How to use this tracker

Simple, repeatable workflow — from inquiry to done.

The 6-step workflow

Your daily workflow — every case follows these 6 steps. Click any case row to move it forward.

Step 1
Receive inquiry
Log the new case → tag it Send to Group Chat to forward to the technician GC.
Step 2
Triage: backjob or cleaning?
Open the case and set the planned action — backjob (warranty/repair) or cleaning.
Step 3
Schedule the visit
Set Date scheduled + technician, then mark status SCHEDULED.
Step 4
In progress / Rescheduled
On the visit day flip status to ONGOING, or RE-SCHEDULED if it didn't push through.
Step 5
Reschedule reason
If rescheduled, fill in the Reschedule reason field so nothing gets lost.
Step 6
Done
Loop back to step 3–4 until you can finally mark the case COMPLETED.

Send to Group Chat — Cases you've queued to post in the technicians' Messenger group chat. Toggle the tag on the case to add or remove it.
Today's Schedule — Cases with Date scheduled = today. Use this in the morning to plan dispatches.
Urgent — Cases tagged urgent — handle these before anything else.
For Parts — Cases waiting on parts. Update parts ordered/arrived dates so nothing stalls.
For Reschedule — Cases that didn't push through. Always fill in the Reschedule reason.
Pending Client — Waiting on the client to confirm or respond. Send a follow-up nudge.
Completed — Marked DONE. Auto-archived here.

Tags route the case automatically. Toggling "Send to Group Chat" on any case adds it to the Group Chat list — no duplicate entry.
Status drives the pipeline. Use SCHEDULED → ONGOING → COMPLETED for a normal flow, or RE-SCHEDULED when a visit is pushed.
Always log a reschedule reason. It's the #1 thing that gets forgotten and causes confusion later.
The dashboard is your morning view. Start there every day to see Urgent, Today, and What to do next.