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  • Features
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Repair Pilot > Repair Pilot Help Centre > Customisation
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Getting Started

4
  • How to Set Up Your Repair Pilot Account
  • Adding a New Staff Member
  • Setup Your Tax Rates
  • How to Add Multiple Store Locations

Customers

11
  • Deleting a Customer
  • Viewing a Customers Items
  • Adding a New Customer
  • Viewing a Customer’s Job History
  • Adding Sub-Contacts to a Customer
  • How to Buy an Item From a Customer
  • Customer Settings: Custom Fields
  • Customer Settings: Discounts
  • Customer Settings: Customer Types
  • Customer Settings: Referral Methods
  • GDPR tools: Export, erase, or restrict customer data

Jobs

17
  • Adding a New Job
  • Managing Jobs
  • Changing a Job’s Status
  • Updating Jobs in Bulk
  • Sending Email Updates From a Job
  • Job Notes
  • Job Worksheets
  • Job Attachments
  • Notifying Staff When a Quote is Approved
  • Creating an Invoice From a Job
  • Converting a Job Item into Stock
  • Selecting an Existing Item for a New Job
  • Overview What Are Items?
  • Sending SMS Updates From a Job
  • Assigning Jobs to Staff Members
  • Searching & Filtering Jobs
  • Creating & Sending a Quote
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Customisation

8
  • Managing Repair Pilot Modules
  • Edit Default SMS/Email Text
  • Editing the Default Fields
  • Customising the Invoice Document
  • Customising A4 and Till Receipts
  • Customising the Login Page
  • Custom Fields
  • Customer Settings: Custom Fields

Items

6
  • Overview What Are Items?
  • How to Buy an Item From a Customer
  • Converting a Job Item into Stock
  • Selecting an Existing Item for a New Job
  • Viewing a Customers Items
  • Viewing Job History by Item

Quotes & Invoices

10
  • Creating & Sending a Quote
  • Creating an Invoice From a Job
  • Sending Invoices to Customers
  • Add Multiple Jobs to a Single Invoice
  • Customising the Invoice Document
  • Creating an Invoice Without a Job
  • Syncing Invoices with QuickBooks Online
  • Syncing Invoices with Xero
  • Applying Payments to Invoices
  • Accepting payments via Stripe or PayPal

Part Management

6
  • Overview: What are Parts in Repair Pilot
  • Adding and Editing Parts
  • Managing Part Suppliers
  • Adding Parts to a Job
  • Stock Taking for Parts
  • Importing or Exporting Parts in Bulk

Stock Management

4
  • Overview: What is Stock in Repair Pilot
  • Adding and Editing Stock
  • Convert Customer/Job Item to Stock
  • Importing or Exporting Stock in Bulk

User Management

6
  • Adding a New Staff Member
  • How to Change or Reset a User’s password
  • Removing/Deactivating a user
  • Managing Users in a Multi Company/Store Setup
  • Managing User Roles and Permissions
  • How to Assign a User to a Specific Role

Customer Portal

4
  • Viewing and Approving Quotes in the Customer Portal
  • Sending Portal Access Links to Customers
  • What Cstomers Can Do in the Portal
  • Branding the Customer Portal
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Automation & Workflows

2
  • Creating and Using Canned Replies
  • Triggering automations by job status
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Worksheets

7
  • Creating Your First Worksheet
  • Printing or emailing a completed worksheet
  • Exporting a worksheet to PDF
  • Locking or marking a worksheet as internal
  • Attaching a worksheet to a job
  • Drag-and-drop field types explained
  • How to create a worksheet

Reporting & Insights

5
  • Exporting reports to CSV
  • Reporting on item types and brands
  • Staff productivity: repair times and late jobs
  • Viewing reports by store or date range
  • How to access and filter reports
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Integrations

12
  • Syncing Invoices with Xero
  • Create a Trigger for a Webhook
  • Address Lookup Integration
  • Custom Email SMTP Settings
  • SMS Integration
  • eCommerce integrations (Coming soon)
  • Using reCAPTCHA to protect forms
  • Integrating with Brevo (Sendinblue)
  • Using PayPal for online payments
  • Using Stripe for online payments
  • How to connect to Xero
  • How to connect to QuickBooks Online
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Settings

4
  • Customer Settings: Custom Fields
  • Customer Settings: Discounts
  • Customer Settings: Customer Types
  • Customer Settings: Referral Methods
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Account & Billing

6
  • Requesting data deletion under GDPR
  • Exporting your account data
  • Cancelling your Repair Pilot account
  • Updating your billing information
  • Viewing and downloading invoices
  • How to change your subscription plan
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Troubleshooting & Support

7
  • How to clear cache or force refresh
  • Browser/device compatibility questions
  • How to report a bug or contact support
  • Portal links are not working
  • My PDFs look strange or misaligned
  • Emails are not being received
  • I can’t log in — what should I do?
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Legal & Policies

5
  • Acceptable Use Policy
  • Data Processing Agreement (DPA)
  • Cookie Policy
  • Terms of Use
  • Privacy Policy
View Categories
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  • Repair Pilot Help Centre
  • Customisation

Customisation

  • Managing Repair Pilot Modules
  • Edit Default SMS/Email Text
  • Editing the Default Fields
  • Customising the Invoice Document
  • Customising A4 and Till Receipts
  • Customising the Login Page
  • Custom Fields
  • Customer Settings: Custom Fields

Repair Pilot Ltd
Company No. 12024325

UK
0800 13 37 491
0330 2233 736

Outside of the UK
+44 330 223 3736

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