How to Setup Phone System in Repair Desk?

How to Setup & Use RepairDesk Phone System: Receive Calls, Send Quotes, and More

For a repair shop, the phone is often the first point of contact, but a normal phone line tells you nothing about who's calling as it's not connected to your POS system. Staff answer blind, dig through records mid-conversation, and follow-ups slip away once the call ends. 

RepairDesk's Phone System connects your calls directly to your POS. You can port in your existing number, see customer and ticket details the moment a call comes in, text customers, and send repair quotes right from the conversation. You can even choose to automatically create a lead in RepairDesk once a quote is sent, so no opportunity gets lost after the call.

Video Guide:

In this guide, you'll learn how to port in your number, view customer and ticket details on incoming calls, text customers, send repair quotes, and automatically create leads.


FAQs

Can I track call logs in ticket view?

You can view and manage call logs within the history section of the ticket. You can access call logs, download call recordings, and add/view notes directly in the "All" tab of the history section of a ticket. Learn More 



How do I send repair quotes using Phone System?

During or after a call, you can send an instant repair quote to the customer by text directly from the call notification popup in on your POS screen. Learn More.
How can I Port- in my existing number?
From the Phone System integration setup, click on the Port in tab and fill out the details. 



Once the form is submitted, it can take around 10 to 15 working days to complete the request.