Creating a repair

New repairs start from the New repair button on the repairs page. The form first asks where the repair is going, then collects the customer, product, and issue details.

Pick where this repair is going

The destination picker decides which pipeline the repair lands in and changes the form below to match. Up to three sections show:

• Connected partners — other businesses already using RepairStep. Forwarded repairs land in their pipeline directly and they keep you updated as it progresses.
• Your suppliers — your address-book suppliers, whether linked on RepairStep or off-platform contacts you keep yourself.
• In-house — only shown if you have the in-house capability. Keeps the repair on your own pipeline.

First-time tip: use your own contact details. You'll get the emails as both customer and supplier, which is the easiest way to see how the whole flow fits together.

Who's the repair for?

Enter the customer's name, email, and phone number. If it's a returning customer, the form will autofill their details — based on email address. Otherwise a new customer record is created when you submit.

What's being repaired?

Brand, model, serial number, and any other product details. If the brand isn't in your list, just type it in — you can always add more later.

For in-house repairs the brand drives warranty rules — picking the right brand at intake means warranty is decided correctly straight away. Forwarded repairs don't need it.

What's wrong with it?

A short description of the fault is the main thing. Purchase date and slip help with warranty checks if the product is still covered. Everything in this section can be edited later from the repair page.

Intake channel

Intake channel records how the repair reached you — phone, email, walk-in, website. It's optional and used for reporting, not routing — it doesn't decide where the repair goes.