Add a Customer and Instrument to a new work order.

Step 1: Create a new repair work order

• In the work order menu tap "repair"
• Select your name from the list (this will associate the check-in employee with the work order)

Step 2: Create a new customer/search for an existing customer

• If they are a first-time customer enter their details into the form provided. (Only the blue fields are required)
• If they are a returning customer search by their first or last name in the input at the top left corner.

If the owner of the instrument IS NOT the primary contact you can record their details in of the tabs labeled "Assistant, Shipping, or Billing" tap the primary contact checkbox to ensure they receive the automated emails.

Step 3: Add a new instrument/select existing instrument

• If the instrument is new to your shop enter the details into the form provided.  (Only the blue fields are required)
• If your shop has seen this instrument in the past, tap the matching record from the open drop-down (You can also tap "Add-New" from this list).
• The "build attributes" tab can be used to record instrument-specific material details.

If you are adding multiple instruments you can add them from the next page by tapping the add instrument icon.

Shopflow instruments lists and serial number to year data is automatically populated by our AXEFAX application.