Customers

The Customers section is the home for all of your customer information and the place to go to view their historical information.

Table of Contents

Getting Started

Navigating to the Customers tab is super easy. There will be a Customer tile along the top of RepairShopr by default. You can move it around in the Tabs Customization if you want as well. We often refer to the Customer tile as the Customer Tab in our documentation.

Creating Customers

You can add a new customer from the customer page by selecting 'New Customer' here:

Alternatively, you can quickly add a new customer from the 'plus' menu option here:

When setting up a new customer, you can set up their contact information as well as some additional settings. Once created, you'll have the ability to add assets, devices, stored credit cards (via our payment integrations such as Worldpay), attachments and notes to the customer's profile. Also, once you begin to perform work for the customer, information like linked tickets, invoices, payments will all be accessible from the customer's detail page.

The 'Customer Info' section will consist of all of your customer's contact information. By default, none of these fields are set to 'required', however, you can configure this in your Customer Preference settings located at:

Admin > Customers > Preferences.

Some important things to note regarding this section:

  • Business names take precedence over the first name / last name fields when viewing all of your customers from the main customer list.
  • The 'Mobile' drop-down expands so you can select the phone type. So, you may enter various phone numbers of different types by selecting the 'Add New Number' button.
  • The 'Add Another Address' allows you to enter multiple addresses on file. You may also choose from the types 'Bill to', 'Ship to' and 'Physical'.

Note: We use customer emails as a unique identifier among customers in RepairShopr. So, no two customers may have the same email as the primary email.

If you'd like to use the same email among multiple customer accounts, you can do so in the Additional Notification Emails or Additional Invoice CC Emails sections covered in the next section.

Alternatively, you can use the same email across different customer accounts through customer contacts. More information about customer contacts available here.

Customer Settings

The Customer Settings section allows you to configure some advanced settings for the customer. Note: For those who jumped straight to this section, this is the portion of the screen you see when you edit a customer, rather than the global settings found in Admin.

Credit: Shows how much store credit they have. To immediately add some,

  1. Click Add Store Credit.
  2. If needed, click the appropriate register button.
  3. In the Amount field, type the amount of store credit to add.
  4. You can fill in a Ref num (such as why you are giving the credit) and Message.
  5. Click Record Store Credit.

Tax Rate: If you do not select one, the system will use the default Tax Rate on invoices. Otherwise it will use the one you select in the dropdown.

Tax Free: If the customer is tax exempt, enable the Tax Free checkbox. If you are using QuickBooks, then when you do so, a QuickBooks Tax Exemption Reason dropdown will appear with options that were defined in QuickBooks. Select a reason from the dropdown so as to avoid errors for this customer when syncing their invoices to QuickBooks.

Enable Portal User: Allows you to create a portal user for the customer and will automatically send them an email to set up their login to the email on file. If no email is listed, you can manually add login information. When you enable this, you can then select the Portal Group they belong to and if you want to Require MFA for them. Learn more about using passwords with the customer portal.

SMS Service Enabled: Allows you to enable or disable SMS communication using the customer's mobile number.

Receive Billing Emails: When this is selected the top-level customer email will have all billing related emails sent to them

Receive Marketing Emails: When this is selected the top-level customer email address will receive Mailer emails.

Receive Report Emails: When this is selected the top-level customer will receive all ticket correspondence emails.

No Email - Of Any Kind: Disables all email communication from being sent to this customer. This includes all contacts who belong to the customer.

Additional Notification / Invoice CC Email Addresses: Allows you to add additional emails to be notified along with the primary account. Emails entered in the 'additional notification' field will receive ticket-related emails, and 'invoice CC email addresses' will receive notifications related to invoicing only.

Additional Ticket Matching Email Addresses: Allows you to add additional emails that will attach to this customer when tickets are emailed in, in addition to the main customer and contact emails.

