Repairs

Work to be done — the job's task list

A work order lists the work to be done as a simple task list — what the job actually involves (resize, retip, rhodium). It carries no pricing; the job is quoted as one total you type on the work order. The task list prints on the bench and customer copies so everyone works from the same list.

Work to be done

Every work order has a Work to be done card — a plain list of the tasks the job involves (e.g. Resize to 6.5, Tighten 4 prongs, Rhodium plating). You’ll find it on the work order detail page, right below the job details.

It’s about the work, not the money. Add as many tasks as the job needs — each is just a short description. Use it to spell out exactly what the bench needs to do and what the customer is getting.

+ Add work — add a task, with optional hours.
Pencil — open the step’s detail: wording, hours, the vendor fee, tracking #, bench instructions, and the two flags below. Delete step lives here too.
Assign — hand the step to a bench jeweler or an outside vendor, with a due-back date.
Done — mark the step finished. The next step becomes the current one on its own.

You usually won’t type this from scratch: a job created from a template lands with its list already filled (see Job Templates).

Steps, not two lists

This one list is the job’s pipeline. A task that has been assigned to someone is what used to be a separate “job stage” — the two lists were merged so nothing is ever entered twice.

Exactly one step is In progress at a time; the rest read Upcoming or Done. That state is worked out from the list itself, so the board and the job page can’t disagree about where a piece is.
Finishing a step is not the same as the piece coming back. If the next step is assigned to the same vendor, it’s one trip — one memo, one due-back date. The piece only comes home at the end of a run.
Memo and Email appear on the first step of a vendor’s run: one possession receipt and one email covering everything that vendor is being sent.
Internal (in the step’s detail) keeps a step off the customer’s copy — QC, shipping, waiting on a supplier. It still shows on the bench and counter copies.
Customer signs off gates a step behind a customer approval — the design/CAD round. Send for approval emails a link; the step can’t be finished until they answer.

The headline Description at the top of the job stays the one-line summary (“Resize + retip”); the Work to be done list is the detailed breakdown underneath it.

Hours — how long the job takes

Each task can carry an estimate in hours. They’re optional: leave them blank and the task simply shows —.

Whatever you do enter adds up to the job’s bench time, shown at the top of the card, and that total is what the Bench board sums per jeweler to show who’s loaded up. Hours live on the tasks rather than on the job as a whole because how long a job takes depends on what work it contains — size down + retip 4 prongs + polish is a different afternoon from polish.

Because it’s a running total, Estimated hours under Details → Salesperson & Bench is read-only: it just displays the sum. Change the hours on a task and it follows.

Pricing is separate — one total for the job

The customer is quoted one price for the whole job, not a price per task. You type that total in the Pricing card (Price), and it flows to the invoice and the money summary automatically.

Vendor fees (casting, plating, a lab recut) are recorded on the step that incurred them — open the pencil and fill in Cost. They’re your cost, not the customer’s price, which is why the list itself stays price-free. On a customer’s piece the fee feeds the job’s gross profit; on your own stock, where there’s no customer invoice, it’s added to that item’s cost basis when the step is marked done.

In-house jobs have a total cost, not a price

A piece you’re making for your own stock isn’t sold to anyone, so there’s no price to type. The Pricing card shows Total cost instead, read-only: it’s the sum of what the job’s steps cost you, and it updates as you fill each step’s Cost in.

Step costs stay optional — a vendor’s fee often isn’t known until the piece comes back, and typing a placeholder would be worse than leaving it. What you’ll see instead is the gap: steps with nothing recorded show no cost, and the total says how many of the job’s steps have been costed. A step that genuinely cost nothing is worth entering as $0 so it reads as answered rather than outstanding.

There’s no “apply cost” step to remember. Each step’s fee lands on the piece when you mark the step done, and the stones land when the piece is created, so the item’s cost basis builds itself. The On the finished piece card on the job shows what has actually landed: steps, stones, and the resulting cost basis.

It prints where it’s needed

The Work to be done list prints on the roomy full-page documents, so the bench and the customer work from the same breakdown:

Bench copy — the jeweler’s task list for the piece.
Customer copy and the Quote — so the customer sees exactly what the price covers.

The job envelope stays a compact slip — it shows the one-line description, dates, and price, but not the full task list (there isn’t room).

“The customer declined some of the recommended work”

If you inspect a piece and recommend work the customer turns down (a loose stone, a worn shank), record it at intake in the Declined recommendations field. That keeps a dated record that you flagged it — your liability protection — without cluttering the job’s task list.