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

Key Features

Status Management

Status Properties

  • Custom status names

  • Position in workflow sequence

  • Visual position indicators

  • Usage tracking and protection

Workflow Design

  • Sequential status progression

  • Numbered position badges

  • Reorderable list interface

  • Visual drag indicators

Interface Elements

Status Cards

  • Primary color indicator bar

  • Status name prominently displayed

  • Position number badge

  • Position description in subtitle

  • Edit and delete actions

  • Drag handle for reordering

Search Functionality

  • Filter statuses by name

  • Real-time search results

  • Result count indicator

  • Quick search clearing

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.

Visual Feedback

  • Card elevates when dragging.

  • Shadow effect during movement.

  • Smooth animation on drop.

  • Position numbers update instantly.

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 Position Order

  1. Checked In / Arrived

  2. Waiting for Approval

  3. Approved

  4. In Progress

  5. Quality Check

  6. Ready for Pickup

  7. Complete

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.

Workflow Design

  • Linear Progression: Design for forward movement.

  • Logical Grouping: Similar statuses together.

  • Customer Communication: Include customer-facing statuses.

  • Quality Gates: Add inspection/review statuses.

  • Flexibility: Allow for common scenarios.

Common Workflows

Standard Repair

  1. Checked In

  2. Diagnostic

  3. Estimate Pending

  4. Customer Approval

  5. In Progress

  6. Quality Check

  7. Ready for Pickup

  8. Complete

Quick Service

  1. Arrived

  2. In Service

  3. Complete

Insurance Work

  1. Checked In

  2. Estimate Created

  3. Insurance Approval

  4. Parts Ordered

  5. In Progress

  6. Final Inspection

  7. Ready for Pickup

  8. Complete

Data Protection

The system protects data integrity:

  • Usage Detection: Checks if status is used.

  • Warning Messages: Shows count of affected tickets.

  • Update Requirement: Must reassign tickets before deletion.

  • Audit Trail: Tracks all status changes.

Tips and Tricks

  • Keyboard Navigation: Use Tab to move between elements.

  • Quick Reorder: Drag multiple positions at once.

  • Search First: Use search to find status before editing.

  • Test Workflow: Create a test ticket to verify flow.

  • Document Changes: Note workflow modifications.

Troubleshooting

Common Issues

Cannot Delete Status

  • Status is in use by repair orders.

  • Review affected tickets count.

  • Reassign tickets to a different status.

  • Retry deletion after reassignment.

Drag and Drop Not Working

  • Refresh the browser page.

  • Check browser compatibility.

  • Verify JavaScript is enabled.

  • Try a different browser if persistent.

Status Order Not Saving

  • Check internet connection.

  • Look for error messages.

  • Refresh and verify order.

  • Contact support if the issue continues.

Duplicate Status Names

  • System allows duplicates (not recommended).

  • Use unique names for clarity.

  • Consider numbering if needed.

  • Review and consolidate.

System Integration

Repair order statuses integrate with:

  • Job Board: Visual workflow tracking.

  • Repair Orders: Status assignment and progression.

  • Reports: Workflow analytics and bottlenecks.

  • Customer Portal: Status visibility.

  • Notifications: Status change alerts.

Performance Considerations

  • Optimal Count: 5-10 statuses recommended.

  • Reorder Speed: Instant with up to 50 statuses.

  • Search Performance: Instant filtering.

  • Database Sync: Real-time updates.

Migration and Setup

Initial Setup

  1. Define your workflow on paper.

  2. Create statuses in order.

  3. Test with a sample repair order.

  4. Refine based on usage.

  5. Train the team on the workflow.

Migrating from Another System

  1. Map existing statuses.

  2. Create equivalent statuses.

  3. Order to match the workflow.

  4. Update any integrations.

  5. Document mapping for reference.