The Servicing tab in the POS runs paid equipment-servicing jobs for customers — check an item in, send it to a repair provider, take payment on collection. It's a counter workflow, separate from your own gear check-out.
When you'd use this
- A customer drops off a regulator (or any kit) for a service.
Running a job
- Open Finance → POS → Servicing.
- Press Check in item and fill in: Item, Service type (auto-fills the price and service interval), Agreed price, optional Provider, Provider cost (what the provider charges you), Technician (a team member), Promised date, Service interval (months), and Customer notes. You can send a check-in confirmation email.
- Move the job through its stages: Checked In, then In Progress (you're working on it) or With Provider (sent out), On Hold if you're waiting on parts or the customer, Ready to Collect, then Collected. Cancel is available throughout. When you send a job to a provider you can record what they're charging you (the provider cost). You can email the customer when it's ready.
- On collection, take payment — it posts to your accounts like any sale.
Open a job to record parts used (description, quantity, unit cost — totalled for you) and to see the customer's past service jobs.
Profit on a job: what you charge the customer is revenue; the provider cost plus any parts are booked as a cost (to Cost of Servicing, recorded as owed to the provider in Accounts Payable) when you collect — so Finance shows the real margin on each job, not just the fee. The job detail shows the margin (fee − provider cost).
Service reminders (automatic)
Set a Service interval (in months) when you check an item in — or a default on the Service Job Type — and DiveOps emails the customer a reminder around 6 weeks before their next service is due. It's the third servicing email, alongside check-in and ready-to-collect.
- The reminder uses the customer's email and your centre's branding.
- Customers can unsubscribe in one click from the email.
- No interval set = no reminder.
Setup (in the Servicing tab → Setup)
From the Servicing tab, open the Setup menu:
- Service Job Types — the services you offer with standard prices (e.g. "Regulator Annual Service") and an optional default service interval.
- Service Providers — the repair companies you send kit to (internal address book).
- Reminder settings — turn service reminders on/off, set the lead time (weeks before due) and an optional custom intro line.