Frequently Asked Questions

You can simply navigate to the “Leads” option on the left to see a full list of all of your leads that come in! Each lead submission will have their:

• Name
• Phone
• Email
• Contact style that they requested (text, email, or phone call)
• Model
• Repair requested
• Location selected
• The outgoing message that they were sent (if SMS or Email)
• Their comments
• Status of the lead (which you can edit) 
• Date and time of the submission.

We do recommend that you use the Inbox feature to communicate with leads as they come in but this allows you to export all of your lead data with the included information whenever you’d like with the “export” button in the top right corner of the interface!

Yes you can! To do so you just need to log into Repair Desk and go into each of your store’s settings and grab the API key – it’s at the very bottom of your store’s settings.

Then, go into your quote tool’s Location settings, select the proper location, and scroll down to the “Repair Desk API Key” field and paste the code there.

You can do this for all of your locations, and once a customer submits a quote form it will populate in your Leads dashboard, Inbox, and Repair Desk all at once.

Something to note: The lead in Repair Desk will have the customer’s name, email, and phone number in the proper fields but the specific details of their quote request will be in the notes section of the lead.

Yes you can, in fact we highly encourage it!

In the leads dashboard there is an “export” button in the top-right – if you are going to use email or SMS campaigns we suggest you add this database of potential customers to your lists.

Please watch this short video! 

Please watch this short video! 

If you simply want to prune down the list of options that are available, all you need to do is uncheck the check mark in the “widget” section for each category of devices or individual models that you don’t want to show! 

If you want to add devices please refer to this video!

Please watch this short video! 

We typically add new models within a month or so of their release, but if you do not see some models for a category that we already have please let us know! To learn more about enabling those models on your widget please watch this video!

Please watch this short video! 

Yes you can! You can navigate to Repairs on the left side and edit any repair’s image. However, we do generally recommend using a very standardized approach across all repair types.

Navigate to Widget > Settings and you’ll see a section on the right side called “Website Embed Code” with a “copy” button below it. Copy that code and embed it onto the desired page on your site!

It will put the quote tool on your site as an iFrame, and you can put it on multiple pages of your site if you’d like, or just a standalone page that you have buttons linking toward!

Any changes you make on the widget’s settings (adding devices/repairs for example) will get immediately updated on the tool.

Important to note: If you have optimization plug-ins enabled on your site, you may need to disable them for this page so that the iFrame can load properly! We recommend you check the page while logged out of your site on both desktop and mobile device to verify.

Please watch the following short video! 

Go to your widget and click the “settings” button on the top right of your interface. Once in there, you can see “widget colors and background”, click the pencil icon to the right side of that to edit your widget’s color theme.

Please watch the following short video! 

Yes, you just need to go to your “widget” option and click “settings” on the top right of your interface. You can then select the general settings and choose to show prices on the front end. 

• Please keep in mind that this will reduce your submission rate, and it will display “varies” whenever you don’t have the price filled out on your end! 
• If you have different pricing for each location you will also need to “reverse locations and repairs” which is an option right below the option to show prices on the front end! 

If you’d like to turn on appointment functionality, go to your Widget option, click “settings on the top right part of your interface, and then click “edit” for the general settings and turn on “Appointment Scheduler” and if you have a URL in the “Thank you page URL” please remove it!

Once you have done this you’ll need to go to each of your locations and set their “Appointment Hours”. This can be different than your Operating Hours. Your Operating Hours is a quick line that gets included in your out going quotes, your Appointment Hours are the timeframes that your customers can book.

This means if you’re open from 10AM-7PM for example, you can have those hours say 10AM-6PM to make sure people don’t book for 6:45 with an hour long repair!

A customer will go through the quote tool like normal but then get the option to book a repair immediately afterward on the same page. Once you have set this up we recommend you test it out to see the functionality firsthand!

Simply navigate to the “Locations” section in your dashboard and click the pencil icon on the right side of the location you wish to edit. Most of the settings are pretty straightforward but please let us know if you have questions about any of the fields! 

• Simply click the “New Location” button in the Locations section and fill out all of the required fields. You may be prompted to increase your monthly subscription as each location costs an additional $29.99/month! Once you’ve filled out the information it may take an hour or two to show up on the front-end while our system verifies payment and creates your Inbox configuration. 
• When creating a new location there is going to be a “import pricing” option that will allow you to copy the pricing from one of your other locations. We highly recommend doing this to give you a headstart on setting up your prices! 

Go to your “Locations” section in the dashboard and click into whatever location you’d like to remove and mark it as “inactive”. If you’d like to permanently remove a location from the widget you can click the trash can on the right side of the location.

I highly recommend watching the following short video, or you can read on below!

• The pricing sheet works in a grid format and you can edit individual repair/price combinations here. 
• You can use the options at the top to sort the specific devices that you’re looking at:
• This may be helpful for editing individual repairs, HOWEVER if you want to edit in bulk we do recommend you click the “export” button in the top right corner of the interface, and you will be able to edit a CSV on your side, and that will hopefully make it much easier for you to edit multiple prices at once. 
• Only the repairs that are “active” on the widget will be editable in the CSV, while the “pricing” view in the widget may include all types of repairs regardless of whether they’re active for that specific device or not.
• When you are done editing your prices, just save the sheet as a CSV again and import it back into the location you are editing. If you have multiple locations that all have the same prices, you should select the “import to all locations” option!
• Do NOT put any currency signs into your CSV – if you do that then the import will not function for that cell.

• Navigate to “Employees” on the left side and click “New Employee” in the top right corner of your interface. You’ll be able to give them a name, email, and password as well as decide what they have access to! 
• We generally recommend giving employees access to Leads and Widgets if you want them to contact potential customers and edit prices on your behalf.
• If you have multiple locations, you can select which locations you want this user to have access to. This can be very helpful for franchise purposes!

Here’s a short video that covers the process:

Please watch this short video!

Please use the Support Center button at the top of your interface! When you submit an issue it goes directly to our team so we can work on it ASAP.

Yes you can, please join our Facebook User Group!