New Feature Enhancements Fixed Integration
20 days ago

May 2026 Product Updates

May brings plenty of sunshine and a lot less paperwork. We have added a simpler way to charge customers for partial payments via online invoices, completely rebuilt our tax reporting logic for greater accuracy, and introduced dozens of smart shortcuts to reduce extra clicks and notification clutter.

Key Highlights:


Email Invoices, Now with Signatures & Partial Payments

Partial Payment and Signature - Online Invoice
Email Invoices is now supported with signatures & partial payments
Online payments shouldn't be all-or-nothing. Repair jobs often require upfront deposits, signed terms and conditions, and flexibility in payment terms. And now your email invoices can do all of it. Collect customer signatures, Terms & Conditions acceptance, and partial payments, all inside the email invoice flow you're familiar with.
- Signed Terms & Conditions: Lock in customer consent before payment
- Flexible Payment Options: Accept deposits or any partial amount

Note: This update is supported with RepairDesk Payments

Tax Report Revamped

The Tax Report has been redesigned to display clean invoice-level data instead of showing separate rows for each line item, making it easier to read, track, and match with your Manage Invoice listing.

It now handles partial payments, refunds, discounts, invoice status changes, and tax calculations using the same logic as the Invoice module.

You can also view invoice details and payment history directly from the report for faster transaction review and investigation.

Learn More

What’s New:

  • Logged-in User Now Visible in the Header with Secure User Switching
    Your logged-in user details are now displayed directly in the header at the top right, giving you instant visibility into the active session. From there, you can lock the screen, switch users, or log out. We have also updated the "Switch User" functionality and user interface. Switching users now requires a PIN, ensuring only authorized staff can access active sessions.

  • Group Notifications by Device, Not by Individual Services.
    When multiple services are added to the same device under a ticket, and you use the "Itemize each repair as a separate line item" functionality, your customers will receive a single combined notification instead of separate messages for each service. This update keeps communication clear, reduces notification spam, and provides a more organized experience even when itemized triggers are enabled.

  • Snapshots for In-Transit & Ticket Items Report.
    The In-Transit Report and Ticket Items Report now support automated report snapshots, allowing you to preserve historical data instead of only viewing live values. You can generate daily snapshots to accurately track inventory in transit and spare parts reserved in repair jobs at specific points in time. These snapshots can also be automatically emailed to the specific employees and accessed anytime through Export Logs, making month-end reconciliation, auditing, and inventory valuation much easier and more reliable.
    If you want to enable it, go to Settings > Inventory > Inventory Configuration > Advanced > In-transit Inventory Snapshot & Ticket Items Report Snapshot.

  • Upload Multiple Attachments in RepairDesk Forms
    You can now allow uploading more than one image/attachment in the Custom Form step of RepairDesk Forms. Capture all the angles you need, front, back, or any additional views, to better document the condition of a device at intake.

  • Display Service Descriptions on RepairDesk Forms
    You can now enable a toggle in the Service Step settings within the RD Forms builder to display service descriptions on your customer-facing form. The description saved against each service in Manage Services will appear below the service name, with a "See More" option for longer descriptions — giving customers the details they need to select the right repair.

  • Auto-create ShipStation Orders and Shipping Labels on Invoice Payment
    When the new config is enabled in your ShipStation integration settings, paid invoices with a shipping line item will automatically trigger order creation and label generation in ShipStation. The generated label is linked back to the ticket and is accessible via "Preview Label," eliminating manual steps in your fulfillment workflow.
    If you want to enable it, you can go to Integrations > ShipStation > Configuration > Set "Automatically generate shipping label after payment" > Save Changes.

  • Add New Values to Repair Custom Fields Dropdowns on the Fly
    You can now type and add a new value directly from any dropdown-type Repair Custom Field on the ticket, without navigating to settings. Any new value added is automatically saved for future use, keeping your custom fields up to date without disrupting your workflow.

  • Search Products and Categories at Every Level on the Point of Sale
    A search bar is now available at every level of the Products section in Point of Sale, making it faster to find the right category or product without scrolling. Search results pull from the current level and all levels below it, so you always find what you're looking for in fewer steps.

  • Control Tax Column and Total Tax Visibility Separately on Receipts and Invoices
    You can now show or hide the Tax Column and Total Tax Amount independently on your Service, Thermal, and Invoice receipts. Previously controlled by a single toggle, these settings have been split into two: "Display Tax Column" and "Display Total Tax," giving you more precise control over what tax information is shown to your customers. 
    You can set this under Settings > Sales > Receipts > Configuration > Turn on/off toggle under "Pricing, Tax & Transaction Details". For invoices, go to Settings > Sales > Invoices > Configuration > Turn on/off toggle under "Interface & Display."

  • Filter Tickets by Customer Custom Fields on the Manage Tickets Page
    You can now filter tickets using Customer Custom Fields directly from the Advanced Filters section on the Manage Tickets page. Selected fields also appear as columns in the ticket listing and are included in Excel exports, making it easier to search for, view, and report on customer-specific data.

  • Show or Hide Diagnostic Notes on Invoices
    You can now control whether diagnostic notes and their timestamps appear on your Invoice PDF. A new "Display Diagnostic Notes" toggle has been added under both Settings > Invoices > Interface & Display > Display Diagnostic Notes, giving you full control over what internal repair notes are shared with customers.

  • Decrease Stock and Revalue Cost Directly from the Ticket
    You can now decrease stock and revalue cost price directly from the Inventory Adjustment pop-up on the Ticket Details page, for both inventory items and attached parts. This brings the same full adjustment functionality available on the Products Listing page into your ticket workflow, so you can manage stock discrepancies and cost updates without switching screens.

  • Control the "Others, Please Specify" Option on the Customer Portal
    You can now enable or disable the "Others, Please Specify" option in the Device Issue section of the Customer Portal from your Customer Portal Settings. When disabled, customers are restricted to selecting only your predefined device issues, giving you more control over ticket intake.

  • Phone System & Aria Improvements
    1: The customer's most recent ticket is now automatically linked to the call record. When a customer calls to schedule an appointment or request a quote, Aria now embeds that information directly into their existing lead, making it easy to reference later.
    2: You will now receive a weekly stats email summarizing your call metrics. You can enable/disable this weekly email notification trigger under Settings > Communication > Aria - AI Receptionist > Notification Settings> Weekly Overview Email

Bug Fixes:

  • Squashed 89 bugs in May 2026.