Set up your business and start the trial
On this page · 7 sections
On Android, right after creating your account, you start your 14-day trial with everything in the Team plan and no payment details. Then the RepairCMS app asks for your company name, industry, logo, contact details and opening hours. These details later appear on job sheets, labels and in the tracking portal. Finally you create a test job with yourself as the customer and open the real tracking portal.
What you enter and where it shows up
| Detail | Appears on |
|---|---|
| Company name | every job sheet and the tracking portal |
| Industry | device types, templates and examples in the app |
| Logo | every document and the device label |
| Contact and address | documents and the tracking portal |
| Opening hours | the tracking portal |
| Bank details | invoices (invoices come with every RepairCMS plan) |
Step by step: start the trial
After the confirmation code, the app shows “Almost there” and “You start with 14 days of the Team plan. Everything is unlocked, no payment details.” Below that you see everything the trial includes.
- Below the list is the “Try everything for 14 days” card with “The full scope, no payment details. Ends by itself after 14 days, no subscription.”
- Tap “Start the trial”.
- Check your email address. Tick “RepairCMS may send me emails. Can be unsubscribed at any time.” and tap “Start the trial” again.
The trial gives you 14 days of everything in the Team plan, including invoices, quotes, stock, team and photos on the job. It ends by itself, with no subscription. To keep working after that, your business chooses a plan. How that works is covered in Try it free for 14 days, then choose a plan.
Trial already used: If your account has used the trial before and no plan is active, the app goes straight to the “Your trial has ended” page. What happens then is covered in Try it free for 14 days, then choose a plan.
Step by step: set up your business
At the top the app shows which of the 8 steps you’re on. The account was step 1.
- “What’s your business called?” Enter the “Company name” and tap “Next”.
- “What do you repair?” Pick your “Industry”, for example “Smartphone & tablet”, “E-bike”, “Watchmaking” or “Electronics”. If nothing fits, pick “Other” and type your industry in the field. Tap “Next” or “Choose later”.
- “Upload logo” Tap “Choose a logo” and pick an image from your gallery. PNG or JPG, at least 300 pixels wide. Without a logo, tap “Continue without a logo”.
- “Contact & address” Enter “Phone”, “Email”, “Web” and the “Address” with postcode and town. The email from your account is already filled in, you can change it. While you type the street, the app suggests matching addresses. Tap “Next” or “Add contact details later”.
- “Opening hours & bank details” Tap “Opening hours” or “Bank details” and fill in what you have to hand. Tap “Done” or “Add both later”.
- “Three permissions from your device” Allow “Local network” and “Bluetooth” so the app can find printers, and “Notifications” for new jobs and messages. Tap “Allow” for each, then “Next”. If a permission is still open, the button says “Allow the rest later”. “Allow all later” moves on without permissions.
- “Connect a printer” Tap “Search for printers”. Next to your printer, tap “Connect” and then “Test print”. Once the test print has gone out, the button at the bottom says “Connect the printer and continue”. Without a printer, tap “Continue without a printer” or “Set up later”. This step only connects printers on Wi-Fi. A Bluetooth printer you connect afterwards under “More”, “Settings”, “Printer settings”. More in Connect a printer and print a test page.
Skip it all: The company name step has “Fill in later”. It takes you straight to the last step. Anything still open then sits on home under “First steps” and under “More” as “Continue setup”.
Changing permissions later: You can change every permission later in your phone’s system settings. In the app they’re under “More”, “Settings”, “App permissions”.
Inviting colleagues: During setup, “Colleagues with their own sign-in” follows as well. “Invite a member” sends a colleague a link. If you’re starting on your own, tap “Invite later”. After the trial, this is included in the RepairCMS Business, Team and Enterprise plans.
Last step: see what your customer sees
Finally you create a real test job with yourself as the customer. That way you get exactly the email and the page your customer will get later.
- The card “Customer in the test job” shows your name and email. Tap “Create test job”.
- The normal booking opens. You’re already set as the customer, and the top says “Test job”. Go through the steps as described in Book your first repair order and tap “Book a job” at the end.
- The tracking link goes to your own email. Tap “Open tracking portal” and look at the page: status, device, your logo and your opening hours.
- Tap “Finish setup”. You land on home.
If you’d rather do this later, tap “Later”.
Changing your business details later
- Tap “More” at the bottom.
- Tap “Profile & account”.
- Tap “Business details” and change what you need.
What’s next
- Set up a printer: Connect a printer and print a test page
- Create your first job: Book your first repair order
- Trial and plans: Try it free for 14 days, then choose a plan
Frequently Asked Questions
Do I have to enter all business details straight away?
No. You can skip every step. Anything still open is on home under "First steps" and always under "More", "Profile & account", "Business details".
What logo format does the app need?
PNG or JPG, at least 300 pixels wide. The logo then appears on every document and on the device label, and you can change it at any time.
Do I need payment details for the trial?
No. You start the trial without payment details. It ends by itself after 14 days and no subscription is created. There are no purchases in the app.
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