Repair-CRM

Answers to common questions about client types, multiple addresses, printing client details and seeing who changed what.

Client Record FAQ: Client Type, Addresses, Printing and Change History

Take a job off the calendar, remove its technician, or delete it completely.

Unschedule, Unassign or Delete a Job

Set your currency, language, time zone and distance units in Repair-CRM.

Currency, Units and Regional Settings

How sales tax, GST and PST are handled between Repair-CRM and QuickBooks Online.

Setting Up Sales Tax / GST on Quotes and Invoices

Add, import and maintain your parts and services list, and keep it in sync with QuickBooks.

Managing Parts and Services

The four user roles in Repair-CRM and what each one can do.

User Roles and Permissions

A new Dispatching tab that shows everything due next month, groups nearby sites, and creates all the jobs in one click.

New: Plan next month's maintenance in minutes with the Scheduling Planner

Plan next month's maintenance, job requests and open jobs: group nearby sites, assign technicians and days, then create the jobs.

How to use the Scheduling Planner

Understanding Job Statuses, Filters, and Special Workflows

Job Workflow Settings

Customer Portal

Managing clients

Reports

Quotes

Dispatching Tab for Quick Job Scheduling

Map view for Dispatching

How to Use Subtasks in Jobs, Creating Jobs

How to Use Recurring Jobs / Tasks

How to add new Job Request with Zapier

If you still don't see the Create Invoice In QuickBooks button, read this!

QuickBooks Integration setup error

How does the Service History Insight function work

Service History Insight (Beta)

How does Repair-CRM suggest free time slots, what is the logic behind it?

Suggested Time Slots on new jobs

How does the dashboard work, what do those numbers mean?

Dashboard

Learn how to enable job reopening and return a finalized job to the Finalizing status when corrections are required.

How to Reopen a Finalized or Closed Job

Google Calendar Integration

Laszlo Malinovszky

Support

Manual

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Find answers and get help from Intercom Support and Community Experts

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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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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.

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

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

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

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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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