Repair items let you flag work that's outside the scope of routine service — broken equipment, recommended upgrades, anything that might turn into a quote or a follow-up appointment.
Adding a repair item
On the visit screen, tap Repairs → + and enter:
- Description — what's wrong or what you noticed
- Status — your current intent for it (see below)
Save and the repair item is attached to the visit. You can add multiple to a single visit.
The five statuses
- Noted — you observed the issue and told the customer about it in person; no action expected
- Quote needed — you need to send the customer a price; appears on the operator's quote-needed list for follow-up
- Quoted — quote already sent; waiting on customer
- Scheduled — repair already on the books
- Fixed on site — handled during this visit
Status is editable from the visit detail screen any time.
How customers see repair items
Repair items appear in a dedicated section of the visit receipt:
- Quote needed items render in red with a clear call to action.
- All other statuses render in muted gray as informational.
The customer sees the description verbatim — write it in plain language they'll understand, not industry jargon.
Following up
The web admin Reports → Open repair items view lists every repair item not in a closed status (Fixed on site or Resolved). Use it weekly to follow up on outstanding quotes and scheduled repairs.
Repair-item follow-up is the highest-leverage revenue-recovery activity in the product. Even small operators routinely find $2,000-$5,000/month in quotes they would have forgotten about.