Default Estimate / Ticket / Invoice Template: Lets you select a different template than the default for estimates, tickets and invoices. See our Per Customer Templates article for more info.

Default Invoice Terms: Allows you to set a default payment term for the customer. Learn more about invoice terms.

RepairShopr Subdomain: Used for electronic ordering between accounts. Fill in the RepairShopr subdomain of a RepairShopr user who is a vendor you want to sell to or buy from. See our Electronic Ordering article to learn more.

Custom Fields

Customer custom fields can be accessed by selecting the 'Custom Fields' tab in the new customer section. You may also manage your customer custom fields from this the New Customer page by choosing 'Manage Custom Fields' located at the top-right of the New Customer page. More information about customer custom fields here.

Back To Top


Importing Customers

Overview

So you have a bunch of customers and don't want to manually enter them? I wouldn't want to manually enter them either. We have a couple of solutions for you. If you are using the Quickbooks integration or the Xero integration head here.

Import customers using a CSV file

To do this, head to Admin > Customers > Customer Import

Once there you will be presented with a pop up asking if you plan to use either Quickbooks or Xero accounting integrations. See below if you plan to use either of those. If not, click Dismiss and you will be presented with the import instructions.

NB: If you plan to use Quickbooks or Xero accounting integrations we highly recommend importing your customer's lists from those while setting them up. It will ensure that your customer lists are linked right away to Quickbooks or Xero

Start here with Quickbooks.

Start here with Xero.

Getting your CSV file ready

If you are a new customer, we recommend downloading the Complete CSV (as seen in the screenshot above). This is a pre-configured CSV file that you can easily drop your data in to. The complete CSV will have the following headers.

If you already have customers in Repairshopr that you would like to keep you can download a CSV export or your customer by going to Admin > Reports > Customers > Customer Export

Be sure not to modify the column headers in the first row, if any of these are modified, the CSV will likely not import, or import incorrectly:

There are some requirements for the system to create customers.

Be sure you have at least 2 out of the 5 following columns for a successful import:

  • firstname
  • lastname
  • business_name
  • email
  • phone

If you have customers on your CSV without an email and/or phone, please go to Admin > Customer > Customer Preferences and turn these off as required fields before attempting the import. If your account settings require phone or email, and these fields are blank, the import will fail or come in incorrectly.

BONUS STEP: To make things proceed a little faster, we recommend turning off the User-based minimum requirements for customer creation (This stuff gets covered later on but I'll mention it here also). Head to Admin > Customer Preferences > "Optionally, require these fields when creating a customer" drop-down and uncheck everything > Save.

Custom Fields

RepairShopr has Custom Fields that can be added here.
It is important to note that you should have these created BEFORE doing your import.

The format is: "field name:value;next field:value" so; field:value, with semicolons between them.

Setup Customer Custom Fields here:

The only easy way to populate them is to set all the fields you want on a test customer, export it, and copy that column with edits to the rest of your file. It must be very exact, so take care in this, if you want it to work well for you.

Once your CSV is ready to go, you can import it from this page in Step 4 in the Import process as shown in the screenshot above

 

Importing customers from Quickbooks Desktop, QBO or Xero

Both the Quickbooks integration and the Xero integration have setup wizards and will prompt you to import your customers during the setup process. We strongly recommend importing your customers this way if they exist on the QB or Xero side of things.

This makes it so that the customers are linked to their QB/Xero counterparts, ensuring that they will sync right away without additional steps. Both integrations can be found in the App Center. Head to Admin > App Center > Quickbooks or Xero.

Start here with Quickbooks:
http://feedback.repairshopr.com/knowledgebase/articles/244415-setting-up-your-quickbooks-integration-start-here

Start here with Xero:
http://feedback.repairshopr.com/knowledgebase/articles/345348-xero-integration

Troubleshooting

If you think your CSV file has all the right fields, but your import email from us says it imported 0 customers, try uploading your CSV to this test site and see if the columns are correct.
http://csv-validator.herokuapp.com/

Also, the CSV format must be in UTF-8 to import correctly. If you get this error in your tests, upload the CSV to Google Drive, and then re-download. This should automatically convert it to UTF-8.

