Switching from RepairDesk? Start with this shop-ready checklist.

Write down what must work on day one

List the tasks you cannot interrupt: intake, customer lookup, estimates, inventory search, checkout, receipts and status updates. Add the unusual cases too, such as one customer bringing several devices or a repair waiting on a special-order part. Use this list to compare both products using your own account and current requirements. This is an evaluation checklist, not a claim that the two products have identical features.

Make an inventory of your data

Save an export from the current system before editing or importing anything. Separate customers, catalog items, actual stock, suppliers, open repairs, unpaid invoices and historical records. Ask what each available import preserves. A contact list is not the same as a full repair history; a catalog is not the same as stock on hand.

• Keep the original export unchanged and create a working copy.
• Check customer duplicates, phone numbers and missing email addresses.
• Confirm SKU formats, leading zeros and location names.
• List open balances and jobs that need attention during cutover.

Prove the workflow with a small sample

Use the RepairHQ demo or trial to check a few representative records. Take one sample through intake, estimate approval, parts usage and invoicing. Confirm taxes, staff permissions, document layouts and location context with the person responsible for each task. Historical provider archives should be checked separately from native invoices and payments so you do not mistake imported history for new sales.

Check the physical counter

Print a sample receipt and device label. Scan a known stock item. Review the exact payment provider, terminal assignment and supported connection your location requires. A new software account does not automatically provision a merchant account or make every existing peripheral compatible. Use the hardware guide to record the models and tests for each counter.

Plan a clear changeover

Pick a quieter period, identify who can answer staff questions and agree how open jobs will be handled. Compare counts and balances before the first live day. Retain access to the old records for the period your business needs, and confirm cancellation or export terms directly with the existing provider. After the change, review the first few completed jobs together and fix the confusing steps while they are fresh.