If you run a repair shop, issuing repair tickets is more than just a formality—it’s essential for building trust and avoiding misunderstandings. Handwritten tickets are prone to errors and can leave your customers with a less-than-professional impression. That’s why switching to software for generating repair tickets is the smarter, faster, and more reliable choice.
In this article, we’ll guide you step by step on how to create professional repair tickets using Finty, ensuring your repair shop runs smoothly and your customers stay satisfied.
Why Repair Tickets Are Crucial
Without proper repair tickets, repair shops risk common misunderstandings, such as:
- Blame for Pre-Existing Damage: Customers might claim new scratches or damages were caused by your shop.
- Disputes Over Repair Costs: A clear breakdown of costs helps avoid confusion.
- Policy Misunderstandings: Terms like warranty coverage or timelines can be included on the ticket to set clear expectations.
A well-documented repair ticket solves all these issues and keeps your shop running smoothly.
How to Create a Repair Ticket in Finty
Creating a professional repair ticket with Finty is easy and efficient. Follow these steps:
Step 1: Start a New Ticket
Go to the “Ticket” menu and click “New” to create a ticket.
A simple and user-friendly window will appear. Fields marked with red lines are mandatory, but completing all fields is highly recommended for better organization.
Step 2: Add Customer Details
In the “Name and Surname” field, enter your customer’s name. You can select an existing customer from the list.
But if you couldn’t find them, you can use the “Add” shortcut to quickly add a new customer without leaving the window.
Step 3: Input Device Information
Fill in the “Device,” “Brand,” and “Model” fields by selecting options from the dropdown menu. If the required option isn’t available, use the “Add” icon to include it in both the system and the repair ticket.
Step 4: Enter Key Details
- Serial Number: Input the device’s serial number manually or use a barcode scanner.
- Technician Selection: Assign one or more technicians to the repair ticket.
- Shelf Number: Finty automatically assigns the first available shelf.
- Estimated Cost: Add an approximate cost for the repair.
- Estimated Delivery Date: Enter the expected repair completion date, letting customers know it’s an estimate.
- Device Password: Enter the password for the device in the “Device Password” field. This field only accepts numbers. If the password is a pattern, you can input it as corresponding numbers since screen patterns are represented by specific numeric layouts.
Step 5: Document Issues and Accessories
The “Issues” and “Accessories” sections let you clearly document the device’s condition and any accompanying items. Here’s how:
- Click the magnifying glass icon to choose predefined issues or accessories from the list.
- If the required option is missing, click the black flag icon to add new issues or accessories. These additions will be automatically saved to both the repair receipt and the settings menu for future use.
Step 6: Add Notes and Photos
- Notes for Technicians: Include specific instructions for the repair.
- Notes for Customers: Add important information for your customer, such as warranty terms or completion timelines.
- Photos: Take a photo of the device’s current condition and upload it to the ticket to avoid disputes.
Step 7: Save, Print, or Share
- If the customer pays a deposit, click “Save and receive deposit” to record it.
- Or choose “Save and Print” to print the ticket or “Save and Record” to save it digitally.
This is the repair ticket that’s issued.
After that, you can also print the repair ticket using this option.
There are different ticket templates as shown below.
Using QR Codes for Small to Medium-Sized Devices
For smaller devices like smartphones, laptops, tablets, watches, or clocks, you can print a QR code and attach it to various components of the device. This helps keep track of parts removed during repairs and prevents them from getting misplaced.
You can also share the repair ticket link via SMS or WhatsApp for added convenience.
Start Creating Professional Repair Tickets Today
Stop wasting time with handwritten tickets and upgrade to a streamlined, professional system. Finty makes it easy to issue repair tickets, manage repairs, and impress your customers with organized, transparent service.
Get Started with Finty Today