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How do I create a repair job for an item a customer previously purchased?

Create a job for a customer-owned item that was previously purchased from your store, then add the repair services needed for that item.

Use this workflow when a customer brings in an item they previously purchased from your store and needs a repair, cleaning, inspection, resizing, or another service.

This process creates a Job record, adds the customer’s previously purchased item, and adds the needed services to the job.

Create the repair job

  1. Open the Jobs tab.

  2. Click New.

  3. Select the Customer.

  4. Complete the required job details. This may include:

    1. Source

    2. Date

    3. Due Date

    4. Primary Associate

    5. Internal Note, if needed

  5. Review the job information for accuracy.

  6. Click Save.

Add the previously purchased item

  1. On the job record, click the + Item dropdown.

  2. Select Customer Owned Item.

  3. Select From Customer Items. Use this option when the customer is bringing in an item they previously purchased from your store.

  4. In the Select Items field, search for and select the customer’s purchased inventory item.

  5. Click Save. The customer-owned item will be added to the job.

Add repair services

  1. Click + Service.

  2. Select the service type. For example, select Repair.

  3. Click Next.

  4. Complete the required service fields. This may include:

    1. Service

    1. Vendor

    2. Service Status

    3. Service Description

    4. Quantity

    5. Unit Cost

    6. Unit Price

    7. Internal Note, if needed

  5. Review the service information.

  6. Click Save.

  7. Repeat these steps to add any additional services, such as cleaning, polishing, sizing, or inspection.

Mark the job ready for pickup

When the repair work is complete, mark the job ready for pickup.

  1. Open the job record.

  2. Click Ready for Pickup.

  3. Review the customer notification options.

  4. Select the contact methods you want to use, if prompted.

  5. Click Mark as Ready.

The job will be marked ready, and Pavilion may notify the customer based on the selected contact methods.

Add the job to POS and collect payment

  1. Click Add to POS.

  2. Enter the deposit or payment amount. You can use the Deposit Amount % or Deposit Amount field, depending on how the customer is paying.

  3. Click Save.

  4. If you are collecting the full payment, click Add to POS again.

  5. In POS, click Add in the Payments section.

  6. Select the payment type.

  7. Click Add Payment.

  8. Click Finish.

The payment will be applied to the job and a receipt will be created.

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