TIP

Generally, if you have a low percentage of failures, it's just some bad data in the import file. It the percentage is over 20% the file probably needs to be adjusted to fit our format.

The error summary is grouped by the fields that failed validation, so if it says: "email,phone,mobile invalid:" that means those records failed all of those fields at the same time. That could mean you have those fields marked as required in the settings, but they weren't found in the CSV.

Back To Top


Exporting Customers

You can export your customers by navigating to Admin > Reports > Customer Export to CSV.

You will then be redirected to the Downloads page (can be found by going to Admin > Reports > Downloads)

If the file is large, it may take a few minutes and require you to manually refresh the page.

Once the file is ready to download, it will show up at /reports/downloads (e.g.YOURSITE.repairshopr.com/reports/downloads).

Refresh the page to view the customer.csv export

Back To Top


Customer Tab

This is the home of your Customer database.

Your customers are listed here in alphabetical order by last name and business name. The search field can be used to search by name, business name, email or phone number (there are other places in the software to quickly lookup customers also, specifically the Search All the Things field that is at the top of every page).

Back To Top


Customer Quick View Modal

Anywhere that a Customer is shown on the Customer Tab, Tickets, Estimates, and Invoices, there is a hover-over icon that can be clicked to quickly view information about a customer or make quick changes to their record.

Back To Top


Customer Detail

This page will show you everything about this customer that relates to your business. There are links and sections here for days...The idea here is to make everything easily accessible. The next section of this KB is to define things on this page.

New Drop-down

Clicking the Orange 'New' drop-down to access the ability to create an all-new manner of things.

Appointment: Create a new appointment for the customer

Reminder: Set a new Reminder that is associated with this customer.
Email: Send an email to the customer.
SMS: Send an SMS to the customer (customer must have a valid mobile-type number & have SMS enabled)

Attachment: Upload or pull a file into the customer record from your local device or your preferred cloud storage provider like Google Cloud.

Invoice: Create a New Invoice.

Estimate: Create a New Estimate.

Ticket: Create a New Ticket.

Payment: Create a New Payment.

Customer Purchase: Create a New Customer Purchase.

Store Credit: Add Store Credit to the customer record.

Recurring Invoice: Create a Recurring Invoice for the customer.

Kabuto Subscription: Takes you to the Recur Recurring invoice with packages and policies associated.

Kabuto Installer: Download the .exe installer associated with the Customer.

Back To Top


Editing Customer

Clicking the Edit button allows you to make changes to the Customer Record. Keep reading for more details.

You can make changes to the main contact's information for the customer record here.

 
You can change which template is used for estimates, tickets and invoices for this specific customer you are editing if you have added additional ones in Admin > PDF/Email Templates.

If you have Ticket Warning enabled in the Ticket Preferences, you will see a check box and field to enter text that will show as a banner whenever a tech creates a ticket for this customer.

Click the Custom Fields Tab to make changes to any Customer Ticket Fields you may be used for extra data points on the customer.

The Actions drop-down here allows you to Merge or Disable customers here. With Great Power comes Great Responsibility and all that. Be certain of what you are doing as there are no take-backs

Manage Custom Fields will take you to the Customer Custom Field edit screen which is discussed

Print Buttons

There are 2 options for printing things from each section. There is a PDF (the option on the left) and the AutoPrintr button (the button on the right). They both offer the same printing options.

Communication Log Tab

The Communication Log Tab displays a record of most communications that go out or come in from the customer. You are also able to record inbound/outbound communication manually to the log as well. The more info the better right?

Customer History Tab

This tab is helpful to track who has made changes to the Customer Record!

