Fixably Knowledge Base

How do I use Fixably to mark a Part as DOA in GSX?

Published September 9th, 2024 by Annukka Matilainen

Navigate to the appropriate Order. Find the Part you want to mark as DOA in the Products and Services menu. Click on Add serial number. Add the KGB and KBB serial numbers. When complete, click Save Changes. Click on the Part Number and then select Set as DOA. Confirm that you want to set the Part as DOA by clicking Ok. The Product Card will appear.

How do I delete a Customer profile?

Published September 3rd, 2024 by Annukka Matilainen

Deleting a Newly Created Customer If you wish to delete a Customer profile immediately after it has been created, click the Delete button at the bottom of the new Customer form. Deleting a Customer Profile From the Navigation Sidebar, select Users and then Customers. Locate the Customer you wish to delete. From the Gear menu, click Edit. The

How do I create a new Order?

Published June 24th, 2024 by Annukka Matilainen

Overview From creation to pick up, an Order progresses through the following steps and stages: Attach a Device. Select or Create a Customer. Add Issue Description and Notes. Select Service Location and Status. Add Products. Take Assignment. Add Spare Parts. Apple only: Create GSX Repair . Close the GSX Repair . Charge or Invoice. Order Ready. Step

What Branding is Possible with my Fixably Repair Portal?

Published September 3rd, 2024 by Annukka Matilainen

Design tips Your Customer's experience consists of many different contact points: Digital communication (email/text messages) Customer service in the shop or on the phone Customer Portal Your brand is best presented when you choose a few colours. Keep it consistent. Choose colours that are dark enough for functional elements. Example: The button te

How do I integrate Fixably with my FedEx account?

Published September 9th, 2024 by Annukka Matilainen

How do I integrate Fixably with FedEx? Before you can set up Fixably, your business needs to set up a FedEx account. If you do not have an account set up, navigate to the FedEx Website before clicking on Shipping and then Open Account. When you have access to your FedEx account, please reach out to Fixably Support with the following information:

What variables are available to use in Email templates and Snippets?

Published September 9th, 2024 by Annukka Matilainen

Creating Snippets From the Fixably Home Screen, navigate to your User Menu, and then click System Settings. From the left menu, click Snippets. Scroll to the Email section and click Add Snippet to add a new Snippet. Using variables in your email or SMS Snippets creates efficiencies in your workflow by automatically retrieving essential informa

How do I enable and use Tyro?

Published September 9th, 2024 by Annukka Matilainen

Enabling Tyro Go to System Settings > Integrations > Tyro. Click the checkbox next to Enable and Save. Enter the API token provided from Tyro > Save. In this section you can also enable integrating the receipts into Fixably by enabling "Integrate receipt" and Save. Adding a terminal Go to System Settings > Locations & Stores.

How do I set up my Customer Portal to take Stripe payments online?

Published September 9th, 2024 by Annukka Matilainen

Before Getting Started Making Stripe Payments available in the Customer Portal requires the following: An active account with Stripe. Stripe Payments needs to be enabled in your Fixably environment. Setting Up Stripe Online Payments Submit a ticket to Fixably Support requesting Stripe Payments to be enabled in your Customer Portal. You will need t

How do I use Deposits in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

Taking Deposits Using Deposits Refunding Deposits Please note: Fixably supports taking 1 deposit per Order. Taking Deposits Navigate to the appropriate Order. From the Shopping Cart menu, select Deposit. Select the customer's Payment Method. Enter the Deposit amount. If applicable, select the Payment Terminal. When ready, click Accept. I

How can I adjust the Unit Received Date and Time prior to creating a GSX repair?

Published September 9th, 2024 by Annukka Matilainen

From the Device section of the Order, click the Gear menu. From the list, select the appropriate Repair Type. Under the Summary tab, the Coverage, Symptom, Issue and Reproducibility you selected when adding the Part to the Order will be automatically entered for you. Under the Details tab, you can adjust the Unit Received Date/Time. Under R

Security Settings

Published September 3rd, 2024 by Annukka Matilainen

Using an Administrator account, from the Fixably Home Screen, select your User Namemenu and then click System Settings. From the Settings Menu, click Security. Employee Permissions Choose what Employees can delete or edit in Fixably. Employees are allowed to delete Orders Enable if Employees should be able to delete Orders. Employees are a

How can Fixably automatically close Orders based on specific criteria?

Published September 3rd, 2024 by Annukka Matilainen

From your User Name Menu, click System Settings. From the sidebar, click Security. Under the Automations section, click the Checkbox. Select after how many days the Orders should be closed. You can choose from 30, 60, 90 and 180-day options. You can specify additional criteria to narrow down which Orders will be automatically closed. If y

What are the differences between Products, Parts, Devices and Stocks?

Published September 3rd, 2024 by Annukka Matilainen

Products Products are physical items, services or administrative parts available in Orders. They can be created using the Create New Product button from the Fixably Home Screen. In the New product panel, enter the Product code, name, selling prices, and any other required information. Click Save to create the product. Products can be managed or ed

Using Incoming Manifests in Fixably

Published September 3rd, 2024 by Annukka Matilainen

Table of Contents What are Manifests Using Manifests Creating a Manifest Adding Items to Manifests Receiving a Manifest Processed Manifests Viewing Manifest Data in Orders Additional Details What are Manifests? Who is it designed for? - Fixably Depot and other high volume providers that receive devices in Batches. When a depot buys devices or ge

Getting Started with Fixably

Published September 3rd, 2024 by Annukka Matilainen

Configure System Settings Before beginning to use Fixably, we recommend that you take time to review the default settings and configure any settings that your organisation may need. From the Fixably Home Screen, click on your User Menu and then System Settings: System Settings is separated into categories based upon the type of settings: Gene

How do I create a Cost Estimate PDF?

Published September 3rd, 2024 by Annukka Matilainen

Open the appropriate Order and click on the Files menu to create a cost estimate. From the Files menu, select Manage Files. From the side pane, click Create cost estimate. Notes or images from your Order will automatically populate. Select any notes or images to include with the cost estimate and click on Generate file. The Cost Estimate wil

How can I use Batch Edit to communicate with multiple Orders?

Published June 24th, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Orders and then Batch Edit. Add the orders that you want to communicate with. Click Add Note and enter the text you wish the note to say. Choose the type of note, whether it is internal or public as well as if you would like a notification. Click Save. The note will now be added to all of the selected ord

Is it possible to change the Fixably Order number format?

Published September 3rd, 2024 by Annukka Matilainen

A: This is not possible because most core functions and automation (SMS, email, Customer Portal, Search, and others) recognize Order numbers based on their standardized formatting.

What is required to configure an Apple GSX Integration?

Published September 3rd, 2024 by Annukka Matilainen

Before you start configuring Fixably, make sure you have the following information available: GSX Sold-To Account Number Primary IT Contact Name Primary IT Contact Email Primary IT Contact Phone Number Primary Business Contact Name Primary Business Contact Email Your Apple Country Manager's Email List of GSX Repair Types Offered By Your Business T

What Order data points are available to use in Advanced Reports?

