signed up for RepairDesk account and you’re ready to manage your store
online. Where do you start? If you’re unsure, you’re not alone. Getting started
with any new software can be overwhelming.
is where this article can help you from point A to point B and show where to go
1.0 Hardware Requirements. 2
of Features. 2
3.0 Signing Up with RepairDesk. 2
4.0 Setting up the
4.2 Store Settings. 7
4.2.1 Tax Settings. 10
4.2.2 Setting up Payment Methods. 11
4.3.1 POS Settings. 13
4.3.2 Tickets/Repairs Management 15
4.3.3 Inventory Management 19
4.3.4 Employee Management 25
4.3.5 Customers Management 26
4.3.6 Expense Management 28
4.3.7 Suppliers Management 28
4.3.8 Shift Management 29
4.4 Reports. 29
4.5 Campaigner Module. 29
4.6 Integrations. 30
4.7 Widgets. 31
1.0 Hardware Requirements
One of the many benefits of
using RepairDesk is that it has low hardware requirements. You just
need access to Internet in order to get RepairDesk up and
running. However, to increase efficiency of your business, we recommend
you the following hardware.
DISCLAIMER: If you are using some other hardware, our
support team will try their level best to solve any issues encountered by you.
However if there is no solution in sight, we will recommend you to get hold of
our recommended hardware.
2.0 Overview of Features
We have come up with a bundle of
features in a single platform to assist your business needs and make your
business grow along with proper monitoring of your business performance. By
signing up with RepairDesk, you can get following business modules managed
1. Point of Sales System
2. Tickets Management
3. Invoice Management
4. Tax Management
5. Customer and Employee Management
6. Market your business through
7. Generate and manage leads
8. Get Business reports
9. Manage expenses
10. Manage suppliers
11. Third party integrations
3.0 Signing Up with RepairDesk
If you’ve already registered for
your RepairDesk trial, then you’re ready to get started. If not, the first
thing you need to do is register for a trial on our website. Please follow the
link here to sign up for
By following a few simple steps given
below, you are ready to go with RepairDesk.
in the Signup Form as shown below and hit Getting
You must read and agree to our user agreement in order to signup successfully.
Step 2: Please fill in the store
information and hit Finish Setup.
Step 3: It will take a few seconds to
import some dummy data into your account to make it easy for you to understand
the work flow.
Step 4: Once the setup is finished, your
accounts details will be sent for approval which will take approximately 12 to
If you need to become our registered
users, simply subscribe to our most suitable package according to your business
needs. To get the pricing and subscription details, please follow the link here.
Note: In case if your account does not gets approved within
12 to 24 hours, please contact our customer support service at firstname.lastname@example.org.
4.0 Setting up the Software
4.1 Account Settings
order to manage your account or change privacy settings, head to My Profile
from right side menu.
will be directed to following screen where you can change account settings.
To update password, head to Your
For further details on how to change account password,
please follow the link to our Knowledge Base article here.
4.2 Store Settings
To change store settings, please head to Store settings from right side menu.
You will be directed to following screen where you can
change general store settings, manage stores and add new stores.
further information on how to manage stores and setup store details, please
follow the link to our KB Articles here.
Note: If you have multiple stores, please
be careful with the following triggers shown in screen below while you are
setting up the store.
selecting Yes against Sync inventory and service item prices on
other stores, every time when you add inventory to one store or change item
prices, it will automatically be synchronized with other stores.
selecting Yes against auto create inventory and service items on
other stores, whenever an inventory or service item is created on one
store, it will automatically be created at other stores.
Also while managing stores, it will ask you if you want to
share customers across the stores. By activating this option, every time when
you create a new customer, its details will be available in all your stores.
learn more about how to share customers across stores, please follow link here.
4.2.1 Tax Settings
When setting up the store, it is
important to setup the tax class according to the taxation system followed in
your country. You can create a new tax class as well as edit existing tax
classes. We have dual taxation functionality in our system. By activating this
function, you can charge double tax i.e. global as well as item wise tax.
To learn more about tax system, please click here.
There are two cases to consider while
setting up tax, tax exclusive case and tax inclusive case.
Whenever you add an inventory item, it
will ask you whether you want to add the item as tax inclusive item or tax
exclusive item. Similarly this option is also available for repair tickets
under Module Configuration à
To know more about how to set tax exclusive and tax
inclusive inventory items, please follow the link here.
