To support this growth, we are renaming the Customers tab to the Organizations tab. This is an incremental change that will roll out to the entire RepairShopr platform over time, starting with the Organizations tab, Organization creation page, and Organization edit page.

Pages such as the Admin settings page and other references to Customers across RepairShopr will be unchanged for now as we gradually transition to use the term Organization everywhere in RepairShopr.

It’s important to note that functionality in RepairShopr is not changing, and anywhere you see Organizations, they will be treated the same way that Customers have been treated in the past.

The post Introducing Organizations appeared first on Computer Repair Shop Software – CRM & Invoice System.

If your company has Xero integration enabled, you must turn on Account Multi-Factor Authentication within RepairShopr before the deadline of July 17, 2022

Upcoming Changes:

• Xero will require MFA enabled on all Accounts (not just user accounts) on July 17, 2022
• Accounts with Xero integration enabled
  • with MFA disabled – need to enable global MFA before the deadline
  • with MFA disabled – after the July 17, 2022 deadline will have MFA Automatically enabled
  • with MFA enabled – no action is required
• Accounts without Xero integration – no action is required

You can find documentation on how to set up MFA on our knowledge base.

We will continue to communicate this requirement and deadline through email and in-app notifications.

If you have any additional questions or concerns regarding this update, please contact RepairShopr Technical Support.

The post Xero Integration To Require Multi-Factor Authentication appeared first on Computer Repair Shop Software – CRM & Invoice System.

Today we’re sharing an important tip that can help you spiff up your invoices and make them more legible for your team & customers.

We hear quite often that people want their line items to look good and be readable for their clients, and they wonder how to achieve this in RepairShopr.

If you head to the admin page and ‘Ticket Preferences’ -> ‘Additional Settings’, you’ll find two fields: Customized Text for Ticket Timer Charges and Customized Text for Ticket Charges. Using these fields, you can customize your line item text and make the information more readable and useful.

Check out our latest video for a helpful mini-tutorial on how to do this:

For additional info, refer to our Knowledge Base article: https://feedback.repairshopr.com/knowledgebase/articles/1851781-tickets#Ticket_Settings

– The RepairShopr Team

The post Mini-Tutorial – Standardize Line Item Descriptions for Ticket Timer Charges appeared first on Computer Repair Shop Software – CRM & Invoice System.

Today we’re sharing a new, easy-to-follow Mobile Repair guide built to help you continue to service your customers from a distance while providing excellent customer service that’s sure to wow them.

Using our video tutorial, you’ll be able to follow a step-by-step guide of how to set up your RepairShopr account to handle your very own Mobile Repair flow. This includes everything from having a lead complete a “mobile repair request” form on your website, to setting up an appointment to pick up the device from their house, to repairing the device and delivering it back to the customer without them ever having to come into your shop.

At the end of this guide, you will have:

1. Adjusted various settings and set up automations within RepairShopr to ensure this workflow is efficient and seamless for you and your team.
2. Embedded a customized form on your company website that allows leads to quickly and easily begin the device repair request process from anywhere.
3. Streamlined your mobile repair flow to enable maximum efficiency when handling pick-up and drop-off appointments, payment collection, and more.
4. Tested the entire flow from A to Z to make sure it’s working how you’d like before launch.

… all in under an hour.

Click here to learn how to set up your Mobile Repair Flow today

Happy Repairing,
The RepairShopr Team

The post Use Our New Mobile Repair Guide to Build More Revenue appeared first on Computer Repair Shop Software – CRM & Invoice System.

We’ve been working hard to help you adapt to the persisting economic challenges of our new social climate. We know that for the repair industry, a particular challenge has been the impact on retail, and we’ve been looking for creative ways to help you continue to serve your customers and even grow your business.

That’s why we’ve developed a new, easy-to-follow Mail-in Repair guide to help you continue to service your customers from a distance and even begin to access new customers that aren’t necessarily in your direct vicinity.

We’ve developed an in-depth video tutorial, along with a step-by-step slide deck that covers the same information. These detail out exactly how you can use RepairShopr to set up your very own Mail-in Repair flow in under one hour. At the end of this guide, you will have:

1. Adjusted various settings and set up new automations within RepairShopr to ensure this workflow is efficient and seamless for you and your team (Ticket Custom Fields, Email Templates, Ticket Automations, Custom Widgets, etc.).
2. Embedded a customized form on your company website that allows customers to quickly and easily begin the device repair request process from anywhere.
3. Used our new ShipStation or ShipRush integrations to seamlessly create a shipping order from a ticket and do things like automatically send customer information into the shipping platform to create a label and automate sending tracking information to your customers.
4. Tested the entire flow from A to Z to make sure it’s working how you’d like before launch.