Published September 3rd, 2024 by Annukka Matilainen

Order Reports Data Types Number - a data type that can contain both integer and floating-point numbers. String - a data type comprised of a set of characters that can contain text, spaces and numbers. Boolean (Yes / No) - a data type with two possible values: true or false. Name of Data Point Description Data Type Integrations Order ID Order

Email Settings

Published September 3rd, 2024 by Annukka Matilainen

Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings. From the Settings Menu, click Email Settings. Email Settings is broken into three sections: Basic Settings, Template Editor and Preview Emails. Basic Settings Name - This is the default display name on system-generated ema

Navigation Sidebar

Published September 3rd, 2024 by Annukka Matilainen

Navigation Sidebar Move your cursor to the left-hand side of the screen to reveal the Navigation Sidebar menu. Please note that some of the options may not be visible/accessible depending on the user's role and subscription level. Navigation Sidebar Menu Home - Return to the home screen from any other part of Fixably. Orders - View open orders us

How do I set up Delivery Methods?

Published September 3rd, 2024 by Annukka Matilainen

Creating New Delivery Methods Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings. From the Settings Menu, click Delivery Methods. Click New Delivery Method. Select the Carrier. Any Shipping Integrations you are using will be visible. Enter a Name. This name is visible in Ma

How do I change which Customer is attached to an Order?

Published September 3rd, 2024 by Annukka Matilainen

Navigate to the Customer section of your Order. From the Gear menu, select Remove from Order. You can now Add a new customer to this work order.

How to set up a third-party authentication account to login in Fixably?

Published September 10th, 2024 by Annukka Matilainen

* You will need a valid account credential from Google or AzureAd, in order to be able to use this feature in Fixably. How to create credentials in Google Cloud. 1. Go to System settings -> Security Menu. 2. Select the required third-party authentication. 3. Fill out the necessary information. a) Tenant Id, Client Id, and Client secret

How do I resolve GSX Error 400?

Published September 9th, 2024 by Annukka Matilainen

Component / Issue array is blank or exceeds maximum length. A missing Symptom or Issue most commonly causes this error for a Product being sent to GSX. From the Products and Services section, click on the Product. Click Edit. Click the Other tab. Confirm that the Symptom and Issue fields have been filled out and are accurate. Click Save Chan

Stocks Overview: What are Stocks?

Published September 3rd, 2024 by Annukka Matilainen

Stocks can be structured to meet your business needs. From keeping track of items you sell in a single location to tracking inventory across multiple Stocks, Locations and Products, Fixably scales to suit your needs. To access the Stocks module, from the Navigation Sidebar, select Stocks . Stock Management Create new Stocks to manage inventory

How do I filter incoming emails?

Published September 3rd, 2024 by Annukka Matilainen

This feature allows the individual to filter incoming emails within their own user settings. Start by clicking on your name in the top right corner and select, 'User Settings.' Click on the 'Expand' button next to General and scroll down to the 'Default store' and 'Default service location.' To automatically filter emails by store or location in inc

How do I request Apple to review a GSX repair?

Published September 9th, 2024 by Annukka Matilainen

Navigate to the appropriate Order. Ensure you have any Parts required for the repair listed in the Products section of the Order. From the Device section, click the Gear menu. From the list, select the appropriate repair type. Create the GSX repair following your normal process. For additional assistance, please visit this article. Under th

How do I receive parts into Stock?

Published September 3rd, 2024 by Annukka Matilainen

There are two ways to import parts into Stock: Stock Management Incoming Goods Stock Management From the Navigation Sidebar select Stocks and then Stock Management. Find the appropriate Stock. Under the Gear menu select Import. The Stock Import pane will appear. For a successful import, we recommend dowloading the Example CSV. List the Product

How can a Customer track their Order status using the Portal?

Published September 3rd, 2024 by Annukka Matilainen

Order tracking using the static link: To track an order, navigate to https://subdomain.fixably.com/en/public/status . (Eg: https://demo.fixably.com/en/public/status ) Customers can look up their order via the Serial/IMEI Number or the Order Number and the Last Name. Limited information about the order will be available, including the Order sta

How can I use Batch Edit to manage Shipments for multiple Orders?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Orders and then Batch Edit. In the Batch Edit panel, you can add multiple Orders to ship. Once you have the Orders added to the list, click Add. Select the Orders before making any edits or starting any shipments. Scroll down to the Shipments section. Choose the appropriate Shipment Type. Fill out th

How do I create a Task?

Published September 9th, 2024 by Annukka Matilainen

Understanding and Creating Tasks Administrators can create new or modify existing Tasks. From the Fixably Home Screen, click on your User Name menu and then System Settings. From the Settings Menu, click Tasks. Click New Task. Fill in any required fields. When complete, click Save. Name - This name is visible in Macros and the Customer Porta

How can I fix an incorrect Product Serial Number?

Published September 3rd, 2024 by Annukka Matilainen

Viewing Serial Numbers To view the Serial Numbers that are currently assigned to a Product, navigate to Stocks and then Stock Management. Locate the appropriate Stock. Under the Gear menu, click Show Products. Search for the appropriate Part Number. Any Serial Numbers associated with the Product will be visible in the list. Fixing an Incorre

How can I use the Draft feature when adding Products to an Order?

Published June 24th, 2024 by Annukka Matilainen

From an Order, add a Product. From your Product list, find the appropriate item. Click on it and then select Bring to Order. Select the appropriate Stock. From the Add to order with draft status menu, select Yes. Add any remaining pricing or other required information and click the Bring to Order button. Under the Products and Services

How do I change the email address of a User?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, select Users and then click Employees. Locate the Employee whose email you would like to change. From the Gear menu, click Edit. Add the updated email address to the Email field. When complete, scroll to the bottom and click Save.

How do I complete an Inventory Count?

Published September 3rd, 2024 by Annukka Matilainen

Inventory Count The Inventory Count feature is useful for situations where you need to adjust a small number of Products quickly. From the Navigation Sidebar, select Stocks and then Stock Management. Find the appropriate Stock and click the Gear menu. Click Inventory Count. Add the Product you are counting. Enter the physical quantity on han

How do I set up Translations?

Published September 9th, 2024 by Annukka Matilainen

What Translations does Fixably have available? System Translations German German (Swiss) English English (US) English (British) English (Australian) Spanish Spanish (US) Spanish (Columbia) Spanish (Canary Islands) Finnish Icelandic Lithuanian Dutch Dutch (Belgium) Polish Swedish Customer Facing Document Translations All of the above languages French

How does Fixably comply with the GDPR and other privacy laws?

Published September 3rd, 2024 by Annukka Matilainen

Please read our Data Protection Agreement . If you have any additional questions, please reach out to Fixably Support.

How can I use Consignment parts?

Published September 9th, 2024 by Annukka Matilainen

From the Device section of the Order, click the View Parts button. GSX will fetch a list of Parts associated with the Device attached to the Order. Search for the Part using the Filter Results field. Fixably will sort the list based on your criteria. Add the Part to the Order by clicking on the Part Number. Consignment Stock availability wi

Why can't I connect with my GSX account?

