How to Outsource a Repair Job in BytePhase

By Published On: July 25th, 2023Categories: Features, Tips & Tricks1.6 min read
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BytePhase outsourcing feature overview banner

Outsourcing lets you send a repair job to a trusted third-party vendor directly from BytePhase, so you can track the work, price, and status without leaving the platform. Here’s how to outsource a repair job in BytePhase, step by step.

How to Outsource a Repair Job in BytePhase

  • On the sidebar, click the Jobs button to open the job listing page, then click the [ + ] button to create a new job
  • Fill in the job details for the repair you want to outsource, then save it
Creating a new repair job in BytePhase to outsource to a vendor
  • After filling in the job details and saving, you’ll be redirected to the job sheet, where you’ll see a View Job button
  • Click View Job to open the job overview page
Job overview page with the View Job button in BytePhase
  • On the job overview page, click Job Actions, then select Outsource To
Job Actions menu showing the Outsource To option in BytePhase
  • Clicking Outsource To opens a pop-up
  • Select the vendor you want to outsource the job to
  • Enter the agreed price, and optionally add a description
Outsource To pop-up for selecting a vendor and entering price in BytePhase
  • Saving adds the job to the Outsource listing page
  • To find this listing later, click Outsource on the sidebar
  • From here, you can update the job’s status at any time — the change also shows on the job’s Overview page
Outsource listing page showing an outsourced job's status in BytePhase
  • To add a vendor, go to Outsource -> Vendor on the sidebar
  • Click Vendors to open the vendors listing page, where you can edit existing vendors
  • To create a new vendor, click the [ + ] button
Vendors listing page for managing outsourcing vendors in BytePhase

Great job! You’ve now learned how outsourcing works in BytePhase CRM — from creating the job to tracking it through your repair ticket management workflow.

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Vishwajit Sayambar

Vishwajit Sayambar

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