I want to take my first ticket through to invoice

What you’re aiming for

A customer drops something off. You write a ticket, send them an estimate, they approve, you fix the thing, you invoice them, they pay, they collect. That’s the whole loop. Benchworks gets out of your way for each step.

The steps

Open the dashboard. Click Customers → New customer if they’re new — name, phone, that’s it. You can fill in the rest later.

• Click the customer’s name → Add a device / asset. Pick the type (your vertical seeds sensible defaults — PlayStation/Xbox for console shops, iPhone/Samsung for phone shops, and so on).
• Hit Inbox → New ticket, attach the device, write a one-line description of the fault.
• On the ticket page, click New estimate. Pre-fill the lines from your pricing book if you’ve synced one. Press Send. The customer gets a WhatsApp link to view and approve.
• When they approve (you’ll see the status flip in the inbox), do the repair, add a customer-visible note with a status like "Ready for collection". The customer gets the message automatically.
• Click Convert to invoice. They pay via the portal link (Stripe / Paystack), or you record cash/EFT manually. Done.

If something goes wrong

Tickets stay editable until they’re closed. If you make a typo on an estimate, you can void and re-send. If a customer disputes a charge, you can record a refund per payment with one click. Every state change is in the audit log under Settings → Account.