Repairs — customer & in-house
Repairs is service work on a piece that already exists. The intake form asks who the piece belongs to:
| Ownership | Workflow | Close-out |
|---|---|---|
| Customer’s piece | Standard repair flow — drop off, repair, customer pickup | Invoice on pickup, returns to customer |
| In-house inventory item | Same bench workflow — refurbish / clean / upgrade a piece in your stock | No customer; the accumulated cost rolls onto the StockID as additional cost |
Both flavors share:
- Same intake form, same bench process, same stage tracking
- Same universal status workflow (received → quote_needed → awaiting_vendor → customer_review → approved → in_progress → ready_for_pickup → picked_up + on_hold + cancelled)
- Same workshop monitor surface
- Same overdue / due-soon SLA tracking
Features available on every work order
The work-order detail page bundles several distinct surfaces; each has its own dedicated article:
| Feature | Article |
|---|---|
| Job templates at intake | Job Templates |
| Customer disclosure + signature at intake | Customer Signatures — Intake & Pickup |
| Vendor email per stage | Email the Vendor on a Job Stage |
| Multi-photo + CAD attachments | Photos, CAD Files, & Attachments |
| Quote history + Quote PDF (custom jobs) | Quote a Custom Job |
| Pre-invoice deposits (custom jobs + repairs) | Take a Deposit on a Work Order + Take a Deposit on Stripe Terminal |
| Warranty + warranty redo | Repair Warranty & Warranty Redos |
| Pickup signature | Customer Signatures — Intake & Pickup |
| Auto-invoice on ready_for_pickup | (Automatic — invoice creates when status flips, with deposits applied as payment lines) |
| Three audience PDFs (Counter / Bench / Customer) | Print Three Audience Copies of a Work Order |
The toggle at intake
When creating a new repair, the first field is a segmented toggle:
- “A customer’s piece” (default) — customer field is required
- “An in-house inventory item” — no customer; link the StockID instead
Once saved, the choice is shown on the detail page as an “In-house” badge near the status pill.
When to use Repairs vs Custom Jobs vs Production
“I’m working on a piece that already exists.” → Repairs
“I’m building something new for a specific customer.” → Custom Jobs
“I’m building something new for the showcase / inventory.” → Production
Repairs is always about service work — sizing, retipping, polishing, replacing parts, etc. on a piece that already exists somewhere (customer’s or yours).
Related
- Custom Jobs — for customer-triggered new builds.
- Production — for in-house bench builds that create new inventory.
- Workshop Monitor — kiosk view of all in-flight bench work across the three modules.