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Repair360 Back Office
Repair360 Back Office
Help articles on Repair360 Back Office application
168 articles in this collection
Written by
Serhii Toropov
Log in to Back Office
Access your Back Office application with your user account
Written by
Serhii Toropov
Updated over a week ago
Company Info
View and edit company information
See and change company details
Written by
Serhii Toropov
Updated over a week ago
Add company logo
Upload your company logo image
Written by
Serhii Toropov
Updated over a week ago
Inspections
View inspections
See the list of inspections
Written by
Serhii Toropov
Updated over a week ago
View inspection details
See customer information, vehicle information, text and image notes, visual inspection, and list of services added to inspection
Written by
Serhii Toropov
Updated over a week ago
Search inspections
Find inspections by keywords or filter inspections by their details
Written by
Serhii Toropov
Updated over a week ago
Approve an inspection
Change inspection status from New to Approved
Written by
Serhii Toropov
Updated over a week ago
Print an inspection
Generate print preview and print out inspections
Written by
Serhii Toropov
Updated over a week ago
Print a supplement
Print inspection supplements from your web browser
Written by
Serhii Toropov
Updated over a week ago
Archive an inspection
Hide inspections that are no longer needed
Written by
Serhii Toropov
Updated over a week ago
Archive multiple inspections
Hide multiple inspections that are no longer needed
Written by
Serhii Toropov
Updated over a week ago
Unarchive an inspection
Restore archived inspections if you need them again
Written by
Serhii Toropov
Updated over a week ago
Unarchive multiple inspections
Restore multiple archived inspections if you need them again
Written by
Serhii Toropov
Updated over a week ago
Invoices
View invoices
See the list of invoices
Written by
Serhii Toropov
Updated over a week ago
View invoice details
See invoice information and details of invoices added to invoice
Written by
Serhii Toropov
Updated over a week ago
View invoice media
See text and image notes added to invoices and work orders
Written by
Serhii Toropov
Updated over a week ago
Approve an invoice
Change invoice status from New to Approved
Written by
Serhii Toropov
Updated over a week ago
Search invoices
Find invoices by keywords or filter invoices by their details
Written by
Serhii Toropov
Updated over a week ago
Approve multiple invoices
Change status of selected invoices from New to Approved
Written by
Serhii Toropov
Updated over a week ago
Unapprove an invoice
Change invoice status from Approved to New
Written by
Serhii Toropov
Updated over a week ago
Print an invoice
Generate print preview and print our invoices
Written by
Serhii Toropov
Updated over a week ago
Archive an invoice
Hide invoices that are no longer needed
Written by
Serhii Toropov
Updated over a week ago
Archive multiple invoices
Hide multiple invoices that are no longer needed
Written by
Serhii Toropov
Updated over a week ago
Unarchive an invoice
Restore archived invoices if you need them again
Written by
Serhii Toropov
Updated over a week ago
Unarchive multiple invoices
Restore multiple archived invoices if you need them again
Written by
Serhii Toropov
Updated over a week ago
Void an invoice
Mark invoices as void to cancel incomplete or incorrect invoices
Written by
Serhii Toropov
Updated over a week ago
Unvoid an invoice
Retrieve void invoices that you accidentally voided
Written by
Serhii Toropov
Updated over a week ago
Void multiple invoices
Mark multiple invoices as void to cancel incomplete or incorrect invoices
Written by
Serhii Toropov
Updated over a week ago
Unvoid multiple invoices
Retrieve multiple void invoices that you accidentally voided
Written by
Serhii Toropov
Updated over a week ago
Service Requests
Manage service requests
Written by
Serhii Toropov
Updated over a week ago
View service requests
Written by
Serhii Toropov
Updated over a week ago
Services
View services
See the list of services
Written by
Serhii Toropov
Updated over a week ago
Add a service
Create a new service
Written by
Serhii Toropov
Updated over a week ago
Edit a service
Change service name, type, description, and price
Written by
Serhii Toropov
Updated over a week ago
Reorder services
Change the order in which services are displayed in mobile app
Written by
Serhii Toropov
Updated over a week ago
Delete a service
