Quick Check-in - Simplify Your Repair Intake

Quick Check-in - Simplify Your Repair Intake

Introducing our new One-Page Check-In Process designed to help you collect customer info, capture job details, and create a ticket in under a minute. This 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.

Use Quick Check-in on the POS

  1. In the POS, on the first step of Category or Manufacturer. Click the Quick Check-In card.
  2. Add customer, repair service, parts and other details you want.
  3. Click add to Cart and continue with the regular POS checkout flow.

Default Form Layout

A simple pre-configured default layout is provided:

  • Customer Section: First Name, Last Name, and Mobile
  • Service Section: Add Service (search existing and create a one-time or permanent service).
  • Parts Section: Add Parts (from inventory or integrated vendors).
  • Additional Info: Diagnostic Notes.

Customizing Your Form

You can fully tailor the intake experience clicking 'Customize' from the Quick Check-In form (or go to Settings > Quick Check-In).


Customization options:

  • Branding: Upload a logo and rename the form (e.g., "Screen Repair Express").
  • Organization: Drag and drop fields or entire sections to change the order.
  • Field Control: Mark fields as Required (overriding general system settings), set fields to Full Width, or delete unnecessary ones.
  • Preview: Click View on POS to see your changes instantly.

Available Form Sections & Fields

You can add or remove any of the following sections to your custom form:



Section
Fields Included
CustomerName, Phone, Email, Customer Group, Address, and Custom Fields.
ServiceService Name (Mandatory section).
PartsSearch by Inventory or Integrated Vendor.
Asset DetailsDevice, Serial/IMEI, PIN/Passcode, Network, Physical Location and Custom Fields.
Ticket DetailsWorkflow, Assignee, Due Date, Task Status/Type, and Rush Job toggle.
Checklist & ImagesPre-repair checklists (by category) and device condition photos.
NotesDiagnostic Notes, Private Comments, and Internal Notes.
TermsTerms & Conditions checkbox.

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.