Work Order and Service Management

Maximize Efficiency and Productivity

Realtime POS work orders order entry - 1

Work orders are a useful tool for managing customer repairs in a retail point of sale (POS) system.

Work Orders can help to streamline the repair process and ensure that customers are satisfied with the service they receive. Some of the benefits of using work orders for customer repairs in a retail POS system include:

Work orders allow you to track the progress of customer repairs and monitor the status of each repair. This can help you to ensure that repairs are completed in a timely manner and that customers are kept informed of the status of their repair.

Work orders can help you to organize repairs by customer, product, and repair type. This can make it easier to identify trends and problems, and to prioritize repairs based on urgency.

Work orders can be used to assign repairs to specific technicians or employees. This can help to ensure that repairs are completed correctly and that customers are happy with the service they receive.

By using work orders, you can ensure that customer complaints are addressed quickly and that repairs are completed in a timely manner. This can help to improve customer satisfaction and increase the likelihood of repeat business.

Having a work order system allows you to track how much you spend on parts and labor for each repair, allowing you to identify areas where you can reduce costs. It also allows you to identify a problem areas and which employees/vendors to focus on quality auditing.

Having all the customer information, repair data, technician data, and customer history, allows you to create meaningful reports and analysis to make smarter business decisions.

Work Order Management

Overall, Work Orders & Service Management can help to improve the efficiency and effectiveness of the repair process, and can help to ensure that customers are satisfied with the service they receive. By using work orders, retailers can track repairs, improve customer service, and increase the likelihood of repeat business.

quickly manage work orders

work order intake

Easy Work Order Management

Calendar

Select the date and create a new appointment for the customer.

Print a list of appointments booked for the day.

Easily edit appointment in the calendar.

Realtime POS Work Order Schedules Entry

Work Order Entry

Quickly Add a new customer or search in the database based on customer data (First Name, Last Name, Company Name, Email or Phone.

Select items to be serviced from past history, assign to the work order.

Add items and services to the work order.

Realtime POS work orders order entry - 1

History Lookup

Quickly lookup all items serviced from past history, select the item coming in for service or create a new item to be serviced.

Realtime POS Work Order Lookup by Serviced ID Number

Serviced Items

Quickly locate past serviced item by Item ID Number (Serial Number, vin number, etc.)

Realtime POS Work Order Multiple Serviced items lookup by Customer Record

Order Look-up

Lookup orders based on Open, Completed or Voided status. Filter by date for a wider view.

Drill down to individual work order.

Print or email a copy.

Realtime POS Work Order Recall List

Tenders

Take deposits for work to be performed.

Apply store credit, custom tenders or charge to Accounts Receivable.

Multiple and flexible tenders at checkout.

Realtime POS Work Order Tenders

work order Details

Order Tracking – Control every element of the Service Order

Work Order Notes

Add work order notes describing details of work to be performed. Notes will appear on printed work order

Realtime POS work orders order entry - 1

Add Images to Orders

Take unlimited before and after pictures of the item to be serviced, all images saved to cloud. Add notes for each picture describing observations before and after any work

Realtime POS Work Order Item Images

Technician Comments

Team member comments are recorded here, unlimited number of comments. Each comment is date/time stamped, know exactly the process of work to be performed.

Realtime POS Work Order comments

Service Item Properties

Easily add & track item properties as needed. Brands, Models, Color, Unique ID numbers, and other identifiers all on the fly.

Item properties are saved with the work order for future retrieval.

Search by ID Numbers (serial Number, VIN#, etc.)

Realtime POS Work Order Serviced Items

Send SMS Messages

Send SMS messages to customers with status updates, important call backs or anything needing immediate attention. SMS templates can be created in the system using variable data like order number, customer names etc. for a personalized interaction.

Realtime POS Work Order SMS Messages

Flexible details

Work Orders for Retail – customize details of the work order

Line Item Notes

Add work order notes describing details of work to be performed. Notes will appear on printed work order

Realtime POS Work Order Line Item Notes Entry

Technician Assignments

Assign technicians to perform the work, assign different techs to each line item to perform the work

Realtime POS Work Order Assign Technician

Line Item Status

Easily set the line item status to Unassigned, Assigned, In-Progress, Waiting on Customer and many other status types to quickly access the status of work per line item.

Realtime POS Work Order Line Item Status

Line Item Create Work Orders

Create individual work orders for line items or assign all line items to an individual work order. All work orders are assigned to the master order number.

Realtime POS Work Order Assignments

Customize Grid Columns

Customize the grid by dropping columns relative to your operation.

Add “Picked”, variants, tax and many other columns to your grid.

Realtime POS Work Orders Edit Grid Columns

Printing details

Work Order Printing – Work Orders, Tags & Labels 

Full Page Printing
Realtime POS Full page Work Order print
2.5 REALTIME POS WORK ORDER 40COLUMN
2.5 REALTIME POS WORKORDER ITEM TAG PRINTED
DEMO

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