Knowledge Base

1. Account Setup

Welcome to LogicRepairs CRM! Follow these steps to get your account set up:

1. Sign Up: Register for your free trial at LogicRepairs CRM.
2. Shop Details: Enter your shop name, address, contact information, and currency in Settings → Shop Profile.
3. User Profile: Update your personal details, password, and notification preferences in Settings → My Profile.
4. Subscription: Choose a plan that fits your business needs in the Subscription section.
5. Multi-Shop Setup: Add unlimited shops to your account for managing multiple locations.
6. Team Management: Invite unlimited technicians and staff members to your CRM.

2. POS System

Our integrated Point of Sale system allows you to process transactions directly from the CRM:

1. Access POS: Go to POS in the sidebar to access the point of sale interface.
2. Add Items: Search and add items from your inventory to the cart.
3. Process Payment: Accept cash, card, or digital payments through integrated payment processors.
4. Generate Receipts: Print or email receipts automatically after each transaction.
5. Inventory Sync: POS transactions automatically update your inventory levels.
6. Customer Linking: Link transactions to customer profiles for complete purchase history.

3. Device Manager

The Device Manager is a powerful tool that allows you to connect phones, tablets, and other devices directly to your computer and extract information through the charging port:

1. Connect Device: Plug your device into your computer using a USB cable.
2. Access Device Manager: Go to Device Manager in the sidebar.
3. Device Detection: The system will automatically detect connected devices.
4. Information Extraction: Extract device information including:
   • Device model and specifications
   • Serial numbers and IMEI
   • Battery health and cycle count
   • Storage capacity and usage
   • Operating system version
   • Network information
5. Data Import: Automatically import device information into customer profiles and tickets.
6. Diagnostic Tools: Run basic diagnostics to identify common issues.

4. B2B Inventory Export

Export your inventory with B2B pricing for wholesale customers and business clients:

1. Set B2B Prices: Add B2B prices to your inventory items in the Inventory section.
2. Access Export: Go to Inventory → Export → B2B Export.
3. Filter Items: Only items with B2B prices set will be included in the export.
4. Export Format: Choose between Excel (.xlsx) or CSV format.
5. Custom Fields: Include additional fields like supplier information, reorder thresholds, and notes.
6. Automated Export: Schedule regular B2B exports for your wholesale customers.

5. Customs Forms

Generate customs forms for international shipping and compliance:

1. Access Forms: Go to Shipping → Customs Forms.
2. Select Items: Choose items from your inventory for international shipment.
3. Enter Details: Fill in destination country, value, and description.
4. Generate Form: Create customs forms in standard international formats.
5. Print/Email: Print forms or email them to shipping carriers.
6. Compliance: Ensure all forms meet international shipping requirements.

6. Custom Labels

Create custom labels for inventory, shipping, and customer identification:

1. Label Builder: Access the Label Builder from the sidebar.
2. Choose Template: Select from pre-designed templates or create custom designs.
3. Add Content: Include text, barcodes, QR codes, and images.
4. Customize Design: Adjust fonts, colors, sizes, and layouts.
5. Print Labels: Print directly to label printers or save as PDF.
6. Bulk Printing: Print multiple labels for inventory items or shipping packages.

7. Custom Invoice Templates

Design and customize professional invoice templates for your business:

1. Template Builder: Go to Settings → Invoice Templates.
2. Choose Design: Select from professional templates or start from scratch.
3. Customize Layout: Add your logo, company information, and branding.
4. Add Fields: Include custom fields, terms, and conditions.
5. Preview & Test: Preview templates with sample data before saving.
6. Apply to Invoices: Use custom templates for all future invoices.

8. Canned Responses

Create and manage pre-written responses for common customer inquiries and support tickets:

1. Access Responses: Go to Settings → Canned Responses.
2. Create Categories: Organize responses by topic (repairs, pricing, shipping, etc.).
3. Write Responses: Create detailed responses for common questions.
4. Add Variables: Use dynamic variables like customer name, order number, etc.
5. Quick Insert: Insert responses quickly into tickets and emails.
6. Team Sharing: Share responses with your team for consistent communication.

