Repair & Job Management
A full walkthrough of the repair lifecycle in Clarity: creating a job, collecting a deposit, marking it complete with automated customer notification, and processing pickup.
What This Demo Covers
This 2-minute walkthrough follows the complete repair lifecycle: from the moment a customer walks in with a broken chain to the moment they pick it up and pay the balance.
Creating the Job
From the Jobs screen, click New Job and search for the customer by name or phone number. Add the repair details: what the item is, what needs to be done, the price, and the due date. Assign a salesperson, then save.
Collecting a Deposit
Most customers expect to leave a deposit at intake. Click Payment, choose the method, enter the deposit amount, and apply. The remaining balance is tracked automatically.
Time Passes: Job in Progress
While the repair is being worked on, your bench jeweler handles the job. Tasks can be assigned to individual staff members, and outsourcing costs (like sending a piece to an independent jeweler) are tracked separately as store expenses.
Looking Up a Completed Job
When the repair is done, you can search for the job by job number, customer name, or phone number. This makes it easy to find jobs whether the customer calls ahead or walks in.
Marking Complete and Auto Text Notification
Mark the job as Completed and Clarity prompts you to send an automated text notification to the customer, letting them know their piece is ready for pickup. This is available on higher-tier plans and saves your team from making manual phone calls.
Customer Pickup and Final Payment
When the customer arrives, pull up the job, process the remaining balance, and mark it as Delivered. If there’s still an outstanding balance, Clarity will warn you and prevent delivery until the full amount is collected. This protects your store from accidentally releasing a piece before it’s paid for.