Enhancements
December 2023 Updates
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.
>> Organize categories, brands and models on widgets according to the POS view
We've introduced sorting functionality for widgets, allowing users to organize their repair categories, brands, and models. The sorted order from the POS will now be reflected on the widgets.
>> 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."
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.
>> Organize categories, brands and models on widgets according to the POS view
We've introduced sorting functionality for widgets, allowing users to organize their repair categories, brands, and models. The sorted order from the POS will now be reflected on the widgets.
>> 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."