SmartTaskOps Support

• Sign in using your owner account or an authorized staff account.
• In the top navigation bar, locate the POS tab.
• Click POS to open the point-of-sale workspace and customer creation area.
• Confirm you are inside the POS module before moving to the next customer setup step.

• Stay inside the POS workspace after completing Step 1.
• Locate the blue plus (+) icon used to create a new customer.
• Click the icon once to open the customer creation modal.
• Wait for the modal to fully load before entering customer details in the next step.

• After clicking the blue plus (+), the add-customer modal opens.
• Type the customer name and phone number.
• These two fields are enough to create a new customer profile quickly.
• Confirm and save to create the customer, then continue with the order flow.

• After entering name and phone, click Create Customer.
• The customer is saved immediately in the database.
• Now the profile is ready for repairs and miscellaneous items.
• You can also add products and continue the order flow.

• Watch this Bunny.net video to see the full customer creation flow from Step 1 to Step 4.
• The video demonstrates POS access, opening the blue plus (+), and entering customer details.
• Use this walkthrough when training new staff or reviewing the complete process.
• Pause and replay any section to follow each action step by step.

• Press the 3 dots and this opens the section where all customers are listed.

• Once the modal is open and you can see all customers, press the pencil icon to edit customer information. This will open the edit customer panel.

• After pressing the pencil icon, you will see the customer edit area. Once you finish editing and save, a message appears confirming the customer was edited successfully.

• After editing and pressing back, you can see the customer updated and this message: Customer updated successfully. Press back to return to the list.

• After editing the customer and confirming it was saved successfully, you can press the back button.

• After pressing back, you can see the customer updated and ready to select. You will see it with red borders, showing the customer was edited and is ready to select.

• After editing the customer information, you can select the customer and continue adding repairs, miscellaneous items, or orders.

• Before creating an order, press the 3 dots to open the panel where all customers are listed.

• Tap the customer you are looking for, and the system will automatically select that customer so you can continue adding repairs or orders. You can search by phone number, first name, or last name.

• After selecting the customer, everything is ready to continue and add repairs, orders, or miscellaneous items.

• After selecting or creating the customer, go to the panel on the right side.
• In this panel you can add services, miscellaneous items, or parts to the selected repair.
• This panel is fully customizable from Service Management, where you can create custom services or use pre-built ones.

• In this section, first select an Apple device.
• After selecting the brand, choose between Miscellaneous or Service.
• For this flow, select Service to continue creating the order.

• After this step, you can choose Services or Miscellaneous for mobile devices.
• For this guide, we continue by selecting Service now.
• This keeps the order flow focused on service-based repairs.

• After pressing Service, you will see phone brands like Samsung, Google, LG, Apple, and more.
• We keep adding new services constantly, and we already have more than 11,000 pre-built services.
• In this step, select the brand Apple.

• After pressing the Apple brand, you can see all available iPhone models.
• You can select any iPhone model from the list.
• To find the exact model faster, use the device filter and then select the matching iPhone model.

• After choosing the exact model, continue by filtering services by the device problem.
• One of the most popular options is Screen Repair.
• In this example, we selected iPhone 13 and then selected a Screen Repair service.

• After selecting Screen Repair, the authorized vendor dialog from MobileSentrix opens with part options for this phone model.
• Review current MobileSentrix prices and local repair prices based on your location, then choose the option that works best for you.
• You can verify IMEI to confirm the exact iPhone model and check if it is blacklisted with any carrier.
• If a part is out of local stock, add it from MobileSentrix inventory as a special order and it will stay pending automatically.

• Fill the checklist to mark what device functions are working and not working.
• This checklist is fully customizable from Checklist Manager.

• In draft mode, you can still add more details before final order creation.
• You can also adjust pricing and deposits before confirming everything.

• Add miscellaneous items like tempered glass or cover from your stock.
• If no more draft changes are needed, press the blue Create Order button.

• After order creation, you can still edit prices. For diagnostic-only work, you can leave price at 0 like a quote.
• Once created, the system generates a ticket number to monitor repair status with the customer.

• Print the label for the device so it stays identified and always linked to the correct customer record.
• Place the printed label on the device immediately to avoid mix-ups while multiple repairs are in progress.

• If customer has not paid yet, use the Quote button to print the receipt.
• If the customer paid a deposit, open receipt from the Invoice button.

• Preview receipt and send it by 80mm printer, SMS, Email, or PDF.
• Choose the method the customer prefers so they leave with a clear proof of the quote or payment details.

• Press Deposit and enter the amount, for example $100.00.
• After adding the deposit, review updated checkout details for this repair.

• Open checkout modal, choose Collect Deposit, then select payment method.
• In this example, customer pays cash $100 and you confirm checkout.