4.2.2 Setting Up Payment Method
Another important aspect to consider
while setting up the store are the payment methods against which you want to
receive the payment. To setup the payment methods, head to Store Settingsà
To learn more about how to add payment methods, please
Note: Please note that payment methods that are marked as
4.3 Module Management
RepairDesk aims to facilitate repair
shop owners in managing all operations through a single platform and to achieve
that, we have come up with a bundle of modules to assist you with different
modules management. The details of each of these modules have been discussed in
further detail in coming sections.
Settings against each of these modules
can be changed from Module Configuration
section in left side menu just below store settings.
to Store Settings à
For more information about software settings,
please visit our Knowledge Base by following this link.
4.3.1 POS Settings
Our Point of Sales is the basic screen
where you can perform all operations related to repair tickets, generating
invoice, create estimate, claiming warranty, email and print receipts, offer
discounts, offer refund/exchange, delete and add inventory items, apply tax, expense
management, add new customer as well as manage shift operations.
Four basic tabs that makes up our POS
create tickets against any repair item, this tab is used where you can select Categoryà Manufacturerà
To know more about how to create a
repair ticket using POS, please follow the link to knowledge base article here.
want to create an unlocking ticket, use this tab. Choose Networkà
Set Retail Priceà
Hit Book Now.
accessories and generate invoice against sales, use accessories tab and follow
the link here
to get to know more about how to sell accessories from POS.
is used for selling pre-owned devices. For more details about how this tab
works, please follow up the link here.
casual items, this tab is used and more details can be explored here.
setup triggers for POS screen before you start using these tabs, head to Store Settingsà
far as settings for POS screen are concerned, you also have an option to
hide/unhide tabs from POS. You can set this up using triggers from Module Configurationà
POS as shown below
hide unlocking tab, please see the screenshot below
Detailed overview of
each POS function can be read through our knowledge
4.3.2 Tickets/Repairs Management
This module is specifically designed to
allow users to manage repair tickets, invoices generated against those tickets
You can get the detailed overview of how this section work from our
knowledge base articles linked here.
You can setup the repair categories by
heading to Module ConfigurationàView
all repair categories. You
will be directed to screen below where you can add, disable and edit existing
This section is used to manage all
invoices generated against sold accessories or created against a repair ticket.
To provide you with an ease to know the sales performance, a dashboard is
displayed at the top of View Invoices page that gives you a reflection about
paid and unpaid invoices. We have also provided you the facility to search
invoices by applying various filters using Search
Filter button shown at top right corner of screen. To set triggers against
invoices, please follow the link here.
To know how to manage invoices in RepairDesk please follow the link here.
More details about
this section can be explored through our knowledge
base section about invoices.
This section allows you to create and
manage repair tickets. You can easily track the progress of tickets with the
help of multiple statuses and filters that can be used to manage tickets based
on set criteria. Similar to invoice section, this section displays a dashboard
screen at the top showing a glance at the sales generated against each ticket
status. To setup triggers
against tickets please follow the
To know more about how tickets section work, please follow the link here.
This section allows you to manage leads
generated by customers. We have introduced a widget, Appointment Calendar, which allows customers to generate lead
online without any additional effort required to visit the store physically.
Just like invoices and tickets, it has been much easy to track the progress of
leads through an easy to understand dashboard. You can easily see it at a
glance from which source you are getting more leads and how many leads you have
won or lost during the specified time period.
In order to know how
to generate lead through appointment calendar widget, please follow the link.
To manage leads, please follow the guide here.
4.3.3 Inventory Management
With RepairDesk, it has become much easy
for you to manage bulk of inventory items, transfer inventory, import/export
inventory details as well as make inventory adjustments and apply inventory
Details of how inventory management section works can be
This section allows you to manage
mobile, accessories and parts, trade-in and casual items. You can add new product,
import/export inventory details as well as filter items by applying search
filters. It also allows you to check on-hand inventory items, change retail and
cost price. However before dealing with inventory settings, you must make sure
that you have set the following triggers according to the nature of your
By default, we allow users to setup
three barcodes i.e. Code 39, EAN 8 and EAN 18 from inventory settings sections.
The details of each of these barcodes are discussed below.
