Settings: Jobs & repairs

Jobs & repairs holds the lists your team picks from on a job, the defaults for new jobs, and the rules that move a job along.

Shared by all your businesses, except services

These settings and lists are one set for your whole account. The exception is Services: each business has its own repair services and prices.

Staff can add to some lists, such as brands or models, right from the job form if they’re allowed to.

What you service

Option	What it does	Default	Plan	Changes existing records?
Statuses	The stages a job moves through. Each status belongs to a stage: Open, Closed, Returned or Rejected	11 statuses, from Inward and In Process to Completed and Delivered	—	Renaming shows on old jobs too
Device types, Brands, Models, Device colors	The devices you repair, picked on each job	Device types, brands and models come from your business type. Nine common colours	—	Renaming shows on old jobs too
Services	Your repair services and their prices. Each business has its own list	Empty	—	No. Saved jobs keep their price
Accessories	Items a customer leaves with the device, such as a charger or case	From your business type	—	No
Part categories	Groups for your parts	A ready-made list, such as RAM, SSD and Laptop Battery	—	No

See Job statuses and stages and Add services and parts to a job.

How work moves

Lists

Option	What it does	Default	Plan	Changes existing records?
Pre/post conditions	The checklist of device conditions recorded before and after repair. Turn the checklist on in General settings	From your business type	Basic and above	No
Storage locations	Where a device is kept in your shop, such as a shelf or drawer	Shelf 1	—	No
Sources	How the customer found you	Walk In, Google, Referral and Just Dial	—	No
Job types	Kinds of job	No Warranty, Warranty, AMC, Return and Free	—	No
Tags	Labels for jobs, and separately for customers and purchases	A few sample job tags	—	No
Quick reply	Ready-made comments staff can add to a job in one tap	Empty	Basic and above	No

Default job creation settings

Settings › Jobs & repairs › Default job creation settings. What a new job starts with. Staff can change each one on the job.

Option	What it does	Default	Plan	Changes existing records?
Default job type, Default job source, Default job status, Default priority	Pre-selected on every new job	Not set: a new job gets job type No Warranty, the first source in your list, the first status (Inward) and priority Regular	—	No
Device type and Service type	Pre-selected device type and service type	Not set: no device type is picked, and service type is Carried By User	—	No
Default technician	The staff member new jobs are assigned to	Not set: the job is unassigned, except that staff are assigned the jobs they create	—	No
Default storage location	Pre-selected storage location	None	—	No

Basic & automation settings

Also listed as Job, quotation & payment automations. Both open the same screen. Not available on Lite. Each rule changes the job’s status for you when something happens. Leave a rule empty for no change.

Option	What it does	Default	Plan	Changes existing records?
Job status after quotation sent	When a quotation is created for the job	Inward	Basic and above	No, future events only
Job status after quotation approved	When the customer approves the quotation	In Process	Basic and above	No
Job status after quotation rejected	When the customer rejects the quotation	Cancelled	Basic and above	No
Job status after adding delivery	When a delivery is added to the job	No change	Basic and above	No
Job status when out-of-stock part added	When a part with no stock is added	No change	Basic and above	No
Job status after outsourcing	When the job is sent to an outside vendor	Outsourced	Standard and above	No
Job status when outsourced work returns	When the vendor’s work is done	Completed	Standard and above	No
Payment status for new sales	The payment status a new sale starts with	Unpaid	Basic and above	No

Extra services

Job service option

Settings › Jobs & repairs › Job service option. Not available on Lite and Basic.

Option	What it does	Default	Plan	Changes existing records?
Service option	What your shop does: Repair Service, Recovery Service or Both. Forms change to match. Recovery turns on backup drives	Repair Service	Standard and above	No

See Recovery jobs and backup drives.

Self check-in settings

Settings › Jobs & repairs › Self check-in settings. Needs the Standard plan or above. Controls the online booking form your customers fill in.

Option	What it does	Default	Plan	Changes existing records?
Show prices while booking	Customers see your repair prices	Off	Standard and above	No
Require address	Customers must enter an address, even without a pickup	Off	Standard and above	No
City optional, State optional, Postal code optional	Customers can leave these blank	On	Standard and above	No
Hide city field, Hide state field, Hide postal code field	Removes these fields from the form	Off	Standard and above	No
Ask for address on first step	Moves the address to the first step	Off	Standard and above	No
Don’t ask for device password	Removes the device password question	Off	Standard and above	No
Require service selection	Customers must pick at least one service	Off	Standard and above	No
Pickups need 12 hours’ notice	Pickups can only be booked 12 hours ahead or more	Off	Standard and above	No
Skip pickup step	Removes pickup booking from the form	Off	Standard and above	No
“We’ll review your booking” note	After booking, tells customers you’ll confirm it and may ask for a deposit	Off	Standard and above	No

See Self check-in.

Pickup & drop

Settings › Jobs & repairs › Pickup & drop. Needs the Basic plan or above. Outside India, turn on Pickup & drop in Features first.

Option	What it does	Default	Plan	Changes existing records?
Require OTP, Require signature	The customer’s code and signature are needed to finish a handover	On	Basic and above	No
Require photo, Require condition checklist	Photos or the condition checklist are needed to finish a handover	Off	Basic and above	No
Require COD collection	A drop can’t be finished until the pending payment is collected	On	Basic and above	No
Use time window and Default window length	Book a time range instead of an exact time, and how long the range is	On, 60 minutes	Basic and above	No
Respect business hours	Bookings only within your business hours	On	Basic and above	No
Slot capacity per executive	Most bookings one person can take in the same slot. Empty means no limit	No limit	Basic and above	No
Suggest nearest executive	Suggests the closest delivery person when you assign	On	Basic and above	No
Auto-assign	Assigns new pickups and drops to the nearest delivery person	Off	Basic and above	No
Optimise route order	Orders each person’s stops by shortest route instead of booked time	Off	Basic and above	No
Executive can reassign	Delivery staff can pass a stop to a colleague	Off	Basic and above	No
Share customer tracking link, Notify on ‘On my way’	Sends the customer a live tracking link when the delivery person sets off	On	Basic and above	No
Geofence auto-arrive and Geofence arrival radius (m)	Marks arrival automatically within this distance of the customer	On, 150 m	Basic and above	No
Show ETA and ETA average speed (km/h)	Shows customers an estimated arrival time, using this average speed	On, 25 km/h	Basic and above	No
Enable pickup / drop charges, Default tax, Tax inclusive	Adds a transport fee, with its tax	Off	Basic and above	No

See Pickup and drop settings.

Rental settings

Settings › Jobs & repairs › Rental settings. Needs the Standard plan or above. Outside India, turn on Rentals in Features first.

Option	What it does	Default	Plan	Changes existing records?
How often customers pay	The payment schedule new contracts start with	Monthly	Standard and above	No, new contracts only
Renewal style for new contracts	Whether new contracts renew automatically or wait for you	Automatic	Standard and above	No, new contracts only
Remind customers before renewal (days)	How many days before a rental ends the reminder goes out	7	Standard and above	No
Extra days before marking overdue	Days after the billing date before a rental shows as overdue	3	Standard and above	No

See Rentals.