Getting started

After Riv enables ERP Jobs on your ERPNext site, workshop staff work in the Jobs workspace in ERPNext Desk. This guide covers sign-in, roles, and creating a first job.

Before you start

• Riv has installed the ERP Jobs add-on on your ERPNext site and assigned Desk roles to your team.
• You have an ERPNext login (separate from your D4 Connect merchant dashboard sign-in unless your organisation links them).
• Front-desk staff use Job User; managers use Job Manager; bench staff use Job Technician.

Technicians

Each technician needs an Employee record in ERPNext with User ID set to their login. Without this, My Assigned Jobs and edit permissions will not work. See Roles and permissions.

Open the Jobs workspace

1. Sign in to ERPNext Desk (your organisation's ERP URL from your D4 contact).
2. Open the Jobs module from the home screen or app switcher (tool icon).
3. Use the sidebar for Job (list), Job Type, reports, and settings (managers only).

The Jobs workspace shows link cards and reports — not the standard D4 Connect merchant dashboard. If you only see generic ERP menus, ask whether Jobs is enabled on your site.

Roles at a glance

Role	Who	Typical actions
Job User	Front desk	Create job, confirm booking, record quote fee, send quotation, approve quote, notify ready, record collection
Job Manager	Workshop lead	Assign technician, parts received, close job, override workflow warnings
Job Technician	Bench tech	Complete assessment, request parts, complete repair and QC; edit only assigned jobs

Full detail: Roles and permissions.

Status changes use workflow action buttons on the Job form. Staff do not change status by editing the status field directly.

Job types and fulfillment

Job Type	Assessment fee
Repair, Assessment	Required — Record Quote Fee after confirm booking
Warranty, In-store Service	Not required — assign technician from booking confirmed

Fulfillment Mode	Meaning
Counter Pickup	Customer pays repair invoice when collecting
Delivery	Invoice may stay on account; manager closes after delivery

Configure defaults in Job types and settings.

Create your first job

1. Jobs → Job → New.
2. Enter customer (or create a new customer), unit details (make, model, serial if applicable), and fault description.
3. Select Job Type and Fulfillment Mode.
4. Complete the condition checklist when prompted (scratches, dents, etc.) — recommended at intake.
5. Save the job, then click Confirm Booking.

Confirm Booking prints the job card, booking slip, and unit label, and can email the customer a booking confirmation. See Printing and customer comms.

After booking — next buttons

If job type requires fee	Next step
Yes	Record Quote Fee → customer pays assessment invoice → manager Assign Technician
No	Manager Assign Technician directly

What happens next

The full repair path depends on job type and fulfillment mode. Continue with Repair workflow for step-by-step paths through quotation, parts, repair, invoice, and collection.

Daily views

From Jobs → Reports — full guide: Reports.

Report	Use
Open Jobs	All active jobs
My Assigned Jobs	Technician's own queue (filtered to logged-in employee)
Jobs Awaiting Quotation Approval	Quotes sent, waiting for customer
Jobs Awaiting Parts	Blocked on stock or purchase
Technician Workload	Manager view of assignments
Outstanding Customer Payments	Unpaid assessment or repair invoices

Common first-week mistakes

Mistake	Prevention
Technician cannot save	Link Employee to User ID
Stuck before assign	Confirm booking (+ quote fee if required)
Parts not advancing job	Link job on purchase receipt or stock entry
Collection blocked	Pay repair invoice first on counter pickup

Troubleshooting has more.

Upstream reference

Introductionhttps://docs.frappe.io/erpnext/user/manual/en/introduction

Next steps

• Repair workflow — counter pickup and delivery paths
• Job types and settings — fees and defaults
• ERP Jobs overview — how ERP Jobs fits with D4 Connect
• D4 Connect merchant dashboard — online shop operations (separate sign-in)