Submitting, scheduling, and completing repairs

Open the Repairs tab and tap the add button to submit a repair request.

Choose Fill from a lead to pull in the customer and address, or enter the details manually, then tap Save Repair.

Repairs can also come from an approved estimate: use Send to Repairs on the estimate and the details carry over automatically.

For a paid repair, enter the repair amount; for a warranty visit, turn on the warranty option instead.

The office reviews the request, schedules it on a date, and assigns a repair person.

The repair person opens the job on their phone, completes the work, adds photos, and marks it completed — the office is notified.

On warranty repairs, pick the outcome: completed, needs revisit, no answer, or reschedule. The office is notified and the customer receives a status email automatically.