We're excited to welcome the new year with fresh updates to enhance your workflow and productivity. January’s improvements focus on efficiency, usability, and setting the stage for a seamless year ahead. Here’s what’s new:
Do you manually calculate convenience fees for credit card transactions or Net 30 invoices? Save time and reduce errors with RepairDesk's new percentage-based fee automation!
Now you can:
Set up custom percentage-based fees for products or services
Automate convenience fees for invoices
Ensure tax compliance based on your location
Use the feature with both online and offline payment methods
This powerful enhancement makes invoicing faster, easier, and more accurate. Whether you're running a repair shop or working with Net 30 businesses, this tool is a game-changer.
New configuration options for Purchase Orders & Bills are added, ensuring accurate records and hassle-free tracking.
New sync statuses on Purchase Order listings.
What’s New:
Easily Bookmark or Favorite Your Most Used Reports You can now bookmark reports or mark your most frequently used reports as favorites, making it quicker and easier to access them whenever needed. Watch this video and see it in action.
A more robust ticket management module with new ticket module updates 1: No more manual updates! Now, invoices will automatically update when you make changes to a ticket, like price adjustments, discounts, or adding products. Plus, you’ll get a notification to stay informed. 2: Add a Flag Note and Description while creating a service in the New Ticket UI. Like in the POS module, this helps you include essential details immediately and avoids confusion! 3: You can enter a reason in the discount popup when giving a discount. This helps track why the discount was offered and keeps things clear! 4: Sections in the New Ticket UI will now be open by default, but if you collapse a section, it will stay collapsed based on your preference. There's no need to adjust it every time!
Hassle-free processing of Interac refunds via Square Payment Integration Good news for 🇨🇦 Canadian merchants using Square integration! You can now say Goodbye to the inconvenience of requiring a physical Interac debit card to process refunds.
Upload HEIC Images Anywhere—No Conversions Needed You can now upload HEIC images across the system, including Pre-Repair or Post-Repair Images, without needing to convert them. This update streamlines workflows and saves you time.
New Barbell Label Templates for Jewelry Repair Merchants We've added template options for Barbell Labels, which are now available for both Tickets and Inventory. This update helps jewelry repair merchants streamline labeling and improve item organization.
Sync Tickets Created via API with Google Calendar Tickets created through our public API are now automatically synced with the Google Calendar integration, ensuring seamless event management and better tracking of your tasks.
Track Transferred Inventory with Invoice Ref & Status If you use the "Inter-company billing" feature, Invoice Reference and Status columns have been added to the Transfer Order listing, making it easier to track inventory as it’s transferred across stores. This update improves the visibility of due payments from your franchise or other store.
Customize Customer Portal Email Notifications with Editable Templates You can now edit the email template sent for customer portal credentials, allowing for a more personalized communication experience with your customers.
Prevent Mistakes with Serialized Item Notification on GRN When creating serials for a non-serialized item, the system notifies you that this will change the valuation method. This ensures employees are aware of the change, preventing accidental mistakes.
Filter by Parent Product Category The filter for parent product categories has been improved, allowing you to select specific parent categories when filtering items on the inventory listing page, making inventory management more precise and efficient.
Enhance Customer Interaction with Service Descriptions in Appointments Pro Help your store stand out from competitors by highlighting key selling points with our service descriptions feature. Now, you can show service descriptions to your customers when they request a quote or appointment.
Custom Email Notification Subjects in Appointments Pro Enhance customer communication by adding a custom subject for email notifications in Appointments Pro. Now, you can personalize the subject line of your email notifications, making it easier to capture attention and convey important information.
Restrict Unauthorized Purchase Orders in OrderSync & ScanPro Prevent your employees from messing up the inventory by restricting unauthorized purchase orders in OrderSync & ScanPro. Now, you can assign permissions for OrderSync & ScanPro to a specific role in RepairDesk.
Accurate Tax Reporting with Dual Tax Support in OrderSync Ensure accurate tax calculations and reporting with OrderSync's new dual tax support for Canada. When you create Purchase Orders in OrderSync, both applicable taxes will be synced automatically.
Bug Fixes:
Fixed the issue of disappearing of discount upon editing the ticket
Fixed the issue of notes being added to the wrong ticket
Fixed the repair custom field value issue not displayed on the service receipt print preview when created from POS.
Fixed issue of {customer_first_name} tag not working on Email/SMS notifications
Fixed issue in Item Wise Report - Serial Number showing as SKU
Fixed the issue of Lead Email Macros not working.
Fixed the issue of Email templates now showing up in the Tickets New UI
Resolved an issue where messages disappeared after sending in Connect.
Fixed the missing notification issue for new leads to admin in Appointments Pro
Addressed and fixed issues within AI items mapping in OrderSync & ScanPro
We’re thrilled to share our December 2024 product updates, crafted to make your holiday season even better! Here's a look at the enhancements that brought more ease and efficiency to your workflow during the festive period.
Get actionable insights to grow your business with the new updated dashboard
Our updated Store Dashboard brings meaningful data about your business to the forefront and offers a personalized experience:
Customizable Layout: Drag and drop widgets to create a view that works for you.
Key Metrics at a Glance: Stay focused on the numbers that drive your success.
Enhanced Usability: A clean, intuitive interface to save you time and effort.
What’s New:
New ticket UI is being rolled out globally. Ready to experience the new and improved ticket module? Learn more here.
Faster, easier, and more intuitive ticket management:
We’ve cleaned up the layout by removing unnecessary buttons and merging the view and edit screens into one seamless interface, simplifying ticket management.
Create and manage tickets more quickly with the all-new, simplified experience that brings all the essential details to your fingertips.
No more worries about losing progress; everything is saved automatically as you work!
There is no need to leave the ticket interface and add new manufacturers and devices directly from the dropdown without interrupting your workflow.
Quickly add parts by scanning or entering an SKU to fetch and auto-fill details directly from integrated vendors, saving time and reducing errors.
You can now upload multiple documents directly from the popup with the Upload New option, preview pre/post-repair images, and attach ticket labels, all without leaving the popup for a smoother experience!
