Manage a Services & Repair Department with Work Orders
Ways our service department features can improve your business
Check in customer items to be serviced
Check in multiple customer items (such as a bike or a uniform) and print claim tags
Enter descriptions of work requested
Enter description of work to be done and service notes
Print full page quotes, estimates and invoices
Print quotes and invoices which show due dates, charges for items and services and amount due
Collect deposits and set minimum payment rules
Collect deposits from customers on work orders and set minimum deposit rules
Check-in Customer Items Being Serviced
MicroBiz allows you to manage an in-store repair or service department. You can check in a customer owned item (such as a bike or a uniform), enter a description of the item including any serial numbers and link to a customer record in MicroBiz.
Describe Work Request and Assign Completion Date
MicroBiz Cloud allows you to record a description of the work to be done, define a handling method and print claim tags to be attached to the item and/or provided to the customer. You can assign an employee to a work order and enter an estimated completion date to help schedule the work.
Add Parts & Services
You can add parts/items to the work order as well as labor charges and other miscellaneous costs. This can be done through MicroBiz’s search functions. Individual items can be discounted from the work order screens and you can check for backordered items using the action menu.
You can collect deposits from customers on work orders, using the same tender types used for register transactions. You can set minimum deposit rules for work orders using MicroBiz’s back-end management settings. Work orders in progress show the balance due and can be searched for and reactivated quickly and easily to update the order or collect final payment. You can also view the payment history on the order from the action menu.
Print or Email Quotes and Invoices
You have the ability to print or email full page quotes and invoices on work orders, which show the customer, due dates, charges for items and services and total due. You can also print a work order summary on a standard width register receipt.
Add Notes and Track Order Status
Work order records allow you to track the status of a work order (in progress, awaiting approval, awaiting parts, scheduled, complete and cancelled). MicroBiz allows you to attached notes to the work order to capture additional information on the work requested or customer. Notes can be entered as an internal customer note or an external product or order note printed on the receipt.
Pay at Register
Work orders can be added to a register transaction with one touch. This allows customer to pay the balance due on the work order and buy additional items at the register through a single transaction.
Everything that you need to automate your retail business
Q. What’s the difference between a Work Order and an Order in Progress?
A. The two types of orders are similar, but Work Orders include extra text fields to describe the service request as well as a function to check in multiple customer-owned items to be serviced and print claim tags. The reports are also slightly different. Work Order reports display the description the work to be done and the customer item that was checked in.
Q. Q. Does MicroBiz Cloud include a service calendar?
A. You can assign an employee to service ticket and set an estimated completion date. The Work Order management summary table can be sorted by these metrics to see who is working on what and when it is due. But, MicroBiz does not include a sophisticated scheduling or calendar module.
Q. Can I check in multiple customer items on a single Work Order?
A. Yes, you can accept multiple customer items that need servicing on a single Work Order.
Q. Can I upload images of work to be done?
A. At the current time we do not support uploading of images of work requested into the Work Order record.