Getting Started
- Changing your staff username and password
- Feature Requests
- How to: Get a Zendesk user
- Sandbox Instances
- Roles and Permissions
- Locations
Onboard the Q (with videos!)
- Digital Walk-Thru Content - Help!
- Log in/out of RepairQ (video)
- Settings Overview (video)
- Creating a Quick Sale Ticket (video)
- Creating a Tradein Ticket (video)
- Creating a Repair Ticket (video)
Inventory and Catalog
- ★ Inventory Management Overview
- RepairQ Best Practices - Inventory Management 102
- Creating Refurbs from a Purchase Order
- Tracking Special Order Parts - non-inventoried
- Inventory Counts
- RepairQ Best Practices - Inventory Management 101
Settings
- ★ Application Settings
- Electronic Signatures (for custom forms)
- Print Template Branding
- Inventory Settings
- Miscellaneous Settings
- Invoice Print Settings
Tutorials
- How To: Switch Locations
- How to: account for miscellaneous fees for online sales
- Returning/Refunding a Return Repair (Rework) Ticket
- Image and File Uploads
- Repair Device Search
- How To: Transfer inventory to another location
Reports
- Productivity Reports
- Waived Charge Reports
- Return Repairs by Tech
- Return Repair Report
- Inventory Valuation Snapshots
- Inventory Orders Report
Opportunities
- Contacts Overview
- How To: Add a Contact
- Quotes Overview
- How To: Build a Quote
- How To: Convert a Quote into a Ticket
- Appointments Overview
Accounting
Enterprise Invoicing
- Enterprise Invoicing
- Using Virtual Credit Cards for Financing Payment Options
- Invoicing a Customer with Net Terms
- Using Billing Agents and ACH/Checks for Financing Payment Options
- Managed Services Contract
- Receivables and Invoice Aging
Warranty Sales
Integrated Payment Processing
- ★ Integrated Payment Processing - START HERE!
- How to: Register Bluefin PAX Payment Terminal Device in RepairQ
- How To: Register Heartland PAX Payment Terminal Device in RepairQ
- PAX S300 NFC Application Update
- How to Install the PAX Device Security Certificate (Chrome OS)
- Device Activation Guide w/ P2PE Manager
Integrated Printing
- ★ Intro to Integrated Printing
- Integrated Printing System Requirements
- How To: Enable Integrated Printing
- How To: Add Integrated Printers
- How To: Add Printer Configurations
- How To: Add a Print Automation
Integrated Supplier Purchasing
- MyCoolCell Supplier Integration
- cellhelmet Supplier Integration
- iONParts Supplier Integration (Wholesale Parts)
- LCDcycle Supplier Integration (Wholesale Parts)
- Mobile Defenders Supplier Integration (Wholesale Parts)
- Sourcely Supplier Integration (Wholesale Parts)
Qpop™
- ★ Qpop Overview - *START HERE*
- How to: Reset or Re-pair a Qpop Companion
- Recommended Qpop Image Resolutions
- Qpop™ System Recommendations
- How to: setup Qpop Companions
- How to: pair Qpop Companions