The Code 39 character set includes the
digits 0-9, the letters A-Z (upper case only), and the following symbols:
space, minus (-), plus (+), period (.), dollar sign ($), slash (/), and percent
(%). A special start/stop character is placed at the beginning and end of each
barcode. The barcode may be of any length, although more than 25
characters really begins to push the bounds of practical physical width.
EAN-8 is a shortened version of
the EAN-13 code. It includes a 2 or 3
digit country code, 4 or 5 data digits (depending on the
length of the country code), and a checksum digit. While it is possible to add
a 2-digit or 5-digit extension barcode, the primary purpose of the EAN-8 code
is to use as little space as possible.
The SSCC-18 (Serial Shipping
Container Code) or EAN 18 is used throughout the supply chain as an identifier
for item tracing and internal control. In Germany this code is called EAN
18/NVE. It is always 18 digits long.
Similarly you can set
default warranty period for items as shown below
Please follow the link to know more about how this section works.
Details about importing/exporting inventory items can be
To know how to download the data as CSV File,
please follow the link here. 18.104.22.168
Another major section in inventory
module is about managing services which includes repairs and unlocking
services. Manage services section works similar to manage inventory section
where you can filter services according to multiple criteria, add new services,
import/export services details, delete and edit details.
As RepairDesk allow users to handle
multiple stores through a single platform, we have transfer inventory
functionality that allows the management of inventory transferred between
multiple stores. You can easily transfer inventory from one store to another as
well as receive inventory from other stores.
To know more details about how this functionality works, please
follow the links here. You can also transfer inventory by using our CSV Import
functionality discussed in the knowledge
base article. 22.214.171.124
With RepairDesk, it
has become so easy to keep the count of inventory levels to make sure that
inventory does not fall short and proper inventory records are maintained from
time to time.
Details about how
this section works can be read here.
In case if you want to order new
inventory, we have provided you with purchase order section from where you can
easily create a purchase order against ordered inventory for respective
supplier. It will help you to keep track record of when and what quantity has
been ordered from which supplier.
To know about how to create and process purchase order, please
follow the link here.
Goods Receiving Note
This section is designed to allow users
to authenticate the receive of ordered inventory. When you have ordered an
inventory item and ordered quantity has been received, you can simply create a
goods receiving note to authenticate supplier that ordered quantity has been
received. Multiple statuses can be set against goods receiving notes to allow
users to track the progress of ordered inventory items.
To know more about how goods receiving notes section work, please
follow the link.
Return Merchandise Authorization (RMA)
In case if you have ordered an inventory
item and later on receiving the item, you find it faulty or wants refund
against it, you can make use of this section and create return merchandise
authorization to keep record of inventory items that have been returned to
Please follow up the details here to know more about how RMA section works. 126.96.36.199
Low Stock Report
This report enables you to get the
status of your inventory levels by showing on-hand stock quantity, stock
warning, re-order level, and required quantity.
By hitting this option, you will get the
following report displayed showing your inventory levels.
To learn more about you can enable notifications against
low stock and how low stock report works, please click here. 188.8.131.52
Inventory Summary report
This report shows you an entire summary
against your inventory. To view this report, please click on Inventory Summary
Report as shown in screen below.
You will get the following report
displayed where you can filter data applying store and date filter as well as
according to total inventory value.
More details about this report can be found here.
4.3.4 Employee Management
Employees are essential part of any
business and their proper or improper management can result in growth or
decline of business. Therefore we have incorporated this module for you in
RepairDesk to allow you to easily manage your employees and to evaluate their
efforts to success of your business.
To know more about how this module works, please visit our
knowledge base here.184.108.40.206
Employee Roles and Permissions
You can add new employees by following the steps mentioned in this article. To setup roles and permissions against each employee, please follow
the link here. 220.127.116.11
Employee Activity Log
Under the reports section, you can view
employee activity log report which gives you a clear depiction of which
employee has performed what action along with time and date stamp. It enables
you keep the track record of each employee activity.
Click here to learn more about employee activity log.
Setting up Employee Access pin
RepairDesk allows you to set access pin
against each employee to make sure that one employee does not use the data of
other employees to avoid conflicts later on. It will help you to achieve data
security and each employee will be responsible for his own actions.
To learn about how to setup the employee pin, please follow this
Employee commission module allows you to
assign commission to employees globally as well as item wise and category wise.