9. Google Calendar Integration

Sync your CRM with Google Calendar for seamless appointment and event management:

1. Access Integration: Go to Settings → Integrations → Google Calendar.
2. Authorize Access: Click "Connect Google Calendar" and authorize the CRM to access your calendar.
3. Sync Settings: Choose which events to sync (appointments, repairs, follow-ups).
4. Two-Way Sync: Changes in either system automatically update the other.
5. Event Creation: Create appointments directly from tickets and customer profiles.
6. Reminders: Set up automatic reminders for appointments and follow-ups.

10. Shopify Integration

Connect your Shopify store to automatically sync products, orders, and customer data:

1. Install App: Install the LogicRepairs CRM app from the Shopify App Store.
2. Authorize Connection: Grant permissions for the CRM to access your store data.
3. Product Sync: Automatically import products from Shopify to your inventory.
4. Order Management: View and manage Shopify orders directly in the CRM.
5. Customer Sync: Import customer information and purchase history.
6. Inventory Updates: Stock levels sync automatically between systems.

11. eBay Integration

Manage your eBay listings and sales directly from the CRM:

1. API Setup: Enter your eBay API credentials in Settings → Integrations → eBay.
2. Listing Management: Create, edit, and manage eBay listings from the CRM.
3. Order Processing: Process eBay orders and update inventory automatically.
4. Customer Communication: Respond to eBay messages and inquiries.
5. Performance Tracking: Monitor sales performance and listing analytics.
6. Bulk Operations: Perform bulk listing updates and inventory adjustments.

12. ShipStation Integration

Streamline your shipping process with ShipStation integration:

1. Connect Account: Link your ShipStation account in Settings → Integrations → ShipStation.
2. Order Import: Automatically import orders from ShipStation to the CRM.
3. Label Generation: Create shipping labels directly from customer orders.
4. Tracking Updates: Receive automatic tracking updates and notify customers.
5. Carrier Management: Manage multiple shipping carriers from one interface.
6. Cost Tracking: Track shipping costs and calculate profit margins.

13. Email Configuration

Configure your email settings to send automated notifications and communications:

Gmail Configuration:

Outlook/Hotmail Configuration:

Custom SMTP Configuration:

How to Configure:

1. Go to Settings → Email Configuration
2. Enter your SMTP server details
3. Test the connection using the "Test Email" button
4. Save your configuration

14. WooCommerce Integration

Connect your WooCommerce store to sync products, orders, and customer data:

1. Plugin Installation: Install the LogicRepairs CRM plugin from the WordPress plugin directory.
2. API Configuration: Enter your CRM API credentials in the plugin settings.
3. Product Sync: Automatically sync WooCommerce products to your CRM inventory.
4. Order Management: View and process WooCommerce orders directly in the CRM.
5. Customer Integration: Import customer data and purchase history from WooCommerce.
6. Inventory Updates: Stock levels sync automatically between WooCommerce and CRM.

15. Amazon Integration

Manage your Amazon seller account and FBA inventory from the CRM:

1. Seller Central Setup: Connect your Amazon Seller Central account to the CRM.
2. Product Listing: Create and manage Amazon product listings from the CRM.
3. Order Processing: Process Amazon orders and update inventory automatically.
4. FBA Management: Track FBA inventory levels and shipments.
5. Performance Monitoring: Monitor sales performance and seller metrics.
6. Customer Service: Handle Amazon customer inquiries and returns.

16. Etsy Integration

Connect your Etsy shop to manage listings and orders:

1. API Connection: Connect your Etsy shop using the Etsy API.
2. Listing Management: Create and manage Etsy listings from the CRM.
3. Order Processing: Process Etsy orders and update inventory.
4. Customer Communication: Respond to Etsy messages and reviews.
5. Analytics Tracking: Monitor shop performance and sales analytics.
6. Inventory Sync: Keep inventory levels synchronized across platforms.

