select the customer #

Choose New Job from the main menu.

In Customer Details, either:

• Find an existing customer: use Search Customers to search by name, phone number or email, then select the matching customer.
• Add a new customer: select Add a New Customer, complete their details and select Add Customer Profile.

If someone else is the contact for this job, select a Sub Contact or use the adjacent add button to create one. Otherwise, leave this blank.

Add the item details #

Use the option that matches the item you are booking in.

Add photos or files, if needed #

In Job Attachments, use the add-image icon to attach supporting photos or files.

Useful attachments include photographs of the item’s condition, visible damage, certificates or supporting documents. The attachment tools support files from your device and camera capture.

Enter the repair details #

In Repair Details:

• Check Booked In By.
• Select Assigned To and Location where relevant. If your account uses multiple stores, also select the appropriate Store.
• Enter a Repair Description explaining the fault or work requested.
• Check the initial Job Status.
• Enter a custom Barcode if your workflow requires one.

Use the repair description for information the person carrying out the work will need. For example: “Watch stops intermittently. Inspect and provide a quote before proceeding.”

Add services and parts #

Under Services & Parts, choose a repair type from the list or type to search. Repeat this to add further repairs.

Review each line’s quantity, unit price and total. Highlighted fields can be changed for this job.

Where needed, use:

• Add part to select a part.
• Add custom line to add a bespoke line.

Check the totals before continuing.

Review approval, pricing and completion date #

In Approval & Pricing, check:

• Job Approved: records whether the customer has approved the work. Selecting it does not itself change the job status or trigger further actions.
• Quote Required: records that a quote is needed. Selecting it does not create or send a quote.
• Paid: records that the job has been paid for. Selecting it does not create an invoice or a payment record.
• Est Completion Date: whether the expected completion date is suitable. Repair types can populate this date, so review it after adding the work.
• Deposit Left: any deposit received.
• Repair Price: the calculated price, or the agreed price if you need to override it.

Repair Price is calculated from repairs and chargeable lines. If you override this amount, Repair Pilot creates a discount on the job for the difference, noting that it is a price override.

Capture a signature and book in the job #

If required, select Add a Customer Signature, ask the customer to sign, then select Add Signature to the Job.

Review the customer, item, repair details and price, then select Book In Job.