• After confirming checkout, the receipt panel opens with deposit, remaining balance, tax, and final totals.
• From this panel, you can print or send proof of payment by SMS, 80mm, PDF, or Email.

• After payment, you see paid balance, pending balance, ticket number, and order number.
• Press Cancel to clear the POS panel only. It does not cancel the order.

• This full Bunny.net video shows the entire order process from selecting the customer to completing checkout.
• Use it as a complete training walkthrough to review every order step in one continuous flow.

• In the left menu, open Inventory Manager and select Purchase Orders.
• The page opens in Build PO, where you can create a draft, search parts, scan barcodes, or review existing draft orders.
• Owners, managers, and authorized front desk users can manage this workflow.

• When Auto Restock is enabled, a supported stocked part with a saved vendor can be added to a draft PO when it is consumed from inventory during a repair sale.
• Aurion looks for an editable draft PO for the same vendor and restock group. If the part is already there, the quantity increases instead of creating a duplicate row.
• If no matching draft exists, SmartTaskOps creates an Auto Restock draft for that vendor. If the battery split option is enabled, batteries can be grouped separately from standard parts.
• If the inventory usage is released before the PO is ordered, SmartTaskOps reduces the queued quantity or removes the auto-restock row from the draft.

• Use Purchase Order to start a new draft, or open an existing draft from History.
• Set the Vendor, optional Supplier Ref, Buy By date, Priority, and internal notes.
• The summary updates item count, units, total, shipping, and average cost while you build the order.
• Press Save when you want to keep the draft without moving it to review.

• Use Scan or Add Parts to scan a SKU/barcode, type a search term, or use the camera button for barcode capture.
• Select an existing inventory part to add it to the PO with its SKU, name, vendor, location, cost, and quantity.
• Use New Part when the part is not in inventory yet. Enter SKU/barcode, category, part name, vendor, location, cost, and PO quantity.
• When you paste a supported supplier product link or SKU, SmartTaskOps can look up vendor details so the PO row starts with cleaner data.

• Press Scan receipts to upload supplier receipts as PDF, PNG, JPG, or WebP files.
• AI reads SKUs, part names, quantities, unit costs, shipping, and totals, then shows a review table before anything is added to the PO.
• Review highlighted rows, correct names, SKUs, categories, quantities, or costs, and leave unchecked any line you do not want to import.
• Only the selected rows are added to the purchase order after you confirm.

• Use Review PO after at least one part has been added. This moves the draft into review so the team can confirm every line before buying.
• Check quantity, unit cost, vendor, stock status, image, and linked repair demand before placing the supplier order.
• After the supplier order is placed, select Mark Ordered. Ordered POs can then be tracked and received.
• You can cancel only draft or review POs. Once ordered, the flow moves forward through receiving.

• Add the tracking number and carrier in Shipping Tracking, then save it to the PO.
• Use Track to refresh shipment status, ETA, carrier details, and tracking errors when available.
• Use linked repair demand and Waiting Parts to understand which repairs are waiting for items from the PO.
• Keep the supplier reference and tracking updated so managers can audit where every ordered part is.

• Open Receive Stock when parts arrive. Scan or select each PO item and count the received quantity.
• If your settings require it, add receiving photos and employee PIN verification before finalizing.
• Receiving updates the PO received quantity and adds the stock back into inventory for the matching part.
• When every expected item is received, SmartTaskOps can close the PO and keep history, evidence, and repair links for later review.

• Domain Website and custom-domain access require the Professional plan.
• Use a domain or subdomain you control, such as shop.yourbusiness.com, and be ready to update its DNS records.
• The domain must finish verification and secure HTTPS provisioning before it can become the public address for the site, checkout returns, receipts, and customer links.

• Open Integrations > Domain Website, connect the verified custom domain, and open the website editor.
• Use Publish to control whether the site is live, then choose which pages appear in the header: Home, Shop, About, and Contact.
• Changes remain editable before and after launch, so the business can update content without rebuilding the website.

• Configure Home, About, and Contact with the store identity, calls to action, hours, phone, address, map, and social links.
• Use the integrated online repair intake on Home so customers can choose a device and service, review configured pricing, submit a repair, and book an appointment directly from the website.
• The customer login keeps orders, receipts, repair status, pickup or delivery details, and business communication in the same branded experience.

• In Design, upload the logo and favicon, adjust their size, choose whether the logo has a border, and set colors and typography.
• Control the header, buttons, surfaces, footer logo, contact information, and navigation so desktop and mobile use one consistent identity.
• Enable the compact payment marks you accept, including Visa, Mastercard, Afterpay, Klarna, and ATH Móvil.

