Business Resources
Getting Started
- Custom List Views, Filters, and Columns
- Locations
- Changing your Staff Username and Password
- Feature Requests
- How To: Get a Zendesk User
- Sandbox Instances
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 Trade-In Ticket (video)
- Creating a Repair Ticket (video)
Inventory and Catalog
- ★ Inventory Management Overview
- Categories: Create Item Grid
- Catalog Item Auto-Bundling
- Catalog Item / Device Compatibility
- Categories: Create Item Tree
- RepairQ Best Practices - Inventory Management 102
Settings
- ★ Application Settings
- GST Inclusive Pricing/Discount Enhancements
- How to send notification emails from your own domain
- Automated Notifications
- Dashboard Announcements
- Troubleshooting Resources for Recommended Hardware
Tutorials
- Changes to Keyword Search
- How To: Import Catalog Items
- How to: Add a Customer
- How To: Edit Customer Information
- How To: Switch Locations
- How To: Account for Miscellaneous Fees for Online Sales
Reports
- End of Year Inventory Valuation Calculation
- Marketing List Report
- Productivity Reports
- Waived Charge Reports
- Return Repairs by Tech
- Return Repair Report
Opportunities
- How To: Add a Contact
- Contacts Overview
- Quotes Overview
- How To: Build a Quote
- How To: Convert a Quote into a Ticket
- Appointments Overview
Accounting
Enterprise Invoicing
- 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!
- Bluefin Payment Devices - How to Solve for Missing IP Address
- How to: Process a payment on the Heartland PAX S300
- How To: Change the LAN type on the PAX Device on a PAX D210
- How to: Configure the PAX D210 Payment Terminal Device
- How to: Register Bluefin PAX Payment Terminal Device in RepairQ
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
- Wholesale Gadget Parts Integrated RMAs
- Wholesale Gadget Parts (WGP) Supplier Integration
- Mobile Sentrix Supplier Integration
- MyCoolCell Supplier Integration
- iONParts Supplier Integration (Wholesale Parts)
- LCDcycle 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
Qsite™ : Customer Service Site
- How to: Setup Qsite™ Ticket Approvals
- How to: Embed Qsite™ Into Your Own Website
- Qsite™ Opportunities Settings
- How to: Setup Qsite™
- How to: Brand your Qsite™ status portal
- How to: Add Qsite™ ticket status portal link or QR code to receipts and invoices