Appliance Repair Company - Looking for Suggestions

Using my Dolibarr
1

I am looking for suggestions on how to use Dolibarr for my repair company. This is my typical workflow.

  • Customer calls my office to request a repair on their appliance
  • my office gets all the customer information and the appliance to be repaired information like model and serial, brand, problem, etc.
  • My office then books a date and time for me to goto the home and fix the appliance.
  • I go there and perform the repair. I add in service rates and parts/products and while there I invoice the customer who often pays me immediately although sometimes we bill out.
  • Done.

I see people using tickets/interventions. Others seem to be using Commercial quotes.

Can somebody suggest a best work flow through Dolibarr to run this type of company?

2

Thank you for sharing your business. As you would expect. It depends.

For instance. If you can declare product/services up front, use quotations.
If you have no idea of how much time and so on, use interventions.
Tickets is just for service, not for main business I would suggest.
Good luck!

3

Thank you! Yes … I am working out how best to set up my company. I’ve settled on using ‘Sales Orders’ with a few custom attributes to perform most of my work … and then create the invoice from there.

I will be testing in the field in the new year to see if this system works and is robust for the various functions I need it for.

If I get it all sorted, I’ll post what all worked for me.

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