Set-up guides

How to set up JobCardOS for a jeweller

Every piece taken in with a description and reference, a signed job card for the customer, and a message when it is ready.

About 20 minutes · 7 steps

Step 1

Sign up and choose Jewellery & Watch Repair

Pick Jewellery & Watch Repair when you sign up. You start with a jeweller's price list — assessment & quote, chain repair, ring resizing, polish & rhodium plating and more — which you edit to your own prices under Settings → Services.

Add each jeweller 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 jeweller 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 item and what needs doing — a resize, a watch service or a re-set stone, 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 jeweller
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 item (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 jeweller
Demo account — every name and number is invented.

Step 6

Move each job through, and tell the customer

Jobs move Booked → Taken In → On the Bench → 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 jeweller
Demo account — every name and number is invented.

Step 7

A history for every item

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

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

Ready to set up your jeweller?

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