• Turn on Shop visible and publish local store items or supported PhoneLCDParts supplier products.
• Use PhoneLCDParts catalog information, including product images, prices, and compatible models, to present a large selection while your branded storefront keeps the supplier source private from customers.
• Set the retail margin, product limit, section text, and categories, then synchronize when needed. If a catalog item matches an SKU already in your database, SmartTaskOps updates the existing product instead of creating a duplicate and can notify the customer when it is ready in stock, keeping the website easy to maintain.
• The published Shop becomes a complete online storefront and is fully compatible with Stripe Checkout for secure online payments.

• Selecting a product opens an elegant detail sheet with a high-resolution gallery, full-image view, SKU, name, price, quantity controls, and Add to Cart.
• Product sharing creates a direct link that reopens the same product and its category so the recipient can compare related options.
• The browser keeps the cart and checkout context, allowing a customer who returns from Stripe or continues shopping to resume without starting over.

• Enable Shop tax to use the business tax settings. Puerto Rico stores can show the configured state and municipal portions while preserving the combined total.
• Configure mail shipping on or off, the shipping charge and any additional fees, free-shipping quantity, local store pickup, and earliest or latest arrival windows.
• For supplier items not in local stock, choose PhoneLCDParts purchase days, the Eastern Time cutoff, and supplier transit days so estimated shipping and pickup dates reflect when the store actually buys.

• Connect Stripe Connect and enable online checkout in the Shop settings before offering card payment.
• Checkout collects full name, email, primary phone, and a shipping address when Shipping is selected; pickup hides the address fields.
• Next creates or updates the customer and an unpaid online draft for follow-up. The order becomes completed only after Stripe confirms payment through the secure webhook.

• If payment is canceled, the same browser can relink the saved draft, customer information, delivery choice, and cart for another attempt.
• Mailgun email or SMS recovery can send a private checkout link and a four-digit verification code so the customer can securely reopen the cart on another device.
• Use Store Owner Orders to review draft and paid web orders, product photos, taxes, shipping, balance, and customer details, then use recovery campaigns to follow up on unpaid carts.

• Use Ctrl on Windows or ⌘ on Mac for the shortcuts shown as Ctrl/⌘.
• The shortcuts work from Cards View and from the POS iframe, so the team can move without extra clicks.
• Use Alt + W only for a counter customer who does not provide name or phone.

• Press Ctrl/⌘ + K to open the POS workspace immediately.
• Use this when a customer reaches the counter and the sale needs to start right away.
• The current cards and widgets stay behind the POS, so the workspace remains fast to return to.

• Press Ctrl/⌘ + C to open POS directly in Create Customer.
• Enter the customer name, phone, and email when available, then press Create Customer.
• After saving, the customer is ready for a repair, order, or quick checkout flow.

• Press Ctrl/⌘ + Z to open POS directly in Select Customer.
• Search by name, email, or phone, then choose the correct customer row.
• Once selected, POS is ready to add repairs, miscellaneous items, or continue an order.

• Press Ctrl/⌘ + P to open Waiting Pickups inside POS.
• Use it when a customer arrives to pick up a ready device and the team needs the pickup list fast.
• Press Ctrl/⌘ + S to open account settings when the store needs to adjust configuration quickly.

• Press Alt + W when the customer does not want to leave a name or phone number.
• If Walk In already exists, SmartTaskOps selects it. If it does not exist, SmartTaskOps creates it one time.
• POS stays ready to add a quick item, repair, or sale without forcing the team to invent customer details.

• In New Workspace, click POS from any page, or press Ctrl/⌘ + K.
• POS opens over your current workspace so you can act quickly without losing your place.

• In the POS header, select Start Day.
• This opens the cash drawer count used to record the register’s opening fund, also called petty cash or Cash In.

• Enter the quantity of each bill and coin that is physically in the drawer.
• Check the Opening Drawer total and add an optional note when needed.
• Select Confirm Start Day to record the opening balance and complete Cash In.

• Use Today’s Collected, Reports, and Full Report to follow the store’s sales during the day.
• Reopen POS from anywhere whenever you need to check out a completed repair quickly.
• When the shift is ready to close, select End Day. Count the cash removed for deposit, leave the opening fund in the drawer for the next business day, and select Confirm End Day to finish Cash Out.

• The Connector reads the authoritative device information that Windows and Apple device support make available.
• SmartTaskOps can show model, marketing name, storage, battery, supported hardware scans, component identifiers, and live battery diagnostics when those values exist.
• Hardware details are model-dependent. Missing hardware identifiers do not mean the device is damaged.
• POS can open or refresh the connected iPhone or iPad panel when the Connector is ONLINE.

