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Adding more detail to your first Job, Repair Ticket
Adding more detail to your first Job, Repair Ticket

Part 2 of this short series on creating your first job, repair ticket. Lean how to track costs, upload photos and set due-by dates.

Martin avatar
Written by Martin
Updated over a week ago

If you have followed along in part one you should by now have your first job, repair ticket on screen.

When you add new Job, Repair tickets Tudodesk automatically assign an internal JOB ID and creation date. You can edit the date but the ID is fixed. The JOB ID is used throughout the repair to help both you and your customer identify tickets. If you later create an Estimate or an Invoice that document will point to this Job and reference its ID.

How to add job instructions

An important part of "checking in new work" is to log the instructions for the Job. This can be a simple summary of the Job or be a more detailed report. 

You should go ahead and type in some basic instructions for your first job. As you check in more work you may find that this becomes repetitive. For example if you want to log the condition of an item, "Its scratched" "Not working" and so on. To make this process easier you can use the Summary Builder.

Reference and Serial Number tracking

You can use the reference, serial ID box to log any serial or ID number that belongs to part, object related to the Job. It can also be used for customers order numbers or any other related external or internal ID you have.

Setting the Due By date

You can use the Due By Widget to select a pre-defined due date from the drop-down
or use the calendar/date picker.

The due date helps you keep track when your jobs are due with a traffic light visual warning system. This helps your team see what jobs need doing when and is an integral part of the Job Display System.

Click the save green save button in the bottom right corner of the screen to update your changes so far.

Uploading job photos

An important feature of the Job Tracker is the ability to easily upload or take photos of customers items or parts to provide a visual record. When you upload photos they are automatically added onto the Job ticket making it easy for your whole team to find them. 

There are 5 ways you can add files or photos to your job, repair tickets.

  1. Using the file-picker. Click "Upload files"

  2. Using the QR code and your iPhone camera.

  3. If you customer sends a reply email back to a job ticket with an attachment.

  4. By dragging an existing project file from the project explorer.

  5. By uploading a photo from the Job Display System.

Upload a file using the File Picker.

  1.  Click the "Upload File" button.

  2. Either use the first option to locate a local device file

  3. Or use one of the side bar options, Camera, Connect a drive or web-search.

Adding job charges or costs

When you check-in a job you may automatically know the charge to the customer. In this case you can log any charge directly on the ticket, so you and your customer have a written record. You can also add, and update charges as the job progresses.

How to add a miscellaneous charge.

  1. Click the "New line" button marked above.

  2. Fill in an item description, QTY, Unit price (nett).

  3. If you have tax turned on the tax will be automatically applied and calculated.

  4. The total charge of all the lines added and any taxes will be automatically calculated.

  5. Click the green save button in the bottom right corner of the screen.

Saving changes

When you edit you ticket be sure to click the Green save button in the bottom right corner of the screen.

Whats next

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