Logging your first job
A step-by-step walkthrough of the job intake process.
Logging a job in Workbench takes about a minute. Here’s the full intake flow from start to finish.
Step 1 — Open a new job
From the dashboard, click New job in the top right corner.
Step 2 — Add or find the customer
Type the customer’s name, phone number, or email. If they’ve been in before, Workbench will find their existing profile and pull in their contact details automatically.
If they’re new, fill in their name and at least one contact method (phone or email) — this is what Workbench uses to send them notifications.
Step 3 — Describe the work
Enter a description of the piece and the repair being requested. Be as specific as is useful for your technicians — this description travels with the job.
Common things to include:
- Type of piece (ring, bracelet, watch, etc.)
- Metal and stone details if relevant
- Exactly what the customer wants done
- Any customer instructions or concerns
Step 4 — Add intake photos
Tap Add photo to photograph the piece before the customer leaves. Intake photos create a timestamped record of condition at arrival — useful if a customer ever disputes damage.
See Taking intake photos for more detail.
Step 5 — Set a due date (optional)
If the customer has a deadline or you’ve promised a turnaround, set a due date. Jobs with approaching due dates are flagged in your dashboard.
Step 6 — Submit the job
Click Create job. Workbench generates a job number, saves the record, and if the customer has a phone or email on file, sends them a confirmation that their piece has been received.
A job ticket is ready to print immediately — see Printing job tickets.
Next step: When the work is done, mark the job as complete to notify the customer it’s ready for pickup.
Still stuck?
We usually respond within a few hours.