Published September 9th, 2024 by Annukka Matilainen

Checking Your Settings in Fixably From the Fixably Home Screen, select your User Name Menu and then click User Settings. Click on the Integrations tab. Click the Expand button next to GSX. Confirm that your AppleID is correct and that your Activation Token is valid. Activation Tokens expire at intervals determined by Apple. An expired token

How do I set up Tax Rates?

Published September 9th, 2024 by Annukka Matilainen

Add a new Tax Rate To set up Tax Rates, please follow the steps outlined below: 1. In the Home Screen, click on your User Name Menu . 2. Select System Settings . 3. Select Tax Rates . 4. To add a new Tax Rate, click Add tax rate in the upper right corner. 5. Enter the name of the new Tax Rate - it should be easily distinguishable. 6. En

How do I configure Fixably to receive Incoming Emails?

Published September 9th, 2024 by Annukka Matilainen

How does Incoming Email work? Fixably can receive Incoming Emails with some basic configuration on your company email server. When a Customer responds to an important email from your team, Fixably will automatically receive the response and add a Note to the timeline on the associated Order. Incoming emails are also viewable from the Navigation

How can I manage Files in an Order?

Published September 3rd, 2024 by Annukka Matilainen

In an Order , the Files menu is a crucial function that coordinates several different document types into a single location. The Files menu has four main functions: Manage and Upload Files Sign Documents Order QR Code List of Files associated with the Order Manage and Upload Files Manage Files has three main functions. New File Upload File

How to setup Slack integration with Fixably

Published September 3rd, 2024 by Annukka Matilainen

Create a Slack App 1. To create a new Slack App click here: Create Slack App 2. Follow the prompts to add an App Name and Workspace and Create App. 3. Next click on Incoming Webhooks. 4. Enable incoming webhooks. 5. Click Add New Webhook to Workspace 6. Choose which channel you would like the notifications to go into within Slack and c

How do I create Shipments in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

Creating a Shipment from an Order If you are using a Shipping Integration , you can quickly create a Shipment directly from an Order. From the Customer section of an Order, click the Gear menu. Depending on the Integrations you have set up, click on any available Create Shipment options. Confirm that the Sender and Recipient addresses are correc

How do I enter my Company Details and set up Service and Store Locations?

Published September 3rd, 2024 by Annukka Matilainen

An administrator configures company and location settings during your initial Fixably setup or by one of Fixably's Customer Success Managers during your onboarding session. Administrators can edit this information at any time should changes be required (for example, a change of address or a new location). Company Details From the Fixably Home Scre

How do I use Manual Purchase Orders?

Published September 3rd, 2024 by Annukka Matilainen

A Purchase Order is automatically created when a repair is created through an OEM Integration. In situations where integration is not available or when you want to receive a Product manually, Users can create a Manual Purchase Order. Creating a Manual Purchase Order From the Navigation Sidebar, select Purchase Orders and then click Open. To get s

How do I resolve a "Stock has too few items to dispatch" error when closing an Order?

Published September 3rd, 2024 by Annukka Matilainen

When you Close an Order, any Products listed will be Dispatched from your Stock. If any Products were not received into a Stock, a notification would appear indicating that Fixably was unable to Dispatch the Products listed. Stock Logs Stock Logs provide an efficient audit trail for any Products, and Serial Numbers received into a Stock. This met

How do I create an Advanced Report?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Statistics and then Advanced Reports. Admins and Users with the Reporting Role can create Advanced Reports for Orders, Lines and Invoices. Orders can create a custom report with details about the Order itself. Lines can create a custom report with details about the Parts or Products used on an Order. Invoices

V4.38.0 - Release Notes

Published September 20th, 2024 by Annukka Matilainen

Updates to Existing Features: Fixably API OpenAPI Documentation is available for the /customers and /users endpoints https://openapi.fixably.com/#/Customers https://openapi.fixably.com/#/Users Stock Traceability When a technician is changed on the Order, the User will see a dialogue box asking to confirm if parts in the technician stock should be tr

How do I add an IMEI number to a Product after it has been received to a Stock?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Stocks and then Stock Management. Find the Stock where the Product has been received and click the Gear menu. Click Show Products. Use the Search field to lookup the Product. Find the Product you are adding the IMEI to and click the Gear menu. Click Add IMEI. Enter the IMEI into the field that appea

How can I filter the timeline in an Order?

Published September 3rd, 2024 by Annukka Matilainen

Navigate to the appropriate Order. Click on Filter Timeline. A list of different Filter options will appear. Select the type of Filter as required. If required, you can add multiple Filters. Click on Filter Timeline to add a second Filter. Fixably will display the additional information.

How do I manage Apple repairs from within an Order?

Published September 9th, 2024 by Annukka Matilainen

Creating a GSX Repair Create GSX repairs from the Fixably application by clicking on the Gear Icon in the device information section. Select the appropriate repair type (for example, Carry-in or Whole Unit Mail-in) to create the repair. Previously made GSX repairs can be linked to a Fixably order by selecting Attach to order. After selecting a rep

How to create custom fields?

Published September 3rd, 2024 by Annukka Matilainen

Understanding and Creating Custom Fields Administrators can create new or modify existing Custom Fields. Custom fields are available for devices, orders, order lines, products, service contracts and users. Creating custom fields: 1. System Settings > Custom Fields > Specific field (order, devices). 2. Click "New custom field". 3. Fill

How can I filter Service Locations on the Fixably Home Screen?

Published September 3rd, 2024 by Annukka Matilainen

From your User Name Menu , click User Settings . Under the General section, click Expand . Under Select locations visible on Dashboard, select the Locations you want to be visible. You can also Select All if required. When complete, click Save . Navigate back to the Fixably Home Screen . The Locations you selected are now visible on the Dash

How do I create a Whole Unit Mail-in Repair (iOS)?

Published September 9th, 2024 by Annukka Matilainen

Adding Parts to the Order From the Device section of the Order, click the View Parts button. GSX will fetch a list of Parts associated with the Device attached to the Order. Search for the whole unit replacement using the Filter Results field. Fixably will sort the list based on your criteria. Add the Part to the Order by clicking on the Part

How do I import new Products in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Stocks and then Products. In the upper right corner, click on Export & Import and then Import Products. Using any spreadsheet software (Excel, Google Sheets, and others), create a CSV or XLSX file. The header columns you use need to match the Field Name exactly. Add your Product information to your import

How do I integrate Fixably with my UPS account?

Published September 9th, 2024 by Annukka Matilainen

How do I integrate Fixably with UPS? Before setting up Fixably, your business needs to set up a UPS account. If you do not have an account set up, navigate to the UPS Website to set one up. When you have access to your UPS account, please reach out to Fixably Support with the following information: Account number Username Password Contact name P

Password Requirements for Fixably Users

Published September 3rd, 2024 by Annukka Matilainen

Passwords will no longer be auto-completable when logging in Fixably will send a request to disable auto-completion of passwords to the browser. Some browser extensions may be able to bypass this. Users are logged out after continuous failed login attempts. Fixably checks to see if a User has been suspended or marked as inactive. In case of a brute

How do I create a Carry-in Repair?

