Monthly Update Notes – July 2022

by Haseeb Asim
RepairDesk-updates

July updates at RepairDesk revolved around troubleshooting, based on customer feedback and in-house user flow optimization. There are a number of improvements we’ve added to the RepairDesk Classic (1.0) and RepairDesk 2.0 platforms.

Here’s what we’ve been cooking:

RepairDesk Classic (1.0) Updates

Update #1 - Improved Transfer Ticket workflow

a.) In-House (Temporary) Transfer Ticket Case

If you create a ticket in Store 1, you can still transfer it to Store 2. However, the invoice can only be generated from Store 1. This is especially helpful in situations when your best technicians are distributed across different stores.

b.) Permanent (Physical) Transfer Ticket Case

So, you can permanently transfer a ticket (whose invoice is not generated) to another store, and its invoice can only be generated there.

Update #2 - Disable Tipping against deposits

You can now disable the tipping option from your system by enabling a trigger. No need for manual billing.

Update #3 - Virtual Terminal for RepairDesk Payments

Previously, the payment process was not possible without having a physical card. Now you can process payments by simply entering the card details at your end.

For more information, read our knowledge base on how to use RepairDesk Payments.

How to Guide for RepairDesk Payments Virtual Terminal
Update #4 - Estimates Workflow with Serialized Item

In the case that an item used in estimates is already sold, you cannot create its invoice without selecting a new serial of the item.

Update #5 - Square Terminal Integration Improvements

a.) Connect Multiple Terminals

b.) Checkout using Square – Payment process can be executed using Square

c.) Refund using Square – You can now reverse payments

d.) Email Invoice – Send a payment link via email to complete the payment process

e.) Gratuity – Easily allow for your customers to issue tips

f.) Gratuity Refund – In case a customer wants to withdraw their tip, you can refund the tip

RepairDesk 2.0 Updates

Update #1 - Marketplace Integration with MobileSentrix & Injured Gadgets

a.) Ordering from the Low Stock Report

You can now order your low-stock items from your favorite vendors, directly from our marketplace.

b.) Single Scanning

Now, you can easily scan an item and sell it, without having to manually add it to your inventory. This means that you can sell items that do not exist in your inventory. In addition, it allows you to scan items from your vendors on the Marketplace, without physically having to add items.

b.) Bulk Scanning

Easily scan and add your existing physical inventory within the Repairdesk POS. No need to spend a lot of time setting up your existing inventory. Let scanning do it for you. Plus, you can also set up your inventory with connected vendors within a few minutes.

Update #2 - Edit Payment Method at Invoice

So, earlier on if you mistakenly used a payment method on checkout, the system would not let you edit it. Now, you can easily edit any invoice to change its payment method.

Update #3 - RD Payment - Collect Signatures

Previously, you could not collect customer signatures while creating a repair ticket using the RD payments terminal. Now you can collect customers’ signatures on pre-repair as well as post-repair.

Update #4 - Square Terminal Integration

a.) Connect Multiple Terminals

b.) Checkout using Square – payment process can be executed using Square

c.) Refund using Square – You can now reverse payments

d.) Email Invoice – Send a payment link via email to complete the payment process

e.) Gratuity – Easily allow for your customers to issue tips

f.) Gratuity Refund – In case a customer wanted to take back their tip, you can refund the tip

Update #5 - Organization in Customer Information

You can now add the organization details in customer profiles when you deal with B2B customers.

Coming Soon…

We’re continuously trying to improve your experience, so keep using RepairDesk to take full advantage of the following updates, features, and improvements.

RepairDesk Classic (1.0): New Business KPIs Dashboard

Your KPI dashboard is a one-stop area to analyze all of the store’s metrics. This new update breaks the dashboard down to company, employee overview, Inventory, and customer level. Each section offers improved insights.

RepairDesk Classic (1.0): Exchange Trade-In Items with New Devices

Enable your trade-in purchase to exchange the item/device with the new one & collect the remaining balance.

RepairDesk Classic (1.0): Move Trade-in item to serialized inventory

Now easily use the option to move your trade-in items into your physical serialized inventory.

RepairDesk Classic (2.0): WooCommerce Integration

Handle your business operations using e-commerce functionality that allows you to set specific online prices against any of your items. And all online items’ invoices are automatically added to RepairDesk.

For more information, read our knowledge base on WooCommerce Integration.

RepairDesk Classic (2.0): Xero Integration

Those using Xero to manage their accounts can now get their inventory and invoices synced with RepairDesk. Stay updated with your data on the go.

For more information, read our knowledge base on Xero Integration.

RepairDesk Classic (2.0): Email & SMS Templates

Now find new and improved email and SMS notification templates for you to select from.

RepairDesk Classic (2.0): Cash Register Updates

The updated cash register now allows you to reconcile it at the end of the day.

That’s it from our side!

Try out these new updates and let us know what you think works, and what doesn’t.

Visit the RepairDesk User community on Facebook and answer surveys and polls to help us help you!

You can also send in your feature requests/suggestions at: https://help.repairdesk.co/
See you around!

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