Appliance store step 6: after-sales and warranty repairs

After the sale comes the service: an AC that does not cool, a fridge that leaks, a washing machine under warranty. The Repair module handles appliance repairs with its own appliance fields and on-site visits, so your service team works from the same customers, products and invoices as your showroom.

How to turn it on

1. 1Plan: Repair module in your plan
2. 2Switch: Settings › Business Settings › Modules › Repair module
3. 3Permission: Repair permissions in User Management › Roles (create job sheets, update status, on-site visits…)

Before you start

• The Repair module is on (step 1).
• Spare parts (compressors, PCBs, gas refills) exist as products, and labour and visit charges as products without stock.

Add the appliance device category

1. Open Repair › Settings › Categories & fields.
2. Under Add from presets, tick Electronics / home appliance and add it.
3. Click Field builder to adjust it, for example add “Gas type” options for ACs or make Installation address required.
4. In General, set the default Service type to On-site if most of your service is at the customer’s home.
5. In Service products, choose the product used for visit charges.

/repair/settings

The Electronics / home appliance preset is ready to add.

Book a service or warranty job

1. Repair › Add job sheet. Choose the customer (search by phone).
2. Click Electronics / home appliance. Fill Appliance type, brand and model, Serial no., Capacity / tonnage, Installation address, On-site service? and Warranty card available?.
3. Enter the Reported problems and the problem description.
4. In Job details, choose On-site service type, the technician, expected date and the Warranty (for a claim, tick Warranty claim / re-repair (comeback) if it is a repeat fault).
5. Save.

/repair/job-sheets/create

Appliance fields appear as soon as the category is chosen.

Tip

Look up the original sale first (Sell › All sales, search the customer) to check the serial number and warranty expiry date on the invoice.

Send the technician

From the job, choose Actions › Schedule visit, or open Repair › On-site visits › Schedule visit and enter the Job sheet ID. Set the time window, technician, address and map link. When the visit is done, record the Result / work done; Add charge to job puts the visit charge on the job.

/repair/onsite-visits

An on-site visit linked to the job sheet.

Close the job

Change the status as work goes on, then Convert to invoice to bill parts, labour and the visit (or 0 for warranty work), and Mark as delivered. The tech store repair page shows each of these screens in detail.

Next: step 7: seasonal reports.

Repair module

Run repair jobs (full walkthrough)