Service & Repair Centre

For a counter that works on a customer’s own goods: an appliance, electronics or mobile repair centre. Each piece of work is a job card with a customer, an estimate, an advance and a promised date; the bill is labour plus parts, and the technician who did the work is named on it.

Best forAppliance, AC, electronics and mobile repair centre
Pick at setupService & Repair Centre, or Mobile Service Centre
LoginsNo seat picker: Owner, Manager and User roles plus switches, with a Job Cards card on the user form
AppsSKS Market on the front desk
Switch on as you growComplaints & Service Tickets, cashier shifts, vehicle features if you also repair bikes

Set up before the first job

The owner does these once. The preset has turned on services as items, notes against each line, the technician on the bill, serial / IMEI for the unit taken in, and spare-parts fields (MRP, part number, reorder level, brand), and seeded Pickup / Drop and Shop Supplies as extra charges.

  1. Fill in the business Tools > Settings > Business Info: name, address and GSTIN.
  2. List the work you quote under Master > Services: each repair or service with its labour rate. A service has a rate and no stock.
  3. Add your spare parts under Master > Products with MRP and part number, and your parts suppliers under Master > Suppliers.
  4. Add your technicians as staff under Master > Staffs, so each one can be named on the bill lines they did.
  5. Check the job card settings Tools > Settings > Job Cards, and the charges under Tools > Settings > Transaction > General > Extra Charges.
  6. Turn on complaints if you handle warranty or AMC calls Tools > Settings > Master > Complaints & Service Tickets. A Complaints menu appears.
  7. Create a login for each person (see Who signs in), then run one test job end to end: job card, advance, bill.

How the work flows

The job card collects the advance and the costs; the final bill adjusts the advance and closes it. Each step says who does it and what prints.

Take the item in

Job Cards > New Job Card: the customer, what they brought and its serial, the complaint, the estimate and the promised date.

Front desk

Take an advance

Receive Payment on the job card's row books the advance to that job.

Front deskPayment receipt

Do the work

The technician works from the Job Card List. Outside work or parts bought for this one job go on Site Expense against the job card, so the job's cost is known. Put On Hold with a reason when a part is awaited.

TechnicianManager

Tell the customer

WhatsApp Reminder on the job card's row tells the customer it is ready.

Front desk

Bill and hand back

Raise the bill (Counter Sale or Tax Invoice) with the job card picked in its header: labour as service lines with the technician named, parts as product lines. The advance is adjusted and the balance collected.

Front deskBill

Walk-in service

A quick job done while the customer waits needs no job card: bill the service item straight on a Counter Sale.

Front deskBill

Review the jobs

The Job Cards > Dashboard and reports show what is open, overdue and what each job made; Service Vouchers shows which services sell.

OwnerManager

The whole journey on one page:

flowchart TD
    A[New Job Card
customer · item brought · complaint · estimate · promised date] --> J[(The job)]
    J --> ADV[Receive Payment: advance] --> R[(Receipt booked to the job)]
    J --> W[Work: technician assigned]
    W --> JE[Site Expense: outsourced work · material] --> X[(Expense booked to the job)]
    W --> D[Done: bill labour + parts
technician on the service lines]
    D --> S[(Bill for the job · advance adjusted)]
    S --> C[Job closed · WhatsApp the bill]
    A -.->|walk-in service, no job| Q[Counter Sale: service item] --> S
The job card collects the advance and the costs; the final bill adjusts the advance and closes it.

Who signs in

Give every person their own login. There is no seat picker: you choose a role, then tick switches. This trade's user form has a Job Cards card above the shared counter switches, and those job switches can go to a User. Purchase, stock, price changes and reports are offered to a Manager alone.

  1. Open the users list Tools > Settings > Users, then add a user.
  2. Set the login: User Name and Password (on a cloud business, the person's email address).
  3. Pick the Role Type and link the person's Staff contact, so a technician's work and commission follow them.
  4. Tick the switches on the Job Cards card and the shared list, and save. The change reaches them at their next sign-in.

Typical logins:

Full access

Owner / Admin

Quotes the big jobs, reads the job money.

Role
Owner or Admin
Opens on
Dashboard
Phone bar
New Sale · Payment · More
Starts with
Everything, including Settings and Users

Front desk

Takes items in, takes advances, bills and hands back.

Role
User
Opens on
Dashboard; the Job Cards menu is beside Master
Phone bar
New Sale · Payment In · More
Tick
Create & Edit Job Cards, See Job Card Money, Payment Entry, Add Contact, Extra Charges (pickup / drop)
Leave off
Manage Job Card Masters, Edit Voucher, Delete Voucher

Technician

Does the work; reads the job list.

Role
User
Opens on
Dashboard
Phone bar
New Sale · More
Tick
Expense (to book outside work or a part bought for a job), nothing else
Leave off
Create & Edit Job Cards (off still leaves the list readable), See Job Card Money, Payment Entry

Manager / parts

Buys spares, keeps stock, runs the floor.

Role
Manager
Opens on
Dashboard
Phone bar
New Sale · Payment · More
Tick
Create & Edit Job Cards, See Job Card Money, Manage Job Card Masters, Manage Purchase, Stock Adjustment, Edit Product, Edit Price in Sales, View Reports
Leave off
Delete Voucher, Salary

Accountant

Your tax consultant.

Role
Accountant
Opens on
GST Reports, and nothing else
Offered
Cloud businesses only
A Workshop card may also show on the user form. Its vehicle switches (vehicles, odometer readings, service reminders) matter only if you also repair vehicles; leave them off otherwise. A garage that services vehicles all day is better set up as a Vehicle Workshop, which has its own seat form.

The full switch list is in Users, Roles & Permissions.

Reference · the rest of this page is for looking things up: every menu, screen, switch and report.
Three trades started here and now have guides of their own, because each earned screens the repair counter never sees: Tailoring / Boutique (measurements, trials, delivery dates), Job Work / Fabrication (challan custody, wastage, labour billing) and Salon / Spa.

Where it is in the app

The POS main page with a Job Cards menu beside Master: Dashboard, Job Card List, New Job Card, Receive Payment, Site Expense, and the job reports for a login with View Reports. Services are products of type service (Master > Services); parts are ordinary products. With Complaints & Service Tickets on, a Complaints menu adds Complaints, Complaint Types and Resolution Codes.

What matters for this trade

The job’s money

flowchart TD
    A[Customer brings the item in] --> B[Estimate quoted]
    B --> C[Advance taken]
    C --> D[Work done
own labour or outsourced]
    D --> E[Costs booked to the job
material · outside work]
    E --> F[Final bill: labour plus parts]
    F --> G[Advance adjusted · balance collected]
    G --> H[Job closed]
    H --> I[Job profit: billed minus costs]
    I --> J[Was the estimate right?] --> B
The advance protects the shop and the job costs prove whether the estimate was ever profitable.

Reports

Service Vouchers, Commission, Sales Register, Sales by Product (which services sell), Customer Statement, Expenses, Profit, Day Book, and the job card reports under the Job Cards menu.