17. QuickBooks Integration

Sync your financial data with QuickBooks for seamless accounting:

1. QuickBooks Connect: Authorize the CRM to access your QuickBooks account.
2. Invoice Sync: Automatically sync invoices between CRM and QuickBooks.
3. Customer Data: Import customer information and payment history.
4. Expense Tracking: Track business expenses and categorize them in QuickBooks.
5. Tax Reporting: Generate tax reports using synchronized financial data.
6. Bank Reconciliation: Reconcile bank accounts with CRM transactions.

18. Customer Management

Learn how to add, edit, and manage your customers effectively:

Adding New Customers:

1. Navigate to Customers in the sidebar
2. Click the "Add Customer" button
3. Fill in customer details:
   • Name (required)
   • Email address
   • Phone number
   • Address
   • Notes (optional)
4. Click "Save Customer"

Customer Features:

• Customer Portal: Customers can log in to view their tickets and invoices
• Communication History: Track all interactions with each customer
• Ticket Management: View all tickets associated with a customer
• Invoice History: Access all invoices for a customer
• Device Tracking: Track all devices associated with each customer
• Warranty Management: Monitor warranty status and expiration dates

19. WhatsApp Business Integration

Connect WhatsApp Business for seamless customer communication:

1. WhatsApp Business API: Connect your WhatsApp Business account to the CRM.
2. Message Management: Send and receive WhatsApp messages directly from the CRM.
3. Customer Linking: Link WhatsApp conversations to customer profiles.
4. Automated Responses: Set up automated responses for common inquiries.
5. File Sharing: Share images, documents, and media through WhatsApp.
6. Broadcast Messages: Send promotional messages to customer groups.

20. SMS Integration

Send SMS notifications and updates to customers:

1. SMS Provider Setup: Connect with SMS providers like Twilio or TextMagic.
2. Automated Notifications: Send SMS alerts for ticket updates and appointments.
3. Customer Communication: Send SMS messages directly from customer profiles.
4. Bulk Messaging: Send promotional SMS to customer groups.
5. Delivery Tracking: Track SMS delivery status and responses.
6. Cost Management: Monitor SMS usage and costs.

21. Team Chat

Internal communication system for your team:

1. Real-time Messaging: Chat with team members in real-time.
2. Channel Organization: Create channels for different topics and projects.
3. File Sharing: Share files, images, and documents in chat.
4. Mention System: Mention team members to get their attention.
5. Message History: Search and access previous conversations.
6. Mobile Access: Access team chat from mobile devices.

22. Wiki System

Create and maintain internal documentation and knowledge base:

1. Documentation Creation: Create articles and documentation for your team.
2. Knowledge Sharing: Share procedures, policies, and best practices.
3. Search Functionality: Search through all wiki content quickly.
4. Version Control: Track changes and maintain document versions.
5. Access Control: Control who can view and edit wiki content.
6. Integration: Link wiki articles to tickets and customer profiles.

23. API Access

Integrate with third-party applications using our REST API:

1. API Documentation: Access comprehensive API documentation and examples.
2. Authentication: Use API keys for secure authentication.
3. Data Access: Retrieve and update CRM data programmatically.
4. Webhooks: Set up webhooks for real-time data synchronization.
5. Rate Limiting: Understand API rate limits and best practices.
6. SDK Support: Use our SDKs for popular programming languages.

24. Ticket Management

Create and manage support tickets for your customers:

Creating Tickets:

1. Go to Tickets in the sidebar
2. Click "Create New Ticket"
3. Select or search for a customer
4. Fill in ticket details:
   • Subject (brief description)
   • Issue description (detailed problem)
   • Priority level
   • Ticket type
   • Status
5. Click "Create Ticket"

Ticket Statuses:

• New - Just created, awaiting assignment
• In Progress - Being worked on
• Waiting for Customer - Awaiting customer response
• Resolved - Issue fixed, awaiting confirmation
• Closed - Ticket completed

Ticket Communications:

• Add internal notes for team communication
• Send updates to customers via email
• Attach files and images
• Track time spent on tickets

5. Inventory Management

Manage your repair parts and inventory efficiently:

