Quick Start Guide

Get your RepairOps account up and running in 15 minutes.

Step 1: Create Your Account

1. Go to repairops.app and click “Sign Up”
2. Enter your email address
3. Check your inbox for the magic link (valid for 24 hours)
4. Click the link — you’re logged in, no password needed
   • Optional: Create a password on the next screen if you prefer password login

Note: RepairOps uses magic-link authentication by default. You’ll receive a new login link each time you sign in, or you can opt into password authentication in your settings.

Step 2: Onboarding Wizard

After login, you’ll see the Onboarding Wizard. This takes about 10 minutes:

2a. Organization Details

• Organization Name — Your repair shop name (e.g., “Tech Repair Pro”)
• Industry — Select “Electronics Repair”
• Timezone — Defaults to your browser timezone; adjust if needed

2b. Shop Location

• Shop Name — Name of this location (e.g., “Main Shop” or “Downtown Location”)
• Address — Street, city, state, zip
• Phone — Shop phone number for customer communication
• Hours — Operating hours (used for appointment availability)

2c. Service Categories

Add the main services your shop offers. Examples:

• Phone Repair
• Laptop Repair
• Gaming Console Repair
• Water Damage Recovery
• Screen Replacement

You can add more services later — this is just to get started.

2d. Notification Preferences

• Email notifications — Alerts for ticket updates (you can customize this per user)
• SMS notifications — Text reminders (requires SMS credits; see Plans and Billing)

2e. Review & Confirm

Review your setup and click “Complete Setup”. You’re now in the RepairOps dashboard.

Step 3: Invite Your Team

Your first ticket goes much smoother with team members. Invite them now:

1. Click Settings → Team in the top navigation
2. Click “Invite Team Member”
3. Enter their email address
4. Select their role (see Team Setup for role explanations)
5. Click “Send Invite”
6. They’ll receive an email with a link. Once they accept, they can log in

Recommended first team:

• Manager — You (or another owner/manager)
• Technician — At least one person to process repairs
• Front Desk — If you have someone handling customer intake
• QC Specialist — If you do quality checks before pickup

Note: You can change roles anytime. Start simple and adjust as your workflow develops.

Step 4: Configure Service Catalog (Optional)

Your shop likely has pricing and standard services. Add them:

1. Go to Settings → Services
2. Click “Add Service”
3. Enter:
   • Service name (e.g., “Screen Replacement - iPhone 14”)
   • Category (from your onboarding)
   • Base labor cost
   • Typical turnaround time
   • Whether it requires parts ordering
4. Click “Save”

Repeat for 5–10 common services. You can customize pricing per ticket later.

Tip: You don’t need to add every possible service. Technicians can create custom line items in quotes. These are just templates for speed.

Step 5: Configure Notifications

Keep your team informed without overwhelming them:

1. Go to Settings → Notifications
2. Enable notifications you want:
   • Ticket status changes (e.g., “Alert me when a ticket enters QC”)
   • New assignments (tech gets notified of new work)
   • Approval requests (customer portal link sent)
   • Messages (team chat in tickets)
   • Shift reminders (optional; prompts team to clock in)
3. Set Quiet Hours to avoid late-night alerts
4. Select notification channels:
   • In-app (always on)
   • Email (recommended for urgent items)
   • SMS (uses SMS credits; see billing)
   • Slack (if you use Slack; optional integration)

Each team member can customize their own notification preferences in their profile.

Step 6: Create Your First Ticket

Ready to test the system? Create a sample ticket:

1. Click “New Ticket” (blue button in the top-right corner)
2. Fill in:
   • Customer Name — Use a test name (e.g., “John Smith”)
   • Phone/Email — Your own contact info (you’ll approve the quote)
   • Device Type — e.g., “iPhone 14”
   • Issue — e.g., “Cracked screen”
   • Photos — Optional; you can take photos or upload
   • Consent — Check the box (customer agrees to terms)
3. Click “Create Ticket”

You now have a ticket with a unique ID (e.g., #REP-001). It’s in the INTAKE status.

Step 7: Move Through the Workflow

Now move this test ticket through the entire flow to see how it works:

Triage (Manager assigns tech)

1. Find your ticket on the Kanban board (click the ticket card)
2. Click “Move to Triage”
3. Select a technician to assign
4. Click “Confirm”

Diagnostics (Tech investigates)

1. Click the ticket card again
2. Click “Start Diagnostics”
3. Add diagnostic findings (notes or checklist)
4. Upload evidence (photos of the damage, test results, etc.)
5. Click “Complete Diagnostics” → ticket moves to WAITING_APPROVAL

Create Quote (Tech or Manager)

1. Click “Add Line Items”
2. Add parts and labor:
   • Parts: e.g., “iPhone 14 Screen - $80”
   • Labor: e.g., “2 hours @ $50/hr = $100”
3. Click “Send Quote to Customer”
   • Customer gets an email with a link to the customer portal
   • They can approve or request changes

Approval (You, as customer)

1. Check your email for the approval link
2. Click it (opens customer portal)
3. Review the quote
4. Click “I Approve”
   • Ticket moves to APPROVED status
   • Your team is notified

Repair (Tech logs work)

1. Technician clicks “Start Repair”
2. Logs parts used (tracks inventory)
3. Logs hours worked (tracks labor)
4. Adds notes about the repair
5. When done, clicks “Send to QC” → QC_REVIEW status

QC (Verification)

1. QC specialist reviews the repair
2. Runs verification checklist (e.g., “Screen responds”, “No water damage”)
3. If OK: clicks “QC Pass” → READY_FOR_PICKUP
4. If issues: clicks “QC Fail” → returns to IN_REPAIR for rework

Pickup (Payment & Completion)

1. Customer arrives to pick up device
2. Click “Process Pickup”
3. Enter payment method (cash, card, customer portal payment link)
4. Capture signature (use tablet or print receipt)
5. Click “Complete”
   • Ticket moves to PICKED_UP
   • Invoice is generated and emailed
   • Ticket can now be archived

Step 8: Explore the Dashboard

Now that you’ve seen the workflow, explore the dashboard:

• Kanban Board — See all tickets by status at a glance
• My Work — Tasks assigned to the logged-in user
• Calendar — Appointment availability (if using booking)
• Reports — Revenue, turnaround time, technician productivity
• Settings — Organization, shop, team, integrations

Next Steps

• Your First Ticket — Deep dive into each workflow stage
• Team Setup — Understand roles and permissions
• Plans and Billing — Explore paid features and credits
• User Guide by Role — Detailed workflows for each position
• Features — AI chat, booking, POS, analytics, and more

Troubleshooting

Q: I didn’t receive the magic link email.

• Check spam folder
• Ask support to resend at support@repairops.app

Q: Can I add more shops later?

• Yes! Go to Settings → Shops → “Add Location” (Pro tier and up)

Q: What if I want to use password login?

• Go to Settings → Security → “Enable Password Login”
• Then you can sign in with email + password instead of magic links

Q: How do I delete a test ticket?

• Go to the ticket, click “Options” → “Void Ticket”
• Voided tickets are marked void but kept for audit purposes

Q: What’s included in my plan?

• See Plans and Billing for a full comparison

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You’re ready! Your RepairOps shop is live. The next section (Your First Ticket) walks you through the complete flow in detail.