So when an employee makes a sale, he receives commission which motivates him to
make more sales to earn more.
To learn how to set commission, please follow the link here. 18.104.22.168
Employee Clock in/Clock out
With RepairDesk's Employee Clock In/ Clock Out feature,
your employees will get to clock in and out in the RepairDesk POS software via
user access pin. It is a fast and reliable time-keeping add
on. You’ll also know the hours everyone has worked. This would help you in
To know more about how it works, please follow the link here.
4.3.5 Customer Management
are the building blocks of any business. No customers, no business! If you are
running a cell phone repair center, we can safely assume that you would be
catering to hundreds of customers. To record nitty-gritty details of your
clients and manage them can be a cumbersome task. But you need not to
worry! RepairDesk provides a
comprehensive module to manage your customers. You can keep a record of
customer info, a summary of their transactions as well as paid or due
To know the details of how
this module works, please visit our customers’ management knowledge base here. 22.214.171.124
Sending follow up emails to customers
feature allows you to send follow up emails and SMS to customers to get the
status of their repair tickets and to inform them about the status of their
invoices. To setup canned responses against each action item, you can setup
triggers from Store SettingsàEmails and Notifications
as shown below.
Learn more about follow up emails and SMS here. 126.96.36.199
Creating Customer groups and Third Party Billing
customers is an arduous task. Managing discounts for them is even more
tiresome. Now with RepairDesk you can create Customer Groups and set
wholesale prices for them. Customers within a specific group will receive same
discounts as that of the customer group.
with that you can also enable Third Party Billing and set
different retail prices for an item for different customer groups. In a
couple of clicks you can set customer groups and third party billing. To learn more
about this functionality, please visit the link here. 188.8.131.52
Importing Multiple Customers
Although you can individually add customer in RepairDesk,
however it can be an extremely daunting task if your customers list is in hundreds
or thousands.To facilitate you, we've added a new functionality which will
allow you to import all of your customers directly into RepairDesk in
a few simple steps.
This will enable you to:
1. Add multiple customers simultaneously
2. Import customers simply by uploading an excel file
(.xls or .xlsx format)
3. Select records you do not want to be added to database
4. Enter missing details or update records just before importing
5. Roll back changes at the last moment
To know more about this feature, please click on given link. 184.108.40.206
Setting up employees payroll
a business-critical operation for every organization. A good payroll system can
help you carry out your pay run with greater speed, efficiency and confidence.
So in order to ease over customers we provide you more reliable and efficient
payroll system through which they can manage their employee payroll.
To know how to setup
employee payroll, click here.
4.3.6 Expense Management
business encounters daily expenses. Recording each and every expense
transaction is fundamental to get an actual financial picture of a business's
expenditures. If these small expenses are not kept in check, soon they have a
snowball effect, completely taking you by surprise when you are viewing your
To effectively manage and record such
expenses, RepairDesk has Expense Management Module. The module
will help you to define expense codes(categories), records transactions under
these codes(categories) and get a full picture of expense transactions in the
form of a report.Click
here to get more details.
4.3.7 Suppliers Management
management is an essential component of any business. It is important to manage
suppliers when your business expands and you are dealing with multiple
suppliers for the same store.
To know more about suppliers’
management, please follow the link here. To know how to add
suppliers’ details, you can learn by following the article.
4.3.8 Shift Management
Shift feature allows you to record transactions in particular shifts of
employees against sales registers. You can start a shift with open
register and opening balance. After recording all the transactions during the
shift, you need to settle up all the retail operations at the end of shift (or
To know more about
shift management, please follow the link here.
have bundles of reports designed to allow easy management of business
operations. You can view the report section from main POS screen as shown
default, you will get multi-store report displayed as shown below
To know more about
this section, please click here.
4.5 Campaigner Module
the essence of marketing for any business, this specific module in RepairDesk
allows you to go along with your marketing campaign in a managed way and keep a
follow up relation with your customers as well as target new customers.
To know more about
how it works, please follow the link here.
allows integrations with several third parties to provide you ease in running
your business operations. You can view our integrations under integrations
section as shown below. To know more about our integrations, please take a tour to
section for our knowledgebase.
To know specifically
about our payments integrations, please follow the link here.
have setup the following widgets to allow you to perform operations without
requiring any third party service. Please visit the link to know more about