How to Setup Quick Check-In

A One-Page Check-In Process designed to help you collect customer info, capture job details, and create a ticket in under a minute. Quick Check-In allows you to intake devices, add services, and calculate pricing on a single, customizable form. Whether you are onboarding new staff or handling a "quick fix," this feature ensures you capture essential data, parts, and pricing in seconds.

Video Guide:

Automatic Pricing:

Quick Check-In features an Automatic Pricing option.

If enabled you can pre-set:

Labor Rate: Set a fixed hourly rate or a fixed amount to be applied to your services.
Markup: Apply a specific markup (percentage or fixed amount) specifically to the cost of parts.
Tax Class: Easily select the appropriate Tax Class

When active, the system hides service prices (if any) and automatically calculates a new total based on these custom rules.

FAQs

Can I use Quick Check-In for walk-in customers?

Yes. You can quickly add a new customer's name, phone number, and email directly within the form and add them as a new customer to the system.

Do custom fields show up here?

Absolutely. Any existing custom fields you have configured in your system settings for Customers or Assets can be added into the Quick Check-In form via the Form Customizer.

Can I add a part for a product that is not in my inventory?

Yes. You can search supported vendors directly within the form and add parts from their catalogs.

Can I assign different warranty durations to each repair on the same ticket?

Yes. When the “Itemize each service as a separate line item” option is enabled, you can view and manage warranty durations individually for each service. Each repair has its own warranty field, allowing you to adjust terms per service.

Can I create a ticket for a service that doesn't exist in my system from quick check-in?

Yes you can, simply type the service name in the select service field and add it to cart. You can also 'Save' that Service by checking it so it's added in your system and shows up the next time when you search for it.

Can I add multiple services in one cart or ticket and bill them separately?

Yes you can! Quick check-in flow supports Itemized Services, more details in the article.