🛠️ hardware
Job Cards
Job Cards is where a hardware shop logs each repair or fabrication job for a customer — who it is for, what needs to be done, delivery date, labour cost and advance paid — and tracks it through a simple status pipeline: OPEN → IN_PROGRESS → DONE (or CANCELLED).
📍 Menu path: Hardware → Job Cards
👤 Who uses it: All roles with the Billing feature enabled
Overview
Every job gets an auto-generated job number in the form JOB-YYYYMMDD-NNN, where the date is today's date and NNN is a running sequence for your store (not reset daily).
The status chips at the top (All / OPEN / IN PROGRESS / DONE / CANCELLED) filter the job list; clicking a job opens a detail panel on the right with its full information and a delete action.
A "→ IN PROGRESS" / "→ DONE" quick-advance button appears directly on each OPEN or IN_PROGRESS job card in the list, so you can move a job to its next status without opening the detail panel.
Before You Start
- You must have the Billing feature enabled on your plan.
Step-by-Step Guide
1 Create a new job card
- Open Hardware → Job Cards and click "+ New Job".
- Fill in Customer Name (required), Customer Phone, Description and Delivery Date, plus Labour Cost and Advance Paid if known.
- Add any Notes, then click "Create Job Card" — a job number is generated automatically and the job starts in OPEN status.
2 Advance a job through its lifecycle
- On the job list, click the "→ IN PROGRESS" button on an OPEN job once work begins.
- Click "→ DONE" on an IN_PROGRESS job once the work is finished and ready for the customer.
- There is no quick-advance button once a job is DONE or CANCELLED — those are treated as final states from this list view.
3 Filter and review jobs
- Use the status chips (All, OPEN, IN PROGRESS, DONE, CANCELLED) to narrow the list to one status at a time.
- Click any job card to open its detail panel on the right, showing customer, phone, description, delivery date, labour cost, total, advance paid and notes.
4 Delete a job card
- Open a job's detail panel and click "Delete Job", then confirm.
- Deletion is immediate and permanent — there is no restore.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Job Number | Auto-generated as JOB-YYYYMMDD-NNN — the date reflects when the job was created; NNN is a running count of all job cards ever created for the store, not a per-day counter. |
Customer Name | Required. Who the job is for. |
Customer Phone | Optional contact number for the customer. |
Description | Free-text description of the work to be done. |
Delivery Date | The date you expect to hand the finished job back to the customer. |
Labour Cost (₹) | What you charge for labour on this job, entered manually. |
Advance Paid (₹) | Amount the customer has already paid upfront, entered manually. |
Total | Shown on the job card and in the detail panel; it is not computed from Labour Cost or materials by this screen — see Troubleshooting. |
Status | OPEN → IN_PROGRESS → DONE, or CANCELLED. Advanced one step at a time via the → button; there is no UI action to cancel a job or move it backward. |
Notes | Optional free-text notes shown only in the detail panel. |
Tips & Best Practices
- Record Advance Paid at job creation time — it is the only place in this screen to capture it; there is no edit form for an existing job besides the status-advance buttons.
- Use Description consistently (e.g. include the item being repaired) since it is the main way to tell jobs apart in the list alongside the customer name.
Troubleshooting & FAQ
The Total shown on a job is always ₹0.
The New Job form does not include a Total field — it only captures Labour Cost and Advance Paid, and the job is created with totalAmount left at its default of 0. Total will stay at ₹0 for jobs created through this screen unless it is set directly via the API.
I need to change the customer name, phone or description after creating a job.
There is currently no edit form for these fields on an existing job card — only the status can be advanced from the list view. Delete and recreate the job if these details were entered incorrectly.
Can I move a job back from DONE to IN_PROGRESS, or cancel one?
Not from this screen — the quick-advance button only moves a job forward one step (OPEN → IN_PROGRESS → DONE), and there is no button to cancel a job or move it backward, even though CANCELLED exists as a status value and filter option.
Two jobs created around the same time got job numbers I did not expect.
The sequence number is a running count of existing job cards at the moment of creation, not a locked/reserved counter — creating jobs in very quick succession (e.g. via automation) could in theory produce the same sequence number if the count is read before an earlier insert completes.