RepairShopr Integration
Table of Contents
Scope
Intended Audience: All End Users
RepairShopr is a CRM platform created for repair shops. This article covers sending new call notifications right into the RepairShopr platform with a quick link to the customer's record.
Requirements
- RepairShopr Subdomain
- RepairShopr Account Token
- Office Manager Access to Manager Portal
Obtain Security Token
- Log into RepairShopr and navigate to App Center
- Click on the FreePBX/ Asterisk card
- Under Required Security Token *, enter a string of letters and numbers. Save this in a secure location.
- Click Save
Configure the First PBX RepairShopr Integration User
- Log into the Manager Portal and select Integrations in the top menu
- Select RepairShopr from the list of integrations
- Select the user you wish to configure the integration for under Select User
- On the right, configure the following:
-
Dial Configuration:
- On Ring will perform the call popup as soon as your device is ringing.
- On Answer will perform the call popup as soon as you answer the call
- Subdomain: Enter only the subdomain of your RepairShopr instance. For example: mspdemo122921.repairshopr.com would be mspdemo122921
- Token: Enter the token you recorded from the first section
- Enabled: Change to Enabled for any user you wish the popup to work for.
-
Dial Configuration:
- Click Save
Configure Additional Users
For additional users you only need to select the user, select Enabled, and click Save. You will see a checkbox next to each enabled user.
How to Use
When you receive or answer a call (per your configuration), we will send a notification to your RepairShopr instance. Inside RepairShopr, you will see a popup with the customer name that takes you to their company account. It will match based on the 10 digit caller ID.
Further Documentation
Further documentation from RepairShopr can be found here: http://feedback.repairshopr.com/knowledgebase/articles/254824-freepbx-pbx-integrations