Service Requests

Service Requests are made for repair and service businesses. Log the customer’s device, the problem and the estimate, give them a receipt, and track the job until it is delivered.

Where to find it: Other Documents ▾ → Service Request

Create a service request

1. Click + Add New.
2. Customer Information: pick or type the customer and add the phone, email and GSTIN if needed.
3. Service Request Detail: check the request number and date, choose the Priority (Low, Normal, High or Urgent), the Expected Date and who it is Assigned To (technician). Add an L.R. or reference number if you use one.
4. Device / Item Details: choose the product or item, then the Brand, Model, Serial / IMEI, the Accessories received (charger, cover, box…) and describe the Problem.
5. Payment: enter the Estimated Cost and any Advance Paid; the Balance Due is worked out.
6. Add internal notes (not printed) and click Save & Print to give the customer a receipt.

Track the request

Each request moves through Received, In Progress, Ready, Delivered or Cancelled. The list shows SR No, Date, Customer, Item / Device, Priority, Status and Expected date, and you can search and filter by any of them. Deleted requests can be restored from Trash.