Repair & Job Management
Repairs are often the biggest part of a jewelry store’s business, and this is where Clarity really sets itself apart from generic POS systems. The full repair lifecycle is handled in one place: intake, task assignment, status tracking, customer notifications, and delivery.
Creating a Job
From the Jobs screen, click New Job. Search for the customer by first name, last name, phone number, or email. If they’re a new customer, click Create Customer and Start Job. Select them and continue.
Adding Repair Details
Click Add to create a line item. Enter the item description (e.g., “14k yellow gold chain”), the repair instructions (e.g., “Solder broken clasp”), and the price. Set the due date and assign a salesperson, then save.
Collecting a Deposit
Most customers leave a deposit at intake. Click Payment, select the method, enter the deposit amount, and apply. Click Save to finalize the transaction.
Managing Active Jobs
Search by job number, customer name, or phone number.
Task Assignment
Each job can have multiple tasks assigned to individual staff members via the Add Task button. You can add custom instructions per task and track outsourcing costs separately (e.g., $50 to an independent jeweler). Task costs are treated as store expenses and aren’t passed to the customer.
Parts Tracking
If a repair requires reordered components, you can track them within the job. Fields available: part number, description, and supplier. This helps manage items needed for a job and track when they arrive.
Note: Parts tracking does not currently pull from inventory. This feature is planned for a future update.
Customer Notifications
When a job is marked as Completed, Clarity automatically prompts you to text the customer to let them know their piece is ready. Click Send and they’re notified. This feature is available on higher-tier plans.
Pickup & Delivery
When the customer arrives, pay off the remaining balance and mark the job as Delivered. A transaction with an outstanding balance cannot be marked as delivered.
Clarity prevents you from marking a job as delivered if any balance remains. The system will warn you and block the delivery status change. This protects your store from accidentally releasing a piece before it’s fully paid for. Collect the remaining balance first, then mark it as delivered.
You can search by job number, customer name, or phone number. This covers the common scenarios: a customer calling ahead with their job number, someone walking in and giving their name, or a staff member looking up a job from a phone call.
No. Task costs (like outsourcing a repair to an independent jeweler for $50) are tracked as store expenses. They don’t appear on the customer’s invoice. The customer sees only the repair price you set on the job. This lets you track your true cost on each repair while keeping customer pricing clean and straightforward.
Related
- Sales Processing (adding job tasks from a sale)
- Demo: Repair Management