Repair Partner Compliance Checklist

This practical checklist helps an independent repair partner record the information normally needed before agreeing chargeable work with a customer. Complete it for each repair and keep it with your own job records.

Important: Accepting a lead does not create the repair contract. The repair contract is made directly between you and the customer when you both agree to proceed. You remain responsible for your quotation, contract, invoice, consumer-law duties, data handling and warranty. This checklist is an operational aid, not a quotation, invoice or substitute for legal advice tailored to your business.

1. Before discussing chargeable work

Confirm who is contracting with the customer and what the customer has asked you to assess.

Give the customer your full individual name, trading name if you use one, business address, telephone number and email address.
Make clear that you are an independent repair partner and that the repair contract, repair payment and warranty are between you and the customer.
Confirm that the customer owns the equipment or has authority to arrange the work and access the relevant data or accounts.
Record the equipment, reported fault, visible condition, accessories received and any important existing damage without collecting unnecessary passwords or personal information.
Explain any assessment limits, important risks and whether a diagnosis is required before you can give a final repair proposal.

2. Describe the proposed service

The customer should understand what you will do, what is not included and when you expect to do it.

Describe the agreed diagnosis, repair, installation, data service or other work in plain language.
Identify exclusions, assumptions, dependencies and any further work that would require fresh customer approval.
State whether the work is at the customer premises, at your workshop, remotely or by another agreed method.
Give a realistic estimated start and completion time and explain that you will tell the customer promptly about a material delay.
Identify parts as new, used, refurbished or customer-supplied, as applicable, and explain what will happen to replaced parts.

3. State every charge before work starts

Do not begin chargeable work until the customer has been given clear price information and has agreed to proceed.

State the total price including taxes where it can be calculated in advance.
If the total cannot be calculated in advance, state the hourly or other rate, the calculation method and a realistic estimate or authorised limit.
State every diagnostic, inspection, callout, travel, collection, delivery, remote-support, labour and parts charge that may apply.
Explain whether a diagnostic, callout or other charge remains payable if the customer declines the proposed repair or the equipment cannot be repaired.
State when payment is due, the accepted payment methods, any deposit and the circumstances in which a deposit may be retained or returned.
Obtain fresh approval before exceeding an agreed estimate, spending limit or scope. Keep a record of that approval.

4. Give the correct cancellation information

Cancellation rights depend on how and where the repair contract is made. You are responsible for applying the rules to your service.

Decide whether the contract is made at your business premises, at the customer premises or other off-premises location, or entirely at a distance such as by telephone, email or online.
For a consumer distance or off-premises contract, give the required pre-contract information and cancellation instructions in a durable form, including the model cancellation form where required.
Do not start a service during an applicable 14-day cancellation period unless the customer has expressly requested an early start in the legally required form.
Before an early start, explain any lawful amount the customer may have to pay if they cancel after work begins and obtain any acknowledgement required when the service may be fully performed.
Do not state that cancellation rights never apply. Use an exception only when it genuinely applies and you have supplied all information and obtained every request or acknowledgement the law requires.
Explain how the customer can cancel or contact you and keep evidence of the information and any request they gave.

5. Agree data and device handling

Use customer information and equipment only as needed for the requested repair.

Advise the customer to back up important data where reasonably possible and explain any material risk of data loss.
Agree the access reasonably needed for the work. Prefer customer entry, temporary credentials or a temporary account instead of recording a permanent password.
Do not copy, view or keep files beyond what is necessary for the agreed service, safety, evidence or a legal record.
Keep the device, customer details and any credentials secure. Do not transfer the customer or their information to another engineer outside the authorised specialist referral process.
Tell Computer Repair Ltd promptly at info@computerrepairltd.co.uk if customer information, credentials or equipment may have been lost, accessed without authority or disclosed improperly.

6. Explain warranty and statutory rights

Your warranty terms must be clear and must not restrict rights that the customer has by law.

State what labour and parts warranty you provide, its duration, exclusions and the procedure for reporting a problem.
Identify any manufacturer or third-party warranty separately and do not imply that Computer Repair Ltd provides or guarantees your warranty.
Explain any material risk that the proposed work may affect an existing manufacturer warranty before the customer agrees.
Do not use warranty wording to exclude the duty to perform services with reasonable care and skill or any other right that cannot lawfully be excluded.

7. Record the agreement

Keep a durable record that shows what the customer agreed with you.

Give the customer a written quotation, job sheet, email or other durable record containing your identity, the agreed scope, price information, payment terms, cancellation information, timing and warranty.
Record the date, the customer agreement to proceed and any express request to begin during a cancellation period.
Give the customer a copy or confirmation of the contract within the time required for the way the contract was made.
Keep later changes, approvals, significant communications, parts decisions and completion evidence with the job record.
Use the Computer Repair Ltd job status controls truthfully, but keep your own quotation, contract, invoice, tax and warranty records. The platform does not create these for you.

8. At completion and afterwards

Close the work clearly and remain contactable for any repair or warranty concern.

Explain the work completed, parts fitted, tests performed, unresolved issues and any recommended customer action.
Return the equipment and agreed accessories securely and obtain a useful collection, delivery or remote-completion record.
Give an accurate itemised invoice or receipt showing your identity, charges, payments and any amount outstanding.
Give the warranty information and your complaint contact details again where appropriate.
Respond promptly to a complaint or warranty concern and preserve relevant records and equipment where reasonably required.
Remove customer credentials and unnecessary copies of customer information when they are no longer needed, while retaining records you are legally required to keep.