Published September 9th, 2024 by Annukka Matilainen

Adding Parts to the Order From the Device section of the Order, click the View Parts button. GSX will fetch a list of Parts associated with the Device attached to the Order. Search using the Filter Results field. Fixably will sort the list based on your criteria. Add the Part to the Order by clicking on the Part Number. Click Bring to Order

How can I use the Customer Portal to take Stripe payments online?

Published September 3rd, 2024 by Annukka Matilainen

Creating a Portal checkout invoice: To create a “Portal checkout” invoice, the order you are invoicing, has to have a user that has an email and has a login. This is because the invoice can not be paid unless the user can log-in to the portal. An email is required so the user can be notified of the invoice and possibly be given a direct link to the

How do I send an SMS to a Customer?

Published September 3rd, 2024 by Annukka Matilainen

In the Customer section of an order, click the Gear icon and select Send SMS. The SMS form will appear. The phone number will automatically populate. Use Snippets to make sending standard message types more efficient. Multiple Variables are available to populate important information automatically. When you are ready, click the Send button.

How do I add a Customer to an Order?

Published June 24th, 2024 by Annukka Matilainen

If there is no Customer associated with an Order, you will see the below icon under Cash Customer. Click on it to add a Customer to your Order. You can search for existing Customers using their Name, Phone Number, Email or Company Name. If required, use the Create customer button to add a new customer profile. Once you have found the appropri

How can I view previous Order Import History?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Orders and then Batch Edit. Click Import. Use the Filter to search for specific date ranges to look up. When you find the correct import (these are sorted by date), click on the Arrow for more information. The information associated with the import will be visible.

How do I use the User Report?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Statistics and then User. Select a Technician from the menu in the window's top right corner. This report provides an overview of each User's daily productivity. Each User report is broken up into four sections: Notes Events Modified Orders Repairs For comparative analysis, you can choose a second technic

How do I make a Stock adjustment?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, select Stocks and click Stock Transfers. To create a stock adjustment, click New Outtake. Select the Stock that contains the Product. Search for the Part or Serial Number of the Product. If serial number tracking is not enabled for a part, the Quantity can be adjusted. Serialized Products need to be removed indi

How do I import employees into Fixably?

Published September 3rd, 2024 by Annukka Matilainen

In the Navigation Sidebar, select Users. Select Employees. In the upper right corner, select Employee Import. You can download an example with all added fields by clicking on Download example CSV. Open the example file in your selected spreadsheet software and fill in the required information for each new employee account. Navigate to th

How do I manage my User Settings?

Published September 3rd, 2024 by Annukka Matilainen

User settings Your User Settings help you customize Fixably to your needs. You can easily change appearance themes, manage personal account settings for any OEM integrations, and create custom Order Lists with the various settings. There are three tabs in User Settings: General General - Choose your Role, Shop, and Store locations. Add your Signat

How do I resolve Address or Postal / Zip Code errors when creating GSX repairs?

Published September 9th, 2024 by Annukka Matilainen

Navigate to the appropriate Order. From the Device section, click the Gear menu. Select the appropriate Repair Type. Click on the Customer Details tab. Confirm that the Address, Postal / Zip Code, City, State and Country are correct. You can use your service location's postal / zip code if GSX doesn't recognize the customer's postal / zip

Where can I find documentation on Fixably's API?

Published September 9th, 2024 by Annukka Matilainen

Click here to be redirected to the latest API documentation.

How do I configure the Apple GSX integration?

Published September 3rd, 2024 by Annukka Matilainen

Before setting up your GSX Integration, review the checklist to confirm you have all required information available prior to starting. Accessing the GSX Certificate Tool Using an Administrator account, navigate to the Fixably Home Screen. Select your User Name Menu and then click System Settings. From the Settings Menu, select Integrations

How can I use Incoming Emails?

Published September 3rd, 2024 by Annukka Matilainen

View Incoming Emails Replying to an Email Incoming Emails With No Order Associated Viewing Incoming Emails From the Navigation Sidebar, click Messages and then Incoming Email. how-can-i-use-incoming-emails Fixably will take you to a list of recently received emails. Filter emails by Date Rate. Emails are also available in the Notes section

How can I use Batch Edit to change information on multiple Orders?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Orders and then Batch Edit. In the Batch Edit panel, you can add multiple Orders to edit. Once you have the Orders added to the list, click Add. Select the Orders before making any edits. Options that you can change on the selected Orders include: Customer reference, Change service location, Change queu

How do payments and billing work?

Published September 3rd, 2024 by Annukka Matilainen

Taking Payments and Billing Customers From an Order, navigate to the Charge menu. Users are presented with three options for taking payments or billing customers: Deposit, Charge, and Invoice. Fixably will prevent a User from closing an Order if there is an outstanding balance. Deposit Use a Deposit when you want to take payment from a custo

How do I efficiently use Stock Logs?

Published September 3rd, 2024 by Annukka Matilainen

What are Stock Logs? Using Stock Logs Stock Log Types What are Stock Logs? Stock Logs provides an audit trail for Products, Serial Numbers, or Stocks, including: Date and time the product was added to Stock Stock Location Stock movements Serial or IMEI numbers Quantity Purchase Order Using Stock Logs From the Navigation Sidebar, click Stocks and th

How do I set up Order Statuses?

Published September 9th, 2024 by Annukka Matilainen

Creating a New Order Status Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings. From the Settings Menu, click Order Statuses. Click New Status. Enter the Name for your Order Status. Enter a Description. Assign the new Order Status to a Queue. Select the Type of Order St

How do I import a customer database?

Published September 3rd, 2024 by Annukka Matilainen

Importing Customers From the Navigation Sidebar, select Users and then click Customers. Click Customer Import to open the Import panel. Click the Document Icon and select your import file. Import files must be formatted correctly in a single Microsoft Excel or CSV file sheet. For CSV files, select the appropriate CSV delimiter. An example CSV

What are Orders?

Published June 24th, 2024 by Annukka Matilainen

The Order is one of the central features in Fixably with which technicians interact regularly. Orders contain all the details of individual repairs, allowing easy viewing or adjustments to vital information, including: Repair Details - Repair status, location, and priority. Device - Serial/IMEI number, estimated purchase date, and warranty status. C

How do I edit a Customer profile?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, select Users and then Customers. Locate the Customer you wish to delete. From the Gear menu, click Edit. The Customer profile will open. Edit the Customer information as required. When complete, scroll to the bottom and click Save. A notification will appear stating that the Customer details have been updated

How do I export the customer database?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, select Users and then click Customers. To export your existing customer database, select one of the following: To export the entire customer database, click All Customers CSV Export at the top of the window. To export a portion of the customer database, click CSV Export Part 1 (1-50) to download 50 entries per document

How do I create a new Customer?

Published September 3rd, 2024 by Annukka Matilainen

From the Fixably Home Screen or an Order, click New Customer. Alternatively, from the Navigation Sidebar, select Users and then click on Customers. Click New Customer. The New Customer pane is broken into three main sections: Contact Details, Billing Information and Advanced Settings. Fill in any required information. There are many different

How do I use the Location Report?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Statistics and then Location. Location reports are available individually for each of your Service Locations. Each Location report contains six sections: Branch Details All orders being handled, total All orders being handled, waiting for All orders being handled, status Queue dividement; in queue / being hand

How can I review Receipts?

