What’s new with Services?
Next-Gen Workflows for the Modern Service Retailer
Standard retail tools often fall short of the complexities of a service-based business.
The X-Series Services Module bridges that gap—it isn’t just an add-on; it’s a specialized engine purpose-built to manage the reality of service-based retail with ease.
Over the last year, we have expanded our toolkit to eliminate friction and give you total visibility over your shop floor. By introducing features such as technician assignment, add an image to a work order, and customizable service statuses, we’ve ensured that our platform scales with your expertise.
Our priority is allowing you to focus on what you do best: serving your customers. And we do this by serving ours.
Dedicated Services tab
Technicians can now create new and edit services directly from the Services tab without ever needing to access the register screen
- Built for technicians, not cashiers: Technicians can focus on their work without navigating sales-focused interfaces that don’t match how they operate.
- Clear roles, smoother handoffs: Cashiers and technicians each work in their own workflows, enabling seamless transitions between the retail counter and service center.
- Streamlined, comprehensive intake: Staff can quickly capture required customer details, item condition, notes, and service status—while also adding line items, taking deposits, and scheduling work in one flow.
Assign a Technician
Managers can now assign specific service jobs to individual technicians, creating clear accountability for each task.
- Organized, accountable workflows: Managers can assign services to specific technicians, creating a more structured and efficient workshop.
- Built for back-shop operations: Ideal for verticals like Jewelry, where dedicated technicians (goldsmiths) work off the retail floor and need clear ownership of their daily bench work.
- Proven adoption and impact: Since launching in the fall, technicians have been assigned to 17% of all services created.
Add an image to a service
Staff can now attach photos directly to service notes when creating or editing a job, providing a visual log of an item’s condition
- Reduce Liability: This creates a clear “before and after” record that improves documentation and helps merchants hedge against customer damage claims
- Essential for High-Value Verticals: For specialized businesses like jewelry repair, where items are expensive, attaching images is considered non-negotiable for insurance purposes and liability protection
- Seamless Access: Once an image is saved to the service notes, it remains easily visible every time a technician or manager opens the service record to work on the item.
Custom Service Statuses
Service managers and technicians can now create a custom service status that accurately reflects their exact stages of work
- Clear, customizable workflows: Technicians can filter the Services page by default or custom statuses, making it easy to see what needs attention and move jobs forward.
- Reduce missed tasks and manual work: Keep work on track with better visibility—minimizing missed steps and reducing the need for manual status updates and follow-ups.
Remote payment requests
Flexible payments, wherever your customers are. Keep work moving without waiting on in-store visits.
- Send secure payment links via email
- Get paid faster without requiring customers to be in-store
- Reduce friction and close service jobs remotely
