Repair-CRM

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

Laszlo Malinovszky

Support

Manual

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Create your workspace and invite the people you work with.

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

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

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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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