• Use a Windows 10 or Windows 11 computer with 64-bit Windows.
• Install Apple device support first. SmartTaskOps recommends Apple Devices from Microsoft Store.
• Use Apple Devices or iTunes, not both on the same computer.
• Do not use 3uTools for this setup. Clean Windows may only show Photos or media access until Apple support and Trust are complete.

• Sign in to SmartTaskOps and open Settings, then Device Connector, then Download for Windows.
• Only use the official SmartTaskOps site: smarttaskops.com.
• The public download name is SmartTaskOpsDeviceConnectorSetup.exe.
• The SHA-256 below is for IT or advanced verification. Normal employees do not need to check it manually.

SmartTaskOpsDeviceConnectorSetup.exe isn't commonly downloaded. Make sure you trust SmartTaskOpsDeviceConnectorSetup.exe before you open it.

• This can appear because the Connector is a new beta download and browsers build reputation over time.
• A reputation warning is not the same thing as a malware detection.
• Continue only when the file came from smarttaskops.com.
• If Windows Security or your antivirus reports actual malware, stop and contact SmartTaskOps support. Do not disable Defender or antivirus to bypass a detection.

• Open the Downloads panel in Edge.
• Find SmartTaskOpsDeviceConnectorSetup.exe, then open the menu next to the download.
• Choose Keep. If Edge asks again, review the source and confirm that it is smarttaskops.com.
• Button names can vary by Edge version. Do not turn off SmartScreen, Defender, or antivirus protection.

• Open SmartTaskOpsDeviceConnectorSetup.exe and complete the installer.
• The installer is made for the current Windows user and runs the Connector in the background.
• You do not need PowerShell, Visual Studio, or a manual .NET install for normal setup.
• Return to SmartTaskOps, open Settings, then Device Connector, and press Connect this computer.
• When the browser asks Open SmartTaskOps Device Connector, choose Open or Allow. The computer should appear ONLINE.

• Use a USB data cable, not a charge-only cable.
• Unlock the iPhone or iPad and keep it unlocked while detection starts.
• When the device asks Trust This Computer, tap Trust and enter the passcode.
• Allow Photos or media access is not the same as full Trust. If only Photos appears and the device is not detected, open Apple Devices or iTunes, confirm the device appears there, and complete Trust.
• Do not factory reset the device for connector setup.

• After the computer is ONLINE, connect an iPhone or iPad. POS can open or refresh the device panel automatically.
• The scan may show SCANNING first, then READY or PARTIAL. PARTIAL usually means some identifiers were not returned by that model or trust state, not that the device is broken.
• ONLINE but no device: check Apple Devices or iTunes, use a USB data cable, try another USB port, unlock the device, and complete Trust.
• Only Allow Photos: that is media access only. Open Apple Devices or iTunes and establish Apple device support and Trust.
• Computer OFFLINE: the Connector normally runs in the background. Restart Windows or reopen SmartTaskOps Device Connector, then connect again.
• Security warning: go back to the Edge warning step and verify the file came from smarttaskops.com.

• Sign in with the owner account, then open the profile/settings panel and go to the Store settings.
• Find AI Phone Assistant. Aurion is already configured for the stores, so you only need to activate it and choose the features.
• Press the Profile icon or account settings area to open the configuration panel where Aurion AI Phone Assistant is managed.
• After the profile panel opens, press the Store tab to reach the Aurion AI Phone Assistant settings.

• Enter the Store public phone and forward that number to the SmartTaskOps voice number shown in the panel.
• Use Check forwarding until the status is verified. This confirms inbound customer calls can reach Aurion.
• This number is critical: Aurion uses the Store public phone to find the store's unique account and recognize where inbound calls are coming from.
• The SmartTaskOps voice number is the Aurion virtual assistant number. From the phone service that owns your store number, set call forwarding to this SmartTaskOps number.

• Switch Inbound AI Assistant on. The toggle should show Assistant On.
• Set Primary language to Auto for bilingual mode. Aurion detects whether the caller speaks English or Spanish and switches automatically during the conversation.
• To keep calls in one language, select English or Spanish. Aurion will use only the option selected by the store.
• Choose the After-hours action, such as Answer and capture, for calls received outside business hours.

• Turn on Pricing, Repair status, Order status, Appointments, and Address SMS.
• With these on, Aurion can give repair prices, check ticket/order status, help with appointments, and text the store address.
• Turn on Send PDF Quote. After Aurion gives a repair or service price during the call, it can create a draft order for that customer.
• The draft includes the quoted price and the sales tax configured for the store. Aurion generates a PDF quote and sends it to the customer by SMS so staff can review the draft before completing the sale.

