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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.
  • Pencil — edit a task’s wording.
  • ✕ — remove a task.
  • Fill from stages — if the job already has workflow stages, this copies their names into the task list as a starting point (then tidy them into customer wording). Shows only when the job has stages; safe to click more than once — it only adds stage names that aren’t already listed.

You usually won’t type this from scratch: a job created from a template lands with its task list already filled (see Job Templates), and Fill from stages seeds it for one-off jobs.

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.

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-stage costs (casting, plating, a lab recut) are tracked on the job’s stages as they come back — they don’t need to be on the customer’s quote, which is why the task list stays price-free.

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.

See also

  • Repairs — customer & in-house — the intake and bench workflow
  • Customer Status Page — what the customer sees about their job