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How to Set Up Repair-CRM: Settings
How to Set Up Repair-CRM: Settings
Laszlo Malinovszky avatar
Written by Laszlo Malinovszky
Updated over a week ago
  • How to Change your Company Data?
    Go to Settings / Company settings ( to change your company data like Company name, company address and the company's official language.

  • How to Change the Currency for Repair-CRM?
    Go to Settings / Company settings ( to change the Company Currency to your local Currency, just start typing the 3 letter Currency ISO code.

  • How to change the default language for a user/technician.
    On the web app go to Settings / My settings to change your default language.

  • How to buy Repair-CRM or change the subscription?

    To subscribe: Go to Settings / Account settings ( and click the Manage subscription blue button. This will open the popup for the subscription management.
    Here you can Edit your subscription, edit the number of users (Change quantity) and your monthly subscription fee will change accordingly. You can add your credit card for the payment method too. If you need to download your previous invoices you can download it here at the Billing history tab.

  • How to add users to Repair-CRM, add new technicians?
    Go to Settings / User settings ( where you can add new technicians or Edit their informations.

  • How to add your Google Review link?
    The ´Rate us on Google´ is an added feature enhancing the existing job rating system on your customer portal. When you input a Google Review URL in the settings, an extra button saying ´Rate us On Google´ becomes visible on the job rating page. This allows customers, after rating the job in your portal, to also rate and review your service on Google Maps / Google My Business. Clicking this button opens your business´s Google review form in a new browser window. Customers can then easily leave feedback about your service on a larger, public platform.

  • Job confirmation
    You can set up and customize a notification that can be sent to users from the jobs page after a job has been registered in our system, but before the work begins. You can define the email subject, body text, and specify who should receive copies or blind copies of the message.
    Additionally, you can attach up to three files to the email and insert these files as links within the email text for easy access. This feature is not only instrumental in keeping the customer informed but also in requesting preliminary tasks or necessary documents needed for the job, ensuring both the user and the customer are well-informed and prepared.

    The workflow settings are described in this article.

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