Easily organize your workflow by dragging and dropping cards on the right-hand side of the screen to suit your preferences.
Our new UI supports many languages, allowing you to use it in your preferred language.
The new UI is designed to work smoothly on tablets, making it easy to use on smaller screens.
Quickly view Invoice Status, Paid, and Due Amounts on the Ticket Listing page—no need to open each ticket!
More Efficient Appointments Pro
Save time and effort by creating one service for multiple models with our new support for generalized services. Simply create a generalized service in the POS, which will be reflected in Appointments Pro.
Bug Fixes:
The issue with the Serial Label custom macro adjustment was fixed.
The issue preventing search using numbers in the messaging option inside PhonePro on the POS was fixed.
The issue of missing permissions while moving trade-ins to inventory was fixed.
The issue preventing default templates from appearing on the Notification Configuration page has been resolved.
The issue that caused OrderSync to crash after connecting with multiple vendors has been resolved.
The issue preventing AI from automatically mapping items in OrderSync has been resolved.
The issue preventing the category tree from being selectable in OrderSync has been fixed.
The issue resulting in an empty screen when a reply is generated through AI in Connect has been resolved.
November was all about enhancing your experience with meaningful improvements! We've rolled out updates from inventory management upgrades to smoother integrations to make your workflow more efficient and productive. Here’s a quick look at what’s new this month!
We're excited to announce the new “Product Category Tree Structure” to manage your inventory in RepairDesk.
Previously, item categorization was limited to two levels (Main Category + Sub-Category), making detailed organization challenging.
We've introduced the new "Category Tree" structure to help you better organize your item listings and make it easier for your staff and online customers to find the needed products. The Category Tree is based on a simple parent-child relationship, where each category can contain one or more subcategories.
RepairDesk is now integrated with Phone LCD Parts, a trusted supplier of top-notch repair parts for smartphones and tablets.
Why choose Phone LCD Parts?
High-quality replacement parts for Apple, Samsung, and other leading brands.
Large selection of Apple, Samsung, Motorola, Google Pixel & other leading brand phone cases
Refurbishment of cellphone LCD
Competitive Pricing to help boost your margins.
Fast & Reliable Shipping to keep your business running smoothly.
Cleaner & Simpler Services Module and List Tables
We've applied a fresh coat of paint to the Services Module and major List Tables (Invoices, Purchase Orders, Customers and Estimates), making them easier on the eyes and simpler to use.
Faster & More Reliable QuickBooks Sync We’ve upgraded the QuickBooks integration to ensure your invoices sync faster—appearing in QuickBooks within minutes of creation!
Easily Move Trade-In Items to Non-Serialized Inventory We’ve made it easier to manage trade-ins by allowing you to move them directly to Non-Serialized Inventory. This solves the challenge of manually updating inventory records and ensures smoother tracking and management of trade-in items. Simply select ‘Move to Inventory’ from the Actions dropdown to add the item to an existing non-serialized inventory or create a new one!
Ensure Better Customer Service with Mandatory Phone Numbers To improve communication and ensure accurate records, we’ve added a new trigger in the ‘Module Configuration > Repairs’ page. When enabled, this requires a phone number for all new customers created while booking a repair job, reducing the chances of incomplete customer details.
Streamlined Estimates for Labor/Billable Hour Repair Categories You now have the ability to create estimates for billable hour/labor repair categories. A new ‘Category’ column on the Estimate page lets you select a labor category, and for categories marked as "Hourly Billing," you can edit the quantity field to specify hours, ensuring accurate calculations.
Dynamic Tax Titles on Purchase Orders We’ve refined the tax column titles on Purchase Orders, Purchase Bills, and GRNs. The system dynamically displays the relevant tax class and amounts under the ‘Tax’ and ‘Total Tax’ headers, offering greater clarity and adaptability without specifying a fixed tax class name.
Default Dual Tax on Deposit We’ve added a new option in the store settings to select a default tax class for dual tax charges on deposits. Simply navigate to the ‘Deposit’ section in store settings, choose the second tax class, and it will automatically be applied when charging a deposit for a repair job. This ensures consistency and saves time for your repair transactions.
Enhanced Employee Commission Breakdown Report We’ve improved the ‘Employee Commission Breakdown Report’ to address the challenge of going through multiple reports. A new checkbox filter is added to display an itemized breakdown of invoices, with each line item shown as a separate entry. This streamlines the process; you can export the detailed report for easier analysis.
Trade-In purchase - RD Pay Multi Terminal Support We’ve added multi-terminal support for Trade-In purchases via RD Pay, addressing the issue where users couldn’t choose a specific terminal for transactions. Now, users can select from the connected terminals during a Trade-In purchase, providing more flexibility and efficiency in processing payments.
Show Deposit Amount on Refund details We’ve made refunding deposits easier by displaying the deposit amount separately on the ‘Refund Details’ pop-up. This addresses the issue of manually calculating deposit amounts, allowing you to easily view and select the deposit paid when processing a refund.
Restrict Ticket Creation without Customer Signature To ensure better customer agreements, we’ve added the option to restrict ticket creation or checkout without a customer signature on Terms & Conditions during Check-In & Checkout. This new trigger prevents employees from proceeding without a signature, reducing the risk of disputes later.
Roles & Permissions for OrderSync & ScanPro We’ve added new permissions to the Employee Roles and Permissions module, allowing you to restrict employee access to OrderSync and ScanPro. This helps improve control and security by ensuring that only authorized personnel can access these features.
This year, we introduced game-changing improvements to make your workflows more efficient and intuitive.
New Ticket Interface
A modern interface in the Repair Tickets module for smoother and more intuitive ticket management. It supports multiple languages and is optimized for use on tablets.
This October, we took your feedback and turned it into updates redefining your work. From faster workflows to smarter tools, we’ve packed this month with updates that make running your repair business a breeze. Ready to explore what’s new? Let’s take a look at the game-changing improvements we’ve rolled out—just for you!
