Repair-CRM

How to connect your QuickBooks Online account

QuickBooks Online integration

This short video walks you through Repair-CRM to get started

On Demand Demo Video

Everything a technician needs on day one: install the app, log in, open assigned jobs, work them and close them.

Technician Mobile App: First Day Guide

What to do when a new user's activation email is missing or expired, or someone needs a new password.

Activation Link Expired or Password Reset

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

Online Booking

How to Set Up Repair-CRM: Settings

Dispatching

Calendar view (Dispatching)

How to add a new client, set client types, and use address autocomplete.

How to Add a New Client

Map view, Daily Routing

Repair-CRM Demo

Laszlo Malinovszky

Getting Started

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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.

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.