Repair360 Back Office

Log in to Back Office

Access your Back Office application with your user account

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View and edit company information

See and change company details

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Add company logo

Upload your company logo image

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View inspections

See the list of inspections

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View inspection details

See customer information, vehicle information, text and image notes, visual inspection, and list of services added to inspection

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Search inspections

Find inspections by keywords or filter inspections by their details

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Approve an inspection

Change inspection status from New to Approved

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Print an inspection

Generate print preview and print out inspections

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Print a supplement

Print inspection supplements from your web browser

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Archive an inspection

Hide inspections that are no longer needed

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Archive multiple inspections

Hide multiple inspections that are no longer needed

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Unarchive an inspection

Restore archived inspections if you need them again

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Unarchive multiple inspections

Restore multiple archived inspections if you need them again

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View invoices

See the list of invoices

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View invoice details

See invoice information and details of invoices added to invoice

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View invoice media

See text and image notes added to invoices and work orders

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Approve an invoice

Change invoice status from New to Approved

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Search invoices

Find invoices by keywords or filter invoices by their details

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Approve multiple invoices

Change status of selected invoices from New to Approved

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Unapprove an invoice

Change invoice status from Approved to New

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Print an invoice

Generate print preview and print our invoices

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Archive an invoice

Hide invoices that are no longer needed

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Archive multiple invoices

Hide multiple invoices that are no longer needed

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Unarchive an invoice

Restore archived invoices if you need them again

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Unarchive multiple invoices

Restore multiple archived invoices if you need them again

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Void an invoice

Mark invoices as void to cancel incomplete or incorrect invoices

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Unvoid an invoice

Retrieve void invoices that you accidentally voided

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Void multiple invoices

Mark multiple invoices as void to cancel incomplete or incorrect invoices

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Unvoid multiple invoices

Retrieve multiple void invoices that you accidentally voided

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Manage service requests

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View service requests

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View services

See the list of services

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Add a service

Create a new service

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Edit a service

Change service name, type, description, and price

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Reorder services

Change the order in which services are displayed in mobile app

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Delete a service

Remove a service from the list of services

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Search services

Find services by keywords or filter services by their details

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Configure labor services

Enter appropriate settings while adding or editing labor services

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Configure parts services

Enter appropriate settings while adding or editing parts services

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View users

See the list of users

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Add a user

Create a new user account

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Search users

Find users by keywords or filter users by their details

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Edit a user

Change user's first name, last name, and access to Back Office

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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

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Archive a client

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Set effective date and price for client services

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Add quick notes

Create new quick notes

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Edit quick notes

Change existing quick notes

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Delete quick notes

Remove existing quick notes

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Reorder quick notes

Change the order in which quick notes are displayed in mobile app

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View repair orders

See the list of repair orders

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View repair order details

See repair order details and services

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Search for repair orders

Find repair orders by keywords or use advanced search

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Filter repair orders by phase

Find repair orders that are in a particular phase

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Filter repair orders by department

Find repair orders that are in a particular department

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Filter repair orders by tasks

Find repair orders with specific tasks in specific statuses

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Filter repair orders by ‘Has This Text’

Find repair orders with a specific text

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Save a search for repair orders

Use advanced search to save named filters and then apply saved filters in one click

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Sort repair orders by start date

Show the earliest started repair orders at the top of the list

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Sort repair orders by target date

Show repair orders with the oldest target date at the top of the list

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Delete a saved search

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Add notes to a repair order

See and enter text notes in repair orders

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Change repair order stock number

Add or edit repair order stock number

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Change repair order RO number

Add or edit repair order RO number

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Change repair order PO number

Add or edit repair order PO number

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Set repair order flag

Select the color of the repair order flag

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Set repair order priority

Change the priority of repair order

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Change repair order target date and time

Edit the target date and time of repair orders

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Change repair order status

Select the status of repair order

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Change repair order department