Key Highlight:
- Paid, Total, Due UI Update on POS We listened to our community, and a new quality-of-life improvement is live! You’ll now be able to view the "Total, Paid, and Due" values with improved clarity. The "Paid" value is displayed in green, and the "Due" value is highlighted in red, making them easier to identify at a glance.
Total Paid & Due Values on POS - Multiple Serial Selection We’ve streamlined the process for adding multiple serialized items to the POS in RepairDesk. Now, you can select multiple serials in one go, making transactions faster and more efficient—no more selecting serials one by one, making POS operations smoother and more intuitive.
- Long Service Description on Add Problem Popup Now, you can add detailed descriptions on the add problem pop-up, giving crystal-clear insight into each service you provide! - Show Service Description on Estimates Want to show service description on estimates? Headover to Module Configuration > Estimates and enable the "Show Problem/Service Description" checkbox. These details will appear seamlessly on the Estimate Review page, PDFs, emails, and more. This means fewer misunderstandings, transparency, and a smoother experience for you and your customers. Enjoy making every estimate as informative as possible!
- ScanPro Speed Optimization We've enhanced ScanPro's loading speed, allowing you to quickly load and retrieve items for rapid inventory addition.
- UPC Code Integration for Injured Gadgets in ScanPro
In ScanPro, you can add items for Injured Gadgets by scanning or entering the SKU or UPC code. This ensures seamless integration into your existing inventory based on the matching SKU or UPC.
With this update, we've made it even easier for you and your staff to contact our friendly support team. We’ve introduced a new dropdown in the app's header. This updated dropdown can be used to initiate a live chat, share an idea, or even report a bug.
RD Pay Auto-Confirm & Partial Refund We've made some updates in the RD Pay integration for merchants using the Blockchyp terminal. The partial refund amount is now filled automatically while checking out with RepairDesk Payments, reducing errors and saving time. Additionally, after processing a full payment through the payment terminal, the invoice and payment will be automatically logged without pressing the ‘Confirm’ button in RepairDesk. This change eliminates the risk of discrepancies when the confirmation step is overlooked.
View Payment History Option With Ease With this update, we've introduced an option to view the payment history directly from the Manage Invoices page or POS for paid, partially paid, or refunded invoices. Clicking on the View Payment History option will take the user to the View Invoice page and scroll to the Payment History section.
Invoice Created Date filter We've introduced a new filter option on the Invoice Listing page even if you are using "Cash Basis Accounting". Merchants can now filter invoices by Creation Date.
Edit option on PO Merchants now have the ability to edit purchase orders (which are created from the order sync) directly from the view page if they are in Pending, Waiting, or Partially Received status.
Appointments Pro Updates
Remove Scrollbar from Mobile View: The mobile view of Appointments Pro has been improved by removing the scrollbar, resulting in a cleaner and smoother user experience on mobile phones and smaller screens. This change improves usability by preventing unnecessary scrolling. Users can now navigate the booking system more easily on mobile devices.
Scenario Based Notifications: Users can now compose customized emails and SMS for various scenarios, such as Quote Requests, Quotes with No Price, and Appointments. This feature enables you to tailor your communication based on specific customer interactions.
Calendar Revamp: The calendar view has been revamped to offer a more user-friendly experience. The interface has been redesigned to improve navigation and enhance visual clarity, making it easier for users to manage their appointments. This update simplifies the process of scheduling, ensuring users can quickly view availability and book appointments.
Multiple Slots Configuration: A new feature has been added, allowing users to configure multiple slots within the Appointments Pro. This enables users to offer multiple booking options during the same time frame.
Customer-Facing Widget Improvements: Enhancements have been made to the customer-facing widget, improving the overall user experience for clients booking appointments. The interface is now more responsive, allowing customers to book with ease. These improvements ensure that the booking process is faster and more straightforward.
Other Minor Fixes We’ve made a lot of improvements in design and workflow to make sure you get the most out of Appointments Pro.
Shipping and Tax Integration: OrderSync now automatically retrieves and updates shipping costs and taxes in RepairDesk when you create purchase orders.
The mega dropdown is structured to group all reports under the report sub-menu headings and make it easier to navigate and locate all reports in one place. reports dropdown.jpg83.07 KB
Minor Improvements
Check Charge Deposit Users now have the ability to keep the 'Charge Deposit' checkbox 'Checked' by default.
To enable this functionality, simply go to Store Settings, under the Deposit section you can see the new option added (screenshot attached). Mark this option as 'Yes' to have the "Charge Deposit" box checked by default when creating a repair ticket.
Rearrange Repair Service On POS, users now have the ability to sort repair services on POS by drag-and-drop, so that you can organize services according to your preferences and improve your workflow efficiency.
1. You can now see the related Estimate reference in the newly added column labeled 'Estimate Reference'. 2. We've also added two new filters to help filter out special ordered items that have an associated estimate or purchase order.
Users can now send MMS such Images, videos and gifs right from Connect.
Respond to customer queries via SMS or MMS using 3CX mobile app and PC.
Request customers to send pictures of their devices for a quote and respond to them through RepairDesk Connect.
Respond to customer inquiries on your website using the 3CX live chat module.
Using the 3CX team chat module your staff will be able to send one on one chat messages, create chat groups, do voice calls, share files and so much more.
>> OrderSync and Scan Pro Updates
Improved AI Mapping: If the SKU is already available in the RepairDesk inventory, the existing mapping will be used. If the SKU is not available, AI mapping will be utilized.
Retail Price: The retail price will be fetched from the inventory. If the SKU is not available, the cost price will be used as the retail price. Users can edit the retail price within ScanPro/OrderSync
Count: The count of both scanned items and total quantity is now visible at the top to cross-check scanned items with the physical inventory in ScanPro.
Priority: Newly scanned items will be shown at the top.
Now you can offer both RepairDesk forms and Customer Portal in more than one language to your customers so they can fill in forms and use the customer portal in their preferred language.