• Turn on Callback capture, Live transfer, Sticky notes, and Sticky confirm PIN.
• Add up to four different direct Live transfer phone numbers for the people or teams who can answer customer transfers.
• When a caller asks to speak with the store, Aurion tries the numbers one by one in the configured order until someone answers. Use only direct representative or team numbers. Never use the store public phone forwarded to SmartTaskOps, because it can create a call loop.
• If none of the four numbers answers, Aurion captures the caller information and attaches a sticky note that stays pending until the callback is resolved. With Sticky confirm PIN on, the employee enters a PIN when completing the callback so the record identifies exactly who handled it. SmartTaskOps keeps the call details and recordings, including the transferred conversation between the store and customer, as part of the complete call history.

• In Ticket settings, turn on Call Customer When Completed and Daily Ready Pickup Reminder Calls, then save. Aurion can call when a repair is completed and remind customers whose ready devices are still waiting for pickup.
• The daily reminder is not triggered by the clock alone. Staff must complete the morning Cash In / Start Day from Daily Closing Summary. If nobody opens the day, no reminder calls are queued, preventing customers from arriving while the store is unattended.
• That morning action loads eligible ready repairs into Voice AI Live. Aurion dispatches the calls from the queue, and staff can follow Queue, Calling, Active, and each result in real time. If a customer does not answer, Aurion can leave a voicemail.
• One action can contact 20 ready-repair customers while an employee continues helping the front desk, reducing time spent making calls and keeping devices waiting for pickup to a minimum. SmartTaskOps also sends webhook events for external workflows such as HighLevel.

• Open the left sidebar, select Integrations, find Google Calendar, and connect it or confirm it shows Connected.
• Press Manage, select the calendar that contains the store appointments, press Load Appointments, and confirm the appointments are synchronized.
• Turn on 24H CALL so Aurion calls the customer 24 hours (one day) before the appointment.
• Turn on 1H CALL so Aurion calls again one hour before the appointment, then press Save Settings.
• Keep both toggles on. Aurion uses the customer phone saved with the appointment; if the customer does not answer, it can leave a voicemail according to the store settings.

• Press Save AI Phone Assistant, wait for the success message, and confirm the assistant still shows On.
• Place a test call to the store public phone, ask for pricing, address, repair status, or an appointment, then review the result in AI Call Logs.

• Open AI Call Logs from the phone icon and select a call. The list shows the date, caller, reason, forwarded and SmartTaskOps numbers, status, duration, and callback result.
• Open the conversation to review the complete transcript from Aurion, the customer, and the store representative when a call is transferred.
• Use Summary, Overview, Client data, Analysis, Store Call, and Workflow to review the AI summary, customer details, actions, and store conversation.
• Use the player at the bottom to listen to the complete recording, verify exactly what was said, and keep a reliable record of the customer call.

• This real call shows a customer asking Aurion for the price of an iPhone 15 Pro Max screen replacement.
• Aurion understands the repair request, finds the price configured by the store, and gives the quote during the conversation.

• Open the left sidebar, select Integrations, find Webhook Triggers, then press Manage.
• AI Call Transcript: sends the call transcript and customer information to your connected workflow.
• Repair Sales Lead: fires when a customer asks Aurion for a repair price and sends the customer information, transcript, device, problem, and quoted price.
• Use this data for immediate sales follow-up and help convert the quote into a booked repair.
• Open each trigger, paste the receiver URL from HighLevel, Pabbly Connect, Zapier, Make, n8n, or another compatible platform, then enable and save it.

• Open Integrations, find WordPress Workflows, and press Manage to enter Automation Center.
• Use Leads to build the public quote iframe, Workflows to automate actions, and Reviews to customize feedback collection.
• The three modes share the same store profile, service catalog, customers, orders, calendar, messaging channels, and workflow history.
• Complete the store profile, catalog, email, SMS, calendar, and top-up setup before publishing so every automation has valid data and a delivery route.
• Keep the system in draft while configuring it. Autosave protects changes, and the live previews let you verify the customer experience before launch.

• In Leads > Publish, turn on the public iframe, choose draft retention, and copy either the public URL or the iframe code for WordPress.
• Use Design for the logo, store name, colors, and visual style; use Services to control categories, devices, models, and repairs. Newer models appear first.
• Use Calendar to make appointments off, optional, or required. Appointment controls are available only when the store calendar is connected and enabled.
• Use Text to customize step names, labels, placeholders, and customer-facing messages without changing the workflow logic.
• Configure lead alerts for the profile or alternate email and phone, then use Open Preview to submit a complete test. Test mode creates a real draft, so remove test records afterward.

