Manage a Services & Repair Department with Our Work Order Software

Manage your in-store repair or service department with the work order software included in MicroBiz.  You can check in a customer owned item, add parts and services, assign to an employee and collect a deposit with ease.  There is also an optional service calandar to help with scheduling your work orders and deliveries.

Ways our service department and work order software can improve your business

Describe Work Request and Assign Completion Date

MicroBiz Cloud's work order software allows you to document exactly what work needs to be done and schedule it accordingly, giving retailers full control over service requests from intake through completion.

Work request options in MicroBiz include:

• Record a description of the work to be done
• Define a handling method for the item
• Print claim tags to attach to the item and/or hand to the customer
• Assign an employee to the work order
• Enter an estimated completion date for scheduling

This flexibility allows staff to clearly document the job, keep items properly tagged and tracked, and set realistic timelines — giving your team and customers visibility into exactly when the work will be done.

Add Items, Parts and Services

MicroBiz Cloud's work order software allows you to add parts, labor, and other charges directly to a work order, giving retailers a complete and accurate view of every cost associated with the job in one place.

Adding items and services to a work order includes:

• Search and filter to quickly find and add parts or items
• Add labor charges and other miscellaneous costs
• Discount individual items directly from the work order screen
• Check for backordered items using the action menu

This flexibility allows staff to build out a complete, accurate work order — parts, labor, and extras included — while staying on top of pricing adjustments and inventory availability without leaving the work order screen.

Add Notes and Track Order Status

MicroBiz Cloud's work order software lets you track exactly where each job stands and capture any additional details along the way, giving retailers full visibility into every order without relying on separate spreadsheets or sticky notes.

Status and note tracking options include:

• Track work order status (in progress, scheduled, complete, cancelled)
• Customize statuses to fit your workflow (such as awaiting approval or awaiting parts)
• Attach notes to capture additional details or customer requests
• Choose between an internal note or an external note printed on the receipt

This flexibility allows staff to keep every work order up to date and clearly documented — whether it's an internal note for your team or a printed note the customer sees — so nothing about the job's status or details gets lost along the way.

Create PO's for Special Order Items During Customer Order Processes

MicroBiz Cloud's work order software allows you to handle special order items right from the order-taking process, giving retailers a fast, flexible way to source items without stepping outside the order screen.

Special order options include:

• Create a vendor purchase order containing the special order item during order-taking
• Reserve a special order item already on an open vendor purchase order
• Check whether the special order item is in stock at other locations
• Mark the special order item for further review

This flexibility allows staff to source special order items on the spot — whether that means cutting a new PO, tapping into an existing one, checking other locations, or flagging it for follow-up — all without leaving the order they're working on.

Use Filters to View Orders by Employee or Status

MicroBiz Cloud's work order software allows you to filter and sort orders so you can see exactly what's happening in your repair department at a glance, without digging through every open order one by one.

Filtering options include:

• View orders by status (Open, Ready, Draft, and more)
• View orders assigned to a specific employee or technician

This flexibility allows staff to quickly check workload, track progress, and stay organized — making it easier to manage your repair department and keep jobs moving on schedule.

Calendar-Based Service Task Scheduler

MicroBiz Cloud allows you to schedule tasks — such as deliveries, appointments, or repair slots — directly from the order record, giving retailers an easy way to plan and assign work without a separate scheduling tool.

Service task scheduling options include:

• Create a scheduled task (delivery, appointment, or repair slot) right from the order record
• Assign the task to a specific employee
• View the calendar in monthly, weekly, or daily formats
• Filter the calendar by assigned employee
• Switch to Agenda View to see tasks in a list format

This flexibility allows staff to schedule and assign work straight from the order they're already working on, then check the calendar in whatever view makes sense — from a full month at a glance to a simple list of what's on tap for the day.

Print or Email Full Page Quotes, Estimates and Invoices

MicroBiz Cloud allows you to print or email full page quotes and invoices directly from a work order, giving retailers a professional, ready-to-share document for every stage of the job without extra formatting work.

Quote and invoice options for work orders include:

• Print or email full page quotes and invoices showing the customer, due dates, charges for items and services, and total due
• Print a work order summary on a standard width register receipt

This flexibility allows staff to give customers exactly the document they need — a polished full page invoice for email or printing, or a quick receipt-style summary at the register — all generated straight from the work order.

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