How to add a repair or sale from a customer in Quikpair

Skip the customer picker — start the document from the customer instead.

Steps

  1. Open Customers and find them.
  2. Tap Add Repair to book a device in with the customer already filled in — a phone shortens the button to Repair.
    Start a job from a customer row, step 2, on a desktop browserStart a job from a customer row, step 2, in the mobile app
  3. Tap Add Sale to ring one up the same way — Sale on a phone.
  4. View Repairs and View Sales open their existing documents, filtered to them.
  5. View Pending Payments — the red balance on the row — opens what they still owe.

Good to know