Step 1: Capture Customer Details

• Get the customer’s name and phone number as a minimum.

• Pro tip: Ask for their email address—handy for future updates or marketing.

Step 2: Fill Out the Job Card

• Complete the customer details in the box on the right.

• Write a clear description of the job requirements in the area provided.

• Enter the agreed completion time in the dedicated space.

Step 3: Handle Estimates & Authorisation

• If you’ve provided a job estimate, enter those details on the card before asking for customer approval.

Step 4: Prepare the Job for Processing

• Write the customer’s details on a TAGIT Job Label—this will be used to label the machine.

• Receive the machine from the customer and attach the label securely.

Step 5: Confirm Labelling

• Tick the “labelled” box on the job card to show the job is tagged and ready.

Step 6: File for Scheduling

• Place the completed job card into the “New Arrivals” section of your quick-find cabinet.

• The Service Writer will handle scheduling from here.

Step 7: Generate and Record Job Number

• Use your in-house computer system to create a unique job number for this task.

• Record this number on the top right-hand side of the job card.

• This ensures any future parts or charges can be tracked and billed directly to the job.