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?
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!
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.