Many repair shops utilize a rush fee in order to avoid last-minute panicked requests from walk-in customers, or you have a priority client that you know will flip out cause it took too long or the team didn’t finish the day before because of additional problems or part needs ordered overnight. To prevent this to happen in future we have introduced an option to mark certain repair tickets as ‘high priority’, making them stand out on your Manage Tickets page. This ensures that your technicians can quickly identify and complete urgent jobs, even across different shifts. With Rush Jobs you can:
Create a Rush Job: While creating a ticket on the POS, you can now mark a Rush Job while on the Details step. Once a repair job is marked as repaired & collected, it automatically unmarks it as a rush job.
Mark/Unmark a Rush Job: You can mark or unmark a Rush Job from the list by clicking the ‘Pin’ icon next to the Ticket ID.
Prioritized Display: Rush Jobs will appear at the top of your tickets list, clearly highlighted to catch attention.
Filter for Rush Jobs: You can also use the newly added filter to display only the Rush Jobs on the Ticket Listing.
Users now can manually print their transaction documents like Receipts, Invoices, or Ticket Labels via PrintNode on the POS. Users can do this at the time of Check-In or Check-Out.
>> Process 'Refunds' from Manage Invoices Users managing invoices now have the ability to refund invoices directly from the manage invoices page. This allows user to efficiently process refunds without navigating to the POS interface.
>> Print 'Serialized Inventory' labels via PrintNode Users managing serialized inventory now have the option to print 'Serialized Inventory' labels via PrintNode directly from the inventory listing page.
>> Track 'Lead Notes' from Customer Profile Users managing Customer data can now view all the 'Leads Notes' associated with a customer under the history section of the Lead Logs tab to track the communication and interactions related to the customer.
>> Multiple enhancements in the 'Estimates' module
Unsaved Estimate as a Draft: Now whenever you want to work on an estimate for later or close it accidentally, it will automatically be saved with 'Draft' status.
Estimate Filters: You can now search for estimates using the newly added filters.
Ability to Clone Estimate: You have the ability to clone estimates with all the relevant data automatically copied into the new estimate.
To learn more about the new updates and estimates module, check out this KB Article
>> Restrict 'View Invoices' from POS As a store owner, you can now restrict employees' access to view invoices on the POS to maintain privacy and security. A new permission is added in the Employees module under the POS section.
>> Improvements in Export files We've made some updates in the overall export functionality. The export files exported using 'Export Logs' or through the 'Export Button of Listings' are now identical, making sure you get the same exported data.
>> Display Repair Description on Receipts
To help customers keep a detailed record of the services performed, we have introduced an option to display the repair service description on both service and thermal receipts.
Added Triggers in Settings:
- Navigate to Settings > Module Configurations > Receipts and find the following new triggers: - Show repair service description on thermal receipt - Show repair service description on service receipt - When both the triggers Show repair service description on service receipt or thermal receipt are enabled: - The repair description will appear in the service or thermal receipt.
>> OrderSync & ScanPro - Multiple Improvements
- If the SKU is already available in your inventory, the existing mapping will be used. If the SKU is not available, AI mapping will be utilized.
The retail price will now be fetched from the inventory. If the SKU is not available, the cost price will be used as the retail price.
The count of both scanned items and the total quantity is now visible at the top to cross-check scanned items with the physical inventory in ScanPro.
You can now edit the retail price within ScanPro/OrderSync.
Newly scanned items will be shown at the top
Since the mapping is fetched from the inventory, if the mapping is inaccurate, you can change it. The next time the same SKU is scanned or part of an order in OrderSync, the correct mapping will be added.
The inventory will sync with the Repairdesk Inventory module and update the retail price and quantity on hand.
>> Suggestive Sales Alert Boost your sales with Suggestive Sale Alerts! Our system now features a popup displaying high-margin items or easy add-ons, helping your staff pitch these products to customers at the time of sale, thereby increasing attachment rates and driving more revenue. To learn more about this feature you can see the Video or read the Knowledgebase Article
>> Xero Integrations Update We've made a big change in the UI of our Xero integration page. We've also made some new updates like the ability to sync refunded invoices with Xero. You also have the ability to sync Purchase Orders and Purchase Bills with Xero ensuring your invoices from suppliers are accurately reflected in Xero along with the stock information. To learn more about this feature, here's the Knowledgebase Article
>> Hide 'Add Category' on POS Keep your POS screen well organized. We have removed the button for adding categories, manufacturers, and devices for staff with restricted permissions. This ensures that unauthorized staff cannot create categories/items etc. keeping your interface clean and efficient.
>> Better Workflow to Attach Ticket Labels Include ticket labels in emails to customers effortlessly. On the ticket management page, you can now select the option to 'Attach Ticket Labels to Emails'. Choosing this will ensure that relevant ticket information is automatically included in the emails sent to your customers.
>> View Comments/Diagnostic Notes on Ticket Listing Manage your tickets with ease. You can now view diagnostic notes and private comments directly within the new ticket listing, providing better tracking and management of your tickets.
>> Option to export Serials in Inventory Summary Report Manage your inventory effortlessly. As you can export the Inventory Summary Report to Excel, which now includes a new "On Hand Serial" column. This allows you to quickly view and manage the available serials for serialized inventory items.
>> Auto-fill Problem with Warranty Claim Easily manage your warranty repair tickets. When creating a new warranty repair ticket, the problem field will automatically populate with the previous issue from the device's last ticket. This feature allows you to quickly identify the problem for warranty repairs. Additionally, you will have the option to add any new issues if necessary.
>> Separate first and last name of customers in Invoice Export Effortlessly analyze and manage customer data. When exporting invoices, the customer names will now be separated into two distinct columns: Customerfirst name and Customerlast name. This feature enables easier organization and better data analysis in spreadsheets.
>> Customer Search - Secondary Number Effortlessly search your customer information using customer's secondary phone number. In the POS, you can now search for customers based on their secondary phone numbers. This feature ensures you can easily find and access customer details, even if the secondary phone number format differs from the primary phone number format.
>> Outstanding Customer Balance Trigger Stay focused on your transactions without interruptions. In RepairDesk, you can now choose to hide alert popups for customers with outstanding balances on the POS. This option ensures that you do not see the outstanding balance alerts when loading a customer during transactions.
