Counter
Handle a drop-off or pickup from one place.
Archived tickets
Find completed jobs and restore them when needed.
Settings & tools
Shop details, templates, team access, backups, and integrations.
System health
Save, backup, Quo, and Square status.
Square Register & stock
Connect Square, choose your Register location, and set up signed payment webhooks.
Booking capacity
Set the number of repair effort points your team can promise in one day. A routine job is 1 point; complex work uses up to 4.
Technician skills
Add a few repair types for each technician. Suggestions also use who's on shift and current workload.
Next best actions
🔗 Shortcuts
🚶 Waiting in store
⚠ Needs attention today
📊 Day so far
🗓 Daily routine
Brain dump → today's list
🔁 Shift handover
⚡ 15-second booking
🔳 Counter QR codes
Repairs
Loading repairs…
Customer quotes
Notes
Customer follow-ups
🧰 Parts inventory
📦 Purchase orders
🏭 Suppliers
🔁 Parts returns (supplier RMA)
Reorder watchlist
🛍 Quick sale
Stock
Square stock check
Compare accessory quantities with Square Register by SKU.
🎁 Bundles / kits
📱 Phones for sale
📥 Buy a phone (trade-in)
💳 Store credit & gift cards
Recent sales
💸 Expenses / petty cash
💵 Cash drawer
↩ Refunds & returns
👥 Customers
🏢 Business accounts (net-30)
🛡 Protection plans
Members
Plan tiers
😴 Win back lapsed customers
📺 Lobby TV display
🛒 Public "Shop our phones" page
📣 Promo & branding messages
🏷 Sale & shelf tags
🖼 Counter & window posters
🎓 Practice mode
🛠 Repair walkthroughs
💷 Repair price helper
📖 Staff guide
Booking a repair in
Go to 🎟 Tickets. Fill in the customer's name, phone and email, tap the device (or use 🔎 Identify to look it up by IMEI/model), describe the repair, add a price and a promised-by date, then Add to board. If the customer gives an email, a tracking link is texted/emailed to them automatically.
The job lands in Booked in. If they're a repeat customer, their past repairs pop up as you type their name or phone.
Moving a job across the board
Each stage is a column: Booked in → In diagnostics → Awaiting approval → Waiting for parts → In repair → Ready for pickup. Move a card with the ◀ ▶ arrows, or drag it on a computer. The board updates live for everyone, so what you do shows on the other screens within a few seconds.
Waiting for parts
When you move a card into Waiting for parts, put in the expected date the part arrives. The whole card turns amber, and red if the part is overdue, so nothing gets forgotten. The 🧰 Parts to order list under the board gathers everything you're waiting on.
Finishing a job
In Ready for pickup, tap Complete ✓ to archive it. Record how it was paid (Cash/Card) via the ✎ edit screen or the 💵 invoice. On completion the customer automatically gets a receipt email with payment and warranty details.
The buttons on a card
✏️ update (stage, note, call) · ✎ edit details · ★ mark rush (jumps to top) · 💬 text the customer (ready / quote / approval / running late) · ✉ email them · 📷 add photos of the device's condition · 💵 itemised invoice · 🧾 drop-off receipt · 🏷 print a Dymo label · 🖊 condition report · 📅 appointment.
Finding a job fast
Use the search box above the board (name, phone, device or ticket number), or 🔎 Scan to scan the barcode on a label with a scanner or the camera. Filter the board to My jobs or a colleague using the dropdown.
Quotes & notes
💬 Quotes is for price estimates before a job is booked — turn a "yes" into a ticket in one tap. 📝 Notes is a shared scratchpad. Internal notes on a ticket (🔒) are staff-only and never printed or emailed.
Golden rules
Always add the customer's phone (and email if they'll give it). Always set a promised-by date. Put a part ETA in as soon as you order. Move the card the moment the job changes stage — the board is only useful if it's up to date.