Back To Top


Archiving Customers

Archiving Customers allows you to hide/disable the Customer from being listed in your Customer List or showing in search results. Sometimes you no longer are doing business with a client and want to remove them from your listing but not lose the data. To Archive a customer head to a Customer Detail page and click Actions.

When the Archive customers button is pressed the page will refresh and you will be taken back to the Customer Index page. A banner will be shown saying the customer has been disabled.

If you want to see a list of archived customers, head to the Customer Index page and click Customer Modules > Show Archived.

To enable a customer once again, head to the Archived Customers as shown above. Then, click on a disabled user, followed by Actions > Enable.

Back To Top


Customer Badges

Our application allows you to apply customer badges or icons in order to quickly distinguish different customer types. This is done using the drop-down option in Customer Custom Fields.

You can apply badges that will follow the customer throughout the software, giving you quick, at-a-glance information on what type of customer they are. Common examples could be distinguishing between residential and business customers.

  1. Navigate to Admin > Customers - Customer Custom Fields. to create custom fields for your customers.
  2. Click New Field.
  3. Give it a Name.
  4. Click the Field type dropdown and select Drop Down.
  5. Click Add Answer.
  6. Fill in the Dropdown Entry field with one option for the drop down list.
  7. Click the down arrow and select the desired icon or badge.
  8. Repeat steps 5-7 to add additional selections (we added three in the example screenshot).
  9. Click Create Customer field when finished.

After creating your custom fields and assigning badges to them, you can apply these custom fields to a new customer.

  1. Navigate to the Customers tab.
  2. Click New Customer.
  3. Fill in the data.
  4. Click the Custom Fields tab.
  5. Click the custom dropdown you created and select the desired choice.
  6. Click Create Customer.

You can also add icons on existing customers.

  1. Navigate to the Customers tab.
  2. Click a customer name.
  3. Click Edit.
  4. Click the Custom Fields tab.
  5. Click the custom dropdown you created and select the desired choice.
  6. Click Save Changes.

That's it! You will now see the icon by their name.

Back To Top


Customer Statements

Customer statements can be found in the Overview Section of the Customer Detail screen, next to the make payment button. By clicking on the PDF button it will display a PDF of the customer Statement, the email button next to this will email the customer a copy of the statement.

You can Edit the way customer statement looks by going to Admin > PDF/Email Templates > Statement Template.

Back To Top


Merge Customers

We moved this to a separate Merge Customers article.

Back To Top


Bulk Updating

Head to the Customer Tab and you will see checkboxes to the left of each customer row. You can check all on the page or individual rows. Then a black "Bulk Actions" box will become clickable and allow you to choose various actions to perform.

Bulk Actions Edit

Bulk Enable Portal Users

If you need to perform an update for many customers, you may find it easier to do this in Excel rather than manually updating each customer record in the application.

Steps

  1. Export your customer file by navigating to Admin > Reports > Customer Dump to CSV.
  2. If it's a large file, this may take a few minutes. When it's ready, you'll find it in /reports/downloads.
  3. Edit the file in Excel. Detailed notes and suggestions are below.
  4. Reimport the edited file. Admin > Customers > Customer Import. (more info: http://feedback.repairshopr.com/knowledgebase/articles/258007-how-do-i-import-customers)