• Open Workflows and select Quote Intake & Sales for new opportunities or Post-Sale Follow-up for completed repairs and purchases.
• Connect only the sources that should enter each workflow, such as WordPress Lead, Aurion AI Calls, paid repairs, or miscellaneous checkout.
• Turn the workflow and each source on or off independently. This lets you pause one automation without interrupting the others.
• Build the sequence with action cards, then drag to reorder, expand to configure, set a delay, or disable/delete an action that is not needed.
• Use source-aware actions: the same workflow can follow one delivery rule for WordPress customers and a different rule for Aurion callers.

• A reliable quote workflow normally creates the draft, notifies the store team, confirms the request, syncs an appointment when present, and then prices or sends the quote.
• For WordPress leads, choose the customer's configured delivery channel: SMS, email, or both. For Aurion calls, use the caller's captured phone number and SMS only; email is never attempted.
• Set message language to English, Spanish, or Auto detect by call. Auto keeps the quote message in the language used by the caller.
• Aurion selects the exact device and service from the store catalog. The generated PDF must apply the store's tax, diagnostic fee, warranty, discount, and pricing rules.
• If the service cannot be matched with confidence, route it to team review or a live transfer instead of sending an inaccurate automatic price.

• With Manual price by SMS, select whether the price request goes to the owner's profile phone or an alternate authorized phone.
• The owner replies with the lead code and amount, for example L-49 150. When only one quote is waiting, the owner can reply with only 150.
• SmartTaskOps updates the existing draft and sends the professional quote SMS and PDF to the customer, never back to the owner's reply number.
• With Aurion AI · Send priced quote, Aurion reads the verified catalog price and sends the PDF to the same phone number used during the call.
• Open workflow history to verify the destination, exact message, PDF evidence, totals, taxes, diagnostic charges, language, and delivery status.

• Aurion captures the caller once, asks for the name once, and identifies the device, model, requested service, symptoms, language, and contact phone.
• The OpenAI inspector reviews the Aurion transcript and, after a transfer, the recorded store conversation before approving the sales lead.
• It can correct the device or service, preserve the issue summary, price options, diagnostic fee, tax, employee response, and conditional discounts discussed during the call.
• If Aurion cannot find a reliable catalog match, it should offer a transfer to a store associate so the request can be confirmed before pricing.
• Calls from the same phone for the same repair are skipped when an active workflow already exists. The accepted lead shows a concise call summary and customer phone under Lead received.

• Use Post-Sale Follow-up to thank the customer and request a review after a paid repair or miscellaneous checkout. Each source can have its own delay and actions.
• The review request automatically uses the store's public review URL. Every customer link is unique to the ticket or order, so the form already knows the customer and transaction.
• In Reviews, customize Publish, Form, Design, Google, and Emails.
• The form can show the completed repair or purchased items, use interactive stars, prefill known customer data, save private feedback, and then continue to Google when enabled.
• A repair review is also added to the repair activity log as customer evidence, while Review History tracks delivery, waiting, completed, and failed actions.

• Maintain separate review emails for completed repairs and miscellaneous purchases. Customize the subject, headline, body, logo, store name, logo size, slogan, address, and call-to-action.
• Repair emails identify the completed service. Miscellaneous emails can show an elegant digital receipt with purchased items and available product images.
• Send test emails to the profile email or an alternate address and verify the mobile layout, customer variables, review link, store identity, and receipt details.
• Before going live, submit one test from every enabled source and confirm the lead, draft, destination, language, PDF, tax, diagnostic fee, appointment behavior, review link, and activity history.
• After launch, review workflow and review histories, AI Call Logs, queued/failed actions, message evidence, calendar status, and top-up balance. Keep call reminders off when their required calendar or balance is unavailable.

• AI Agent Basic costs $119.99 per month, renews automatically, and includes 800 combined voice minutes in each billing cycle.
• The same allowance covers inbound and outbound AI Agent calls, live-transfer call legs, and human incoming or outbound store calls made through the dedicated number.
• The plan includes one dedicated local number for a United States or Puerto Rico store. SmartTaskOps searches live Twilio inventory near the saved store address; a preview is not reserved until the purchase completes.
• Call processing with GPT-4o mini, recordings, transcripts, summaries, outcomes, and next-action analysis turn conversations into usable store records instead of isolated phone calls.
• Minutes beyond 800 use Top Up. SMS, MMS, images, and PDF delivery are separate usage-based Top Up charges.

• Sign in as the owner. In Settings > Address, save the store city, state, and ZIP code. Local-number provisioning currently requires a United States or Puerto Rico store address.
• Confirm that Billing has a valid saved card, then open Settings > AI Agent Plan.
• Review the live local-number preview and its location. Availability changes continuously, so the number shown can change before it is purchased.
• Select Activate plan, confirm the $119.99 monthly charge, and wait for provisioning. If the plan shows Finish phone setup, select it until the dedicated number reports Active.
• Use this panel to monitor calls, used and remaining minutes, overage, Top Up charges, renewal date, invoices, and receipts. Canceling renewal keeps the plan active only until the current paid period ends.