Adding Inventory Items:

1. Navigate to Inventory in the sidebar
2. Click "Add Inventory Item"
3. Fill in item details:
   • Part name and description
   • Category and condition
   • Cost and selling price
   • B2B price (for business customers)
   • Quantity in stock
   • Supplier information
   • Serial number (if applicable)
4. Click "Save Item"

Inventory Features:

• B2B Pricing: Set special prices for business customers
• Stock Tracking: Monitor quantity levels
• Reorder Alerts: Get notified when stock is low
• Variations: Group related items (e.g., different colors)
• Export Options: Export to Excel for B2B customers

6. Invoice Management

Create and manage invoices for your services and parts:

Creating Invoices:

1. Go to Invoices in the sidebar
2. Click "Create New Invoice"
3. Select a customer
4. Add line items:
   • Service descriptions
   • Parts from inventory
   • Labor hours and rates
   • Tax calculations
5. Set payment terms and due date
6. Click "Create Invoice"

Invoice Features:

• Custom Templates: Brand your invoices with your logo
• Payment Tracking: Record payments and track outstanding amounts
• Email Delivery: Send invoices directly to customers
• PDF Export: Download invoices as PDF files
• Recurring Invoices: Set up automatic recurring billing

7. Lead Management

Convert website inquiries into customers through the lead management system:

Lead Sources:

• Contact forms from your website
• Mail-in repair forms
• Phone inquiries
• Walk-in customers
• Referrals

Converting Leads:

1. Review lead details and contact information
2. Click the "Convert" button on a lead
3. The system automatically:
   • Creates a customer record
   • Generates a new ticket
   • Transfers all lead information
4. You'll be redirected to the new ticket to continue the process

8. Settings and Configuration

Customize your CRM to match your business needs:

General Settings:

• Shop Information: Business name, address, contact details
• Currency: Set your local currency (GBP, USD, EUR)
• Time Zone: Configure your local time zone
• Business Hours: Set your operating hours

Email Settings:

• SMTP Configuration: Set up email sending
• Email Templates: Customize notification emails
• Auto-Notifications: Configure automatic email alerts

User Management:

• Add Team Members: Create accounts for your staff
• Role Permissions: Control access levels
• User Activity: Monitor team member actions

9. Troubleshooting

Common issues and their solutions:

Email Not Sending:

• Check SMTP server settings
• Verify email credentials
• Test email configuration
• Check spam folders

Slow Performance:

• Clear browser cache
• Check internet connection
• Close unnecessary browser tabs
• Contact support if issues persist

Data Not Saving:

• Check required fields are filled
• Verify internet connection
• Try refreshing the page
• Contact support if data is lost

10. Integrations Setup

Connect LogicRepairs CRM with external services to streamline your workflow:

Shopify Integration:

1. Go to Settings → Integrations
2. Click "Connect Shopify"
3. Enter your Shopify store URL
4. Authorize the connection in Shopify
5. Configure sync settings:
   • Product sync frequency
   • Order import settings
   • Customer data mapping

eBay Integration:

1. Navigate to Settings → Integrations
2. Click "Connect eBay"
3. Enter your eBay API credentials
4. Configure listing settings:
   • Auto-list inventory items
   • Price synchronization
   • Stock level updates

Accounting Software Integration:

• QuickBooks: Sync invoices and payments
• Xero: Export financial data
• Sage: Import customer and invoice data

11. Device Manager

Track and manage customer devices throughout the repair process:

Adding Devices:

1. Go to Device Manager in the sidebar
2. Click "Add Device"
3. Enter device information:
   • Device type (iPhone, MacBook, etc.)
   • Model and serial number
   • Condition and color
   • Customer assignment
   • Repair history
4. Upload device photos
5. Save the device record

Device Tracking Features:

• Status Updates: Track repair progress
• Photo Documentation: Before/after photos
• Repair History: Complete service record
• Warranty Tracking: Monitor warranty periods
• Customer Portal: Customers can view device status

12. Form Builder

Create custom forms for your website to capture leads and customer information:

