In this lesson we learn how to receive a phone, where to see performance reports, how to attach parts and services, and how to settle. First a quick look at each part.
Reception starts with New reception. You take the customer’s mobile, register the device, and assign a technician.
Performance reports are up here. Open jobs, revenue after delivery, and top services show on this page.
On an open job, parts come from stock. You type a service title and price on this phone; you do not create a service product.
Settlement is in Deliver to customer: cash, bank, or discount. Now we start from the beginning with Ali Mohammadi’s reception.
Signal Mobile’s job list. Filter by code or customer. Ali Mohammadi’s row is a cracked screen.
Tap New reception. Enter the mobile first and check it, so the job is not filed on the wrong contact.
Ali’s number is already in contacts. Pick that card. The contact is the base for the invoice and tracking SMS.
Set the type to Mobile. Enter Samsung, Galaxy A16, the serial, and a short note: cracked glass.
Assign technician Milad Lotfi; we already built a service center for him. Labor posts to that center on delivery.
Ali’s open job: customer and device are here.
In items, the glass came from stock. Screen replacement is a manual service and not invoiced yet.
Open Deliver to customer. Enter cash, bank, or discount here. The discount hits that technician’s center.
So the loop is: reception, the technician who owns the center, parts and a titled service on the phone, then settlement. Top services in reports fill in after delivery.