uprighttech
Active Member
- Reaction score
- 30
- Location
- Kentucky
I owned a business that has been using PC Repair Tracker for about 9 years. Part of our workflow is documenting each action, install, scan, etc in PCRT as we do it. We have a pretty extensive premade list of these items in PCRT that we can just click as we go and it adds them to the list of what has been done, or we can manually add a custom item to the list. When we are done, we print a repair report showing everything done that goes to the customer.
Last month we were acquired by another company (mainly for our MSP business), but they have a sister company that is residential break/fix and are going to keep our residential side as well. They use RepairShopr, and I am having a hard time getting my head around how to properly set it up for our flow. I feel like I am missing something. Their residential business is younger and less mature than ours with just a single guy usually working on one system at a time, and it seems like it was just a quick bolt on business that was never really set up properly for efficiency and scale. They document almost nothing in RS and don't give anything to the customer at all. I really want to improve this process but am having a hard time figuring it out in RS. We utilize the real-time documentation of PCRT constantly as we have multiple people working on many systems at the same time over multiple days (What has been done on this order so far? Who did such and such to this order? What was done to this system the last time it was here? And so on).
Is there any good way to replicate this type of detailed workflow in RepairShopr?
Last month we were acquired by another company (mainly for our MSP business), but they have a sister company that is residential break/fix and are going to keep our residential side as well. They use RepairShopr, and I am having a hard time getting my head around how to properly set it up for our flow. I feel like I am missing something. Their residential business is younger and less mature than ours with just a single guy usually working on one system at a time, and it seems like it was just a quick bolt on business that was never really set up properly for efficiency and scale. They document almost nothing in RS and don't give anything to the customer at all. I really want to improve this process but am having a hard time figuring it out in RS. We utilize the real-time documentation of PCRT constantly as we have multiple people working on many systems at the same time over multiple days (What has been done on this order so far? Who did such and such to this order? What was done to this system the last time it was here? And so on).
Is there any good way to replicate this type of detailed workflow in RepairShopr?