Workflow Settings

1. Require pre-repair device condition check – Ensures employees complete a functional checklist before booking a repair.
2. Require post-repair device condition check – Ensures employees verify device functionality after completing a repair.
3. Require part entry – Ensures inventory is checked or allocated before starting a repair.
4. Require customer information – Ensures essential customer details are recorded before starting a repair.
5. Require diagnostic notes – Ensures technicians document any issues or observations before starting a repair.
6. Require device IMEI/Serial – Ensures technicians record the device's IMEI or Serial number before starting a repair.
7. Default ticket assignment – Automatically assigns new tickets based on the selected criteria. Use the dropdown to choose your preferred assignment rule.
8. Itemize each repair as a separate line item – Shows each selected repair as its own line item, allowing individual pricing and discounts.

Defaults

1. Default Warranty Period for repairs – Define the standard coverage time for parts and labor. Enter a number and select Days, Weeks, or Months from the dropdown.
2. Default input criteria – Define the default criteria applied to new repair tickets (e.g. Serial or IMEI).
3. Disable IMEI – Prevents technicians from entering IMEI numbers when creating a repair ticket. Enable this if IMEI tracking is not required at your store.
4. Default due date based on average repair time – Automatically calculates the due date using the average job time for the service or a defined time.
5. Default repair due date & time – New repair tickets will receive a due date based on the time duration you choose. Enter a number and select Minutes or Hours from the dropdown.
6. Calculate service price as sum of part retail price & service charges – When enabled, the service total is calculated as the sum of the part retail price and service charges.
7. Include Customer Group Pricing in Import/Export – Enable this to import or export services along with their customer group pricing.

AI Generated Notes

Use AI to refine your repair notes for better clarity and professionalism without changing their meaning.

1. Diagnostic Notes – Toggle on to enable AI refinement for diagnostic notes.
2. Private Comments – Toggle on to enable AI refinement for private comments. These are internal notes not visible to customers.

Note: Only note content, device name, and status are shared with OpenAI. No customer information is sent. Please review AI results carefully.

Once done, click Save to apply your changes.