Columns in Customer CSV Export

id: The unique ID that the software has assigned to that customer. It is not recommended you modify this.
firstname: The customers first name
lastname: The customer's last name.
email: The customer's email address
address: The main address for the customer
address_2: Used for apartment number, etc.
city, state, and zip: The customer's location information
phone: A phone number serves as a unique ID for the customer. It is recommended you include one.
mobile_phone: A mobile phone number is required for SMS
office_phone: Phone number in the Office Phone category.
home_phone: Phone number in the Home Phone category.
fax_phone: Phone number in the Fax Phone category.
other_phone: Phone number in Other Phone category.
get_sms: Set to TRUE if the customer can receive SMS messages
location_id: It is not recommended you modify this.
business_name: If the customer has a business, or if this is a business account, include the business name here
created_at: System driven. It is not recommended that you edit this unless you specifically need to.
updated_at: System driven. It is not recommended that you edit this unless you specifically need to.
referred_by: You can customize referred by sources in Admin > Customer Preferences > Additional Referred By items. These sources will then show up in the Referrals report (Admin > Reports > Customers - Referrals).
notes: Notes on Customer detail.
tax_rate: the Tax rate for Customer if different than the default. The tax rate is the code in the URL when viewing Tax Rates.
tax_free: Set to TRUE if the customer is tax-exempt.
no_email: Set to TRUE if a the customer should not be permitted to receive email or FALSE if the customer should be permitted to receive email
opt_out: Set to TRUE if customers want to opt out of marketing emails or FALSE if they want to receive them.
disabled: Set to TRUE if the customer is to be disabled.
custom_fields: Refer to the customer import document for more information

Specific Situations

Customers have been set to "no email"

Your customers can be automatically set to no email. This happens if the system detects a bounced email from the customer. Their name will then show in Admin > Reports > Customer Opt Outs. You'll also be notified of this when you try to email them through the system. This is designed to keep your email from getting blocklisted/flagged as spam. If you have a large number of these in the system, you can perform a bulk update to reset these.

To make it so that all your customers are permitted to receive email, set no_email to FALSE. If you do not have a no_email column in your export, go ahead and add it.

You would like to delete all your customers' phone numbers:

Delete the information from the appropriate column(s).

Back To Top


Customer Contacts

Is your client a family or business? You can add additional contacts to a customer record very easily (sometimes automatically: see Mailboxes)

First, let's start with how to activate this feature. Head to Admin > Customer Preferences > Check Enable Multiple Contacts on Customers > Hit Save

Next, you should now have the option to create Customer Contacts on the Customer Detail page.

Should you collect more than 12 contacts on a record, a search field will appear above the contact list that lets you quickly find the Contact you are looking for!

Direct Report: The Contact reports to the person that is selected in the drop down. The selected person will always be included as a CC on Ticket Communications.

Contact Notification Preferences

Receive Billing Emails - When selected this person will be CC'd on Billing related Emails.

Receive Marketing Emails - When selected this person will receive applicable Marketing email.

Back To Top


Custom Contact Fields

Similarly to Asset, Tickets, and Customers, you can create fields to track custom data points for your contacts. This is great if you are tracking employees for a company or need a place to store passwords owned by a particular family member of a customer.

To start, head to Admin > Customers > Custom Contact Fields and click New Field.

You will be taken to screen where you can name the field and choose the type of data that gets entered.

These are the types of fields you can choose from:

Text Field: Creates a text field to enter data into if you want.

CheckBox: Creates checkbox lines.

Drop Down: You can make the field with a Yes/No answer.

Web Link: A field that will allow a clickable hyperlink. The URL can be entered by editing the custom field through the Customer page.

Text Area: Allows a large text field to dump text data into it.

Date Field: Allows you to choose a date.

Secret (encrypted): This field is tied to the Password Vault feature here:

Popup: Will create a pop-up when someone visits the Customer Detail page.

Scribble: This field lets draw within the field. This is great for signatures for customers (for verification)

After you have created all the fields you want, make sure that settings are Saved and head over to a Custom Contact. When viewing or creating a Contact, the Custom Fields will display under the Contact's Details.

Back To Top


Importing Customer Contacts

If you want to quickly add contacts to customers via a spreadsheet, you can easily do this for one or multiple customers.

Import contacts for one customer

  1. Click the Customers tab.
  2. Click the desired customer name.
  3. Click the Contacts tab.
  4. Click the Import button.
  5. Click the template link to download a contacts spreadsheet template, then open it.
  6. Fill in the contact details in the spreadsheet.
  7. If you want to add multiple contacts to the same customer, just add a new row and make sure to copy the value from the customer_id cell to the new one.
  8. Required: In the properties column, put {}
  9. Required: In the opt_out column, put FALSE
  10. Once you have added all the contacts, save the file (you may need to export it into CSV format).
  11. Back on the Contacts Import screen, import the file.

