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RepairDesk Knowledge Base

Welcome to the RepairDesk Knowledge Base!

Here, you'll find helpful articles that walk you through each feature in RepairDesk, let you know how to set it up, and provide detailed instructions on their use. You can also leave your feedback and recommend features that you would like to see in our software.

Knowledge Base

  1. Appointments Pro 

    1. Getting Started with Appointments Pro
    2. Creating Categories, Brands and Models
    3. Editing and adding an Repair Service
    4. Email Configuration
    5. Editing Appointments
  2. Getting Started 

    1. Getting Started with RepairDesk
  3. Tickets 

    1. How does ticket section works?
    2. How to create a repair ticket?
    3. How does RepairDesk calculate profit on a repair?
    4. How to copy the original ticket notes into the warranty repair ticket?
    5. How Can I Export Repair Tickets To Excel Format?
  4. Inventory Management 

    1. How to set flag notes for the services?
    2. How do I manage repairs?
    3. How does the inventory section work?
    4. How To Add Multiple SKU's?
    5. How Can I Import Multiple Inventory Items in RepairDesk ?
  5. POS (Point Of Sale) 

    1. How does the POS section work?
    2. Cash Drawer
    3. How to create invoice for an existing repair ticket using POS
    4. How can I process refund/exchange in RepairDesk?
    5. How To Flag Notes Against a Customer Profile?
  6. Invoices 

    1. How can I manage invoices in RepairDesk?
    2. How do I create an invoice from ticket screen?
    3. Single payment for multiple invoices
    4. How can I Add Terms & Conditions on Receipts, Invoices and Signatures?
    5. Enter Access PIN before creating an invoice or adding a payment
  7. Purchase Order 

    1. How Can I Create a New Purchase Order?
    2. How can I edit an existing purchase order?
    3. Where can I view and manage all of my purchase orders?
    4. How to Receive Partial Stock and create a Goods Received Note?
    5. Purchase Order Listing (New)
  8. Payment Integrations 

    1. How to Use RepairDesk Payments
    2. RepairDesk Integration With Square Terminal
    3. How to process payments through Paymentsense in RepairDesk?
    4. How to start accepting credit card payments with Stripe?
    5. How To Setup PayPal Payment Integration?
  9. Reports 

    1. Difference in Sales Reports
    2. Sales Reports
    3. Multi-Store Report
    4. Sales Summary Report
    5. Register Sales
  10. Employees 

    1. How to Add an Employee Account?
    2. How do I set Employee Roles and Permissions in RepairDesk?
    3. Employee Dashboard
    4. What is Employee Activity Log?
    5. How to update personal profile or change access pin?
  11. Integrations 

    1. Reusely Integration With RepairDesk
    2. Customer Portal
    3. How to Setup Internal Wiki in RepairDesk?
    4. MobileSentrix Integration For US & Canada
    5. How to Integrate Slack with RepairDesk?
  12. PhonePro 

    1. Why RepairDesk PhonePro?
    2. Configuration
    3. FAQ's
    4. IP Phones
    5. How to Add Greeting Message?
  13. Vendor Integrations 

    1. Injured Gadgets Integration
    2. VoiceComm Integration
    3. Wholesale Gadget Parts Integration
    4. Repair Outlet Integration
    5. Nexus Cellular Integration
  14. Settings & Configurations 

    1. How to display time in 12 or 24 hour format in RepairDesk?
    2. Dual Tax Rate Support For Canada & Peru
    3. How to Add Payment Method?
    4. Two Factor Authentication Process in RepairDesk
    5. How can I update account password?
  15. Hardware & Cloud Print 

    1. Recommended Hardware for RepairDesk
    2. How can I use PrintNode?
    3. DYMO LabelWriter 450 Setup
    4. How To Setup Cash Drawers If I Am Using Mac?
    5. How to setup printer to open cash drawer automatically?
  16. Widgets 

    1. RepairDesk Appointments Booking Widget
    2. Buy and Sell Pre-Owned Devices Using BuyBack Widget
    3. Customer Self Service Check-In Widget
    4. How can I setup Repair Tracker Widget?
    5. Taking Customer Signatures Through Customer Facing Display
  17. Productivity 

    1. πŸŽ“ Zapier
    2. ⚑ How to connect RepairDesk with Zapier and automate Legwork
  18. Ecommerce 

    1. How to setup Shopify Integration in RepairDesk?
    2. How To Set Up WooCommerce Integration in RepairDesk?
  19. Accounting 

    1. How to Integrate Xero with RepairDesk?
    2. How Can I Integrate QuickBooks with RepairDesk?
  20. Customers 

    1. How do I add a new customer?
    2. How can I edit customer details?
    3. How do I manage customers?
    4. How to Import/Export Customer List?
    5. Custom Fields Against Customers
  21. AppStore 

    1. OrderSync
    2. ScanPro
  22. Connect 

    1. Getting Started To RepairDesk Connect
    2. How to Connect Google Business Profile to RepairDesk Connect?
    3. How to Link Facebook page to Connect?
    4. How to Manage Reviews on RepairDesk Connect?
    5. How to Set Up Review Automation BY SMS?
  23. Mail-in Repairs 

    1. Mail-in Repair Suite
    2. RepairDesk Forms
    3. Shipstation Integration
    4. B2B Mail-in Customer Portal
    5. Estimate Module
  24. SMS 

    1. How can I send Job alerts via SMS Using SMS Global ?
    2. RepairDesk SMS Setup
    3. How do I enable Clickatell SMS Gateway?
    4. How can I Setup SMS Broadcast API?
    5. How can I enable Textlocal SMS API?
  25. Supported Language 

    1. Language Editor - RepairDesk
    2. How can I customize my invoice, ticket label, receipt, and estimate templates?
  26. API 

    1. Public API
  27. Marketplace 

    1. Introduction to Marketplace
    2. Getting started with Marketplace
    3. Placing an order through Marketplace
    4. How to use scanning with Marketplace
    5. Frequently Asked Questions - FAQs
  28. πŸ’¬ FAQs 

    1. πŸ’¬ Special Part Order
    2. πŸ’¬ Serialized Inventory
    3. πŸ’¬ Warranty
    4. πŸ’¬ Refund/Exchange
    5. πŸ’¬ Transfer Inventory
  29. πŸŽ“ Concepts 

    1. πŸŽ“ Repair
    2. πŸŽ“ Device
    3. πŸŽ“ Inventory Item
    4. πŸŽ“ Serialized Inventory Item
    5. πŸŽ“ Special Part and Special Part Order
  30. All articles 

    1. How do I add a new customer?
    2. How can I send Job alerts via SMS Using SMS Global ?
    3. How does the POS section work?
    4. How Can I Create a New Purchase Order?
    5. Recommended Hardware for RepairDesk
    363 articles 

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