Admin Settings

Reporting

Generate reports and analytics for your business

Report Filters
Applies to Sales, Service, Revenue & Technician reports
Business Reports
Performance Analytics
Report Settings

Color Scheme & Theme

Customize the look and feel of your RAD Repairs dashboard

✓ Auto-saved
Company-wide branding — applies to all users on this tenant.
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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

Note Defaults

The note editor on the ticket page starts on this type. Technicians can still switch per note.

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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Resolved Ticket Follow-Up

Automatically thank customers and ask "how did we do?" after their ticket is resolved, with a link to their customer portal.

Disabled
day(s) after the ticket is marked resolved

A thank-you / "how did we do?" email with a portal link (view history, pay invoices, sign up for a maintenance plan). Each ticket is emailed once; reopening and re-resolving a ticket starts a fresh window. Customize the template (Ticket Follow-Up)

Equipment Tracking

Controls whether device details entered on a ticket automatically create an equipment asset (shown on the Assets page). Turn this off if you only want to track RMM-managed devices.

Off

When off, new tickets won't add equipment to the Assets page. You can still delete existing equipment from the Assets page (Equipment tab).

Device Types

Ticket Statuses

Appointment Types

Manage the appointment types available in the calendar scheduler. Built-in types are always available; add your own custom types below.

Built-in types

Custom types

Check-In Agreements

Show your Terms of Service and/or Privacy Policy on the New Ticket check-in form, with an "I agree" checkbox and a signature pad. The signed agreement (exact text, signature, and timestamp) is stored with the ticket and included in the ticket PDF as additional pages.

SLA Policies

Response and resolution targets per ticket priority. A policy applies to a ticket through the customer's contract (Customers → Contracts tab), or org-wide when marked default. Tickets show a countdown, and breaches are flagged on the ticket and emailed to your business address.

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Add SLA Policy

PriorityRespond within (hours)Resolve within (hours)
Urgent
High
Medium
Low

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.

Edit the email just like a document. Use the toolbar for formatting and Insert Variable for placeholders that fill in automatically.
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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Asset Fields are custom fields shown on RMM devices (Assets & RMM page and the asset detail page). A script can populate one by printing RAD_CUSTOM_FIELD:field_name=value in its output — useful for storing per-device data like a BitLocker recovery key or asset tag. Mark a field Encrypted to store sensitive values securely.

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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

RustDesk is configured in the App Center, alongside the other bring-your-own integrations.

Open RustDesk Setup
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

Auto-saved
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.

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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

Customize your menu — uncheck anything your shop doesn't use and it disappears from the sidebar for everyone. Dashboard, App Center, and Admin always stay visible.

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Customer Management - Customer database and referral tracking
Leads - Lead capture and follow-up
Chat - Website and customer chat
Communications - Email log
Ticketing System - Service tickets, projects, and parts ordering
Invoice System - Billing and payment processing
Estimates - Quotes and approvals
Scheduler - Appointments and calendar
RMM Suite - Assets & RMM, Virus Alerts, Scripts, Policies, Remediation, and Patch Management
Automations - Webhooks and event-driven actions (works without RMM, e.g. when a customer is added)
Reports - Reporting dashboard
Documentation - Internal knowledge base
Products & Services - Catalog management
Inventory Management - Product and service tracking

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.

Email Shown on Documents

The email address printed on invoices, estimates, and tickets, and used as the contact address in customer emails. Leave blank to use your main business email. System alerts always go to your main business email regardless.

Staff Notifications

Get an email to your shop when a customer replies to a ticket, invoice, or estimate, or when a new lead comes in (from an email or your website).

Security Settings

Configure security features for your tenant

Session Duration

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

Max Concurrent Sessions

Maximum number of devices a user can be logged in on simultaneously. Set to 0 for unlimited.

Active Sessions

All currently active user sessions across devices.

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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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