Technician Workflow (Processing Repairs)

Once a device is in your shop, this guide outlines the standard operating procedure for technicians using Fixly to manage the repair lifecycle from intake to pickup.

1. Daily Overview: The Repair Queue

To see what needs your attention, use the Bookings table and the Calendar.

  • Filter by Status: Use the tabs at the top of the Bookings list to filter by "In Progress," "Waiting for Parts," or "Ready for Pickup."
  • The Dashboard: Check the "Stuck Jobs" widget on the main dashboard to identify repairs that haven't been updated in several days.

2. Using the Notes System

Effective communication is key to a smooth repair. Each booking has two types of notes:

  • Internal Notes: Use these for technical data (e.g., "Found liquid damage near the charging port" or "Screw stripped during disassembly"). Customers cannot see these.
  • Customer Notes: These are visible to the customer on the live tracking page and sent via email notifications. Use these for status updates (e.g., "Screen has been replaced; now performing final stress tests").

3. Adding Parts to the Job

To ensure accurate billing and inventory levels, you must record every part used.

  • Add Part: Scroll to the Parts section within a booking and click "Add Part."
  • Inventory Link: Selecting a part here automatically reduces your shop's stock by the quantity used.
  • Pricing: The part cost is automatically added to the final invoice total based on your inventory pricing.

4. Managing Repair Statuses

Updating the status is the primary way you communicate progress. Changing a status often triggers an automated email to the customer.

  • In Progress: The device is on the bench and being worked on.
  • Waiting for Parts: Work has stopped because a component is not in stock.
  • Ready for Pickup: The repair is finished and quality-checked. This status change sends a "Ready for Pickup" email to the customer.
  • Completed/Cancelled: Used to archive the job once the customer has collected the device or decided not to proceed.

5. Finalizing and Quality Control

Before marking a job as "Ready for Pickup":

  1. Verify Serial/IMEI: Ensure the device details in the system match the physical device.
  2. Double-Check Parts: Ensure all screws, brackets, and adhesive replaced are logged in the Parts section.
  3. Security Check: Use the Security Code/Pattern provided in the booking details to perform a full function test (Camera, WiFi, Charging, etc.).
  4. Generate Summary: Print a fresh Repair Summary if the final price changed during the repair process so the customer has an updated estimate.

6. Converting to Invoice

When the customer arrives for pickup, or the repair is finished:

  • Click the "Generate Invoice" button.
  • The system will combine the Labor Price (from the Fault selection) and the Parts Cost into a single professional bill.
  • You can then record the payment method (Cash, Card, etc.) to close the loop.