Set up your first job

2 min read
Set up your first job
Take something in, give it a card, and let the customer know it arrived. About four minutes, once.

This takes about four minutes the first time and under a minute afterwards. You will need something to take in, a customer with a phone number, and nothing else.

Before you start

Three things worth having open:

  • The thing itself, on the counter, so you can photograph it
  • The customer's mobile number, which is the one field that has to be right
  • Some idea of when you might have it done, even a rough one

You do not need to have decided a price. Prices go on as the work happens.

Take something in

New job, then four fields:

FieldWhat goes in itCan it be empty
What is itThe object, plainly. `Kona Rove, black, 2021`No
What is wrongTheir words, not yours. `Creaking when I pedal hard`No
CustomerA name you will recognise at the counterNo
MobileWhere the texts goYes, but then no texts

That is the whole intake. Anything else — a promised date, a deposit, a second phone number — can go on later from the card.

Attach a photograph

Take it now rather than later. It costs about ten seconds while the thing is still in front of you, and it is the only moment when both of you agree on what condition it arrived in.

Photographs go on from whatever you are holding. Most shops use a phone in an apron pocket.

The Benchtop intake screen part-way through booking a job in

What the customer gets

The moment you save, they get one text: your shop's name, what you have taken in, and a link. The link opens a page with no login on it showing the status, the date it last changed, and eventually the total.

They will not need to ring you to ask whether it arrived, which is the smallest of the four messages and the one shops underestimate.

The one thing new shops get wrong

Putting the symptom in the description field and the object nowhere. "Creaking" is not a job. "Creaking at the bottom bracket" on a Kona Rove is a job, and in three weeks when somebody asks about it, only one of those can be found.

Next

Once something is on a bench, the next thing that usually happens is that it needs a part.

Chasing a part
Put a job on Partswatch, tell it who you ordered from and when they promised, and let it do the chasing.