Published September 3rd, 2024 by Annukka Matilainen

The Invoicing module in Fixably is available to Administrators and Users with the Invoicing Role . Receipts are the individual records of each payment transaction. Visible information includes Order ID, Payment Method, Amount, Date, and others. From the Navigation Sidebar, click Invoicing and then Receipts. A list of all Receipts that have been c

How can I view GSX logs?

Published September 9th, 2024 by Annukka Matilainen

Navigate to the appropriate Order. From the Device section, click the Gear menu. Click Request Log. A list of logs will appear for each time Fixably reached out to GSX via the API and the response from GSX. Click either the Request (to see the information sent to GSX) or the Response (the information Fixably received from GSX) to get more i

How do I configure my General Ledger (GL) Codes?

Published September 9th, 2024 by Annukka Matilainen

Using an Administrator account, from the Fixably Home Screen, select your User Namemenu and then click System Settings. From the Settings Menu, click General Ledger Codes. You can set up individual Asset, Cost of Goods Sold, Income and Payable GL Codes for each Product Type in Fixably. Available Product Types: Service Product Replacement Modul

How do I resolve "Lookup Limit Exceeded" errors when using the GSX Integration?

Published September 9th, 2024 by Annukka Matilainen

Employees Employees can perform up to 200 Device Lookups every 12 hours. From the Navigation Sidebar, click Users and then Employees. Find the appropriate Employee from the list and click on the Gear menu. Click Edit. Click Advanced Settings. Adjust the Lookup Limit as needed. When complete, click Save. Customers When using the Custom

How to adapt Fixably to manage RMAs using Orders

Published September 3rd, 2024 by Annukka Matilainen

Use the tools in Fixably to properly manage all your RMA orders. Below are examples of how you can set the workflow to handle these types of services. Assign a separate queue for the products and devices that are outside your scope of in-house service. Assign a separate Queue for the Products and Devices that are outside your scope of in-house servi

How do I set up Queues?

Published September 9th, 2024 by Annukka Matilainen

Queues are an essential feature in Fixably, allowing you to organize your Orders into separate, device-based repair lines. Assign Tasks to Queues to ensure you only gather information relevant to the repaired device. Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings. From the

How do I create or change Order Lists?

Published September 3rd, 2024 by Annukka Matilainen

Built-in Order Lists Fixably provides six default order lists. These lists contain Fixably orders filtered by specific criteria based upon the logged-in User's default service location. My orders - All open Orders currently assigned to you. In queue - Orders assigned to a Queue and Location but have not yet been assigned to a Technician. In queue

How do I set up Printouts?

Published September 3rd, 2024 by Annukka Matilainen

1. Navigate to the Fixably Home Screen. 2. Click on your User Name menu. 3. Select System Settings. 4. Select Printouts. 5. There are four options under the Printouts menu: Basic settings - Add your company logo, printout template, and select what information will be included on the printouts. Legal invoices - Enable or disable lega

How can I review Single Invoices?

Published September 3rd, 2024 by Annukka Matilainen

The Invoicing module in Fixably is available to Administrators and Users with the Invoicing Role . Invoices are used when you are not immediately gathering payment for an Order. This feature is helpful for Customers with specific billing arrangements with your business where they may pay after picking up the device. From the Navigation Sidebar, cli

V4.37.0 - Release Notes

Published September 10th, 2024 by Annukka Matilainen

Upcoming New Features: New Service Contract Module Fixably is currently hard at work on an updated version of our Service Contracts module. As part of this update, the current v3/service-contracts endpoint will be changed to v3/legacy-service-contracts. This change is part of our ongoing efforts to improve and streamline our platform. Please note th

How can I use Margins to dynamically manage my pricing?

Published September 3rd, 2024 by Annukka Matilainen

Additional notes: When setting up your margins, remember that Battery Only Pricing is different than the price of replacing a battery (which is typically done under Exchange Pricing). We recommend using the Labour tiers or Custom Product Groups as the best way to markup specific Battery parts. Margins Basics Fixably supports multiple industry-standa

Important Update: Mandatory Two-Factor Authentication (2FA) Policy

Published September 3rd, 2024 by Annukka Matilainen

Policy Change Details: Effective Date for All Users: September 3, 2024 This change is part of our ongoing commitment to enhancing the security of our services and protecting your data. Two-Factor Authentication (2FA) adds an extra layer of security by requiring not only a password and username but also something that only the user has on them, i.e.,

How do I resolve GSX Error 403?

Published September 3rd, 2024 by Annukka Matilainen

1. Confirm you have an active Activation Token. Go to User Settings > Integrations > GSX. Confirm that you have a valid Activation Token. If the Activation Token is not valid request a new one by clicking the link below the Activation Token field. Once you have a new Activation Token, click Save. 2. Confirm your Apple Id and Tech Id are cor

How do I delete an order?

Published June 24th, 2024 by Annukka Matilainen

Remove the technician from the order by clicking the Free Assignment button at the top of the Order. Next, click on the drop-down arrow next to Take Assignment to view additional options. Click Remove from queue to convert the order to a draft. Finally, click the drop-down arrow next to Add to service queue. Click Remove order to delete the orde

How do I integrate Fixably with my DHL account?

Published September 9th, 2024 by Annukka Matilainen

How do I integrate Fixably with DHL? Before setting up Fixably, your business needs to set up a DHL account. If you do not have an account set up, navigate to the DHL Website to set one up. When you have access to your DHL account, please reach out to Fixably Support with the following information: Account number Username Password App ID App toke

How do I refund payments?

Published September 3rd, 2024 by Annukka Matilainen

Refunding a Closed Order To refund a payment associated with an Order that has been Charged and Dispatched, navigated to the original Order. If the Order is closed, click the Open button. Click on the Product Code and then Add Refund from the Products and services list. Fixably will automatically add a Refund line with the original Product to

How can I use Batch Edit to Import multiple Orders?

Published June 24th, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Orders and then Batch Edit. Click Import. Download our Example CSV file and fill in the information as required. Ensure that the required fields are filled out. Either a serial number or an IMEI number is required. When your file is ready for upload, click the Upload File button. Select your Upload File.

What Invoice data points are available to use in Advanced Reports?

Published September 3rd, 2024 by Annukka Matilainen

Order Reports Data Types Number - a data type that can contain both integer and floating-point numbers. String - a data type comprised of a set of characters that can contain text, spaces and numbers. Boolean (Yes / No) - a data type with two possible values: true or false. Name of Data Point Description Data Type Integrations Order ID Order Nu

How do I Void an Invoice?

Published September 3rd, 2024 by Annukka Matilainen

The Invoicing module in Fixably is available to Administrators and Users with the Invoicing Role . Voiding an invoice can be used if an invoice was created but has not yet been paid. 1. From the navigation sidebar bar click Invoicing > Single Invoices. 2. A list of all Single Invoices that have been created will be visible. 3. You can searc

What Integrations does Fixably have available?

