Repair Order Settings

The Repair Order Settings page allows you to customize your repair workflow by defining and organizing status stages.

Overview

Configure your repair order workflow with:

• Custom status definitions

• Drag-and-drop workflow sequencing

• Visual workflow indicators

• Protection against data loss

Workflow Design

• Sequential status progression

• Numbered position badges

• Reorderable list interface

• Visual drag indicators

Reorderable Workflow

Drag and Drop

• Click and hold drag handle

• Visual feedback during drag

• Elevated card animation

• Automatic position updates

• Instant database synchronization

How to Use

Adding a New Status

1. Click Add Status button in the app bar.

2. Enter the status name:

   • Use clear, descriptive names.

   • Consider workflow progression.

   • Keep names concise.

3. Click Add to create the status.

4. New status appears at the end of the workflow.

Editing Status Names

1. Click the edit icon on any status card.

2. Update the status name in the dialog.

3. Click Update to save changes.

4. Name updates apply to all repair orders.

Reordering Workflow

1. Locate the status to move.

2. Click and hold the drag handle (right side).

3. Drag to the desired position.

4. Release to drop in place.

5. Positions update automatically.

Deleting a Status

1. Click the delete icon (red trash can).

2. Confirm deletion in the dialog.

3. System checks for usage:

   • If unused: Status is deleted.

   • If in use: Warning shows count of affected tickets.

   • Protection prevents data loss.

Managing the Workflow

Workflow Positions

• Position 1: Initial status for new repair orders.

• Middle positions: Work in progress stages.

• Final position: Completion status.

Best Practices

Status Naming

Clear and Specific

• ✅ “Waiting for Parts”

• ❌ “Waiting”

• ✅ “Customer Approval Needed”

• ❌ “Pending”

Action-Oriented

• Focus on the current state.

• Indicate required action.

• Avoid ambiguous terms.

Related Documentation

• Services Settings - Configure service templates.

• Inspections Settings - Set up inspections.

• Company Settings - Business configuration.

• Employee Settings - Team management.

• Settings Overview - Settings introduction.