… all in under an hour.

Click here to learn how to set up your Mail-in Repair Flow

– The RepairShopr Team

The post Expand Beyond Retail Boundaries by Using Mail-in Repair appeared first on Computer Repair Shop Software – CRM & Invoice System.

We’ve been working closely with repair shops in the RepairShopr community to make sure we are shipping useful and actionable features and content to help you combat the impact of Coronavirus. Check out the list below of everything we’ve shipped over the past few weeks.

Bring Your Own SMTP Public Beta

You can now use your own hosted and managed mail server setup instead of the one offered by default in RepairShopr. This greatly improves your amount of control over outbound email delivery.

Duplicate Recurring Invoices

You can now duplicate recurring invoices, making it quick and easy to clone the setup for one Customer’s recurring invoice to another Customer.

Customer Experience Updates to Device Repair Widget

We’ve made some great visual improvements to the device repair widget. We’ve updated the device icons and images, updated the progress bar to be clearer, and cleaned up various aesthetics within the flow overall.

Added MFA to the Customer Portal

You can now require Multi-Factor Authentication for Users in the Customer Portal. This can be done on a per-portal User basis. Click the link below to learn more and watch a video on how you can implement this today.

Contact Notification Preferences Updates

We’ve developed a few user-requested updates to the way Contacts and Customers are notified of Ticket Communications, billing, and marketing emails. Read on for the full details.

Marketr Templates to Check-In with Customers

We released a few pre-made Marketr templates to all RepairShopr accounts that can be used to contact Customers to check-in and see how things are going/if they need help.

Community Resource for Answering “Is my Repair Shop an Essential Business?”

We’ve noticed lots of people asking if their repair shop counts as an “Essential Business” and therefore can stay open to help customers adapt to Coronavirus. This varies based on country, state, city, etc. and it can be difficult to sift through all the information. We decided to create a Google Spreadsheet where the repair Community as a whole can crowdsource that information!

SBA Paycheck Protection Program

For businesses in the U.S., the Small Business Administration Paycheck Protection Program launches today. This program – part of the CARES Act – promises $350 Billion to small businesses affected by the Coronavirus Pandemic.

US Cares Act Info and Resources

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, which was passed and signed into law last week, provides massive new programs and initiatives to assist U.S. businesses impacted by the Coronavirus Pandemic. Click the link for further info and resources to help you understand how the CARES Act can help your business.

Video Series on What to Implement in RepairShopr to Adapt to Coronavirus

Check out our series of videos covering RepairShopr features you can implement today in order to help you and your Customers combat

We’re here to support you.

-The RepairShopr Team

The post Everything We’ve Shipped to Help Repair Shops Combat Coronavirus appeared first on Computer Repair Shop Software – CRM & Invoice System.

This program – a part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act – promises $350 Billion to small businesses affected by the Coronavirus Pandemic. An application form is already live on the U.S. Treasury website.

Eligible businesses can apply for loans of up to $10 Million. If small businesses maintain payroll through the crisis, some of the money borrowed through the newly created Paycheck Protection Program can be forgiven. The goal is to help small businesses and owners maintain themselves through the current climate of economic uncertainty and turmoil.

Many banks have reported delays in launching their application process but some are already up and running.

Here is a fact sheet published by the U.S. Chamber of Commerce: https://www.uschamber.com/sites/default/files/023595_comm_corona_virus_smallbiz_loan_final.pdf

SBA PPP Details (this site includes a sample application form):
https://www.sba.gov/funding-programs/loans/coronavirus-relief-options/paycheck-protection-program-ppp

– The RepairShopr Team

The post Info About the Small Business Administration Paycheck Protection Program appeared first on Computer Repair Shop Software – CRM & Invoice System.

What does this mean for your repair business?

Depending on your circumstance and the characteristics of your business, you may be eligible to access economic relief from the new legislation.

Here are some helpful links to more comprehensive guides that can help you fully understand the programs and initiatives, and help you determine your eligibility:

U.S. Chamber of Commerce Guide to CARES Act: (this source is being updated regularly to reflect new developments):
https://www.uschamber.com/co/start/strategy/cares-act-small-business-guide

U.S. Senate Committee on Small Business & Entrepreneurship Guide to CARES Act:
https://www.sbc.senate.gov/public/index.cfm/guide-to-the-cares-act

Here is a quick overview of the new programs & initiatives outlined in the legislation:

Paycheck Protection Program (PPP) Loans
Cash-flow assistance through 100 percent federally guaranteed loans to employers who maintain their payroll during this emergency. If employers maintain their payroll, the loans would be forgiven, which would help workers remain employed, as well as help affected small businesses and our economy snap-back quicker after the crisis.

