Admin Settings

Reporting

Generate reports and analytics for your business

Report Filters
Business Reports
Performance Analytics
Report Settings

Color Scheme & Theme

Customize the look and feel of your RAD Repairs dashboard

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Upload your company logo and favicon. The logo appears in the header and on printed documents.

Company Logo

PNG, JPG, or SVG. Max 2MB

Favicon

Browser tab icon. PNG or ICO. Up to 512x512

User Management

Manage system users, roles, and permissions

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Ticket Management

Manage ticket issue types and their descriptions

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Issue Types

Worksheets

Create procedure checklists that automatically appear when tickets have specific issue types.

Disabled

When enabled, customers with non-resolved tickets will receive a daily email showing how many worksheet items remain to be completed on their repair. Customize the template

Disabled

When enabled, customers with SMS enabled will receive a daily text message showing worksheet progress on their repair. Requires Twilio to be configured in App Center. Send times are configured per-location in Location settings.

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Device Types

Ticket Statuses

Customer Management

Manage customer-related settings and data

Referral Sources Management

Manage custom referral sources. These appear in the "How did you hear about us?" dropdown when adding customers.

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Email Templates

Customize automated email templates. These templates are used for actual email sending.

Referral Credit Settings

Configure referral rewards for customers who bring in new business

$
This credit will be automatically applied to the referrer's account when a referred customer is created.
Referral Thank You Email

This email is sent to customers who refer new customers to your business.

Available variables: {{referrer_name}}, {{new_customer_name}}, {{credit_amount}}, {{credit_expiry_days}}, {{company_name}}, {{location_name}}

Conditional blocks: Use {{#if credit_amount}}...{{/if}} to show content only when credit is awarded.
Preview

Custom Fields Management

Manage custom fields for forms

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Preferred Contact Method
Type: Dropdown • Required: Yes
Business Type
Type: Text • Required: No
Device Password/PIN
Type: Password • Required: No
Warranty Status
Type: Dropdown • Required: No

Platform Variables are custom fields that appear on every customer record. Values can be referenced in deployment scripts as variables (e.g., $CustomerApiKey). Useful for storing per-customer API keys, site tokens, or configuration values.

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RMM Settings

Configure remote monitoring and management (RMM) settings for endpoint health monitoring.

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Uses the same palette as the main Color Scheme & Theme settings.
Upload an icon (up to 512×512). Supported formats: BMP, JPG/JPEG, PNG.
RMM
No icon uploaded yet.
Displayed in the system tray tooltip and info window.
Support phone number shown to end users.
Website URL for end users to visit for support.
New monitored assets will default to this plan type.
Default policy applied to all customers that don't have a specific policy assigned. Manage policies →
When enabled, the agent will not upload or show screenshot thumbnails for assets.
Subscription & Billing

Configure automatic billing and payment grace period settings for RMM subscriptions.

Number of days after invoice due date before automatic downgrade to "Calling Card".
When enabled, devices with overdue invoices will be downgraded to "Calling Card" after the grace period.
Customers will receive an email reminder before their devices are downgraded due to overdue payment.
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Invoice Generation: --
Overdue Check: --
RustDesk Remote Access

Configure your self-hosted RustDesk server for remote desktop connections. RustDesk will be deployed alongside the RMM agent.

When enabled, RustDesk will be installed on assets and a "Remote" button will appear on asset details.
Download RMM Monitor

The RMM Monitor is an optional tray application that shows agent activity to end users. It displays check-in status, script executions, and other RMM activity in a user-friendly window.

v1.0.0 • Requires the RMM Agent to be installed
Note: The tray app is optional. The RMM Agent works independently and does not require the monitor app to function. Users can shift+click the tray icon to view recent activity.

Tax Settings

Configure tax ID and rates for your business

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Business Tax ID

Your Federal Employer Identification Number (EIN) for tax documentation.

Federal Employer Identification Number (optional)
Tax Rate Configuration

Configure the tax rate for the currently selected location. Switch locations in the sidebar to manage different rates.

Current Location: Loading...
To change tax rates for other locations, switch locations using the dropdown in the sidebar.
%
State-level tax rate (e.g., Arizona state tax)
%
Local city/county tax rate
State Tax: 0.0%
City Tax: 0.0%
Total Tax Rate: 0.0%
Active Tax Rate: 0.0%
This rate is applied to new estimates and invoices for this location
When enabled, shows "State Tax" and "Local Tax" as separate line items

Module Management

Enable or disable system modules

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Customer Management - Customer database and referral tracking
Ticketing System - Service tickets and device tracking
Invoice System - Billing and payment processing
Inventory Management - Product and service tracking

Documentation Categories

Manage documentation categories and sub-categories for the knowledge base

Location Management

Manage your business locations

Monthly Subscription

1 location(s) active

TOTAL MONTHLY
$125.00
First location $125.00

System Settings

System maintenance and configuration

Export your module toggles, referral credit settings, and email templates as a JSON file. Use Import to restore them or transfer settings to another account.

Security Settings

Configure security features for your tenant

Session Duration

How long users stay logged in without activity before requiring re-authentication.

IP Whitelist for Login

Restrict login access to specific IP addresses or ranges. RMM agent connections are not affected.

Your Current IP: Loading...

Make sure to add your IP address before enabling the whitelist to avoid being locked out.

Disabled
No IP addresses in whitelist
Test IP Address

Subscription & Billing

Manage your RAD Repairs subscription

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Invoice History
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AutoPrinter Settings

Configure automatic document printing for your repair shop

Generate API Key

Create an API key to connect the AutoPrinter desktop application. Each key should be unique per workstation.

Give it a descriptive name to identify which computer it's for
Each AutoPrinter is tied to a specific location and only receives print jobs from that location
Active API Keys
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