Workflow

The status map

Play a path or pick a status.

No path playing — pick one from the list.

Swipe sideways to see the whole diagram.

Stages

The journey, stage by stage

Six stages, in the order your counter, bench and office meet them.

Receive the device

The device arrives at the counter and becomes a job card. One device per job, or a whole batch for one customer under a single batch number.

1Search the customer by name or mobile, or add a new one with address and GSTIN.
2Choose the job type — Make Ready, Estimate, Under Warranty, Installation, Inspection, AMC and more. It decides the path the job can take.
3Pick the division. It decides GST or non-GST invoicing for this job.
4Record how the device came in and its condition, then brand → product → model, serial number and warranty card.
5Write the problem the customer reported, and optionally assign a technician straight away.
6Save. The job number is drawn from your Job Sheet series and the job sheet prints in as many copies as you set.
7Take an advance if the customer pays one — it is a money receipt against the job.

Who: Front desk
Where: Jobs → New Job → Single Job or Batch Jobs
Produces: Auto-numbered job card, printed job sheet, photos and attachments
WhatsApp: Job Intake Notice with a no-login repair-status link and job slip PDF
Status after: Received

Roles

Who does what

Five actors, six stages. Read across for a role, or down for a stage.

Who does what at each of the six stages
Actor	1Receive the device	2Assign and estimate	3Repair and track	4Finalize the bill	5Collect and deliver	6Account and review
Customer	Drops off the device Pays an advance (optional)	Approves or rejects the estimate	Checks repair status from the link	Gets “ready for collection”	Pays the balance Reads back the pickup code	Downloads invoice or receipt any time
Front desk	Creates the job card Prints the job sheet Sends the intake notice	Assigns a technician Records the estimate		Sends completion messages in bulk	Takes payment Delivers and invoices Verifies the pickup code	Re-sends documents
Technician		Diagnoses the fault	Moves the job through work statuses Books spare parts used Leaves internal notes Marks Completed OK or Return
Manager		Watches the pipeline	Clears parts and vendor hold-ups	Sets parts and charges Applies the target amount Marks the job Final	Approves undo, if needed	Posts to accounts Corrects costs Reads profit reports
Service+	Numbers the job Opens a status link	Logs every move with user and date	Reduces stock per part	Works out GST Locks the job	Numbers invoice and receipts Closes the job Tracks WhatsApp to Delivered/Read	Keeps the history Blocks edits once posted

Nothing to do at this stageSwipe sideways to see the whole diagram.

Money

The money trail

Where money and cost are recorded on a job, from the first advance to the posted voucher.

Intake
Advance
Optional money receipt at the counter, numbered from your receipt series.
Repair
Parts cost
Parts consumed reduce branch stock and carry their cost for profit reports.
Finalize
Final amount
Parts and charges priced, target amount applied, GST worked out, job locked.
Deliver
Invoice
Service invoice raised automatically at delivery for any job above ₹0.
Deliver
Balance
Balance collected in any mix of cash, card, UPI, cheque or transfer.
After
Posting
Receipts and invoices posted to accounts; posted documents are locked.

Detours

Special paths

Not every job runs straight. These are the detours Service+ handles for you.

Estimate first

The customer agrees a price before anyone opens the device. Rejected estimates go back as Return and can still carry an inspection charge.

ReceivedEstimatedApprovedIn Progress

Under warranty

Every part and charge starts at ₹0. A free repair finalizes at ₹0 and never gets an invoice; anything the customer does pay for is invoiced as usual.

ReceivedIn ProgressCompleted OKFinal ₹0Delivered

Manufacturer cycle

Units that must go to the brand are tracked out and back, so the shop always knows which devices are not on its premises.

In ProgressSent to CompanyReceived BackCompleted OK

Batch intake

A dealer or courier drop of many devices becomes one batch number with its own batch sheet. Each device is still its own job.

One customerBatch numberJob per deviceOne intake message

Batch warranty processing

Free warranty jobs for one customer move together: Completed OK → Final → Deliver in one run, with a combined delivery note at the end.

Pick customerTick jobsProcessDelivery note

Opening jobs

Jobs that were already open in your old system come in with their old number kept as an alternate reference, then finish through the normal flow.

Old job noOpening jobFinalDeliver

Not repairable

When a device cannot be fixed it is returned — finalized automatically, delivered as Not OK, with any inspection fee invoiced.

In ProgressReturnDelivered Not OK

Cancel, dispose, re-open

Cancelled and Disposed jobs are not dead ends. Re-open puts them straight back to In Progress with a technician.

Cancelled / DisposedRe-openIn Progress

Rules

Safety net and locks

What can still be changed at each point, and what is locked to protect your books.

Edit a job: AllowedAny time before it is marked Final; BlockedOnce Final — undo the final first

Change the technician: AllowedAny time — even on finalized and delivered jobs; BlockedNever; on a finalized or delivered job the status history is left untouched

Edit or delete an internal note: AllowedAdmin and Manager, on any note. Everyone can add one; BlockedOther roles; adding is blocked only on a view-only subscription

Undo last transaction: AllowedSteps the job back one status; BlockedAfter the job is delivered

Book or edit parts used: AllowedWhile the job is open; BlockedOn Hold, Final or Closed jobs

Edit or delete a receipt: AllowedWhile the job is open and the receipt unposted; BlockedFinal, Closed or On Hold jobs; posted receipts

Undo final or revise: AllowedAfter the job invoice is deleted; BlockedOnce the invoice is posted to accounts

Undo delivery: AllowedRe-opens a delivered job; BlockedOnce the invoice is posted to accounts

Change division: AllowedAny time, prices recalculate for the new GST mode; BlockedIf it flips GST status while an invoice exists

Correct costs: AllowedAt every stage — even delivered and posted jobs; BlockedNever; the invoice is not touched

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