Published September 3rd, 2024 by Annukka Matilainen

Repair Systems Apple GSX Samsung IGSPN Xiaomi B2X Authentication Azure Google Insurance Scalepoint Order providers Cello DST AVAD Caperio ServiceInfo Tovacom Shipping and Transportation DHL UPS Fedex Postmen Unifaun USPS DHL (Poland) DPD (UK) Posti (Finland) PostNL PostNord (Nordics) Best Bring Google Maps Payments CCV Stripe Moneris Klarna ERP and

What Reports are available in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

From the Navigation Sidebar, click Statistics and then Reports. Use the drop-down menu to view the built-in or custom Reports available for your business. The built-in Reports will cover many frequently used business needs. If you require a custom Report, please contact Fixably Support with the specific requirements. Select the appropriate Repo

How do I configure the QuickBooks Online Integration?

Published September 9th, 2024 by Annukka Matilainen

The QuickBooks Online Integration enables Fixably to synchronize several types of important transactions with your accounting system. The transaction types supported are invoices, receipts, and purchase orders. For additional information about what Fixably synchronizes to QuickBooks Online refer to the table below. Feature QuickBooks Online Sync New

How do I resolve Error 401 "Technician Not Certified" errors when creating GSX repairs?

Published September 9th, 2024 by Annukka Matilainen

Apple Certifications Issues Confirm that all required ATLAS modules are complete for the Device listed on the Order. Activation Token Issues From the Fixably Home Screen, click on your User Name Menu. Click on User Settings . Go to the Integrations tab. Open your GSX settings by clicking the Expand button. Click Request a new activation toke

How do I use Apple Consumables in an Order?

Published September 9th, 2024 by Annukka Matilainen

Apple Global Compliance requires technicians to replace any screws or adhesives removed during an iPhone repair. These parts, called Consumables, need to be added when a Same-Unit Repair is created in GSX for iPhone 8 and later models. For Apple to track the usage of Consumables, technicians must add the following intangible parts: Security Screws

How do I create employee accounts in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

Create and Import Employees In the left navigation menu, select Users / Employees. Click New Employee to open the Create user panel. Enter the First name and Last name of the Employee and either a Phone number or Email address. Click Save to create the Employee. Once the Employee has been saved, additional settings can be edited. Note: If no e

How do I use Fixably Signature App e-signatures in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

Fixably Signature App is an application for taking signatures from customers in the store/workshop reception area. Designed to be run on a tablet or phone, Fixably Signature App is optimized for the core workflows in Fixably. Solo, Starter and Performance subscriptions have basic Fixably Signature App functionality included in your plan. This funct

How do I create a Warranty Claim Request (WCR) document?

Published September 3rd, 2024 by Annukka Matilainen

Open the appropriate Order and click on the Files menu to create a cost estimate. From the Files menu, select Manage Files. From the side pane, click Create WCR form. Available information will automatically be populated from the Order. Confirm that the details in the Device info and Sales info tabs are correct. When finished, click on Generat

How do my customers use the Customer Portal?

Published September 3rd, 2024 by Annukka Matilainen

Orders Orders are split into three sections: New Orders, At Service Location, and Completed. New Orders - lists all Orders created but not yet received by the Service Location. At Service Location - lists all Orders currently in repair at the Service Location. Complete - lists all Orders completed and returned to the Customer. Each tab displays b

How can I use Loaner devices in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

Creating a Loaner Product From the Fixably Home Screen, click New Product. Specify the Product Code for the new Loaner. Enter the Loaner Product's Name. From the Type menu, select Loaner. When you have completed setting up your Loaner Product, click Save Creating a Loaner Stock From the Navigation Sidebar, select Stocks. Click on Stock M

General Settings

Published September 3rd, 2024 by Annukka Matilainen

Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings. From the Settings menu, click General. General Settings Locale - Fixably can be configured to work in any location. The locale settings enable Fixably Administrators to set the default currency and other location-specific se

How do I import and export customers in Fixably?

Published September 9th, 2024 by Annukka Matilainen

Importing Customers From the Navigation Sidebar, select Users and then click Customers. Click Customer Import to open the Import panel. Click the Document Icon and select your import file. Import files must be formatted correctly in a single Microsoft Excel or CSV file sheet. For CSV files, select the appropriate CSV delimiter. An example CSV

How do I use the Apple Appointment Scheduler?

Published September 9th, 2024 by Annukka Matilainen

How do I use the Apple Appointment Scheduler? This guide explains how to use the Apple Appointment Scheduler Integration to manage incoming Orders. The Apple Appointment Scheduler is a feature provided by Apple to enable end-customers to schedule appointments with Apple Authorized Service Providers. Users with appropriate permissions use Schedule Ma

How do I resolve errors stating that my GSX Activation Token has expired?

Published September 9th, 2024 by Annukka Matilainen

GSX Activation Tokens periodically expire. When they do, some features related to your GSX Integration may not work as intended. From the Fixably Home Screen, click on your User Name Menu. Click on User Settings . Go to the Integrations tab. Open your GSX settings by clicking the Expand button. Check your Activation Token. If your token

How do I create a Cost Estimate with Options?

Published September 3rd, 2024 by Annukka Matilainen

To create a Cost Estimate with Options the order requires a customer with a valid email address, device and to not be in draft order state. 1. Add the product(s) to the order setting the price tier for the repair. 2. Click the shopping cart > Create cost estimate 3. Confirm the information is correct in the cost estimate panel. 4. Click "Cr

How do I replace the serial number for service contracts?

Published September 3rd, 2024 by Annukka Matilainen

1. Confirm the Service Contract is already set up properly with the correct information including the serial number by going to the Left Navigation bar > Other > Service Contracts. 2. Create an order with the device that needs to be swapped and add the whole unit part to the order. 3. Click edit on the part and add the new KGB serial num

How do I create Consumer Law Claim (CLC) documents?

Published September 3rd, 2024 by Annukka Matilainen

If a device is out of warranty, possible eligibility for consumer law coverage is mentioned in the device information section of an Order. Open the appropriate Order and click on the Files menu to create a Consumer Law form. From the Files menu, select Manage Files. From the side pane, click Create CLC form. Fill out the required Device, Cu

How do I configure Cost Estimate with Options?

Published September 3rd, 2024 by Annukka Matilainen

This feature is an additional feature and requires support to enable it. Please contact support for more information. 1. To set up Cost Estimates go to System Settings > Cost Estimate 2. Once here you can set up the different options for the feature. The first you will want to set is the Cost Estimate Categories. These are the options the cust

Working with Customers in Fixably

Published September 3rd, 2024 by Annukka Matilainen

The purpose of any business is to serve customers. Customers are at the heart of Fixably, and there are multiple ways to manage and communicate with them. The Fixably interface also allows communication with customers via SMS or email without ever leaving the application, including commonly used message templates. Customer databases can be easily im

How can I use AzureAD with Fixably?