Import contacts for multiple customers

  1. Export all your customers via Admin > Reports > Customer Export, then open the spreadsheet.
  2. Click the Customers tab.
  3. Go to any customer.
  4. Click the Contacts tab.
  5. Click the Import button.
  6. Click the template link to download a contacts spreadsheet template, then open it. Even though the template file will have the current customer's name, it will work for any customer.
  7. For each customer to which you want to add contacts,
    1. Find the customer you want in the customer spreadsheet.
    2. Copy the value in the id cell.
    3. Add a new row in the contacts spreadsheet.
    4. Paste the id you copied into the customer_id cell.
    5. Fill in all the details.
    6. Required: In the properties column, put {}
    7. Required: In the opt_out column, put FALSE
  8. Once you have added all the contacts, save the file (you may need to export it into CSV format).
  9. Back on the Contacts Import screen, import the file.

Back To Top


Customer Custom Fields

Create fields to record specific information about your customer that you want/need to keep on file. Things like the type of customer (residential or business), or maybe specific information about the business that may need to be referenced.

To get started, head to Admin > Customers > Customer Custom Fields

On the next screen, you will be presented with any existing Custom Fields and have the option to edit those or re-order them.

Quick Tip: If you have been using a particular custom field on customers, do not change the name of the field. The data already contained in the field for customers previously will no longer show. Worry not, putting the name back, will cause the data to return.

Click the new field or Edit to get to the Custom Field Edit screen.

 

The Field Type drop-down allows you to choose from a selection of options to record info!

Text Field: Creates a text field to enter data into if you want.

CheckBox: Creates checkbox lines.

Drop Down: You can make the field with a Yes/No answer.

Web Link: A field that will allow a clickable hyperlink.

Text Area: Allows a large text field to dump text data into it.

Date Field: Allows you to choose a date.

Secret (encrypted): This field is tied to the Password Vault feature here

Popup: Will create a pop-up when someone visits the Customer Detail page. Popup Note: You will first add the popup title on the customer settings page. Then, to enable a specific customer, go to their profile and complete the popup detail description. The description is what will pop up when you access the customer's profile. If only the first step is complete, in customer settings, the popup will not trigger.

Scribble: This field lets draw within the field. This is great for signatures for customers (for verification)

Back To Top


Masked Credentials

Masked Credentials are a way of safely storing customer credentials to make providing assistance or Asset management as easy as possible. The password field is salted and encrypted. The salt is per row. The password is only decrypted and sent to the client at the time that the field is clicked to be shown.

There is a tab on the Customer Detail page.

Click the Credentials tab and you will see existing Masked Credentials or create new ones.

Clicking New will add a new row to the data table so that you can enter the credential information.

Name: This is there to help categorize the credentials so you know what it's for.

Username: Usually an email but can be whatever Username type you want (Text Field)

Host/URL: This is also a text field.

Password: Click the field to enter a password. Next time the page loads, this field will be starred

Notes: Uhh, you know what this is...

Public: This changes if the credential field is visible on the Customer Portal

After you have entered everything you should be all set. It's worth noting that once the page refreshes and moving forward the password field defaults to showing stars until clicked.

If you have the Masked Credentials set to be visible on the Customer Portal and the Portal User has the correct Portal User Permissions it will look like this.

Speaking of Portal User Permissions. If you want a User Group to have Credential access, you will need to head to Admin > Customers > Portal User Permissions and choose from the below options.

User Security Permissions

In the Security Groups, there are several ways to customize what access a non-Admin has to the feature.


Credentials - Delete

Credentials - Edit

Credentials - New

Credentials - View

Find out more information about Masked Credentials with Documents here.