• Open Settings > AI Agent. In Voice identity, enter the custom Assistant name the store wants callers to hear and choose Male voice or Female voice. Aurion and Sofia are only default presets; greetings and conversations use the saved custom name and voice.
• Turn on Inbound AI Assistant, then save the public store phone, language, business hours, and after-hours action. Under Dedicated number AI routing, the option labeled Sofia first means the store's configured custom agent answers first; it does not force the agent to be named Sofia.
• Use Direct ring when employees should have the first chance to answer: forwarded public-number calls and dedicated-number calls ring active SmartTaskOps browser phones and configured direct numbers for 45 seconds.
• Add up to four different direct Live transfer phone numbers. Do not reuse the public store number, dedicated number, or SmartTaskOps forwarding number, because that can create a call loop.
• Keep Inbound AI Assistant enabled to give Direct ring a Sofia backup. If nobody answers within 45 seconds, the same call continues with the customized agent, which can help the caller and capture a name, phone, reason, or callback note. Use Sofia first only when the agent should answer immediately before store devices.
• When the saved business hours show that the store is closed, Sofia answers immediately; Direct ring does not ring employee devices first.

• On every authorized device that should ring, sign in to SmartTaskOps, allow microphone and browser-audio access, and interact with the page once so the native browser phone can stay ready.
• In Direct ring mode, an incoming call rings the active SmartTaskOps devices and configured direct phones simultaneously. The screen identifies a known customer when the caller number matches the directory; once one employee answers, the call is claimed for that employee.
• To call out, open the phone icon, switch to Keypad, search the customer directory by name, phone, or ticket, or enter a valid United States/Puerto Rico number, then select Call. The customer sees the store's dedicated number as caller ID.
• A callback sticky note or repair ticket can open the phone with the customer and reason already selected. During the call, use mute, supported hold controls, keypad tones, and the movable call panel while continuing to work in SmartTaskOps.
• AI Agent Plan minutes are used first; any usage beyond the combined allowance is charged through Top Up.

• With call recording enabled, callers hear the quality-recording notice and SmartTaskOps stores the answered AI, transferred, human incoming, and human outbound conversations in the call history.
• Open the phone icon and Call Log or AI Call Logs. Filter by direction or status, select a call, and review the parties, employee, date, duration, result, workflow, and recording player.
• After processing, the conversation includes a speaker-aware transcript plus a concise AI summary, outcome, commitments, unresolved needs, and recommended next action. This gives owners a practical quality record for customer service and employee coaching.
• For an AI-captured callback, the sticky note preserves the caller name, phone, reason, original call, transcript, and summary. An employee can call back from the note; the result and recording are added to the same history, and the confirmation PIN records who completed it.
• Review access should stay limited to authorized staff and follow the recording and privacy rules that apply to the store. Use the AI Call Transcript webhook when a completed inbound AI call must also reach an external workflow.

• Sign in to MyRepairApp with the owner or admin account that has access to the store data.
• Open the account/settings area for API, Developer, or API Keys.
• Create or copy an active API key for the migration, then keep it in a secure place.
• If MyRepairApp shows the key only one time, copy it before closing the window.

• Sign in to SmartTaskOps as the store owner.
• Open the left sidebar and select Integrations.
• Find the MyRepairApp Migration card.
• Press Connect or Manage to open the migration workspace.

• In the Connect step, paste the MyRepairApp API key into the API key field.
• Press Save so SmartTaskOps stores the key for this owner account.
• Press Test and wait for the connection success message.
• If the test fails, create a fresh key in MyRepairApp and test again.

• Open the Preview step and press Load Preview or Preview.
• SmartTaskOps downloads and archives MyRepairApp source records in protected batches.
• Review the preview counts for customers, tickets, invoices, payments, notes, and line items.
• Wait for the source sync to finish before starting the import.

• Open the Import step and press Start Import or Import.
• Confirm the prompt so SmartTaskOps can run the ordered migration in the background.
• Customers run first, followed by tickets/repairs, invoices, payments, notes, activities, and line items.
• You can pause safely and resume later if the migration needs to continue in another session.

• Open the Review step to check connection state, preview counts, import totals, and logs.
• Confirm that customers and repairs appear in SmartTaskOps with their payments, notes, and history.
• After the import, use Fix Dates if it is available to repair imported chronology from the source archive.
• Disabling the MyRepairApp integration later does not delete records already imported into SmartTaskOps.

