Printing and customer communications

Workflow action buttons can print documents and send emails in one step. Your manager configures which prints and emails fire per action in Job Repair Workflow Settings; defaults come from Job Settings.

What gets printed

Document	Typical use	When printed
Job Card	Workshop bench reference — fault, customer, job number	Confirm Booking (and other actions if configured)
Booking Slip	Customer receipt at drop-off — terms, contact, job reference	Confirm Booking
Unit Label	Sticker on the device — barcode/QR for scanning on the floor	Confirm Booking

Print formats are standard ERPNext Print Format records. Defaults are set in Job Settings (Job Card, Booking Slip, Unit Label). Managers can attach multiple formats per workflow action.

Reprint anytime from the Job form Print menu — you do not need to repeat the workflow action.

Workflow emails

These actions have built-in email handlers (when enabled on the action):

Action	Email purpose
Confirm Booking	Booking confirmation with job reference and next steps
Send Quotation	Quotation PDF to customer email on the job
Notify Ready for Collection	Unit ready — collection or delivery instructions

Other actions can send generic action emails if configured in workflow settings.

Contact details required

Emails need email or mobile on the job (from customer or entered on the job). If Confirm Booking warns about missing contact, add email or mobile before retrying.

SMS and WhatsApp are not in v1 — staff record WhatsApp approval in Approve Quote manually.

Approve Quote — customer communication

When the customer accepts the quotation outside email (phone, WhatsApp, in person):

1. Click Approve Quote on the job.
2. Choose approval method and optional note.
3. System saves how they approved — useful for disputes later.

Send Quotation still emails the PDF when contact email exists; approval is a separate staff-recorded step.

Label and QR options

Job Settings controls barcode/QR on unit labels (job number scan on the bench). Ask your manager if labels fail to scan — print format or field mapping may need adjustment.

Front desk checklist

Moment	Print	Email
Customer drops off unit	Booking slip + unit label for bench	Booking confirmation
Quote ready	Optional quotation hard copy	Send Quotation
Repair finished	Optional invoice copy at desk	Notify Ready for Collection
Customer collects	None required	None — payment at desk

Technician notes

Technicians rarely trigger customer emails — assessment and repair actions focus on internal milestones. If you need the customer contacted, hand off to front desk for Send Quotation or Notify Ready.

Upstream reference

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

Next steps

• Repair workflow — when each action runs
• Invoicing and payments — quotation and invoice timing
• Getting started — first Confirm Booking
• Troubleshooting — email not sent, print blank