Back To Top


Credential Access Report

There is a report that allows Admins to view who has accessed the credential details along with time stamps. Head to the Reports tab or Admin > Reports > Credential Access Report to view it.

Back To Top


Purchase History

When viewing a customer's overview/details, you can click on the tab labeled "Purchase History" to view invoiced items.

These invoiced items are sorted chronologically, so you will get the most recent purchases from this customer at the top of the list.

This section is intended for you to get a quick and easy glance at what a customer recently purchased to perform such actions such as refunds.

We've also included a link to the "Sales Detail Report" in case you want a more granular or broader look into this data.

 

Important notes about this feature:

  1. Bundles will break up into individual line items or products here
  2. If you do not want a user/tech to access this section, please remove the "Reports - Sales Detail" option in the tech's security group. (The report catch-all "Reports - View" will work as well)
  3. Refunded items will be marked as "Refunded" for clarity

Back To Top


Customer Settings

To get to Customer Settings, head to Admin > Customers - Preferences.

Turn on SMS by default: Enables SMS for each customer by default. Note: If you enable this and do not require either a phone number or a mobile number, the mobile number field will appear automatically in the new customer screen.

Enable Multiple Contacts on Customers: Allows you to have one umbrella Customer, with several points of contact within it the larger Customer record. For example, if you are working with a company with several locations/store owners, you can add each one to that same company's Customer Record.

Additional Referred By items: Lets you edit the referral source options when you create a new Customer Record. If you want to track referrals by existing customers, just enter "Customer" as one of the options and a drop-down will appear when you are adding referral sources for new customers.

Optionally, require these fields when creating a customer: You can force these fields to be populated when creating a new Customer. Contacts inherit this settings as well.

Click Additional Settings to see the rest of these.

Secure customer portal with password if portal users exist (including unclaimed invites): If a portal user is created for a customer, they will be prompted to create a password or you can set a password for them on the customer detail page. Yay Security!

Disable Privacy Page in Customer Portal (GDPR): Turns off the privacy page in the customer portal.

Disable Erase Me button in Customer Portal (GDPR): If your account is in a locale where GDPR is enforced (like the UK) then this will remove the button that sends a request for erasure to the account from the customer portal.

Show Estimate Name in Customer Portal: Shows the custom estimate name added to the estimate in the portal.

Show Invoice Name in Customer Portal: Shows the custom invoice name added to the invoice in the portal.

Maintain custom names between Tickets, Estimates, and Invoices: When enabled, any custom names assigned to Estimates, Tickets or Invoices will automatically carry over when converting them from one form to another. For example, suppose you create an Estimate with a custom name. When you convert it to a Ticket, that custom name will carry over to the Ticket. If you then convert it to an Invoice, that custom name will again carry over to the Invoice. Learn more in this blog post.

Enable the Prepay Hours tracking feature: Allows you to sell and apply prepaid or block hours to a Customer. Learn more about prepaid hours.

Enable a Documentation link for each customer: This enables the documentation feature for all customers. Learn more about documentation.

Disable the address autocomplete: Disables the autocomplete for addresses.

Disable Customer Portal and redirect to URL (Leave blank to allow access): Redirect customers to a URL of your choosing rather than have them go to the customer portal.

Back To Top


Customer Portal

We moved this to a separate Customer Portal article.

Back To Top


Documentation Center

We moved this to a separate Documentation Center article.

Back To Top


Prepay Hours (Block Hours)

We moved this to a separate Prepay Hours (Block Hours) article.

Back To Top


GDPR - General Data Protection Regulation

See the below links for more information.

GDPR - Start Here - General Data Protection Regulation
GDPR - RepairShopr and Your Business
GDPR - Your Business and Your Customers

Back To Top


Store Credit

We moved this to a separate Store Credit article.

Back To Top


Contract Management

We moved this to a separate Contract Management article.

Back To Top

Feedback and Knowledge Base