Using Cycling as the example, attributing a Service Item to a Customer Account is a fantastic way to track and manage the service history of a bike over time. Alongside this, using Scheduled Service Reminders allows bike shops to influence the frequency with which their customer's specific bikes are maintained, leading to greater engagement with this critical service offering and ultimately increasing customer lifetime value and satisfaction.

However, it could be an easier process to create and attribute a Service Item to the Customer Account if a "quick create" feature was added to the Till Screens.

When creating a Workshop Job, the till screens present a list of Service Items already attributed with the Customer Account. However, if this is the first time this particular bike has been "seen" by the bike shop, it will (of course) not be available to select.

Assuming that the Service Item creation process is not skipped for expedience (hopefully not!), this requires the Cloud POS user to access the Back Office, locate the Customer Account record, click to the Serviced Items tab and create the new Service Item record. It's a multi-step process that I feel could be shortened and simplified.

I'm proposing that a "Quick Create" feature be added to the Till Screens that allows the Cloud POS user to push the small amount of required information in to the Customer Account without needing to access Back Office.

I've added some mock-ups to help visualise what I am proposing.