Small Business Debt Relief Program
This program will provide immediate relief to small businesses with non-disaster SBA loans, in particular 7(a), 504, and microloans. Under it, SBA will cover all loan payments on these SBA loans, including principal, interest, and fees, for six months.

Economic Injury Disaster Loans & Emergency Economic Injury Grants
These grants provide an emergency advance of up to $10,000 to small businesses and private non-profits harmed by COVID-19 within three days of applying for an SBA Economic Injury Disaster Loan (EIDL).

Small Business Tax Provisions
This provision would provide a refundable payroll tax credit for 50 percent of wages paid by eligible employers to certain employees during the COVID-19 crisis.

Counseling & Training
If you, like many small business owners, need a business counselor to help guide you through this uncertain time, you can turn to your local Small Business Development Center (SBDC), Women’s Business Center (WBC), or SCORE mentorship chapter. These resource partners, and the associations that represent them, will receive additional funds to expand their reach and better support small business owners with counseling and up-to-date information regarding COVID-19.

Click here for the full text of the CARES Act:
https://sbecouncil.org/wp-content/uploads/2020/03/FINAL-FINAL-CARES-ACT.pdf

The post How the CARES Act Can Help Your Repair Business appeared first on Computer Repair Shop Software – CRM & Invoice System.

We’ve noticed lots of people asking if their repair shop counts as an “Essential Business” and therefore can stay open to help customers adapt to Coronavirus. 

This varies based on country, state, city, etc. and it can be difficult to sift through all the information.

We decided to create a Google Spreadsheet where the repair Community as a whole can crowdsource that information!

Although we started the sheet, it’s really intended for anyone to utilize and add to in order to help repair shops all over the world figure out how this applies to their business. 

Please update and share it with anyone it can benefit! We hope it’s helpful.

Coronavirus (COVID-19) Community “Essential Business” Resource (Repair Shops)

Stay safe,
The RepairShopr Team

The post Community Resource for Answering “Is my Repair Shop an Essential Business?” During Novel Coronavirus Shutdowns appeared first on Computer Repair Shop Software – CRM & Invoice System.

Hey RepairShoprs,

As you focus on maintaining the health and success of your business during this challenging time, you might be thinking of ways you can speed up processes to improve efficiency, adapt to changes your Customers are making, and keep providing the best support possible to your team and Customers.

While the RepairShopr team is focused on releasing new features and updates designed to help you cope with the changing environment of the Coronavirus, we wanted to highlight those features you could be utilizing within your account right now to maintain the health of your repair shop.

Check out the series of short videos below to learn what you can implement today!

CUSTOMER PORTAL

The Customer Portal is a page your Customers can go to in order to view their Tickets, Invoices, Estimates, and Attachments. They can open new Tickets, approve/deny Estimates, view Documentation, and even Payments! If you have a payment processor integrated, your Customers can pay specific Invoices through the Portal. This is especially useful right now when you might not be able to take payments in-person.

TICKET AUTOMATIONS

Ticket Automations enable you to streamline tons of custom workflows in order to reduce tasks and improve efficiency, while also helping your repair shop adapt to the changing Customer demands caused by the Coronavirus.

WEBSITE INTEGRATIONS AND CUSTOM WIDGETS

RepairShopr’s website integrations and customizable website widgets enable you to embed forms that your Customers can fill out when they need help.

SIMPLE WAYS TO ADD CHARGES TO TICKETS

While repair shops and their Customers are adjusting to the Coronavirus, we thought it would be helpful to review features that are helpful for billing Customers properly when going on-site, doing pickups and drop-offs, and other project work.

INTEGRATED PAYMENT PROCESSORS

RepairShopr integrates with different payment processors that enable you to easily bill your Customers. Customers can even pay their Invoices in the Customer Portal, and update their stored payment method. For Recurring Invoices, you can automatically charge Customers via their stored payment method. As Customers are working from home, this can save you a ton of time and help ensure that you get paid for your work.

We hope these features help make life a little easier while navigating the waters of this changing time.

– The RepairShopr Team

The post What you can Implement in RepairShopr to Adapt to Coronavirus appeared first on Computer Repair Shop Software – CRM & Invoice System.