A job is the repair record for one instrument or service request. It connects the customer, instrument, requested work, photos, work logs, parts, scheduling, and customer-facing documentation.
Create a new job
Open New Job.
Select or create the customer.
Enter instrument type, brand, model, serial number, color, finish, and orientation when known.
Add requested work, customer concerns, date received, promise date, priority, and job source.
Document condition with photos and damage-map notes.
Save the job before moving to other workflow areas.
Priority and promise date
Use HIGH for urgent work, Medium for scheduled deadlines, and Regular / Low for flexible work. Use Promise Date only when the shop expects or agrees to have the job ready by a specific date.
During repair
Add work logs for diagnosis, approval, progress, and completion notes.
Add inventory parts when stock should be adjusted.
Update status when the job moves to waiting, active work, ready for pickup, or complete.
Add schedule events for pickup, due dates, or follow-up reminders.
Before pickup
Review requested work and final notes.
Confirm parts and services are accurate.
Review photos and customer-facing report selections.
Confirm pickup, shipping, or delivery instructions.
Mark the job ready or complete when appropriate.
Common problems
If a job will not save, check required fields, network connection, active shop access, and your role. If inventory did not change, confirm the part was selected from inventory instead of entered as a manual part.