How to Create Multiple Devices in One Intake

Register several devices for the same customer in a single session. One form, one agreement link, one signature.

Quick overview

When a customer brings in more than one device (e.g. a phone and a laptop), you don't need to create separate jobsheets. Fill in the customer once, queue each device, and save them all together.

• 1 customer form
• N devices queued
• 1 shared agreement link
• 1 signature covers all devices

Step-by-step guide

1. Open the Intake Form — Go to the Jobsheet page and click New Intake.
2. Fill in Customer Details — Select an existing customer or create a new one. Enter their name, phone number, and email. This information is shared across all devices in this intake.
3. Fill in the First Device — Enter the device details: brand & model (search or type manually), IMEI/serial, color, reported issue, condition grade, and any spare parts or services needed.
4. Add to Queue — Click "Add to queue". The device is saved to a queue list below the form, and the device fields are cleared so you can fill in the next one. The customer info stays filled in.
5. Review the Queue — Your queued devices appear in a numbered list. You can edit (pencil icon) or remove (X) any device before saving.
6. Repeat for Each Device — Fill in and queue each additional device. The queue badge updates to show the count (e.g. "2 in queue"). The last device doesn't need to be queued — it will be included when you save.
7. Save All Devices — Click "Save N Devices". The system generates a unique jobsheet number for each device, creates all records under the same customer, and generates one shared agreement link.
8. Share the Agreement Link — After saving, a confirmation panel shows all created devices with a single shared agreement link. Send it via WhatsApp, Email, or Copy link.
9. Customer Signs Once — The customer opens the link, sees a summary of all devices, and signs once to approve all of them.

Important notes

Last updated: 1 August 2026