Create, track, and manage repair jobs from intake to pickup.
Jobs & Work Orders
Jobs are the core of TechsBox. A job represents a single repair or service request — from the moment a customer walks in to the moment they pick up their device.
Creating a Job
- Navigate to Jobs in the sidebar
- Click New Job
- Fill in the details:
- Customer — select an existing customer or create a new one
- Description — what's wrong? (e.g., "Water damage, won't power on")
- Device — what device is being repaired
- Priority — Low, Normal, High, or Urgent
- Assigned Tech — who's working on it (optional)
- Status — defaults to Intake
Job Statuses
Jobs move through a workflow. Default statuses:
| Status | Meaning |
|---|---|
| Intake | Device received, not yet started |
| Diagnosing | Tech is assessing the issue |
| Waiting on Parts | Parts ordered, waiting for delivery |
| In Progress | Active repair underway |
| Ready for Pickup | Repair complete, customer notified |
| Completed | Customer picked up, job closed |
| Cancelled | Job was cancelled |
When you change a job's status, TechsBox can automatically notify the customer via email or SMS (if configured). See Communication for setup.
Job Details
Each job has a detail page with:
- Status & Priority — update with one click
- Customer Info — quick access to contact details
- Description & Notes — internal notes your team can see
- Time Tracking — log time spent on the repair
- Invoice — create or link an invoice when work is complete
- Activity Log — every change is logged with timestamps
The Bench
The Bench view gives you a visual overview of all active jobs, organized by status. Think of it as your shop's workbench — see at a glance what's in intake, what's being worked on, and what's ready for pickup.
Access it from Bench in the sidebar.
Job Templates
If you do the same types of repairs frequently, create job templates to save time:
- Go to Settings → Job Templates
- Click New Template
- Set up the default description, services, and pricing
- When creating a new job, select the template to auto-fill
Assigning Technicians
Assign a tech when creating the job, or update the assignment later:
- Open the job
- Click the Assigned Tech field
- Select a team member
The assigned tech will see the job in their personal queue.
Searching & Filtering Jobs
The Jobs page supports:
- Search by job number, customer name, or description
- Filter by status, priority, assigned tech, or date range
- Sort by date created, last updated, or priority