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

1. Navigate to Jobs in the sidebar
2. Click New Job
3. Fill in the details:
   • Customer: select an existing customer or create a new one
   • Job Type: In-Shop or On-Site
   • Status: Checked In or Scheduled
   • Priority: Low, Normal, High, or Urgent (defaults to Normal)
   • Due date (optional): the day you told the customer it would be ready
   • Problem Description: what's wrong? (e.g., "Water damage, won't power on")
   • Equipment: what device is being repaired
   • Notes: anything else your team should know

Job Statuses

Every job has one of these statuses:

Status	Meaning
Checked In	Device received, not yet started
Scheduled	Booked for a future date or visit
In Progress	Active repair underway
Complete	Repair finished, ready for pickup
Picked Up	Customer has the device back, job closed
Cancelled	Job was cancelled

Job Details

Each job has a detail page with:

• Status and Priority: change either one from its dropdown
• Customer Info: quick access to contact details
• Problem, Notes, and Solution: what was wrong, internal notes, and what was done
• Parts and Labor: the line items on the job
• Invoice: create an invoice from the job when work is complete
• Activity Log: status and priority changes, tech assignments, notes, and texts, with timestamps

Job Priority

Every job has a priority: Low, Normal, High, or Urgent. New jobs start at Normal, and you can pick a different one when you create the job or change it later from the job's detail page.

On the Jobs page, High and Urgent jobs carry a badge (Low gets a quiet grey one, and Normal jobs show none, so the list stays readable). Filter by Priority to show only the priorities you pick, or click the Priority column header to sort Urgent first.

On the Bench, every open in-shop job is shown, with the most urgent at the top of each column and the same badges.

Due Dates

Give a job a Due date when you promise the customer a day, at check-in or later from the job's detail page (the Due row saves as soon as you leave the field). It is optional and never required.

Open jobs with a due date show a badge: Overdue in red, Due today and Due tomorrow in orange, and the date in grey for anything further out. Finished, picked-up and cancelled jobs keep the date but drop the badge. On the Jobs page, click the Due column header to sort by the nearest promise, with jobs that have no due date at the bottom. On the Bench, jobs of the same priority are ordered by the nearest due date. The due date also prints on the work order.

Waiting for Diagnosis

A job that has sat in Checked In for more than a day, with nobody starting on it, shows a Waiting N days badge beside its status on the Jobs page and on its Bench card. It is amber for one or two days and red from three. The count starts at the job's check-in time. The badge goes away as soon as the job moves to In Progress. Imported jobs never show it. Nothing is sent to anyone: it is a flag for your team, not a message.

The badge only appears once your shop moves jobs to In Progress as it starts them (at least a quarter of new jobs over the last 60 days). If your shop goes straight from Checked In to Picked Up, every open job is in Checked In, so the badge stays off rather than marking all of them.

Importing Past Jobs

Moving from RepairShopr, RepairDesk or a spreadsheet? Bring your job history with you.

1. Export your tickets or jobs as CSV from your old system
2. On the Jobs page, click Import and choose the file
3. Check the column matching (common RepairShopr and RepairDesk headers are matched automatically, and you can change any column) and the preview
4. Click Import

Each row becomes a job with its customer, device, issue, status, created and completed dates, notes, and your old ticket number. Search the Jobs page for an old ticket number to find the job. Customers are matched to existing ones by phone number or email; anyone new is added as a customer.

The details:

• Up to 250 jobs per file. Split bigger exports and import them one after another.
• Re-importing is safe. A row whose old ticket number was already imported is skipped and counted as already imported. Rows without a ticket number cannot be checked this way.
• Statuses are translated. "Resolved" or "Closed" becomes Picked Up, "Ready" or "Repaired" becomes Complete, "Waiting for Parts" becomes In Progress, and so on. A status we cannot read becomes Picked Up if the row has a completed date, otherwise Checked In. The preview shows what each row will become.
• Nobody is messaged. Imported jobs send no status emails or texts.
• No invoices or payments are created, so your revenue reports only show money taken in TechsBox. A total from the old system is saved in the job's notes, and imported jobs show Imported in the Billing column instead of Unbilled.
• Every row that is not imported is listed with the reason.

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:

1. Go to Settings → Job Templates
2. Click New Template
3. Set the default equipment, problem description, notes, and job type
4. When creating a new job, select the template to auto-fill

Assigning Technicians

Assign one or more techs from the job's detail page:

1. Open the job
2. Use the Assigned Tech control
3. Select a team member

You can also pick a tech when you move a job on the Bench.

Searching & Filtering Jobs

The Jobs page supports:

• Search the list
• Filter by status, priority, billing, or job type
• Sort by clicking a column header (the Priority column sorts Urgent first)