Repair-CRM

Ready to use Repair-CRM for real? Here's how to go live without losing your setup.

Delete test jobs from the jobs list. For sample data you can't delete, or a bulk cleanup of test clients, parts or assets, contact support and we'll remove it. 

QuickBooks connected and default accounts saved

- Users invited and activated
- Company settings and currency
- Email settings
- QuickBooks connected and default accounts saved

Go to Settings → Account settings → <b>Manage subscription</b>.

1. Go to Settings → Account settings → <b>Manage subscription</b>.
2. Choose a plan and add your card.

You'll get a reminder email 3 days before your trial ends.

Nothing is wiped. You keep the same account with all your clients, jobs and settings. No starting over.

Yes. Support can export everything to Excel, with photos in a zip organized by work order number.

<a href="https://help.repair-crm.com/en/articles/3772641">Pricing</a>

<a href="https://help.repair-crm.com/en/articles/6424653">Settings overview</a>

<a href="https://help.repair-crm.com/en/articles/3772600">Adding users</a>

- <a href="https://help.repair-crm.com/en/articles/3772641">Pricing</a>
- <a href="https://help.repair-crm.com/en/articles/6424653">Settings overview</a>
- <a href="https://help.repair-crm.com/en/articles/3772600">Adding users</a>

Clean up test data, keep your setup, and subscribe when your free trial ends.

Going Live: Removing Sample Data and What Happens After the Trial

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Going Live: Removing Sample Data and What Happens After the Trial

1. Remove sample and test data

2. Check your setup

3. Subscribe

What happens to my data?

Common questions

Can I extend my trial?

Can I export my data?

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