May 2024 Product Updates

Here's what May was like at RepairDesk

| Key Highlights

>> 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

| New Updates

>> 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: Customer first name and Customer last 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!