Select another department for repair orders

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Close a repair order

Select the Closed status of repair order

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View repair order log

See the history of repair order changes

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Change repair order technician

Reassign repair order to another technician

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Print a repair order

Print repair order from the detail view

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Approve repair order services

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Add services to repair orders

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Start and stop the clocks for repair order services and tasks

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Update status of repair order services

Select the appropriate status for repair order services

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Get MOTOR estimated labor times for repair order services

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Set vendor price for repair order services

Specify how much your vendors get paid per service

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Add tasks to repair orders

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Change technicians assigned to repair order tasks

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Add notes to repair order parts

Enter text notes to parts added to repair orders

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Complete repair order phases

Set the Completed status for repair order phases and their services

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Repair Problems Reporting

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View repair orders with parts

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Search for repair orders with parts

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Filter repair orders with parts

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Filter repair orders without parts

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Use saved searches for repair orders with parts

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Use pinned saved searches for repair orders with parts

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Add parts and labor to a repair order

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Delete parts and labor from a repair order

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Delete multiple parts from a repair order

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Add labor to repair order parts

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Edit other labor added to a repair order

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Edit labor linked to a repair order part

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Add notes to a repair order part

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Set status of a repair order part

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Update price and quantity of a repair order part

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Set ETA of a repair order part

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Update OEM# of repair order part

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Change provider of a repair order part

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Update vendor price of a repair order part

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Manage‌ ‌repair‌ ‌order‌ ‌parts‌ ‌with‌ ‌core‌ charges‌

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Manage repair order parts with labor credits

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Order repair order parts from suppliers

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Order repair order parts from generic part providers

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PartsTech Signup Guide

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Time Report

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Markups (Overview)

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Enable 'Markups' add-on

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Set 'Markups' permissions

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Enter 'Markups' settings

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Add markups

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Edit markups

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Delete markups

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Default markups

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Custom markups

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Roles Overview

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View roles

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Search for roles

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Add new roles

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Edit roles

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Delete roles

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Set up role access to the Back Office resources

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Set up role access to the mobile app resources

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View role audit log

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Assign users to roles

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Turn on QuickBooks Online integration

Set up integration with QuickBooks Online

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Export invoices to QuickBooks Online

Export invoices from Back Office and get them automatically imported into QuickBooks Online

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Turn on inspection supplements

Send request for setting up the Inspection Supplements feature

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Turn on labor services

Send request for setting up the Labor Services feature

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Turn on parts services

Send request for setting up the Basic Parts feature

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Turn on Lot Walk

Send request for setting up the Lot Walk feature

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Set up credit card payment processing

Configure the payment gateway to turn on the credit card payment processing

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Turn on splat screens

Send request for setting up the Splat Screens feature

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Set up splat screens

Upload background images for Visual screens

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Turn on Parts Management

Send request for setting up the Parts Management feature

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View service contracts

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Turn on the ‘Service Contracts’ add-on

Enable service contracts feature

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View service contract types

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Search for service contract types

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Add service contract types

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Edit service contract types

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Delete service contract types

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View service contract status reasons

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Add service contract status reasons

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Edit service contract status reasons

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Delete service contract status reasons

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Scheduled Maintenance (Overview)

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Turn on the ‘Maintenance Schedule’ feature

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Add or edit vehicle inventory

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Add service contract types

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Assign vehicle inventory to service contract type

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Set up a maintenance schedule

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Add vehicles to vehicle inventory

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Use tags for auto-creating service contracts

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Update the maintenance schedule

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Turn on adding scheduled services

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Set a filter for maintenance service requests

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Auto-creating service requests from service contracts

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Auto-creating work orders from service requests

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Auto-adding maintenance services to repair orders

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Auto-updating the next maintenance

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Adjust the quantity on hand for parts inventory batches

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Create and assign tags to inventory vehicles

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Change list view settings

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Accept Vendor Connect Invitation

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