Checking In a New Repair

When a customer drops off a device, the first thing you do is create a ticket. This guide walks you through the process from start to finish—capturing the customer, the device, and the repair details so nothing falls through the cracks.

Creating a new ticket

Placeholder: Step-by-step for opening the New Ticket form and entering the basics.

Adding or selecting the customer

Placeholder: How to search for an existing customer or add a new one on the spot.

Recording device and repair details

Placeholder: How to enter device info, IMEI if applicable, and a description of the repair needed.

Adding line items and estimates

Placeholder: How to add services and parts from your catalog and show the customer an estimate.

Sending the intake confirmation

Placeholder: How to send an automated confirmation to the customer (SMS or email) when the ticket is created.

Need help?

Have a question not covered here? Contact our support team at support@upswello.com