Job types and settings

Job Type and Job Settings control how each repair behaves on intake — whether you charge an assessment fee, which warehouse supplies parts, and how customers collect finished units. Managers configure these once; front desk staff pick the right type when creating each job.

Before you start

You need the Job Manager role to edit Job Settings, Job Type, and Job Repair Workflow Settings. Front desk staff only select values when creating jobs.

Job Type

Each job links to one Job Type record. Types are seeded on install (Repair, Assessment, Warranty, In-store Service) and your manager can add more.

Job Type	Assessment / quote fee	Typical use
Repair	Required	Standard paid repair — customer pays quote fee before bench work
Assessment	Required	Diagnose-only or quote-before-repair jobs
Warranty	Not required	Manufacturer or shop warranty — assign technician straight after booking
In-store Service	Not required	Quick bench service while customer waits

Assessment fee toggle

On each Job Type form:

Field	What it does
Require Assessment Fee	When on, Record Quote Fee appears after Confirm Booking and the assessment sales invoice must be paid before that action completes
Assessment Fee Item (optional)	Override the org default service item for this type only
Assessment Fee Amount (optional)	Override the default rate for this type only

If assessment fee is not required, skip Record Quote Fee and assign a technician from Booking Confirmed.

Fulfillment mode

Set on each job at intake — it controls payment timing at the end of the repair.

Mode	Customer experience	Payment pattern
Counter Pickup	Customer collects the unit at your shop	Pay repair invoice at collection; Record Collection is blocked until the repair sales invoice is fully paid
Delivery	Unit returned or delivered to the customer	Repair invoice may stay on account; manager closes the job while balance remains in accounts receivable

You cannot change fulfillment mode casually mid-job — pick the right mode when the customer books in.

Job Settings (organisation defaults)

Open Jobs → Job Settings (managers). Key fields:

Area	Fields	Purpose
Company & warehouse	Default Company, Parts Warehouse	Company on linked quotations and invoices; warehouse for stock issues
Naming	Job naming series	Default JOB-.YYYY.- (configurable)
Intake defaults	Default Job Type, Checklist Template, Fulfillment Mode	Pre-fill new jobs
Assessment fee	Default fee item, default amount	Used when Job Type has no override
Labels & prints	Job Card, Booking Slip, Unit Label print formats; barcode/QR options	Defaults for workflow print actions
Technician workflow	Assessment notes, testing results, QC notes, checklist gates; Parts Received By	Bench quality gates and who may click Parts Received manually
Repeat repair	Serial warning toggle	Warn when the same serial number has prior closed jobs

Repair Workflow Settings button opens the workflow engine (managers) — see Roles and permissions for who can override gate warnings.

Condition checklist at intake

When Job Settings links a Checklist Template, new jobs copy condition rows (scratches, dents, cracks, etc.). Front desk should complete the checklist at booking — it protects both you and the customer.

If your site enables the assessment checklist gate, technicians cannot Complete Assessment until every row is marked observed or noted.

Scenarios

Walk-in repair with quote fee

1. Create job → Job Type = Repair, Fulfillment Mode = Counter Pickup
2. Confirm Booking → Record Quote Fee → customer pays assessment invoice
3. Manager Assign Technician → continue repair workflow

Warranty TV — no quote fee

1. Create job → Job Type = Warranty
2. Confirm Booking → Assign Technician (no Record Quote Fee step)
3. Continue assessment and repair as normal

Trade customer — delivery on account

1. Create job → Fulfillment Mode = Delivery
2. Complete repair and invoice as usual
3. Notify Ready with unpaid invoice allowed → Mark Delivered → manager Close Job

Upstream reference

Assessment and repair invoices use standard ERPNext selling documents:

Sales Invoicehttps://docs.frappe.io/erpnext/user/manual/en/accounts/sales-invoiceItemhttps://docs.frappe.io/erpnext/user/manual/en/stock/item

Next steps

• Getting started — create your first job
• Repair workflow — full counter pickup and delivery paths
• Invoicing and payments — assessment fee vs repair invoice
• Troubleshooting — blocked workflow buttons