How to Manage Repair Services in RepairDesk?

How to Create and Manage Repair Categories

Managing repair services can quickly get complicated as your business grows and new types of repairs are added. RepairDesk allows you to create, manage and use repair categories using a repair category tree. The well-structured categories help you organize services into clear subcategories, making it easier to search, filter, and select the right service during ticket creation, checkout, or reporting. It also keeps your POS and online booking channels consistent and easy to navigate.

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FAQs

Where do the repair category trees apply in RepairDesk?

The Repair Category Tree is used anywhere you select or work with repair services, including creating a ticket from the POS, Manage Tickets, Manage Invoices, Manage Leads + Inquiries, Manage Estimates, and viewing category paths in Reports. It also applies to customer-facing tools such as the Customer Portal, Appointments Pro, and RD Forms, ensuring a consistent service structure across all workflows.


Can I import or export repair categories?

Yes, you can import/export categories with their full hierarchy and settings. 


Can I update the repair categories of all my services in one go?
Yes. Export your repair services list, update the Category column in the file, and re-import it to apply the changes.
Import/Export is the fastest way to restructure or clean up categories across all your services.
Can I have the same category name twice?

No, duplicate names in the same level aren’t allowed. The system automatically checks for spacing and punctuation differences.


What happens when I disable a category?

It’s hidden from all modules (POS, Reports, Forms, etc.), but you can re-enable it anytime.


Will existing services be affected?
Your current services remain intact. You can assign them to new categories or sub-categories whenever you’re ready.

How to restrict users to add/edit repair categories on POS?

You can restrict users to add/edit repair categories on POS by disabling the permission under the employees roles and permission section.

Settings > Employees > Manage roles permission

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How to associate a Repair Category with a Service?
Open the Service you want to update or create new, in the 'Category' dropdown, search and select the Repair Category you want to associate with this Service

How can I update the repair category tree for my existing repair services?

Open the service you want to update, use the Category dropdown to search and select the new category or subcategory, and save your changes.

If you need to update multiple services at once, the Repair Services Import/Export feature allows you to adjust categories in bulk.
Do I need to map Manufacturer & Device with the category?

No. Categories are only used to organize your services. Manufacturer and device details remain linked at the service level, not the category level, so you don’t need to create separate categories for each brand or device.

Simply assign the service to the appropriate category, and its manufacturer/device mapping will continue to work as usual.