Published September 9th, 2024 by Annukka Matilainen

First Steps AzureAD authentication is not available with all subscription plans. Please reach out to your Customer Success Manager for more information. Fixably Support must enable AzureAD in your environment before a company administrator follows the settings below. Enabling AzureAD From the Fixably Home Screen, click on your User Name menu and t

How to create login credentials in Google Cloud

Published September 9th, 2024 by Annukka Matilainen

Credentials are created in Google Cloud Console under "APIs & Services". 1. Set the Name of your Credentials, it can be "Fixably". 2. In Authorized Javascript origins, input your Fixably Environment URL. 3. In Authorized redirect URIs, input your Fixably Environment URL. 4. Click Save.

How do I send an email to a Customer?

Published September 3rd, 2024 by Annukka Matilainen

In the Customer section of an order, click the Gear icon and select Send email. The email form will appear. The email and the order number will automatically populate. Use Snippets to make sending common email types more efficient. Multiple Variables are available to populate important information automatically. To attach a file to the email

How do I use the Visual Mechanical Inspection Feature?

Published September 3rd, 2024 by Annukka Matilainen

Please note that this feature is not available in all plans. Please reach out to customer.success@fixably.com to discuss this with our team. Please note that this feature currently only supports Apple branded devices. Using Visual Mechanical Inspection in order view 1. On the device card there will be an option for Physical inspection. Here you c

Why are changes made in GSX not showing up in my Order?

Published September 9th, 2024 by Annukka Matilainen

Follow the steps below to sync information between Fixably and GSX. Navigate to the appropriate Order. Beside the Repair Number, click on the GSX Dispatch ID. If there is a mismatch between GSX and Fixably, this step will synchronize the information. In some cases, you may also need to refresh your browser window.

How does highlighting in an Order List work?

Published September 3rd, 2024 by Annukka Matilainen

Open Orders Open Orders are not highlighted. These are Orders that are currently being handled within your service location. Orders with Unread Notifications Orders with unread notifications are highlighted in Blue. A notification is created whenever an Order is updated by someone other than the currently assigned Technician. This could be anothe

How do I create a Mail-in Repair (Mac)?

Published September 9th, 2024 by Annukka Matilainen

Before Getting Started Creating Mail-in Repairs for Mac differs from creating a Whole-Unit Mail-in Repair for an iOS or Audio device. Before proceeding, please ensure that no Apple Parts are listed in the Order. Creating a Mail-in Repair From the Device section of the Order, click the Gear menu. From the list, select Mail-in Repair. Add the Sym

How do I create a Repair using an AppleCare+ incident?

Published September 9th, 2024 by Annukka Matilainen

Adding Parts to the Order From the Device section of the Order, click the View Parts button. GSX will fetch a list of Parts associated with the Device attached to the Order. Search using the Filter Results field. Fixably will sort the list based on your criteria. Add the Part to the Order by clicking on the Part Number. Click Bring to Order

How can I use Alarms to receive notifications about Customers?

Published September 3rd, 2024 by Annukka Matilainen

From your User Name Menu, click Alarms. Creating a New Alarm Click the New Alarm button. In the Subject field, enter the name of your Alarm. Enter the information you would like the Alarm to display in the Message field. Specify a Customer.' If applicable, specify the Default Service Location. If this Alarm should not be tied to a speci

How do I use Apple Service Toolkit Diagnostics in Fixably?

Published September 9th, 2024 by Annukka Matilainen

A technician can launch Apple Service Toolkit from the device section of an Order by clicking on the Gear and selecting Apple Service Toolkit. Technicians can launch Non-interactive tests (for example, Mac Resource Inspector, Cooling System, Audio, and others) directly within Fixably. You can quickly access Interactive tests (for example, multi-to

The Fixably Home Screen

Published September 3rd, 2024 by Annukka Matilainen

Top Section Home button - The Home button will take you back to the home screen from any other part of Fixably. Universal Search Bar - The Universal Search Box allows you to search for a wide variety of information within Fixably quickly. Device Information (Serial Number, IMEI, Part Number, and others) Customer Information (Name, Phone Number

How do I enable my Stripe Payment Terminal Integration?

Published September 9th, 2024 by Annukka Matilainen

To set up the Stripe Terminal Integration, you will need the following items: Verifone P400 Terminal and your Stripe Secret Key. Configure Stripe Settings Navigate to System Settings/Integrations/Stripe. Enter the Secret Key provided by Stripe into the API key field. You can find your unique key by clicking Reveal Live Key in your Stripe dashb

How do I resolve "KGB Device Identifier" errors when creating GSX repairs?

Published September 9th, 2024 by Annukka Matilainen

1. Navigate to the correct order. 2. Click on the part number and then Edit. 3. For Consignment stock Apple requires the KGB to be filled in prior to creating the repair. Fill this information in with the Consignment stock that you are using and click Save changes. 4. Click the gear on the device card and then the type of repair you are trying

How do I configure DMARC, SPF, and DKIM records on my email server, so emails sent from Fixably are not marked as spam?

Published September 9th, 2024 by Annukka Matilainen

Why is it important? Fixably uses the Mailgun API service to send emails from within the system. When an Employee sends an email to their Customer from within an Order, the email address associated with the Service Location is used. For emails to be delivered reliably, some configuration is required on your email server. If these steps are not comp

How do I view previous Order history associated with a Device?

Published September 3rd, 2024 by Annukka Matilainen

Use the Universal Search Bar to look up a Device Serial Number. If you use an OEM Integration, such as GSX, some information will be fetched automatically. Click the Gear menu. Click View Orders. Fixably will display a list of all Orders associated with the specific Device Serial Number.

SMS Settings

Published September 3rd, 2024 by Annukka Matilainen

Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings. From the Settings Menu, click SMS Settings. SMS Settings Name - This is the default display name on system-generated SMS. Signature - You can add a short signature to the end of SMS messages sent in Fixably. This field sup

V4.34.0 - Release Notes

Published September 3rd, 2024 by Annukka Matilainen

New Features: User Favourite Products Users can now specify their own favourite products in User Settings > Product Lists. Users can control this on an individual basis, allowing for maximum customization and flexibility. Favourite Products are shown when using the Add Products button in the Order View. In an upcoming update, favourite Products w

What is an RMA?

Published September 3rd, 2024 by Annukka Matilainen

A Return Merchandise Authorization (RMA), Return Authorization (RA) or Return Goods Authorization (RGA) is part of the process when returning a product to a vendor to receive a refund, replacement, or repair during the product's warranty period. Both parties can decide how to handle it: refund, replacement, or repair. RMAs can also apply to DOA (Dea

V4.31.0 - Release Notes

Published September 3rd, 2024 by Annukka Matilainen

Important Update: Mandatory Two-Factor Authentication (2FA) Policy Starting September 3, 2024, Two-Factor Authentication or SSO will be required for all users. Currently, Fixably allows customers to choose between enabling Two-Factor Authentication (2FA), using Azure or Google Workplace Single Sign-On (SSO), or disabling these features entirely. Whi

V4.35.0 - Release Notes

Published September 3rd, 2024 by Annukka Matilainen

New Features: Added a new Variable for the End User Company This can be used in Snippets, Email Templates and Macros. Variable: {order.contactCompany} Knowledge Base article has been updated Updates to Existing Features: IGSPN Integration: Updates to Work Code Logic Macro When using the work code logic macro, the work code order line is now reported

V4.32.0 - Release Notes

Published September 3rd, 2024 by Annukka Matilainen

Updates to Existing Features: Manifests When a User creates a Manifest, there is now a Tracking Number Field This field will update the Incoming Tracking Number field for each Order linked to the Manifest Internal Transits When a User creates an internal transit, their previous “Sender” and “Destination” selections will be saved. Previously, this se

V4.33.0 - Release Notes

Published September 3rd, 2024 by Annukka Matilainen

Updates to Existing Features: Manifests Added support to edit Manifests after receiving has started This is a useful update for Users processing high Order volume where you may need to adjust your Manifest after your team has started to receive units. Added Task Support to Manifests Admins can now make certain Tasks visible in the Manifest form. Thi

What is the Integrated Appointment Scheduler?