>> Option to capture images with camera in RepairDesk Forms You can now capture and attach images directly using the attachment option in the Custom Form of RepairDesk Forms!
>> Option to select order prefix for ShipStation Integration You can now customize the ShipStation order prefix using tags like Store Name, Business Name, Ticket ID, and RD in RepairDesk Forms!
April sees RepairDesk abuzz with innovation! Explore our latest updates and enhancements, tailored to streamline your workflow and enrich your overall experience.
| Key Highlights
>> New POS UI Elevate your POS interactions with our enhanced design, making transactions smoother and more visually appealing. New POS UI >> Advance Search The objective of the Advance Search Functionality in POS is to provide users with a powerful and flexible tool to quickly and efficiently search for products based on various criteria, enhancing the overall user experience and improving the speed of the checkout process.
>> Trade in Items - Refurbishment Module Improvement You can now include trade-in items in Refurbishment Modules. There is now an option to create a refurbishment batch for trade-in items directly from the trade-in item listing and through bulk actions. Additionally, using the existing search bar under the refurbishment module to include trade-in items in the search results, allows you to find items based on trade-IMEI, Serial, or item ID. You can also scan trade-in items under the search bar during batch creation.
>> Total Accounts Receivable on Dashboard Manage your accounts receivable with ease. On your store dashboard, you can now click on the 'Total Accounts Receivable'. Clicking this will take you to the invoice listing page with a filter applied for 'Unpaid' invoices.
>> Edit/Delete Option for Notes on Customer Profile Enhance your customer management. You now have the ability to seamlessly manage notes associated with a customer. After adding the notes, you can use the newly added icons to 'Edit' or 'Delete' those notes. This is available for admin and super admin users
>> Recurring Subscriptions - Cancel Date Introducing enhanced visibility into Recurring Billing with the addition of new details. You can now view the 'Canceled Date', 'Cancellation Reason', 'Canceled by' information under the subscription details section.
>> Custom Field Search Unlocking streamlined search capabilities with custom fields. Now easily locate specific information by searching through dropdown custom fields, enabling faster and more efficient data retrieval. This capability is available with all dropdown custom fields for Tickets, Customers & Trade-Ins.
>> Create estimate for products by default Introducing a new trigger in the Module Configuration > Estimates section. You can enable this trigger "Do you want to set the default estimate type as product ?"to automatically set the default estimate type to 'Product' while creating a new estimate.
>> Auto Create Invoice on POS Introducing a new trigger in the Store Settings > Module Configuration > POS section. You can enable this trigger "Auto Create Invoice on Ticket Creation" to automatically create an invoice whenever you create a repair ticket on POS.
>> Filter by Waiting Status for Leads You can now filter your leads section to only view leads that have the status set to 'Waiting'. Open the search filter on the Manage Leads page. In the dropdown for Status you can now see the newly added 'Waiting' status.
>> Display SKU/UPC on the Ticket Page You can now see the Part SKU/UPC on the Ticket Screen. We've added a new column for the 'Repair Parts' and an extra line in the item column for 'Special Parts'.
>> Estimates Email Improvements Introducing hyperlinks in the "Inbox" section. Now whenever a customer responds to an estimate, you can easily access the associated information by clicking on the customer name to go to Customer Profile, or by clicking the estimate number to go to "View Estimate". A log entry will also be generated for this response.
>> Activity Logs - General Settings Improvements in the Activity Logs. You can now view comprehensive activity logs in the "Employee Activity Log Report" to capture any modifications made to the store settings, providing a detailed history of configuration changes.
>> Activity Log Update - Ticket Assignment Another update in the employee activity log report, you can now track instances whenever a technician is assigned to job tickets for better visibility and accountability.
>> Show All Parts on POS You can now view all available parts conveniently in the part section while creating a Repair Ticket on POS, ensuring efficient selection and management during ticket creation. To enable this functionality, a new trigger "Show All Parts on POS" is added to the Module Configuration > POS page. Enable this option to see all parts. Parts will be displayed in the following prioritized order: Bundled Parts, Parts relevant to the device with the "Is Part" category enabled, and all other parts.
March brings a wave of innovation to RepairDesk! Check out the latest updates and enhancements designed to streamline your workflow and enhance your overall experience.
| What March was like at RepairDesk
>> AI Mapping - ScanPro & OrderSync
Enhance your supplier orders and inventory management effortlessly with our ScanPro and OrderSync app. Now, with the power of AI, mapping attributes is as simple as a click. Just input the order number or SKU, and RepairDesk will swiftly retrieve the data, automatically aligning variables with the appropriate attributes in seconds. You can learn more about ScanPro from this knowledgebase article You can learn more about OrderSync from this knowledgebase article
>> Bulk Actions Enhance your inventory management experience with our latest update! We've revamped the Bulk Actions feature on the Inventory Listing Page, making it easier than ever to perform batch actions efficiently and streamline your inventory operations.
>> Ability to Edit/Delete Internal Notes With our latest update, users now have the flexibility to effortlessly edit or delete any internal note added against a product.
>> Additional Details Column - Manage Tickets Now, users can conveniently view any custom fields directly on the Manage Tickets page with the new Additional Details column. This enhancement provides quick access to important ticket information without the need for additional clicks or navigation, streamlining the ticket management process.
>> Email Service Receipt - Manage Tickets Introducing the email service receipt option directly from the Tickets Listing page! Now, users can effortlessly send service receipts for individual tickets with attached files, enhancing efficiency and communication with customers right from the ticket management interface.
>> Blank Due Date & Time Now, users have the flexibility to set a blank due date and time on tickets, providing greater customization and adaptability to varying workflows and customer needs.
>> Label size option for ShipStation integration Customers can now use 8.5" x 11" label size for inbound and outbound shipping.
>> RD Connect - Search Bar for Pages Search for your Facebook pages and Google My Business profiles in the mapping window for seamless integration.
>> RD Connect - Reviews Analytics View the breakdown of Google reviews received by days. You can now filter the reviews by Year, Month, and Days.
