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Club Repair Dashboard with the Mobile App

Updated over 2 weeks ago

The Club Order Dashboard on the Mobile App is like the Club Repair Dashboard found on a web browser. This is where you will go on the mobile app to place, manage, and view existing club repair orders.

On the Dashboard, your club repair orders will be organized by tabs like the pipedrive view on the web by the following stages:

  • Entered: Club repair information entered but not yet started by a technician/vendor.

  • In Progress: Club repair in progress with a technician/vendor.

  • Completed: Club repair has been completed by the technician/vendor.

In addition to the club repair stages, there will be a tab for Grip Inventory. The grip inventory allows you to manage your grips from the mobile app. For more details, Click Here.

In this article, we will discuss the Club Repair Dashboard, the available stage views, editing orders, and searching orders on the mobile app.

For complete details on the club repair process, Click Here.

Club Repair Dashboard on the Mobile App

All existing repair orders will be displayed in a compact view when accessing the Club Repair Order Dashboard, showing only the Member/Guest information and a red notification icon (if necessary) for repairs needing attention. Clicking on any club repair order will expand and display information related to the order (as shown below).
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This includes the customer name, the club repair details, technician/vendor details, expected completion date, actions to move or edit the order, days in the stage, and alerts (e.g., Completion Overdue, Finalized, Not Finalized).

Entered Tab

From the "Entered" tab, you will be able to Enter Club Repair Orders, view entered orders, edit existing repair orders not yet in progress and Start a Club Repair Order (as shown below).

Entering New Club Repair Orders

To enter a new repair order on the mobile app, click the "+" button (as shown below).
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When entering an order on the mobile, you can enter the full club repair order details (e.g., Repair Location, Technician, Customer Details, Rep Detail, etc.). For more information about this step, Click Here.

When entering or editing an order, click on "Repair Details" (as shown below) to see notification options, upload files, and activity logs.
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Editing Club Repair Orders

You can edit the club repair order right in the mobile app. To edit an order, search and click to expand the order you wish to edit, then click "Edit." You will have access to the same fields and order details outlined in the section above, "Entering New Club Repair Orders."

Placing Club Repair Orders

When you are ready to start a club repair order, you can do that within the mobile app. To start the order, click on "Next." After you have clicked "Next," you will be able to update the status and desired completion date. You can also review the customer notification by clicking on "Repair Details" (as shown below).

In the "Order Details," you will also see the order summary and activity log. For more details on starting a club repair order, Click Here.

In Progress Tab

Once you have started an order, it will be moved to the orders "In Progress" tab. From here, you will be able to view the club repair details edit and complete the club repair order (as shown below).

Completing a Club Repair Order

After you have completed the repairs, you can move the order to the completed stage from the convenience of your mobile device. To complete a club repair order, locate the order you wish to work on, click on it to expand, and then select "Next."

After you click "Next" or "Next All," you will be able to set the completion date, if it was received by the customer, where the club we left or its final destination, and make adjustments to the selling price and commissions (as shown below).

Click on "Repair Details" to review a summary of the order, modify notifications to the customer, and view activity logs. For more details about receiving an order, Click Here.

Completed Tab

As club repair orders are completed, they will be moved to the "Completed" stage. Once an order is in the "Completed" stage, it can be finalized (as shown below).

To finalize a club repair order, navigate to the order, expand it, and click "Next." After you click "Next," you will be able to mark the required finalizing steps, as defined in your Club Repair General Settings, to finalize the order.

Adjust the completion date (if necessary) and complete the other steps (as required). Click on "Repair Details" to review a summary of the order(s) and view activity logs.

For more details about finalizing a club repair order, Click Here.

Searching Club Repair Orders on the Mobile App

The Club Repair Dashboard features a search function that enables you to locate repair orders by matching the search term with an order number, customer name, technician, or description. The search field will be available at the top of each stage (as shown below).

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