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How to Use the Repair Workflow

Using Repair Workflow

Seun Adegbemile avatar
Written by Seun Adegbemile
Updated over a month ago

The Repair Workflow allows you to manage repairs after an appointment has been created. It helps you track repair progress, update statuses, and communicate with customers throughout the repair process.

Creating a Repair Workflow

To create a new repair workflow:

  1. Go to RepairPlugin β†’ Repairs Workflow in your WordPress dashboard

  2. Click Add New

  3. Select an existing approved appointment, or choose Create New

  4. Set the due date

  5. Select an initial repair status

  6. Choose how the customer should be notified

  7. Click Add Selected or Add & Notify

Only approved appointments will be available for selection.

Repair Statuses

Each repair uses statuses to reflect its current stage. Statuses are grouped per service method, so you can manage different workflows depending on how the repair is handled. Available statuses include:

  • Pickup Scheduled

  • Picked Up by Courier

  • In Diagnosis

  • Waiting for Parts

  • In Repair

  • Delayed / On Hold

  • Ready for Pickup

  • Ready for Return

  • Delivered

  • Completed

  • Canceled

You can update the repair status at any time as work progresses.

Service Methods & Status Groups

Repair workflows are separated by service method, allowing different status flows for each scenario:

  • Come By Our Store

  • Ship Device

  • Pickup Service

  • Repair on Location

Each service method has its own list of statuses, which you can:

  • Reorder

  • Customize

  • Enable or disable notifications for

This gives you flexibility to match your real repair process.

Status Notifications (Email)

Each repair status can trigger an email notification when it is updated.

Inside a status, you can configure:

  • Status name

  • Email subject

  • Email template

  • Notification toggle (based on customer preference)

  • Visual color indicators

Using Dynamic Variables

You can personalize emails using dynamic variables inside the email subject and email template, such as:

Customer Info

  • $CustomerName$

  • $CustomerEmail$

  • $CustomerPhone$

Appointment Details

  • $AppointmentDate$

  • $AppointmentTime$

  • $AppointmentNumber$

  • $Brand$, $Model$, $Color$

Repair & Financial Info

  • $RepairSummary$

  • $SubTotal$

  • $TotalPrice$

  • $TaxPrice$

  • $CouponCode$

These variables automatically populate with the correct data when an email is sent.

Customer Notification Preference

When creating or updating a repair, you can choose how the customer should be notified:

  • Email

  • SMS

  • Phone Call

  • None

At the moment:

  • Email notifications are fully supported

  • SMS and Phone Call options are visible but not yet available

SMS and phone notifications are planned in our roadmap here and will be announced once released.

Updating an Existing Repair

To update a repair workflow:

  1. Go to RepairPlugin β†’ Repairs Workflow

  2. Open the repair you want to update

  3. Change the status, due date, or notification preference

  4. Save your changes

If notifications are enabled for the selected status, the customer will automatically be informed.

Filtering and Managing Repairs

You can easily manage repairs using the built-in filters:

  • Date range

  • Location

  • Status

  • Service method

    • Come By Our Store

    • Ship Device

    • Pickup Service

    • Repair on Location

This makes it easy to track:

  • Active repairs

  • Repairs waiting for parts

  • Completed jobs

  • Delivered or returned devices

Summary

The Repair Workflow gives you full control over repairs after an appointment is made. By combining service-specific statuses, automated email notifications, and flexible filtering, you can manage repairs clearly from start to finish while keeping customers informed at every step.

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