Remove a service from the list of services
Written by
Serhii Toropov
Updated over a week ago
Search services
Find services by keywords or filter services by their details
Written by
Serhii Toropov
Updated over a week ago
Configure labor services
Enter appropriate settings while adding or editing labor services
Written by
Serhii Toropov
Updated over a week ago
Configure parts services
Enter appropriate settings while adding or editing parts services
Written by
Serhii Toropov
Updated over a week ago
Users
View users
See the list of users
Written by
Serhii Toropov
Updated over a week ago
Add a user
Create a new user account
Written by
Serhii Toropov
Updated over a week ago
Search users
Find users by keywords or filter users by their details
Written by
Serhii Toropov
Updated over a week ago
Edit a user
Change user's first name, last name, and access to Back Office
Written by
Serhii Toropov
Updated over a week ago
Re-send Back Office user invitation
Send an email invitation with the Back Office link to users that ignored or didn't get initial invitation
Written by
Serhii Toropov
Updated over a week ago
Clients
Archive a client
Written by
Serhii Toropov
Updated over a week ago
Set effective date and price for client services
Written by
Serhii Toropov
Updated over a week ago
Quick Notes
Add quick notes
Create new quick notes
Written by
Serhii Toropov
Updated over a week ago
Edit quick notes
Change existing quick notes
Written by
Serhii Toropov
Updated over a week ago
Delete quick notes
Remove existing quick notes
Written by
Serhii Toropov
Updated over a week ago
Reorder quick notes
Change the order in which quick notes are displayed in mobile app
Written by
Serhii Toropov
Updated over a week ago
Repair Orders
View repair orders
See the list of repair orders
Written by
Serhii Toropov
Updated over a week ago
View repair order details
See repair order details and services
Written by
Serhii Toropov
Updated over a week ago
Search for repair orders
Find repair orders by keywords or use advanced search
Written by
Serhii Toropov
Updated over a week ago
Filter repair orders by phase
Find repair orders that are in a particular phase
Written by
Serhii Toropov
Updated over a week ago
Filter repair orders by department
Find repair orders that are in a particular department
Written by
Serhii Toropov
Updated over a week ago
Filter repair orders by tasks
Find repair orders with specific tasks in specific statuses
Written by
Serhii Toropov
Updated over a week ago
Filter repair orders by ‘Has This Text’
Find repair orders with a specific text
Written by
Serhii Toropov
Updated over a week ago
Save a search for repair orders
Use advanced search to save named filters and then apply saved filters in one click
Written by
Serhii Toropov
Updated over a week ago
Sort repair orders by start date
Show the earliest started repair orders at the top of the list
Written by
Serhii Toropov
Updated over a week ago
Sort repair orders by target date
Show repair orders with the oldest target date at the top of the list
Written by
Serhii Toropov
Updated over a week ago
Delete a saved search
Written by
Serhii Toropov
Updated over a week ago
Add notes to a repair order
See and enter text notes in repair orders
Written by
Serhii Toropov
Updated over a week ago
Change repair order stock number
Add or edit repair order stock number
Written by
Serhii Toropov
Updated over a week ago
Change repair order RO number
Add or edit repair order RO number
Written by
Serhii Toropov
Updated over a week ago
Change repair order PO number
Add or edit repair order PO number
Written by
Serhii Toropov
Updated over a week ago
Set repair order flag
Select the color of the repair order flag
Written by
Serhii Toropov
Updated over a week ago
Set repair order priority
Change the priority of repair order
Written by
Serhii Toropov
Updated over a week ago
Change repair order target date and time
Edit the target date and time of repair orders
Written by
Serhii Toropov
Updated over a week ago
Change repair order status
Select the status of repair order
Written by
Serhii Toropov
Updated over a week ago
Change repair order department
Select another department for repair orders
Written by
Serhii Toropov
Updated over a week ago
Close a repair order
Select the Closed status of repair order
Written by
Serhii Toropov
Updated over a week ago
View repair order log
See the history of repair order changes
Written by
Serhii Toropov
Updated over a week ago
Change repair order technician
Reassign repair order to another technician