Unlock new possibilities with our February product updates! Explore the latest features and improvements designed to elevate your repair business experience.
| What February was like at RepairDesk
Integrated Supplier: Renewable Mobile Group (RMG)
Exciting Announcement for our RepairPros in Australia and New Zealand!
We're stoked to share that Renewable Mobile Group (RMG) has officially joined our esteemed list of integrated suppliers!
RMG is on a mission to reduce e-waste and provide premium supplier services with over 5,000 SKU’s of original, aftermarket & OEM harvested parts, lifetime warranty on all iPhone parts with a hassle-free return policy, genuine branded accessories, and fast delivery and late order cutoff.
We have added another exciting feature for RepairDesk Connect users which allows you to gather valuable insights directly from customers following the repair and collection of their devices. Through automated messages sent via RepairDesk Connect, customers are prompted to share their satisfaction level, allowing you to address any concerns promptly and provide personalized follow-up if needed You can learn more from this knowledgebase article
>> Capture Device Pre Repair Conditions Instantly Now, conveniently upload images of pre-repair conditions images directly from the POS, streamlining the check-in process for efficient and visual transparency for your customers >> Default GRN Quantity While creating a GRN from your Purchase Order, you can set the default quantity of the GRN to 0 using the trigger available under Store Settings > Module Configuration > GRN. This will allow you to manually count the items first and update the quantity in the GRN based on that count.
>> Payment Flexibility in RD Forms You can now charge deposits or upfront payments from customers through the RepairDesk form using RepairDesk Payments or Stripe. Simplify transactions and provide a tailored payment experience with your inquiries coming from the form.
>> Increase RD Forms Placeholder Limit We've extended the character limit for placeholders in RD Forms, allowing you to provide more detailed instructions and create richer, more informative forms for your business needs.
>> Enhance your inventory labels with personalized details Enhance your inventory labels with personalized details! Introducing the Item Description Macro for both Serialized and Non-Serialized inventory, making your inventory labels more insightful.
>> Shipping Label Size - ShipStation Now, you can select the label size of your choice from "ShipStation" to ensure accurate and efficient handling of your shipment labels
>> Stay Informed: Outstanding Customer Balance Pop-Up Get a quick snapshot of unpaid balances while loading a customer on POS, ensuring you stay on top of your customer accounts with ease. >> Estimate Reviews free from the Customer Portal Our estimate review page is now independent of the customer portal, offering enhanced control and efficiency in taking approval from your customers >> POS Empowerment: Edit Manufacturers, Devices, and Services Permissions Take charge at the POS! Customize user permissions to restrict edit Manufacturers, Devices, and Services. >> Simplified Ticket Creation: Hide Parts for a Focused Workflow Enhance efficiency! Hide parts during repair ticket creation, allowing you to concentrate on crucial details and expedite the ticket creation process.
>> Financial Privacy Boost: Hide VAT Margin Amount with Custom Permissions Safeguard your profit details! Utilize the new permission setting to hide the VAT margin amount, ensuring enhanced financial privacy and preventing customers from calculating your profit. >> Tailor Your Trade-Ins: Edit or Disable Custom Fields Merchants gain flexibility in the Trade-In module, now able to seamlessly edit or disable custom fields to better align with their unique business requirements.
>> Macro - Repair Custom Field - Ticket Label Now, you can use Macro for Repair Custom Fields on your ticket labels. Customize and streamline your repair workflow, ensuring essential details are prominently displayed for quick reference.
As we bid farewell to the joyful holiday season and welcome the dawn of a new year, anticipation fills the air for the remarkable journey that lies ahead. Before we embark on new ambitions and adventures, let's take a moment to reflect on
What January was like at RepairDesk:
Assets Management Empower your device management with the new "Assets Management" module under the Customer Tab! Seamlessly track and organize information about supported devices, including work history and hardware configurations. Efficiently open associated tickets and provide comprehensive support with just one click. Elevate your customer experience with enhanced device management capabilities.
>> RD Payments - Customer Card on File Experience hassle-free transactions with RD Payments' new 'Card on File' feature! Securely store customer card details for quicker and more convenient checkouts. Enjoy a smoother payment process with every transaction.
>> Send payment link via Invoice for Multiple Payment Methods Enhance payment flexibility with our latest update! Now you can send a tailored payment link via Email Invoice, allowing users to choose from multiple integrated payment methods for a seamless and personalized transaction experience.
>> Modify/Customize Recurring Invoices Templates Empower your brand voice! Introducing the Recurring Invoices Templates customization feature. Merchants can now tailor emails for events like card payment failures or successes, offering a personalized touch to communications.
>> Commission for Special Ordered Items Every sale counts! Now, ensure fairness in commissions with our update. Special ordered parts/items are now included, ensuring your team gets credit for every sale.
>> RMA Status for Refund/Credited Stay informed effortlessly! Our latest update brings clarity to RMA statuses. Now, on the listing page, track the accurate status when an RMA has been refunded or a credit note is issued.
>> Part Name & Part Description Macro - Ticket Label Personalize your ticket labels effortlessly! Explore the latest Ticket Label template macros – 'Part Name' and 'Part Description.' Now, add more details and make your labels truly your own.
>> Tracking Serialized Inventory from Inventory Listing Simplify your inventory management! Introducing a game-changer – the 'Show Serials' button on the Inventory Listing page. Now, effortlessly track serialized inventory by revealing serial details with just one click.
>> Trade In - Custom Fields Tailor your trade-in experience! Exciting news – our Trade-In feature now supports custom fields. Add personalized details in the additional tab, view them on the listing page, and empower your team with settings triggers for field management. It will allow you to add additional details of the trade-in device at the time of purchase
>> Custom Attributes Macro - Serialized Inventory Label Unlock unparalleled customization! Introducing the 'Custom Attributes' macro for Serialized Inventory Labels. Elevate your labeling experience by adding personalized details to serialized items effortlessly.
As a blissful holiday season comes to an end, excitement is building up for all the amazing things that will unfold in the new year. With new ambitions and new adventures on the horizon, let's do a recap of
What December was like at RepairDesk:
>> Ability to add duration of promotion We've implemented the functionality to set promotional prices with specified date ranges. This will enable them to easily apply promotional prices to products for a specific period, and have the system automatically revert to retail prices once the promotional period ends.
