June 2024 Product Update
Here's what June was like at RepairDesk,
Key Highlight:
Rush Jobs - Pin Tickets
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:
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.
Other Enhancements:
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.
To learn more about this update, check out the knowledgbase article
>> Multiple Updates in PhonePro (Powered by 3CX)
To learn more about this update, check out the knowledgbase article
>> Multiple Updates in PhonePro (Powered by 3CX)
- Ability to add customer info on the fly
- Ability to view call logs under ticket history
- Added the ability to edit default canned messages for office direction
- If a user calls multiple times in a day they'll not receive an automatic message of office direction
>> Option to track individual parts consumed on each ticket from "Parts Consumption Report"
Users reviewing part consumption can now view a detailed breakdown of repair parts usage in a repair ticket, enhancing their ability to analyze part consumption data effectively.
You can learn more about this update here
Users reviewing part consumption can now view a detailed breakdown of repair parts usage in a repair ticket, enhancing their ability to analyze part consumption data effectively.
You can learn more about this update here
>> 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.
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.
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.
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.
>> 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.
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.
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.