Written by
Serhii Toropov
Updated over a week ago
Print a repair order
Print repair order from the detail view
Written by
Serhii Toropov
Updated over a week ago
Approve repair order services
Written by
Serhii Toropov
Updated over a week ago
Add services to repair orders
Written by
Serhii Toropov
Updated over a week ago
Start and stop the clocks for repair order services and tasks
Written by
Serhii Toropov
Updated over a week ago
Update status of repair order services
Select the appropriate status for repair order services
Written by
Serhii Toropov
Updated over a week ago
Get MOTOR estimated labor times for repair order services
Written by
Serhii Toropov
Updated over a week ago
Set vendor price for repair order services
Specify how much your vendors get paid per service
Written by
Serhii Toropov
Updated over a week ago
Add tasks to repair orders
Written by
Serhii Toropov
Updated over a week ago
Change technicians assigned to repair order tasks
Written by
Serhii Toropov
Updated over a week ago
Add notes to repair order parts
Enter text notes to parts added to repair orders
Written by
Serhii Toropov
Updated over a week ago
Complete repair order phases
Set the Completed status for repair order phases and their services
Written by
Serhii Toropov
Updated over a week ago
Repair Problems Reporting
Written by
Serhii Toropov
Updated over a week ago
Parts Management
View repair orders with parts
Written by
Serhii Toropov
Updated over a week ago
Search for repair orders with parts
Written by
Serhii Toropov
Updated over a week ago
Filter repair orders with parts
Written by
Serhii Toropov
Updated over a week ago
Filter repair orders without parts
Written by
Serhii Toropov
Updated over a week ago
Use saved searches for repair orders with parts
Written by
Serhii Toropov
Updated over a week ago
Use pinned saved searches for repair orders with parts
Written by
Serhii Toropov
Updated over a week ago
Add parts and labor to a repair order
Written by
Serhii Toropov
Updated over a week ago
Delete parts and labor from a repair order
Written by
Serhii Toropov
Updated over a week ago
Delete multiple parts from a repair order
Written by
Serhii Toropov
Updated over a week ago
Add labor to repair order parts
Written by
Serhii Toropov
Updated over a week ago
Edit other labor added to a repair order
Written by
Serhii Toropov
Updated over a week ago
Edit labor linked to a repair order part
Written by
Serhii Toropov
Updated over a week ago
Add notes to a repair order part
Written by
Serhii Toropov
Updated over a week ago
Set status of a repair order part
Written by
Serhii Toropov
Updated over a week ago
Update price and quantity of a repair order part
Written by
Serhii Toropov
Updated over a week ago
Set ETA of a repair order part
Written by
Serhii Toropov
Updated over a week ago
Update OEM# of repair order part
Written by
Serhii Toropov
Updated over a week ago
Change provider of a repair order part
Written by
Serhii Toropov
Updated over a week ago
Update vendor price of a repair order part
Written by
Serhii Toropov
Updated over a week ago
Manage repair order parts with core charges
Written by
Serhii Toropov
Updated over a week ago
Manage repair order parts with labor credits
Written by
Serhii Toropov
Updated over a week ago
Order repair order parts from suppliers
Written by
Serhii Toropov
Updated over a week ago
Order repair order parts from generic part providers
Written by
Serhii Toropov
Updated over a week ago
Reports
Time Report
Written by
Serhii Toropov
Updated over a week ago
Markups
Markups (Overview)
Written by
Serhii Toropov
Updated over a week ago
Enable 'Markups' add-on
Written by
Serhii Toropov
Updated over a week ago
Set 'Markups' permissions
Written by
Serhii Toropov
Updated over a week ago
Enter 'Markups' settings
Written by
Serhii Toropov
Updated over a week ago
Add markups
Written by
Serhii Toropov
Updated over a week ago
Edit markups
Written by
Serhii Toropov
Updated over a week ago
Delete markups
Written by
Serhii Toropov
Updated over a week ago
Default markups
Written by
Serhii Toropov
Updated over a week ago
Custom markups
Written by
Serhii Toropov
Updated over a week ago
Roles
Roles Overview
Written by
Serhii Toropov
Updated over a week ago
View roles
Written by
Serhii Toropov
Updated over a week ago
Search for roles
Written by
Serhii Toropov
Updated over a week ago
Add new roles
Written by
Serhii Toropov
Updated over a week ago
Edit roles
Written by
Serhii Toropov
Updated over a week ago
Delete roles
Written by
