Repair and warranty service

The automation of a service center as an independent business or a part of it will help the owner streamline accounting, determine the profitability of services, and evaluate labor costs and financial results of repairing goods.

Accounting for all service center business processes and data collection for analysis in one software

Order Management

▪️ Tracking items accepted for repair. Labeling items with unique barcodes for easy identification and search.
▪️Recording the description of the issue based on the customer’s words.
▪️Tracking the configuration of the accepted order.
▪️Controlling the warranty period of sold items.
▪️Accounting for repair materials. Cost price and markup.

Service and Work Accounting

▪️Calculating wages for service center employees.
▪️Accruing fixed amounts or a percentage of the work cost if the "Payroll and Staff Motivation" option is activated.
▪️Monitoring repair stages. Repair statuses. History of actions and item movements.

Working with Service Center Clients

▪️Informing clients about the status of their items and repair progress if the "Mass Viber, SMS, and Email Notifications" option is activated.
▪️Controlling repair payments. Accepting partial payments. Refunds.
▪️Printing documents: repair receipt, work completion certificate, payment documents.

The cost of repair is formed based on the total cost of materials, services, and operations. If the repair is under warranty, its cost may equal zero.

How the "Repair and Warranty Service" option works for automating service centers

After activating the additional option, all information about the service center’s operations will be displayed in the Document — Repair menu, in one window:

Repair

• Filling out the repair card: repair acceptance date, customer’s full name and phone number, repair cost, payment or prepayment — the amount paid by the customer, repair status, accounting center, comment, barcode, and the person who accepted the item for repair.
• Printing the receipt and repair barcode.

Items in Repair

• Selecting items from the stock, list, receipt, or using item scanning and serial number search. Manual entry of item information.
• Item information: warranty period, supplier, issue description, configuration, technician, responsible for repair.

Repair Materials

• Selecting materials from the full list of goods and services or stock status.
• Writing off repair materials.
• Repair services.
• Payment type for the technician: fixed amount or percentage (%).
• Repair payment: cash or non-cash. After the repair payment, an invoice is automatically created in the Trade with Invoice Issuance mode.
• Printing the work completion certificate.

Repair Item Status

• Date and repair status, e.g.: accepted for repair, sent, exchanged for a new item, returned to the supplier, irreparable, repaired, etc.
• Exchanging warranty items.
• Extending the warranty period.
• Transport document number of the item under repair.
• Automatically creating a delivery note after the repair is completed.
• Sending order status notifications to the client.

Additionally:

• Transferring items for repair: to another accounting center, sending to a service center, returning from a service center.
• Item movement: refunding the client or returning the item to the supplier, item exchange.
• Items in repair — viewing all items under repair or with completed repairs by the supplier.

Analyzing Service Center Performance

The analytics and reports of the service center software help identify which services are truly profitable and which were incorrectly assessed.

You can analyze the service center’s performance for any period considering the cost price of materials, operating expenses, labor costs, and possible losses. For this, Torgsoft modes like "Balance by Financial Analysis Items," "Period Analysis," "Sales Analysis by Product Types," and other reports are used.

Video tutorials and webinars on automating and accounting in service centers

How to work with the Repair and Warranty Service option