Creating Custom Forms:

1. Navigate to Forms → Form Builder
2. Click "Create New Form"
3. Choose form type:
   • Contact Form
   • Mail-in Repair Form
   • Quote Request Form
   • Custom Form
4. Add form fields:
   • Text inputs
   • Dropdown menus
   • Checkboxes
   • File uploads
   • Date pickers
5. Configure form settings:
   • Success message
   • Email notifications
   • Auto-response emails
   • Lead assignment
6. Generate embed code for your website

Form Features:

• Drag & Drop Builder: Easy form creation
• Custom Styling: Match your brand
• Conditional Logic: Show/hide fields based on responses
• Spam Protection: Built-in CAPTCHA
• Analytics: Track form submissions

13. Label Builder

Create custom labels for shipping, inventory, and customer identification:

Creating Labels:

1. Go to Settings → Label Builder
2. Click "Create New Label"
3. Choose label type:
   • Shipping Labels
   • Inventory Labels
   • Customer Labels
   • Warranty Labels
4. Design your label:
   • Add your logo
   • Include business information
   • Add QR codes
   • Customize fonts and colors
5. Set label dimensions
6. Save and test print

Label Features:

• Template Library: Pre-designed templates
• Variable Fields: Dynamic content (customer name, date, etc.)
• Barcode Generation: Automatic barcode creation
• Batch Printing: Print multiple labels at once
• PDF Export: Save labels as PDF files

14. Marketplace

Manage your online sales across multiple platforms:

Marketplace Setup:

1. Navigate to Marketplace in the sidebar
2. Connect your sales channels:
   • eBay
   • Amazon
   • Shopify
   • Etsy
   • Facebook Marketplace
3. Configure product listings
4. Set up inventory synchronization
5. Configure order management

Marketplace Features:

• Multi-Channel Listing: List products on multiple platforms
• Inventory Sync: Real-time stock updates
• Order Management: Centralized order processing
• Price Management: Dynamic pricing across channels
• Analytics: Sales performance tracking

15. Web Calling

Make and receive calls directly from your CRM:

Setting Up Web Calling:

1. Go to Settings → Communication
2. Click "Enable Web Calling"
3. Configure your phone system:
   • VoIP provider settings
   • Phone number configuration
   • Call routing rules
4. Test your connection
5. Enable call recording (optional)

Calling Features:

• Click-to-Call: Call customers directly from their profile
• Call History: Track all incoming and outgoing calls
• Call Recording: Record important conversations
• Call Notes: Add notes during or after calls
• Integration: Link calls to tickets and customers

16. Messaging System

Communicate with customers through multiple channels:

Messaging Channels:

• SMS: Send text messages to customers
• Email: Automated and manual email communications
• WhatsApp: Business messaging integration
• Live Chat: Website chat widget
• Internal Notes: Team communication

Setting Up Messaging:

1. Go to Settings → Communication
2. Configure each messaging channel
3. Set up automated messages:
   • Welcome messages
   • Status updates
   • Reminders
   • Follow-ups
4. Create message templates
5. Test message delivery

Messaging Features:

• Template Library: Pre-written message templates
• Automation: Trigger messages based on actions
• Scheduling: Send messages at specific times
• Tracking: Monitor message delivery and responses
• Compliance: GDPR and privacy compliance

17. Getting Help

Need additional assistance? We're here to help:

Quick Links

• Account Setup
• Email Configuration
• Customer Management
• Ticket Management
• Inventory Management
• Invoice Management
• Lead Management
• Settings
• Integrations
• Device Manager
• Form Builder
• Label Builder
• Marketplace
• Web Calling
• Messaging
• Troubleshooting

Pro Tips

• • Use keyboard shortcuts for faster navigation
• • Set up email templates for common responses
• • Enable auto-save for important forms
• • Use the search function to find items quickly
• • Export data regularly for backup

New Features

• • B2B pricing for inventory items
• • Enhanced customer portal
• • Improved mobile responsiveness
• • Advanced reporting features
• • Integration with popular tools