A job card, or job sheet, is the single record of one service or repair job. When every job has one, nothing is lost between the front desk, the technician and the billing counter, and the customer’s history is there the next time they walk in.
What to record at intake
- The customer and how to reach them.
- The product: make, model and serial number.
- The complaint in the customer’s words, and anything received with the product.
- Whether the job is under warranty or chargeable.
The workflow
- Intake: create the job card and give the customer its number.
- Diagnosis: the technician records the fault and what is needed.
- Estimate and approval: the customer approves parts and labour before work starts.
- Repair: parts are issued against the job and the work is done.
- Completion: the job is checked and the customer is told it is ready.
- Billing and delivery: parts and labour are invoiced and the product is handed back.
What to watch
- Jobs waiting for customer approval or for parts.
- Turnaround time from intake to delivery.
- Repeat repairs on the same product.
- Warranty jobs versus chargeable jobs.
Why serial numbers matter
Recording the serial number on the job card ties the repair to one physical unit. It is how you confirm warranty, find earlier repairs and see which parts went into which product.
Common questions
What is service management software?
Software that records each service or repair job from intake to invoice: the customer’s product, the fault, the estimate and approval, the technician, the parts used and the bill, so every job and its history can be found later.