>> Restrict users to clone invoices We have added the permission under the roles and permission section of invoices. Users can restrict their employees by disabling the permission.
>> "Amount Receivables" column on manage customers We have added the amount receivable column on the customer listing. Users can now view the amount receivables on the listing, as well as in Excel file (by exporting the customer).
>> RMA 'draft' status We have introduced a draft functionality for RMAs, allowing users to save the unsaved RMA as a draft. This enables users to make alterations to the RMA at their convenience, in later stages.
>> Option to make diagnostic notes mandatory We have added a new trigger that requires diagnostic notes to be mandatory. Users have the option to enforce the inclusion of diagnostic notes by enabling this trigger while check-in from POS (booking a repair job)
>> Option to add new device issue on the customer portal We've introduced a new functionality that empowers customers to add a new device issue directly from the portal. If a customer doesn't find the desired device issue listed, they can now seamlessly add it. The newly added device issue will be visible under the "Additional Notes" section. Users can easily add the newly added problem into the system by checking the additional notes.
>> Delete recurring billing subscription The feature empowers users to seamlessly manage their subscriptions by providing a straightforward method to delete recurring billing plans, ensuring flexibility and control over payment commitments.
>> Cash in/Cash out permissions We've introduced a new permission feature within the Cash Register's Roles and Permissions section. Users now have the ability to control and limit their employees' access by enabling or disabling this specific permission.
>> Display paid, balance, and change due on "Customer Facing Display" We've introduced an enhancement to the CFD screen, providing users with comprehensive information, including the paid amount, balance, and change due. This improvement ensures a more transparent and informative transaction summary on the CFD.
>> Multiple custom forms in a single RD Form Users can create multiple professional-looking custom forms while setting up "RepairDesk Form" and use it on their website or in their repair shop to capture leads or to create repair tickets.
>> Customer Portal: Auto-create login credentials We've implemented the functionality where the system automatically generates and sends credentials to the customer's email for the RepairDesk Customer Portal when a new customer is created. we added the configuration for this feature in the customer portal settings
>> Select multiple manufacturers and devices to filter the inventory items To address this, we've implemented a multi-select functionality. Users can now choose multiple manufacturers within the manufacturer dropdown, and based on the selected manufacturer, they can also multi-select devices from the devices dropdown.
>> Warranty information on ticket view page for service and part Now, you can easily view pending warranty information directly on the ticket related to both service and parts.
>> Parts Info on Ticket Label we've introduced a new macro in the ticket label template, enabling users to include and print the SKU information of associated parts on the ticket label.
>> Declined Estimate Email Notification To improve this, we've introduced the "Declined Estimate Email Notification" feature. Now, users can effortlessly communicate the decline of an estimate to customers by utilizing the newly added event in the estimate section of email notifications.
>> Warranty Field & Image Upload while adding Product on POS We have added two new fields. Warranty Field: Users can now include warranty information when adding a new product. This field allows for the specification of warranty details, providing comprehensive product information. Image Upload: The system now supports image uploads for products. Users can attach images to products, offering a visual representation for better identification and detailed product documentation."
After an exhilarating month, we'd like to extend our deepest gratitude to our growing RepairDesk community. Thank you for always brightening our day and making RepairDesk what it is. With love and appreciation in our hearts, and Jingle Bells in the air.
What November was like at RepairDesk:
>> Preferred Default Payment Method Users can now enjoy a more streamlined checkout experience with the flexibility to set a preferred default payment method. Say goodbye to manual selection hassles, as this enhancement allows for a seamless and efficient transaction process
>> Daily Inventory Snapshots:
Accessing your inventory value at the end of each day has never been easier! The new feature lets you view daily inventory snapshots, empowering you to track and manage your inventory value effortlessly. Snapshots will be emailed
>> Payment Method Column In Tax Report We have added a payment method column in the tax report. This column provides a clear and concise view of the specific payment methods used for each invoice within the report. The addition of a dedicated column for payment methods ensures quick and accurate analysis of your financial data related to transactions
>> Ability To Set Default Ticket Status For Customer Portal Enjoy more control over default ticket status settings for tickets generated through the customer portal. Now, you can set different default ticket status for customer portal tickets from the customer portal configurations
>> Canned Responses Under Leads Responding to leads is now a breeze with our canned responses. Save time and consistently provide quick, accurate responses to enhance your customer interactions
>> First Name & Last Name Macros For Campaigns Customize your messages with ease! We've introduced specific macros for customer first names and last names in the campaigner module, allowing for a more personalized touch in your communications
>> Due Date/Expiry Macro For Estimates Dynamic inclusion of the due date macro in the estimate template is now possible. Now you can print the estimate due date on the estimate document or receipt
Managing prices for serialized items is now more efficient. Now you can change the prices of all "On hand" serials by updating the price from the "Retail Price" of the item
>> Internal Notes For Inventory Items Keep track of crucial details effortlessly! Now, you can add and flag internal notes for each inventory items, ensuring you have all the crucial things you need at your fingertips
>> Option To Decline Estimates Say goodbye to estimates that just don't spark joy! Customers and Merchants! Your customers can hit 'DECLINE' on estimates, or you can Decline on their behalf
>> PhonePro - Auto SMS (Canned Responses) For Calls Using PhonePro, users can now send auto SMS at the end of every call or utilize canned responses for missed calls, enhancing communication efficiency. You can set it under PhonePro configurations
>> Save Time At Checkout With RD Pay We've removed the unnecessary step of mandatory line item display during the payment process in RD Payment. Enjoy a more streamlined and direct payment experience
>> Efficient Restocking For Damaged Items You can restock multiple items at a single click from the "Damaged parts report". You can select the items and click on "Actions" to restock items in bulk
>> Item ID & SKU In Item Wise Sales Report You can now view item ID and SKU in the item-wise sales report, providing you with more detailed insights into your sales data
>> Virtual Cash Register For Online Payments In the configuration settings of the cash register, turn on "Would you like to use online cash register to log online payments?"! If you are using RepairDesk Payments, Stripe, Paypal, or Square for your Online payments; Such transactions will be separately recorded in the Online Cash Register
>> Multiple Attachments Option In RepairDesk Forms Enjoy greater flexibility with the ability to upload more than two attachments in custom form steps in RD forms. Your customer can attach multiple attachments that can help you to get more detailed information
>> Xero Integration Updates 1: We added a trigger in the configuration of Xero "Do you want to sync updates for partial and paid invoices with Xero". Enabling this trigger results in the synchronization of edited changes in the invoices to Xero 2: We have introduced the option to reset the Xero customer ID for the customers in the manage customer section. Users can now sync the customer by resetting their Xero IDs and re-sync them again while syncing the invoice 3: The system now ensures that if a deposit is linked to an invoice, it deducts the deposit amount before syncing the invoice to Xero. Consequently, the accurate and adjusted amount is now synchronized in Xero
RepairDesk Connect Updates
>> Review Request Template The review campaign under campaigner has now a new "review template" available only for connect users. Save time and use pre-set user-friendly template to improve the experience
Timely communication is very important. Now you can generate an SEO-friendly response in just a single click using AI making it more convenient for you to respond to customer reviews.
