Remember the details
Keep the customer and their item connected to the work they asked for.
Service orders · Taply Retail
Keep the work
behind every sale
in the picture.
Repairs, adjustments and the finishing touches. Bring customer details, service notes and job progress together, from the counter to collection.
TTaply RetailService orders
THE WORKSHOP
Good work. In view.
Scheduled
Wheel alignment
Sam · Wednesday
In progress
Spring tune-up
Jordan · Tuesday
A CLEAR NEXT STEPReady for pickup
A shared view for sales & service
Good handoffs
make good service.
The person at the counter and the person doing the work should have the same story. Keep the request, the item and the next step with the job.
- Capture the customer’s request and item details at intake.
- Give each service a schedule and an assigned team member.
- Keep notes close, so the next shift can pick up the thread.
A little more context.
A much better customer conversation.
Keep the job in view
Review scheduled, active and ready-to-collect work in a shared service queue.
Know the next step
Use job notes and clear statuses to make every handoff easier to explain.
A view of the work ahead
Every job has a next step.
Find a service, follow its progress and give the next person the details they need. Explore a sample day at the bike shop.
Service orders
Interactive example4 sample jobs
SO-1042 · Sample job
Spring tune-up
- Customer
- Avery Lane
- Item
- City bicycle · blue
- Assigned to
- Jordan
- Scheduled
- Tuesday · 10:00 AM
Job notes
Check the rear brake and gear indexing. Customer asked to keep the existing saddle.
Next step
Finish the safety check before marking the bicycle ready.
- Intake details recorded
- Assigned to Jordan
- Work started
Service statuses
Give progress
a name everyone knows.
A job waiting for a part needs a different conversation from one ready to collect. Make the stage visible and leave the reason in the notes.
- Follow work from intake and scheduling through completion.
- Use an on-hold stage when something needs attention.
- Keep ready-for-pickup, completed and cancelled jobs distinct.
Follow the workService stages
- 01New
- 02Scheduled
- 03In progress
- 04On hold
- 05Ready for pickup
- 06Completed
- 07Cancelled
The service & the sale
Make the final handoff
feel as good as the work.
Review the completed service, the parts and the customer’s next step. Bring a considered checkout to the moment they come back through your door.
- Keep the service context alongside the customer record.
- Review the parts and labor details before the final sale.
- Record the pickup so the team knows the job is complete.
Let’s get the details right
Bring us the way your shop works.
Repairs, parts, appointments or custom work. Talk through the setup and plan with the Retail team.
support@taplypos.comGood service deserves a great system.
From the first question at the counter to the final pickup, let’s walk through the way your store works.
Request a Retail demoA few more details.
What are Service Orders?
Service Orders organize the work that happens after an item reaches your counter: customer intake, the item being serviced, job notes, scheduling, assignment and progress through pickup. Keep the work and its customer context together.
Which businesses can use service orders?
Bike shops, jewelry stores, sporting-goods shops and other retailers offering repairs, adjustments or customization can organize their work around service orders. Bring your service process to a walkthrough to review the right setup.
Can I see what is scheduled and what is ready?
Use the service queue to review scheduled and active jobs, then narrow the view by status. Open a job to see its item, assigned team member, scheduled work and notes.
What information belongs on a job?
Keep the customer, item description, requested work, condition notes, assignment and service date together. Add parts and labor details to the job so the team can review the work before the final handoff.
How does the team follow progress?
Give each job a clear status, from new or scheduled through in progress, on hold, ready for pickup and completed. Use the notes to explain a handoff or a delay, and keep cancellation distinct from completion.
How do I review pricing and my store’s setup?
Request a Retail walkthrough with the types of service you offer, the people involved and the equipment you use. Confirm the service-order configuration, plan and checkout process with Taply before rollout.
Have a question about your store? Talk to Taply