New Feature
Enhancements
Fixed
Integration
December 2024 Product Updates
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.
Key Highlight:
Key Highlight:
- Store KPIs Dashboard
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.
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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.
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More Accurate & Smoother Quickbooks Integrations
- Sync Partial Payments to QuickBooks with New Status Tracking!
- Automatic Sync of Invoice Edits from RepairDesk to QuickBooks!
- Sync Refunded Invoices to QuickBooks for Accurate Records!
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Reduce errors with Smarter RD Pay Refunds
- The RD Pay refund amount is auto-populated with the Refund Details, preventing errors and ensuring accurate refunds.
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Find Trade-Ins Faster with New POS Search
- The POS Trade-In section now includes a search field for Item ID, IMEI/Serial, or Brand/Model, saving time and streamlining navigation.
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Discover Integrations with New Tabs for Popular and Recommended Options
- The Integration page now features a "Most Popular" tab, highlighting recommended integrations, making exploring the best tools for your business easy.
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Capture B2B Client Details with New Organization Fields in RD Forms
- The Customer Details step in RD Forms now includes an Organization field, streamlining B2B client onboarding and ensuring complete customer records.
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Ensure Accuracy with Email Input Validations in RD Forms
- RD Forms now validate email inputs, reducing errors, improving data accuracy, and enhancing client communication.
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Improved Google Calendar Integration
- Ticket updates like Assignee, Due Date, or Task Name sync accurately with Google Calendar, ensuring your calendar stays up-to-date.
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Simplify Tax Calculations with Separate Tax Columns in Invoice Export
- The exported invoice file now includes separate columns for dual taxes, simplifying tax calculations and improving clarity in your records.
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Stay on Top of Payments with Enhanced Ticket Listings
- Quickly view Invoice Status, Paid, and Due Amounts on the Ticket Listing page—no need to open each ticket!
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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.
- 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.