Take a job in

Every job starts at the front counter: you record the item, whose it is and what needs doing, and the customer leaves with a collection ticket. Then you check the item in with them, so nobody argues later about a scratch that was already there.

Steps

1. Open Take in

   On the Front counter, tap Take in, or press N. The drawer Take in a job opens: “What is brought in or booked, whose it is, and what needs doing. Prices and parts can be added on the job card.”

2. Choose what it is

   Under What is it, choose the kind of item. Your own kind comes first: Device or appliance at a repair shop, Vehicle at a garage. The fields below change with it.

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3. Add the customer

   Search by name, phone or number and tap the customer. For someone new, tap New customer and type their name and phone: the phone is For the ready-to-collect text.

4. Fill in the item's details

   For a device: Brand, Model, Serial or IMEI number, what was Left with it (charger, case …), the Fault reported and whether the Passcode or pattern given. Then the Condition when taken in, such as a scratch or a missing part. If the device has been in before, find it under Find the device or appliance in the register and its details fill in.

5. Say what needs doing

   Write What needs doing in a few words, such as “Replace the cracked screen”. Add any Services you already know from your price list, and set Promised for if you have agreed a time with the customer. Prices and parts can also be added later, on the job card.

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6. Add photos

   Under Photos, take or choose photos of the item. Kila keeps them for the number of days your business has set, such as Kept for 180 days.

7. Tap Take in

   Leave Print the collection ticket ticked to print the customer’s ticket straight away. Kila says Job taken in with the new job number, such as JOB-000081 opened., and the job goes on the job board as Received.

8. Check it in with the customer

   The check-in opens straight away, such as Device check-in: “Answer every item; mark what needs work as advise or urgent so it can go on the estimate.” Answer each item (OK, Advise or N/A), or tap Mark the rest OK. To mark damage, choose the kind of mark, such as Scratch, and tap where it is on the drawing. Type the customer’s name under Agreed by, let them sign, then tap Complete. Kila says Device check-in completed: passed.

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Tip

The button counts what is left to answer, such as 8 to answer, until every item has a result. If the customer cannot wait, tap Save for later and finish the check-in from the job card, under Checks.

For your business

For laundries and dry cleaners

A laundry takes orders in at its own counter, a tap for each garment, with a tag for every piece. See Tag garments at the laundry counter.

For businesses that work at the customer's site

For work at the customer’s premises, choose Work at a site under What is it and give the Site address, a Landmark or directions and the Contact on site. See Tell the customer you are on the way.

Steps differ for laundries and dry cleaners and businesses that work at the customer's site. Choose your businessNothing here differs for your business, .

What if

Take in stays grey

Write What needs doing: Kila needs at least a few words there, and every detail marked with a star for the kind of item you chose.

Kila will not start the work

Kila shows:

That did not go through

Work starts once the device check-in is recorded (on the job card, Inspections).

The check-in was saved for later or closed before it was complete. Open the job card and, under Checks, finish the check-in with the customer. Work can then start. A job with a priced estimate also waits for the customer’s approval: see Get an estimate approved.

The customer has lost their ticket

Find the job on the Front counter by phone, IMEI or name instead: the box takes the “Ticket, phone, plate, IMEI or name”. You can print the ticket again: see Print a collection ticket.

Related

• The job board: where the new job waits and moves.
• Print a collection ticket: what the ticket shows.
• Take back a job under warranty: when the item comes back after a repair.

Next: price the work and get the customer’s yes: Get an estimate approved.