Set-up guides

How to set up JobCardOS for an appliance repairer

Every machine booked in by its serial number, quoted after assessment, and the customer told when it is ready.

About 20 minutes · 7 steps

Step 1

Sign up and choose Appliance Repair

Pick Appliance Repair when you sign up. You start with an appliance repairer's price list — callout fee, assessment & quote, washing machine repair, fridge regas and more — which you edit to your own prices under Settings → Services.

Add each technician under Settings → Technicians so every job can be assigned to whoever is doing it.

Step 2

Put your logo on the job card

Under Settings → Branding, upload your logo and write the terms you want above the customer's signature. Your logo then appears on every printed job card, invoice and statement.

Branding settings for a demo appliance repairer with its logo uploaded and job card terms filled in
Demo account — every name and number is invented.

Step 3

Bring your customers across

Under Customers → Import, upload your customer list as a spreadsheet (CSV). Name first; phone, email and address are picked up if they are there.

Step 4

Book a job in

Book a job in asks for the customer, their number, the appliance and what needs doing — a washing machine or fridge repair, for example. It takes under a minute at the counter.

Straight after, one tap opens WhatsApp from your own number with the confirmation already written.

The book-a-job-in screen on a phone for a demo appliance repairer
Demo account — every name and number is invented.

Step 5

Print the job card

Print job card gives an A4 card with your logo, the customer, the appliance (make, model and serial number), the work requested, the estimate and a signature line — with a tear-off tag carrying the job number.

A printed job card for a demo appliance repairer
Demo account — every name and number is invented.

Step 6

Move each job through, and tell the customer

Jobs move Booked → Checked In → In Service → Ready → Collected, in the words your trade uses. The week view shows what is on each day; when a job is done you are offered a one-tap WhatsApp to the customer.

The week view for a demo appliance repairer
Demo account — every name and number is invented.

Step 7

A history for every appliance

Every job is kept against the appliance itself. Open any job and you see everything done to that appliance before; open a customer and you see each of their appliances and when each was last in.

A job page for a demo appliance repairer showing earlier work on the same appliance
Demo account — every name and number is invented.

Ready to set up your appliance repairer?

Plans from R249 a month, month to month. Rather see it first? Ask for a demo and we will walk you through it.