Repair Order Management

• Create and track repair orders from intake through delivery
• Built-in status workflow: Submitted, Assigned, In Workshop, Under Repair, Waiting Parts, Quality Check, Completed, Delivered
• Assign technicians and schedule repairs with conflict detection
• Track parts, labor charges, and service costs per order
• Record device information, condition, and problem descriptions
• Add internal staff notes and customer-facing notes with file attachments
• Start, stop, and pause work sessions for accurate time tracking
• Batch status updates for efficient shop floor management

Rental Order Management

• Full rental lifecycle: create, checkout, checkin, extend, and cancel
• Dynamic pricing with automatic proration calculations
• Real-time item availability checking with calendar view
• Deposit management — collect, apply to balance, refund, or waive
• Extend rental periods with automatic price recalculation
• Track individual rental item status (available, rented, maintenance)
• Send items to and return from maintenance directly within the system

Appointment Booking & Scheduling

• Customer-facing booking page with service catalog browsing
• Automatic technician availability checking and time slot management
• Confirmation code generation for easy order lookup
• Staff-side appointment creation and management
• Calendar views by day, week, or month with filtering by technician or service type
• Service duration estimation and booking conflict prevention

Unified Calendar & Scheduling

• Combined calendar view across repairs, rentals, and appointments
• Filter by order type, technician, or service
• Schedule and reschedule orders with drag-and-drop simplicity
• Automatic conflict detection and technician availability checking
• Search and schedule unassigned orders directly from the calendar

Customer Management

• Support for both business and individual customer profiles
• Store contact details, billing addresses, and tax IDs
• Manage multiple contacts per customer with primary contact designation
• Credit management with configurable limits, terms (COD, Net 15/30/60), and credit status tracking
• Customer priority levels: Standard, Priority, and VIP
• View complete order history and total spend per customer
• Communication preferences for email, SMS, and marketing opt-in/out
• Internal notes and special instructions per customer

Estimate & Approval Workflow

• Build estimates directly from repair orders with itemized parts and labor
• Send estimates to customers via email with secure approval links
• Customers approve or decline estimates online — no phone calls needed
• Track estimate status: Building, Pending Approval, Approved, Declined
• Resend approval emails and track estimate expiration
• Capture decline reasons for better customer insights

Inventory Management

• Track stock levels across multiple locations in real time
• Record and view full inventory movement history
• Manual inventory adjustments with reason documentation
• Transfer inventory between locations with complete tracking
• Low stock alerts with configurable reorder thresholds
• Location-specific inventory views for distributed operations

Parts & Product Catalog

• Comprehensive parts database with SKU, cost, and pricing fields
• Support for standard parts, rental items, and custom per-order parts
• Product variants with configurable attributes (color, size, etc.)
• Bulk variant generation and pricing synchronization
• Duplicate parts for quick catalog expansion
• Organize parts into nested, reorderable categories
• Vendor management with contact details and search

Invoicing & Payments

• Generate invoices from any order type
• Send invoices via email or download as PDF
• Track invoice status: draft, sent, paid, cancelled
• Line items pulled automatically from order parts and labor
• Tax calculation with configurable tax codes and jurisdictions
• Accept payments with cash tendering support and change calculation
• Process refunds and apply deposit credits to final balances

Deposit Management

• Configurable deposit ranges and tiers
• Automatic deposit calculation based on order or item value
• Collect, waive, override, apply, refund, or forfeit deposits
• Full deposit history per order
• Admin controls for deposit range rules and priority ordering

Returns & Refunds

• Create returns against existing invoices
• Specify return quantities per line item
• Approval workflow: approve, reject, or cancel returns
• Automatic inventory adjustment upon return approval

Tax Management

• Create and manage tax jurisdictions
• Configure tax codes and assign them to jurisdictions and parts
• Toggle tax codes and jurisdictions active or inactive
• Tax reporting with filtering by date range, location, and jurisdiction
• Track taxable vs. non-taxable sales, refunded tax, and tax liability
• Export tax reports for compliance

Technician Management

• Create technician profiles linked to system user accounts
• Assign technicians to specific locations
• Track service specializations, proficiency levels, and certifications
• Build and manage weekly technician schedules with conflict detection
• View technician workload, utilization, and availability at a glance
• Bulk schedule creation for efficient planning

Reporting & Analytics

• Sales Dashboard — Revenue tracking, outstanding balances, date range filtering, and data export
• Workshop Dashboard — Order counts by status, active/available technicians, quality check workload, overdue orders, and daily completion stats
• Rental Reports — Active and overdue rentals, revenue by item, utilization rates, and trend analysis
• Tax Reports — Taxable and non-taxable sales breakdowns, refunded tax, and exportable reports

Public Kiosk

• Customer-facing kiosk interface for walk-in order submission
• Device type selection, problem description, and condition assessment
• Guest ordering without requiring a customer account
• Order lookup and status checking by confirmation code
• Receipt display and printing
• Estimated completion time based on current shop workload

Multi-Location Support

• Manage multiple business locations from one system
• Location-specific inventory, technicians, and scheduling
• Switch between locations seamlessly
• Location-based permissions and role assignments
• Per-location workload tracking and reporting

User Roles & Permissions

• Granular, permission-based access control for every feature
• Create custom roles with tailored permission sets
• Per-user permission overrides for fine-grained control
• Separate permissions for view, create, edit, delete, assign, approve, and refund actions

Security & Authentication

• Secure login with two-factor authentication (2FA)
• Email verification and password reset
• Session activity tracking with automatic timeout
• Signed URLs for secure customer-facing estimate approvals
• CSRF protection across all forms

Administrative Controls

• Global system settings for email, payments, and business configuration
• Feature toggles to enable or disable entire modules (repairs, rentals, appointments)
• Cache management and test email functionality
• Deposit range configuration with priority-based rules