Admin Settings

📈 Reporting

Generate reports and analytics for your business

📊 Business Reports
📈 Performance Analytics
🔧 Report Settings

🎨 Color Scheme & Theme

Customize the look and feel of your RAD Repairs dashboard

✓ Auto-saved
#2563eb
Upload your company logo to replace "RAD Repairs" text in the header

👥 User Management

Manage system users, roles, and permissions

✓ Auto-saved

🎫 Ticket Management

Manage ticket issue types and their descriptions

✓ Auto-saved
🏷️

Issue Types

💻

Device Types

🚦

Ticket Statuses

👥 Customer Management

Manage customer-related settings and data

🎯 Referral Sources Management

Manage custom referral sources. These appear in the "How did you hear about us?" dropdown when adding customers.

Loading referral sources...

📧 Email Templates

Customize automated email templates

💰 Referral Credit Settings

Configure referral rewards for customers who bring in new business

$
This credit will be automatically applied to the referrer's account when a referred customer is created.
📧 Email Template Preview

🗂️ Custom Fields Management

Manage custom fields for forms

✓ Auto-saved
Preferred Contact Method
Type: Dropdown • Required: Yes
Business Type
Type: Text • Required: No
Device Password/PIN
Type: Password • Required: No
Warranty Status
Type: Dropdown • Required: No

📋 RMM Plans

Configure residential remote monitoring and management membership plans.

$/month
or $/year
For light users (≤5 hrs/week)
"No important data"
$/month
or $/year
For regular users (5-20 hrs/week)
"Some important data"
$/month
or $/year
For power users (20+ hrs/week)
"All data is important"

📱 Customer Preview

This shows how the plans will appear to customers with only the selected features displayed.

Note: All plans include no-contract membership with multi-computer discounts available. Check the boxes above to customize which features are active for each plan.

📧 Email Marketing for Plans Template

Configure automated email marketing for RMM plans with customizable triggers.

Email Triggers

Select when marketing emails should be sent to customers

Email Template

Available variables: {{customer_name}} {{company_name}} {{plans_html}}

🔭 RMM Settings

Configure remote monitoring and management (RMM) settings for endpoint health monitoring.

#2563eb
Uses the same palette as the main Color Scheme & Theme settings.
Upload an icon (up to 512×512). Supported formats: BMP, JPG/JPEG, PNG.
RMM
No icon uploaded yet.
Displayed in the system tray tooltip and info window.
Support phone number shown to end users.
Website URL for end users to visit for support.
New monitored assets will default to this plan type.
When enabled, the agent will not upload or show screenshot thumbnails for assets.
💳 Subscription & Billing

Configure automatic billing and payment grace period settings for RMM subscriptions.

Number of days after invoice due date before automatic downgrade to "Calling Card".
When enabled, devices with overdue invoices will be downgraded to "Calling Card" after the grace period.
Customers will receive an email reminder before their devices are downgraded due to overdue payment.
⏳ Loading...
Invoice Generation: --
Overdue Check: --

💳 Payment Settings (Stripe)

Connect your Stripe account to accept credit card payments

🔗 Stripe Account Connection
Required for webhook verification. Starts with whsec_
⚙️ Payment Options
Allow customers to pay invoices via credit card
If disabled, payments will be authorized but not captured until manual confirmation
Enables easier repeat payments for returning customers
Text that appears on customer's credit card statement (max 22 characters)
📧 Payment Notifications
🔗 Webhook Configuration
Webhook URL:
https://your-domain.com/api/v1/stripe/webhook
Add this URL to your Stripe Webhooks with these events:
  • payment_intent.succeeded
  • payment_intent.payment_failed
  • charge.refunded
  • customer.created

💰 Tax Settings

Configure tax rates for different locations

✓ Auto-saved
Tax Rate Configuration

Configure the tax rate for the currently selected location. Switch locations in the sidebar to manage different rates.

Current Location: Loading...
To change tax rates for other locations, switch locations using the dropdown in the sidebar.
%
State-level tax rate (e.g., Arizona state tax)
%
Local city/county tax rate
State Tax: 5.6%
City Tax: 3.0%
Total Tax Rate: 8.6%
Active Tax Rate: 8.6%
This rate is applied to new estimates and invoices for this location
When enabled, shows "State Tax" and "Local Tax" as separate line items

📋 Module Management

Enable or disable system modules

✓ Auto-saved
Customer Management - Customer database and referral tracking
Ticketing System - Service tickets and device tracking
Invoice System - Billing and payment processing
Inventory Management - Product and service tracking

📂 Documentation Categories

Manage documentation categories and sub-categories for the knowledge base

📍 Location Management

Manage your business locations

Monthly Subscription

1 location(s) active

TOTAL MONTHLY
$125.00
First location $125.00

🔧 System Settings

System maintenance and configuration

💳 Subscription & Billing

Manage your RAD Repairs subscription

Loading billing information...
Invoice History
Loading invoices...

🔄 Syncro MSP Integration

Import data from Syncro or enable auto-sync to push new records to Syncro

✓ Auto-saved
🔌
Not Connected
Configure your Syncro API in the Import tab to connect
🔗 Syncro API Configuration
📋 How to Get Your Syncro API Token
  1. Log in to your Syncro account at youraccount.syncromsp.com
  2. Click your profile icon in the top-right corner
  3. Select Settings → API Tokens
  4. Click New Token → Custom Permissions
  5. Name your token (e.g., "RAD Repairs Integration")
  6. Select All permissions for full access
  7. Click Create API Token
  8. Copy the token immediately (it won't be shown again!)
https:// .syncromsp.com