Create an intake record for the specific asset and distinguish diagnostic authorization from approval of the repair itself. Preserve the reported fault, observed condition and agreed charging boundary. Once diagnosis changes the scope, obtain the required commercial decision before reserving expensive parts or presenting the full repair as authorized work.
Understand the decision
An industrial pump may arrive with an uncertain fault and a customer-approved inspection allowance. Dismantling can reveal several repair options or make replacement preferable. The workflow needs to show the decision point, asset custody and any reassembly obligation when the customer declines the proposed repair.
Work through the requirements
- Identify the asset and intake condition.
- Record the diagnostic charging boundary.
- Approve the selected repair option.
| Record or decision | Why it matters |
|---|---|
| Intake record | Preserves asset identity and received condition. |
| Diagnostic authorization | Defines the initially approved commercial work. |
| Repair decision | Records accepted or declined repair options. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Treating permission to inspect as permission to repair can create disputed parts commitments. Keep the authorization stages separate and retain the customer's decision, especially when dismantling creates further work even after repair is declined.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Equipment repair businesses in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: processing repair orders ↗Odoo 19: helpdesk after-sales workflows ↗Odoo 19: sales quotations and invoicing methods ↗