Repair Widget
Table of Contents
The Repair Widget is a Syncro feature you can use to collect information about customer devices or equipment requiring repairs. For example, you can capture the make and/or models of phones, tablets, computers, etc.
The information to be captured in a Repair Widget is shown in a step-by-step form you can display in your store (e.g., on a kiosk or tablet as customers check themselves in), or embed on your website.
Tip: Use your Repair Widgets as a module or step a workflow you create with Custom Widget Flows.
Create a Repair Widget
To create a new Repair Widget, follow these steps:
- Navigate to Admin > Integrations - Repair Widgets. Syncro displays the Repair Widgets page. In the table is the default repair widget:
Tip: Click into the Name field to easily rename any Repair Widget. - Click +New Repair Widget. Syncro displays the New Repair Widget page:
- Enter a Name for the devices that will appear in your Repair Widget, then click Create Widget. ("Device Repair Widget" is the Syncro default that's generic, but you could name yours something like “Laptop Repair Widget” to be more specific). Syncro displays a page with an empty table for your new widget category.
- Click Add A Device. Syncro displays the New Widget Device page:
- Enter a Name for the device (e.g., "Windows Laptops"). Think of this as a category of devices; you'll add specific models in a moment.
- Click the “View/Edit” link to display Thumbnail Image options:
Provide your own device image for the device category using the Remote Thumbnail URL field, or use the dropdown menu/pagination dots to select a stock image. - Click +Add a Model to display additional fields for the various models of that device, which you'll be supporting:
- Enter a Name for the Model (e.g., “Surface 5”).
- Supply up to three Option Labels/Lists. (e.g., a label could be “Color”, and the list could contain the colors for customers to choose from). For Option Lists, type a value then press Enter after each one.
Note: The Option Labels/Lists are what the Repair Widget displays in the workflow for that particular model. If any of the three Option Labels/Lists are skipped, they will not appear in the workflow for the customer. See Preview a Repair Widget for an example.
Tip: If you want any of the Option Label/List information included in the subject of the Ticket that's created when the Repair Widget is submitted, check the corresponding box. Checking multiple boxes will concatenate the values in the Ticket's subject.
- Repeat from step 7 to add additional models.
Tips:
- Use the clone icon to copy a model, or click the red X to delete a model: .
- Reorder by dragging and dropping using the triple-line () icon.
- When all of your models are added, click Update Widget Device. Syncro displays your new Device (and associated Models) in the table for your Repair Widget:
Tips:
- Click into the Name field to easily rename any Repair Widget.
- Click on any tag in the Models column to see a preview of the Options Labels/Lists:
- Repeat from step 4 to add any additional Devices to your Repair Widget. Here's what Syncro's default “Device Repair Widget” looks like:
Set a Default Repair Widget
Note: You can select one Repair Widget to be the default. This is the Repair Widget that will be used for the Customer Check-In Form Code Website Integration.
- Navigate to Admin > Integrations - Repair Widgets. Syncro displays the Repair Widgets page. A checkbox appears in the Default column for the current default Repair Widget:
- In the row for the Repair Widget you want to use as the default, click in the Default column:
Syncro moves the checkbox to indicate your new default Repair Widget.
Preview a Repair Widget
To see how a Repair Widget appears to a customer, navigate to Admin > Integrations - Repair Widgets.
Then click Preview for the widget you'd like to see. Syncro displays the Repair Widget in a new browser tab, where you can step through its flow as a customer would.
The following screens illustrate the flow of Syncro's default “Device Repair Widget” as an example:
- Step 1 shows the Devices:
- After a Device is selected, Step 2 shows the available Models for that Device:
- Then first of the three Option Labels/Values is displayed:
Note: If you're previewing in a browser with a logged in Syncro session, many of the steps will display an Employee Override field and button at the bottom. Unless your customer has a logged in Syncro session, Employee Overrides are not visible to your customers. - Then the second of the three Option Labels/Values displayed:
- Next, the third of the three Option Labels/Values is displayed:
- The final screen will be the Your Repair Summary page, where your customer can enter their Contact Information or an Employee can search for and supply an existing Customer Name, Issue Type, and check the box to Create Ticket:
After clicking Complete Check In, Syncro displays the Thank You page:
About Employee/Staff Actions
Employees/staff viewing a Repair Widget in a browser with a logged in Syncro session will see that the three Option Label/List steps display an Employee Override field and button at the bottom. (See Steps 3-5 in Preview a Repair Widget.) This allows employees/staff to provide answers/information other than what's displayed on the step-by-step form.
Note: Unless your customer has a logged in Syncro session, Employee Overrides are not visible to your customers.
On the Your Repair Summary page, your employees/staff can also search for and supply an existing Customer Name, Issue Type, and check the box to Create Ticket. (See Step 6 in Preview a Repair Widget.)
On the Thank You page (see Step 6 in Preview a Repair Widget), employees/staff logged into a Syncro session can use the following buttons:
- View Ticket: Navigates to the Ticket Details Page for the ticket created. Ticket Name based on info supplied and initial ticket comment
-
View Submissions: If the Repair Widget was completed by someone who is not yet a Customer, click to view and process the submission as a Lead:
When you click Process, you'll see the information they submitted via the Repair Widget:
where you can Create Customer & Ticket. - Start Over: Relaunches the Repair Widget.
- Tickets: Navigates to the Tickets tab/module.