Serhii Toropov
Updated over a week ago
Set up role access to the Back Office resources
Written by
Serhii Toropov
Updated over a week ago
Set up role access to the mobile app resources
Written by
Serhii Toropov
Updated over a week ago
View role audit log
Written by
Serhii Toropov
Updated over a week ago
Assign users to roles
Written by
Serhii Toropov
Updated over a week ago
Features
Turn on QuickBooks Online integration
Set up integration with QuickBooks Online
Written by
Serhii Toropov
Updated over a week ago
Export invoices to QuickBooks Online
Export invoices from Back Office and get them automatically imported into QuickBooks Online
Written by
Serhii Toropov
Updated over a week ago
Turn on inspection supplements
Send request for setting up the Inspection Supplements feature
Written by
Serhii Toropov
Updated over a week ago
Turn on labor services
Send request for setting up the Labor Services feature
Written by
Serhii Toropov
Updated over a week ago
Turn on parts services
Send request for setting up the Basic Parts feature
Written by
Serhii Toropov
Updated over a week ago
Turn on Lot Walk
Send request for setting up the Lot Walk feature
Written by
Serhii Toropov
Updated over a week ago
Set up credit card payment processing
Configure the payment gateway to turn on the credit card payment processing
Written by
Serhii Toropov
Updated over a week ago
Turn on splat screens
Send request for setting up the Splat Screens feature
Written by
Serhii Toropov
Updated over a week ago
Set up splat screens
Upload background images for Visual screens
Written by
Serhii Toropov
Updated over a week ago
Turn on Parts Management
Send request for setting up the Parts Management feature
Written by
Serhii Toropov
Updated over a week ago
Service Contracts
View service contracts
Written by
Serhii Toropov
Updated over a week ago
Turn on the ‘Service Contracts’ add-on
Enable service contracts feature
Written by
Serhii Toropov
Updated over a week ago
View service contract types
Written by
Serhii Toropov
Updated over a week ago
Search for service contract types
Written by
Serhii Toropov
Updated over a week ago
Add service contract types
Written by
Serhii Toropov
Updated over a week ago
Edit service contract types
Written by
Serhii Toropov
Updated over a week ago
Delete service contract types
Written by
Serhii Toropov
Updated over a week ago
View service contract status reasons
Written by
Serhii Toropov
Updated over a week ago
Add service contract status reasons
Written by
Serhii Toropov
Updated over a week ago
Edit service contract status reasons
Written by
Serhii Toropov
Updated over a week ago
Delete service contract status reasons
Written by
Serhii Toropov
Updated over a week ago
Scheduled Maintenance
Scheduled Maintenance (Overview)
Written by
Serhii Toropov
Updated over a week ago
Turn on the ‘Maintenance Schedule’ feature
Written by
Serhii Toropov
Updated over a week ago
Add or edit vehicle inventory
Written by
Serhii Toropov
Updated over a week ago
Add service contract types
Written by
Serhii Toropov
Updated over a week ago
Assign vehicle inventory to service contract type
Written by
Serhii Toropov
Updated over a week ago
Set up a maintenance schedule
Written by
Serhii Toropov
Updated over a week ago
Add vehicles to vehicle inventory
Written by
Serhii Toropov
Updated over a week ago
Use tags for auto-creating service contracts
Written by
Serhii Toropov
Updated over a week ago
Update the maintenance schedule
Written by
Serhii Toropov
Updated over a week ago
Turn on adding scheduled services
Written by
Serhii Toropov
Updated over a week ago
Set a filter for maintenance service requests
Written by
Serhii Toropov
Updated over a week ago
Auto-creating service requests from service contracts
Written by
Serhii Toropov
Updated over a week ago
Auto-creating work orders from service requests
Written by
Serhii Toropov
Updated over a week ago
Auto-adding maintenance services to repair orders
Written by
Serhii Toropov
Updated over a week ago
Auto-updating the next maintenance
Written by
Serhii Toropov
Updated over a week ago
Parts Inventory
Adjust the quantity on hand for parts inventory batches
Written by
Serhii Toropov
Updated over a week ago
Vehicle Inventory
Create and assign tags to inventory vehicles
Written by
Serhii Toropov
Updated over a week ago
Mobile App Settings
Change list view settings
Written by
Serhii Toropov
Updated over a week ago
Vendor Connect
Accept Vendor Connect Invitation
Written by
Serhii Toropov
Updated this week