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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. Getting Started →

    1. Getting Started with RepairDesk

  2. 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?

  3. Tickets [new] →

    1. How does the ticket section work?
    2. New Ticket Listing
    3. Rush Jobs
    4. How to create a new ticket from manage tickets
    5. How to add or update customer details within a ticket

  4. Tickets [old] →

    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?

  5. Inventory Management →

    1. How to manage repair services in RepairDesk? [New]
    2. How to set flag notes for the services?
    3. How does the inventory section work?
    4. 📖 Managing Serialized Inventory
    5. How To Add Multiple SKU's?

  6. Invoices →

    1. How can I manage invoices in RepairDesk?
    2. How to View Payment History for Invoices in RepairDesk
    3. How do I create an invoice from ticket screen?
    4. Single payment for multiple invoices
    5. How can I Add Terms & Conditions on Receipts, Invoices and Signatures?

  7. Purchase Order →

    1. How can I create a new purchase order?
    2. Where can I view and manage all of my purchase orders?
    3. How can I edit an existing purchase order?
    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 create or edit an employee profile in RepairDesk
    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. 🎓 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. Pre-requisites of Connect
    3. How to send MMS using Connect
    4. How to Connect Google Business Profile to RepairDesk Connect?
    5. How to Link Facebook page to Connect?

  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. Appointments Pro →

    1. Getting Started with Appointments Pro
    2. Creating Categories, Brands and Models
    3. Module Configurations Setup for Repair Categories, Brands, Models, and Issues
    4. Editing and Adding a Repair Service
    5. Notifications Configurations

  25. RepairDesk Payments →

    1. How to setup RepairDesk Payments
    2. How to Process Payments using RepairDesk Payments
    3. How to Process Refunds with RepairDesk Payments
    4. How to Email Invoice and get paid online
    5. FAQs

  26. SMS →

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

  27. Membership Plans →

    1. How to Create and Manage Membership Plans?
    2. How to Offer and Sell Membership Plans at POS
    3. How to Manage Membership Invoices and Subscriptions?

  28. Supported Language →

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

  29. API →

    1. How can I generate an API Key?

  30. 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

  31. 💬 FAQs →

    1. 💬 Special Part Order
    2. 💬 Serialized Inventory
    3. 💬 Warranty
    4. 💬 Refund/Exchange
    5. 💬 Transfer Inventory

  32. 🎓 Concepts →

    1. 🎓 Repair
    2. 🎓 Device
    3. 🎓 Inventory Item
    4. 🎓 Serialized Inventory Item
    5. 🎓 Special Part and Special Part Order

  33. 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
    394 articles →

Feedback and Knowledge Base

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