Device intake checklist for phone, computer and console repair shops.

How to use it

1. Fill it in with the customer at the counter, before you quote.
2. Test what you can while they watch. Mark anything you couldn’t test as N/T, so nobody assumes it worked.
3. Get a signature, write the ticket number on it, and keep it with the device.

The checklist

1. Customer

• Name, phone, another way to reach them
• Date and time in
• Best way to reach them: text, call or email

2. Device

• Type: phone, tablet, laptop, desktop, console, other
• Brand, model, color
• Serial number or IMEI
• Accessories left with the device (case, charger, SIM card, controller)

3. Condition at intake

• Powers on?
• Screen cracked, lines or dead spots
• Back glass or housing cracked
• Frame bent, dented or swollen
• Signs of liquid damage
• Missing screws, SIM tray or buttons
• Previous repair or non-original parts
• Swollen battery (don’t charge it)
• Space to mark scratches, cracks and dents

4. Tests before repair (OK / Fail / Not tested)

• Touch and display
• Front and rear cameras
• Speaker, earpiece, microphone
• Charging port and charging
• Buttons and switches
• Face or fingerprint unlock
• Wi-Fi, Bluetooth, cellular signal
• Keyboard, trackpad and ports (computers)
• Boots to the OS, reads discs (consoles)

5. Data, passcode and locks

• Customer told that a repair can erase data; backup done, not possible, or declined
• Passcode: the customer unlocks it for testing at pick-up, gives a temporary passcode, or there’s no passcode. Don’t keep passcodes on paper you file.
• Account or activation lock noted (for example Find My or a Google account)

6. Quote and approval

• Part quality chosen: aftermarket, premium, original, or not applicable
• Repair, quoted price, deposit, ready-by time
• Amount the customer approves without a call
• Customer has read the warranty policy and the unclaimed-device policy
• Customer signature, taken in by, ticket number

Why each section is there

• Condition and tests protect you and the customer. If the earpiece was already dead, it’s on paper before anyone opens the phone.
• Data and passcode set expectations before the repair. Writing a passcode on a form that sits in a drawer for months is a privacy risk; having the customer unlock the device at pick-up avoids it.
• Part quality is where most “that’s not what you told me” arguments come from. Our price worksheet helps you quote aftermarket and premium the same way every time.
• Approval limit keeps the bench moving: the tech knows how far to go before calling.

Pair it with the printable repair ticket and the warranty policy template.

From paper to software

RepairAmigo, free software built inside a busy repair shop, does this intake on screen: returning customers come up by phone number, device, brand and model are picked from lists, problems are picked from a short list for that device type, and the receipt prints with a barcode. Tickets have a serial number field, which can hold an IMEI. See cell phone repair shop software or computer repair shop software.