1) Access Rights:

Four access groups control permissions for the machine repair module:

Technician: Works on assigned work orders and has read-only access to diagnosis and repair orders.

Head Technician: Manages all work orders and can assign technicians and enter diagnosis results.

Service Manager: Creates and manages repair orders, converts them to diagnoses, and generates quotations.

Director Commercial: Admin role with full access rights.

Navigation : Settings ➡ Users & Companies ➡ Users

2) Create Machine:

Machines are registered as products in the system. Check "Is Machine" on the product form to identify it as a machine.

3) Assign to Technician:

Only contacts marked with "Is Technician" are selectable in the "Assigned To" field for machine repair.

4) Create Repair Order:

Record repair order details, including machine information, customer details, and priority. Assign it to a technician if needed.

Navigation : :Machine Repair ➡ Repair Orders ➡ Create

5) Machine Service Details:

Specify if the machine is under warranty and if the service is paid or free. Add relevant service descriptions. Print a receipt to provide to the customer.

6) Print Machine Repair Receipt/Label:

Generate a printable repair receipt or label with all repair details for customer reference.

7) Machine Repair Receipt Report:

8) Machine Repair Label Report:

Print a repair label for machine tagging and tracking purposes.

9) Create Machine Diagnosis:

Create a diagnosis with a single click, carrying over information from the repair order, and assign it to a technician.

10) Assign to Technician:

Assign a technician to a specific diagnosis for further processing.

11) Add Machine Diagnosis Result:

The technician enters the diagnosis result, listing any additional required spare parts as needed.

12) Diagnosis Report:

View a detailed diagnosis report, documenting the technician’s findings and spare part needs.

13) Print Machine Diagnostic Report:

Print a report that includes both the diagnostic request and results.

14) Machine Diagnostic Request Report:

15) Machine Diagnostic Result Report:

16) Create Quotation:

Generate a quotation based on the diagnosis results and send it to the client by email.

17) Confirm Sale:

Confirm the quotation to convert it into a sales order.

18) Quotation Report:

19) View Work Order:

When a quotation is confirmed, it becomes a sales order and creates a work order for repair.

20) Start Work Order:

Technicians start the assigned work order, automatically recording the start date.

21) Pending Work Order:

Technicians can mark work orders as pending or resume work later.

22) Finish Work Order:

Upon completion, the technician records the end date and work duration.

23) Print Machine Work Order Report:

Generate a work order report detailing repair activity.

24) Machine Work Order Report:

25) Create Invoice:

After completing the work order, generate an invoice from the sales order and send it to the client.

26) Machine Invoice Report:

27) Machine Products Menu:

Easily view all machine products related to repair orders in the system.

Navigation : :Machine Repair ➡ Products ➡ Machine Products

28) Machine Quotation Menu:

Access all machine-related quotations.

Navigation : :Machine Repair ➡ Billing

29) Machine Stages Menu:

Manage repair order stages. Each stage can only be assigned to one record to prevent duplicates.

Navigation : :Machine Repair ➡ Configuration ➡ Stages

30) Stage Assignment Error:

If a selected stage is already assigned to another record, an error message will appear. This prevents assigning the same stage to multiple records, ensuring unique stages for each.