Published September 3rd, 2024 by Annukka Matilainen

Enabling the Integrated Appointment Scheduler Please reach out to Fixably Support to have the Integrated Appointment Scheduler enabled in your environment. Creating Appointment Ranges An Appointment Range is a block of time slots that customers can view and book via the Customer Portal. Navigate to https://yourdomain.fixably.com/en/system_setting

How do I use the Customer Portal?

Published September 3rd, 2024 by Annukka Matilainen

Order tracking While getting the full functionality of the portal requires creating an account, all users can access limited information without creating an account. Using the order number and the customer's last name, users can see: Current order status Device description Current service agent Service location Customer information and other sensiti

How can I use Service Contracts?

Published September 3rd, 2024 by Annukka Matilainen

Enabling Service Contracts To enable the Service Contracts feature, please reach out to Fixably Support. Creating Service Contacts From the Navigation Sidebar, click Other and then Service Contracts. Create a new Service Contract by clicking the Create button. Fill in the Name of your new Service Contract. If required, add a Description.

The Fixably Home Screen

Published June 24th, 2024 by Annukka Matilainen

Top Section Home button - The Home button will take you back to the home screen from any other part of Fixably. Universal Search Bar - The Universal Search Box allows you to search for a wide variety of information within Fixably quickly. Device Information (Serial Number, IMEI, Part Number, and others) Customer Information (Name, Phone Numb

How do I transfer Stock?

Published September 3rd, 2024 by Annukka Matilainen

Creating a Transfer From the Navigation Sidebar, select Stocks and click Stock Transfers. To create a Stock Transfer, click New Transfer. Select the Stock that currently contains the Product. Select the Stock to where the Product will be transferred. Search for the Part or Serial Number of the Product. If multiple Products need to be tra

How do I setup Payment Types?

Published September 9th, 2024 by Annukka Matilainen

Using an Administrator account, from the Fixably Home Screen, select your User Namemenu and then click System Settings. From the Settings Menu, click Payment Types. Fixably has built-in Payment Types that cover many everyday business needs. Creating Payment Types Click the New Payment Type button. Enter the Name. Specify the appropriate Le

How can Roles be used to provide Users access to different features?

Published September 3rd, 2024 by Annukka Matilainen

Administrators can use Roles to allow Employees to access and manage certain restricted parts of Fixably without granting them full Administrator privileges. Additionally, Admins can give customers access to additional features in the Customer Portal. Adding Roles From the Navigation Sidebar, select Users and then Employees. Locate the Employee fr

How do I add Snippets?

Published September 9th, 2024 by Annukka Matilainen

Snippets are commonly used phrases that are easily accessible to make notes, emails and SMS faster and more efficient. Snippets are available in the following note types: Issue Diagnosis Resolution SMS Email Internal note Detail Add a new Snippet 1. From the Home Screen, click on your User Name Menu . 2. Select System Settings . 3. Click on Sni

How can I import CSV / XLSX files into Fixably?

Published September 3rd, 2024 by Annukka Matilainen

What is a Bulk Upload? Bulk uploads allow for quick and efficient entry of large amounts of employee, customer or stock information. What is CSV File? CSV is a file type that contains a list of data separated by commas. These files allow transporting data quickly and easily from one source to another. While you can open a CSV file with many differ

What Product Line data points are available to use in Advanced Reports?

Published September 3rd, 2024 by Annukka Matilainen

Order Reports Data Types Number - a data type that can contain both integer and floating-point numbers. String - a data type comprised of a set of characters that can contain text, spaces and numbers. Boolean (Yes / No) - a data type with two possible values: true or false. Name of Data Point Description Data Type Order ID Order Number Number C

How does Search work?

Published September 3rd, 2024 by Annukka Matilainen

The Universal Search Bar is available from any part of Fixably. Searching for at least two characters will fetch a filtered list of match Devices, Customers and Orders that match your search criteria. Search Prefixes Narrow your search by using any of Fixably's available Search Prefixes. Click the ? beside the Universal Search Bar. A list of

Why isn't Fixably requesting a serial number for a serialized Part or Product?

Published September 9th, 2024 by Annukka Matilainen

Follow the steps below to validate that a part is correctly serialized: From the Fixably Home Screen, click Find Product. Search for the Part or Product you're looking for. Click on the Product Code. The Product card will appear. Click Edit to continue. Confirm that the checkbox beside Serial Number Tracking is checked. When complete, clic

V4.30.0 - Release Notes

Published September 3rd, 2024 by Annukka Matilainen

New Features: Added a new Order List option so Users can exclude values from their Order Lists. Use != to exclude Queues, Statuses, Tags, etc from Order Lists. Shrink content option is now enabled by default. When using a feature that utilizes the pop up on the right side of the window (Send Email / SMS, GSX Integration, Edit Customer Info, etc), th

V4.36.0 - Release Notes

Published September 9th, 2024 by Annukka Matilainen

Updates to Existing Features: Internal Transits The process for creating an Internal Transit with multiple packages has been improved Previously, Users needed to add Orders to an Internal Transit before selecting which package they were part of. It was also cumbersome to set identifiers for different packages. The workflow has been updated so that

Internal Transits

Published September 3rd, 2024 by Annukka Matilainen

What are Internal Transits? How do I create Internal Transits? Receiving Internal Transits What are Internal Transits? Internal Transits are part of the Shipments module and allow you to transfer Orders between Service Locations or, if applicable, within different physical areas of your repair facility. Internal Transits can contain multiple order

Reporting Overview

Published September 3rd, 2024 by Annukka Matilainen

All sections of the Statistics module are fully available for Administrators. Users with the Reporting role enabled in their profile can see limited areas. From the Navigation Sidebar, click Statistics. The Statistics module has five sections: Location * User * Status Durations * Reports * Advanced Reports * Available with Reporting profile.

How do I add new Products in Fixably?

Published September 3rd, 2024 by Annukka Matilainen

1. Click on New Product from the Fixably Home Screen to bring up the New Product pane. 2. Enter the Product Code . 3. Enter the Product Name. 4. Add the appropriate costs and tax percentage. 5. Fixably will provide additional options to choose from and check on the necessary option. Enable or disable the following additional options: Serial