>> Reviews Analytics Dashboard
Easily track how many reviews you’ve received per month and measure the overall reputation of your store. Gain insights into customer feedback and take control of your online presence.
Fall is a season of touchdowns, slam dunks, and hat tricks. Fall is the season of Thanksgiving. Fall is the season of fun and some pumpkin spice. Get ready for fall and follow along to see
We finally launchedRepairDesk Connect. A unified inbox to easily manage all your emails, texts, and social media messages in one place. Engage with your audience, convert more customers, and provide multi-channel support from within RepairDesk. You can also get more reviews from happy customers and respond to reviews from Google My Business and Facebook https://www.repairdesk.co/repairdesk-connect
Get many more remote repair/mail-in job requests with a form that lets your customers handpick the repair services they need, attach device photos, warranty card images, add notes, and more. Level up with Repair Desk Forms
Effortlessly track the repair ticket creation process with our new Breadcrumb Trail feature, providing a visual representation of your selections as you go
The "Created By" filter is available in both the old view (under the "Select Criteria" dropdown) and the new view (within the "Advanced Filters" section) of the manage tickets
We have improved inventory counts and a serial scanning process with automatic serial addition, improved display, and the ability to spot lost serials during the review process.
We introduced the automated attachment handling feature. Now, when a customer replies to a ticket and attaches a document, the attachment will automatically be saved and displayed in the "Uploaded Documents" section of the relevant ticket
Empower your team with precision as we added separate permissions under "Employee roles & permissions" for price and tax changes, fine-tune access, and allow users to control invoices, tickets, and POS independently.
>> New macros under email/SMS notifications
We have improved email and SMS notification customization with new macros like tax, manufacturer, and price without tax
We're creeping it real this edition so don't get spooked and stay in the loop. Join our party of Frights and Delights as we bring to you What September was like at RepairDesk:
>> Search option in the miscellaneous tab on the POS Find items easily by using the new search bar in the POS miscellaneous tab >> Option to hide discount from invoice You can now customize invoices by hiding the discount column and inline discounts. You can enable the trigger from Store Settings > Module Configurations > Invoices > Hide discount
>> View invoices from all the stores Admin/Super admin users can view invoices from all stores on the default store. You can also give access to other users to do the same from roles & permissions.
>> Hide out-of-stock items from inventory listing and inventory count You can now hide out-of-stock items in your filters from inventory listing. You can also hide out-of-stock items when you list items from search under the countto optimize inventory counts and effortlessly manage inventory >> You can now view the refund reason on the item-wise sales report
>> You can instantly see the total tax amount on the invoice listing page.
>> You can easily see your stock value for a specific date using the date filter in the inventory summary report. This is applicable to apply from 1st September 2023
Summer is almost over. It's Back to School, Back to Work, and Back to Business.
Let that not dampen your spirit, because August is also the month to pursue happiness. To observe, one must simply choose to think and do things that make them happy!
At RepairDesk, happiness is serving you. Share the small pleasures of life and enjoy a snippet of
What August was like at RepairDesk:
Introducing the All-New RepairDesk Mail-in Repair Suite
Start your Mail-in Repair Business or Take your Mail-in Repair Service to the next level through a fully automated and customizable ticketing to shipping solution.
$$ Generate More Business Online $$
Now, that's a reason to be Happy plus you get to:
Eliminate Repetitive, Manual Tasks and Reduce Mistakes.
Build your own workflow for inquiries with RepairDesk Forms
Generate Inbound and Outbound shipping labels with ShipStation Integration
Standardize the data capture process to track triage, services, returns, parts, and labor consumed
Let's keep the summer spirit alive. Picnics, garden parties, community cookouts, and fireworks have all been fun. The end of the summer season has also begun.
As we embrace the joys of summer, we send you warm and happy days ahead along with a snippet of
What July was like at RepairDesk Product Updates:
1: Integration Announcement - ~Reusely Take your buyback game to the next level! With Reusely's integration, you can automate your buyback by managing trade-ins, enhancing customer experience, and driving profits, all in one powerful package. Get 25% off on Reusely if you're a RepairDesk Customer.
Struggling to open your cash drawer? No more! Now you have secure and direct access to your cash drawer from your RepairDesk POS. It's as easy as a few keyboard shortcuts:
Windows Users: Ctrl+Shift+E MacBook Users: Cmd+Shift+E
3. Tabs Have Names Webpage tabs have been renamed to reflect Ticket ID, customer name, status, and store name. Easily avoid confusion while switching tabs and save valuable time.
4. Try Cost Price Adjustment This Way You can now update the cost price of parts and products via import without affecting quantities. Enjoy more flexibility in managing your inventory.
5. Improved Email & SMS Visibility In your email and SMS inboxes and outboxes, now you can see customer names with email addresses. Stay organized effortlessly.
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