Handle the first service call

The Affected Items tab lists the exact units the request concerns: Design (the drawing, taken from the order line), Item, Product, Serial / QR, Ad-hoc (ticked when the unit could not be matched to any order line), In Warranty, Warranty End Date and a Note.

Check Warranty matches each item against the installation register — first by serial number, then by order line — and, where it finds a match with a warranty end date, fills Warranty End Date and sets In Warranty from today's date. An item it cannot match is left untouched with no message, so review the toggles after pressing it; an unmatched unit is simply yours to judge by hand.

Warranty Covered on the order is computed: it is on when the request has at least one item and every item is In Warranty; Billable is always its opposite. Both can be overridden by hand — but any later change to an item's In Warranty toggle recomputes and overwrites your override. A request with no items at all counts as billable.

Work Done is the visit log: each line has an Action, a Done toggle, Time (h), an Evidence Photo and a Note. The photos collect into the order's Photos tab and appear to the customer in the portal, so they are the proof that the work happened.

Materials Used lists what was consumed: Material, Qty, Unit Price (filled from the product's sales price when you leave it empty) and Subtotal. The Consumed tick is set by the system once the line's stock move is done.

Consume Materials posts real stock moves — from your main warehouse stock to the customer location — for every unconsumed line holding a storable product. It runs by itself inside Mark Done, it never runs twice on the same line, and it silently skips service-type products and zero quantities.

Create Charge Quotation builds a draft sales quotation from the material lines, one line per material, links it in Charge Quotation and moves the request to Invoiced. The name of that state overpromises: nothing has been invoiced — a draft quotation now exists, and sending, confirming and invoicing it is normal Sales work from there.

Labour is not priced automatically: the quotation carries only the material lines, so add a labour line to the quotation yourself where the visit is chargeable.

From the portal, the customer can sign off a completed request — name, an optional 1-to-5 satisfaction rating from Very Poor to Excellent, and an optional signature image. The sign-off block accepts input only once the request is done; the signature, name and date then appear on the form under Customer Sign-off and a green Signed Off ribbon shows.

On site, the technician can fill the same fields directly on the form from the Done state onwards — ask for the rating while still at the building.

Print Report produces the service report PDF: the fault, the affected items with their warranty state, the work done with times, the materials with a total, the warranty-or-billable verdict, the rating and the signature. It is the document to leave with the customer.

The form's status bar shows only five of these; Triaged, Invoiced and Cancelled appear as badges in the list and as their own kanban columns instead.

The menu opens on the kanban grouped by state, with the Open filter already applied — closed and cancelled requests are hidden until you remove the filter chip. The list adds Satisfaction and Amount Material as optional columns behind the column picker, and paints the whole row red when Repeat Fault is set. The calendar plots scheduled dates by month, coloured per technician.

Ready-made filters: Open, Billable, Under Warranty; group by Status, Category or Technician. The separate Analysis menu opens the same records as a pivot and graph with no filter at all — it includes closed and cancelled history, which is exactly what makes it right for reporting and wrong for a work queue.