• Sign in to RepairShopr with an owner or administrator user that can read all store records included in the migration.
• Open that user profile and its API Tokens area. Some accounts expose the same controls under Admin Center → API.
• Create a dedicated token for SmartTaskOps with read access to customers, assets, tickets and comments, invoices, payments, products, and attachments. Copy the full token before leaving the page.
• Write down only the store subdomain. For https://your-store.repairshopr.com, the subdomain is your-store. The official RepairShopr API documentation confirms that the API key belongs to the user profile.

• Sign in to SmartTaskOps with the store owner account that should receive the migrated records.
• Open the left sidebar, select Integrations, and search for RepairShopr or open the data category.
• Find the RepairShopr Data Migration card. It lists customers, repairs, and invoices as supported data.
• Press Connect. If credentials were already saved, press Manage to return to the migration workspace.

• In 1. Connect, enter only the RepairShopr subdomain—without https:// or .repairshopr.com.
• Paste the API token. SmartTaskOps stores it encrypted and shows only a masked value after saving.
• Press Save, then press Test. Continue only after the connection shows Connected or a successful test message.
• If the test fails, verify the subdomain, token, user access, and required read permissions. Credentials cannot be changed or tested while an import is active.

• Open 2. Preview and press Load Preview. SmartTaskOps reads the available RepairShopr records without importing them yet.
• Review the totals for customers, devices, repairs, invoices, payments, and products. Comments and attachments follow their related repairs during the import.
• Confirm that the counts look reasonable for the source store. Use Refresh Preview when RepairShopr data changes before the migration begins.
• If you change the subdomain or API token after previewing, load a new preview. SmartTaskOps blocks an import based on stale credentials.

• Open 3. Import, press Start Import, and confirm. The migration continues autonomously in the background, so you may leave the page and return later.
• SmartTaskOps preserves dependencies by importing customers, devices, repairs, comments, invoices, payments, products, and attachments in that order.
• Follow the overall percentage and each phase's processed, imported, updated, skipped, and failed totals. Use Refresh if you want an immediate status update.
• Press Pause Safely when needed; the current page finishes before stopping. Then use Resume Import to continue from the last confirmed page without starting over.

• Open 4. Review to compare SmartTaskOps totals for customers, repairs, orders, payments, products, and comments with the migration activity.
• Review each phase and the recent audit log. Confirm imported, updated, skipped, and failed counts, then spot-check customer profiles, repair history, invoices, payments, products, timestamps, and mapped statuses.
• If failures remain after the run stops, press Retry Failed. SmartTaskOps retries the protected failed records without rerunning successful records.
• Disabling RepairShopr later only removes the active connection; records already imported into SmartTaskOps remain available. Keep the integration connected until the review and any retries are complete.

• Sign in to RepairDesk with an owner or administrator account that can read the store data being migrated.
• Go to Store → General Settings, then find API KEY under Other Information.
• Copy the generated API key. If you need a new one, press Reset, confirm Yes, then press Save Changes.
• For screenshots and the latest RepairDesk instructions, open RepairDesk's official API key guide.
• Keep the full key private. You can rotate or revoke it in RepairDesk after the migration is fully reviewed.

• Sign in to SmartTaskOps with the store owner account that should receive the transferred data.
• Open the left sidebar and select Integrations.
• Find the RepairDesk Migration card inside the data transfer/POS migration area.
• Press Connect. If the API key was saved before, press Manage to reopen the migration workspace.

• In 1. Connect, paste the RepairDesk API key into the API key field.
• Press Save so SmartTaskOps stores the key securely for this owner account.
• Press Test and wait until the connection shows Connected or a successful test message.
• If the test fails, verify the key, owner permissions, and RepairDesk account access before continuing.

• Open 2. Preview and press Load Preview.
• SmartTaskOps reads the available RepairDesk customers and tickets without importing them yet.
• Review the totals and page counts. Ticket details carry related orders, payments, notes, devices, and status history into the migration.
• If RepairDesk data changes before importing, run Refresh Preview so the transfer starts from a fresh source snapshot.

• Open 3. Import, press Start Import, and confirm the action.
• The migration runs in the background, so the store can leave the page and return later.
• SmartTaskOps imports customers first, then tickets with the linked repair/order history, payments, notes, devices, and status events.
• Use the progress totals, Pause Safely, and Resume when a large transfer needs to continue across sessions.

• Open 4. Review to compare SmartTaskOps totals with the RepairDesk migration activity.
• Check recent activity, imported totals, skipped records, failed records, and any attention list items.
• If RepairDesk rotated the API key during a migration, run a fresh Preview and use the safe bind option only when SmartTaskOps confirms the source account matches.
• Disabling RepairDesk later removes only the saved connection; imported customers, orders, payments, notes, devices, and history stay in SmartTaskOps.