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How to manage repair services in RepairDesk? [New]

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Introduction

RepairDesk's Manage Services Module is a powerful tool designed to streamline the creation and management of services for your repair business. This module provides a user-friendly interface to efficiently handle services, repairs, and maintenance tasks. 

Here’s a quick video to help you understand the process better:-


Setup Guide

To access the Manage Services Module, follow these steps:

  1. Go to the 'Inventory' section.
  2. Click on 'Manage Services' and then select 'Repairs.'


Filters

The filter feature allows you to search and organize services based on specific criteria. Follow these steps to utilize the filter:


  1. Click on the 'Filter' option.
  2. Choose the search filter criteria such as Keyword, Item ID, Category, Brand, or Model.
  3. Save your search for future use.


Creating a Service

Creating a new service is a straightforward process in RepairDesk. Follow these steps:

A. Adding a Simple Service


  1. Click on 'Create Service' located in the top-right corner.



2. Add all the service information

3. Hit the Save button.

B. Use For Multiple Models

Create a single service against multiple models.

  1. Click on 'Create Service' located in the top-right corner.




2. A new screen will appear. Enable 'Use for multiple models' if applicable.





3. Enter the service name and upload an icon for easy identification.





5. After entering details, click 'Generate Cards.' Service cards will appear on the left side, allowing individual editing.




Service Category and Models

In the main view, the service category will be displayed in a dropdown menu containing various models. This simplifies organization and selection during the repair process.



C. Use For All Models

 Service will be displayed against all the brands and models of the selected category.


  1. Click on 'Create Service' located in the top-right corner.



2. Enable the both triggers as shown in image;



3. After adding the service name, now add category, it will restrict the service to one or multiple categories.

4. Hit the Save button on the top.


Importing Services

The import feature facilitates the bulk addition of services through a file upload. Here's a step-by-step guide:


Step 1: Upload File

  1. Click on the 'Import' option.
  2. Choose 'Upload File' and select your service file.

Step 2: Map Items to Fields

  1. After uploading, map the items in your file to the corresponding fields in RepairDesk.

Step 3: Confirm Data Mapping for Import

  1. Confirm the data mapping for import, ensuring accuracy.

Sample File

To ensure accurate mapping of your columns, download our sample file. It serves as a template for the proper organization of your service data. Each column detail is also explained to ensure accurate data input.


Note: In the Sample file if Service Name / Problem , Brand and Category are same against a multi model service, then the model will be associated with that service (The parent service must exist in the system for it to be associated with other models). 

If the multi model service does not exist, then a single service will be created even if Category, Brand and Service Name match. This goes for both existing and new import files.

By following these steps, you can efficiently manage your services, create new ones, and import them in bulk using RepairDesk's Manage Services Module. This user-friendly interface enhances your repair business's efficiency and organization.

FAQs


Q. What is the use of adding icon when creating the service?
A. Currently, you can only associate an icon with your service, but it will not be displayed anywhere. It will be displayed on the POS eventually.




Q. What is the difference between Fixed and Hourly service?
A. The fixed services are your normal services for which you cannot update the quantity. For hourly services, you can update it's quantity to floating point and it will calculate the repair charges by multiplying it with the retail price.




Q. How can I import labor category service?
A. You can create a labor category service while importing the services. Simply add the labor category name in category field and input the service name. Once imported, the labor category service will be added in the system.


Feedback and Knowledge Base

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