Contents

  • 1. Getting started
  • 2. Dashboard
  • 3. Repairs
  • 4. Products and inventory
  • 5. Sales
  • 6. Debts (store credit)
  • 7. Customers and providers
  • 8. Catalogs
  • 9. Expenses
  • 10. Settings
  • 11. Plans and limits
  • 12. Phone charging
  • 13. Tips and frequently asked questions
    • 13.1 Working with more than one shop
    • 13.2 Global search
    • 13.3 Language and appearance
    • 13.4 Frequently asked questions

13. Tips and frequently asked questions

A wrap-up with tricks that make your day faster and answers to the most common questions.

13.1 Working with more than one shop

If you have more than one branch or business, you can manage them as separate organizations on the same account. You switch from one to another with the organization switcher, at the top of the sidebar. Each organization has its own information (works, products, sales), separate from the rest.

13.2 Global search

From any screen, with the shortcut Cmd+K (Mac) or Ctrl+K (Windows) you open the global search, which finds customers and providers, products, sales and works no matter where you are. It is the fastest way to jump to what you are looking for.

13.3 Language and appearance

  • Language: from your user menu you choose between Español, English and Français. On the public site, the language picker sits next to the theme button.
  • Light or dark theme: you toggle it with the theme button, whichever is more comfortable to work with.

13.4 Frequently asked questions

What happens to stock if I delete a repair or cancel a sale? The stock goes back in place: when you delete a repair with products, the stock is restored automatically; and when you cancel a reserved sale, so is it.

Why won't it let me mark a repair as Delivered? Because some data needed to charge is missing: the payment method, the price or the currency. The system tells you what is missing. Complete it and you will be able to deliver.

Why can't a teammate see Expenses? Because they have the Member role. Only the Owner and Admins see expenses. You can change their role from Members.

The reports' "today" does not match my day? Check your organization's time zone in Business. The cash close and the reports use that zone to compute the shop's day.

How do I share the device status with the customer? You can send them a note via WhatsApp from the repair (Part 3) or give them access to the customer portal by verifying their email (Part 7).

PreviousPhone charging