Let's Get You Started
Hello! And, thankyou for choosing Repair Shop!
We have put together these 15 downloadable documents with supporting videos to ensure you have a smooth set up with Repair Shop. Just work your way through these and you'll be all set!
General Onboarding
Here is a general overview of what instructions you will be following.
Step 2 - Engineers
Here is your guide on how to add engineers to your Repair shop system.
Step 3 - Work Activity Types
Here is your guide to what work activity types are and how to enter them into your Repair Shop system.
Step 4 - Work Roles
Here is your guide to what work roles are and how to enter them into your Repair Shop system.
Step 5 - Work Rates
Here is your guide to what work rates are and how to enter them into your Repair Shop system.
Step 6 - Credit Terms
Here is your guide to what credit terms are and how to enter them into Repair Shop.
Step 7 - Payment Terms
Here is your guide to what payment terms are and how to enter them into your Repair Shop system.
Step 8 - Part Groups
Here is your guide to what part groups are and how to enter them into your Repair Shop system.
Step 9 - Uploading Customers
Here is your guide on how to create the upload spreadsheet and import customer information into your Repair Shop system.
Step 10 - Uploading Customer Locations
Here is your guide to uploading customer locations.
Step 11 - Uploading Customer Contacts
Here is your guide on how to upload customer contacts.
Step 12 - Uploading Customer Assets
Here is your guide on how to upload customer assets.