Guided tour

See a repair job travel from first call to paid invoice.

Follow one real-world washing machine callout through ServKit. Everything below is sample data — nothing is saved and no account is needed.

1. Take the booking

A customer calls about a washing machine that won't drain. You log the job with their address, appliance details, fault and an optional call-out fee. A job reference is created automatically from their postcode and the date.

New booking

Customer

Sarah Whitfield

Phone

07700 900412

Address

12 Larkhall Rise, London W3 6LJ

Appliance

Washing machine — Bosch WAJ28008GB

Fault

Drum fills but will not drain or spin

Call-out fee

£60.00

Job reference generatedW36LJ-170926-B00

2. Schedule an engineer

Pick a date and a morning or evening time window, then assign the right engineer. The whole week's workload stays visible on the schedule board.

Schedule & status

Sarah Whitfield

W36LJ-170926-B00

Morning 8:00am – 1:30pm
Daniel Okafor

Peter Hale

NW15A-170926-C41

Evening 1:30pm – 8:00pm
Aisha Rahman

3. Keep everyone informed

One click sends the customer their appointment details — fault, time window, call-out fee — and sends the engineer the full job sheet. Every email is logged against the booking so you can see who was told what, and resend if needed.

Notification history

Booking received

sarah.w@example.com

Delivered

Appointment scheduled

sarah.w@example.com

Delivered

Job assigned

daniel@yourcompany.co.uk

Delivered

4. File the job report

After the visit the engineer's work is recorded: make and model, what was done, parts fitted, labour, warranty, plus photos of the damage and the finished work. Outcomes include completed, part required, rescheduled, BER or cancelled.

Job report

Outcome

Completed

Warranty

90 days on parts & labour

Work performed

Cleared blocked pump filter, replaced drain pump

Part fitted

Drain pump 144997 — £38.50

Damage photo
After completion

5. Invoice and get paid

Completing a job creates a branded invoice with your logo and details. The call-out fee taken at booking is rolled into labour. Email the customer a PDF with a Pay now link — a card payment through your own Stripe account marks the invoice paid automatically.

Invoice INV-170926-06F712
Parts£38.50
Labour (incl. call-out)£100.00
Tax 20%£27.70
Total due£166.20
Customer payment link
Paid by card

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