Repair Intake Workflow
Procedure: SP-001 | Version: 3.0 | Last Updated: 1 June 2025 | Owner: Marcus Chen
Purpose: To ensure every customer device is received, documented, and assessed consistently, providing a clear paper trail and accurate quote.
Step 1: Greet the Customer
- Approach the customer within 30 seconds of arrival
- Ask: "What seems to be the problem with your device?"
- Listen without interrupting — let them explain the full issue
- Ask clarifying questions:
- "When did the problem start?"
- "Has anything changed recently (updates, new software, drops, spills)?"
- "Is there any important data on the device that needs to be preserved?"
- "Has anyone else attempted to fix it?"
Step 2: Visual Inspection
- Inspect the device at the counter in front of the customer
- Check for physical damage: dents, cracks, screen damage, liquid residue
- Note any missing screws, stickers, or signs of previous repair
- Photograph the device from multiple angles (front, back, sides, ports)
- These photos are attached to the job record for reference
Step 3: Create the Job Record
- Open the StockMate system (desktop shortcut)
- Click + New Job
- Enter customer details:
- Full name, phone number, email address
- Check if returning customer — pull up existing record
- Enter device details:
- Make, model, serial number (check label on bottom/back)
- Operating system and version
- Colour, condition notes
- Enter the reported issue (use the customer's own words where possible)
- Set priority: Low | Normal | High | Urgent
- Attach photos taken during inspection
- Print the Device Intake Receipt (dual copy — one for customer, one stays with device)
Step 4: Initial Assessment & Diagnostic Fee
Diagnostic Fee: $50.00 (inc. GST) — this fee is applicable towards the repair cost if the customer proceeds. If the customer declines the repair, the diagnostic fee is retained.
- Explain the diagnostic fee to the customer
- Process payment (or note as "pending" if they want a quote first)
- Provide the customer with a copy of the receipt and their job number
- Give an estimated timeframe: "We'll have a look today and contact you within 4 hours with our findings."
Step 5: Secure the Device
- Place the device in a numbered transit bag
- Attach the job number to the bag (tag on the handle)
- Place the device in the numbered intake locker
- Record the locker number on the job record
- Place the customer's copy of the receipt and the device charger in the bag
Step 6: Assign to Technician
- Assign the job to the appropriate technician based on workload and expertise
- Update the status to "Awaiting Diagnosis"
- The assigned technician will begin diagnostics within the SLA timeframe
What Happens Next
Once diagnosed, follow the Diagnostic Process procedure. After diagnosis, the customer is contacted with findings and a quote.
Tips for Success:
- Always be friendly and reassuring — many customers are anxious about their devices
- Never make promises about cost or turnaround until you've diagnosed the issue
- If unsure about the diagnosis, ask a senior technician before quoting
- Double-check all customer contact details — wrong numbers cause major delays
