Welcome.

Recent Activity

Repairs, customers, sales, stock and messages

Repairs

Collapsible live queues by status, with priority colours and ticket totals.

+ New Repair

Price List

Fast internal repair and service pricing by device, brand, model and fault.

+ Add Price

All device typesAll brandsAll modelsActive pricesAll pricesInactive

Tip: from New Repair, use Price List next to the reported fault to find and apply a saved repair price instantly.

Media Library

Central product and variation photos. Rename, order, set primary images and manage uploaded media.

+ Upload Images

Images uploaded here are stored in the CRM Media Library. Channel image publishing will use these same assets as the omnichannel adapters are completed.

Customers

One shared customer record with full repair history.

+ Add Customer

IMEI & Serial Check

Search Tech Lab's own repair history. Available to every signed-in user.

Search

This checks Tech Lab records only. External blacklist and warranty checks require a separate verified provider.

Main Inventory

Master catalogue for products, repair parts, services and variations. Select items and publish them directly to Square, WooCommerce or eBay.

Categories⇩ Export+ Add Product / Service

All typesProductsRepair PartsServicesDevices / TradeAll categoriesAll stock statesLow stockOut of stockIn stockNot trackedName A–ZCategory A–ZQuantity low firstQuantity high firstRecently updated

0 selectedPublish…Bulk editDelete / ArchiveClear

Square Channel Stock

All products, services and variations from the Square catalogue. Quantities use the selected Tech Lab location.

Categories↻ Sync Square

All categoriesAll stock statesLow stockOut of stockIn stockNot trackedName A–ZCategory A–ZQuantity low firstQuantity high firstRecently updated

0 selectedPublish…Bulk editClear

WooCommerce Channel

Publish selected products, services and variations to the Tech Lab website and pull channel sales.

Manage OrdersPublish Enabled Items

Loading WooCommerce status…

Enabled for WooCommerceAlready linkedNot linkedAll catalogue items

WooCommerce Orders

Manage website orders, status, assignments, notes and tracking from the CRM.

Configure Live Updates↻ Sync Orders

All statusesPending paymentProcessingOn holdCompletedCancelledRefundedFailedAll assignmentsAssigned to meUnassigned

Order sync imports WooCommerce customers, line items, totals and statuses. Live updates require the WooCommerce order webhooks.

Suppliers

Supplier details linked to stock items.

+ Add Supplier

Trade-in Prices

Grade prices can reduce automatically by 20% at each level.

+ Add Item

Internal Chat

Database-backed staff messages with bell notifications.

Send toAll staff

Send

My Profile

Manage your details, password and personal workspace preferences.

Account

Personal Details

Name *

Email *

Phone

Job title

Save ProfileChange Password

Workspace Preferences

Default pageUse company defaultDashboardRepairsCustomersPrice ListMain InventorySquare ChannelInternal Chat

Stock rows loaded2550100250

Default stock sortName A–ZQuantity low firstQuantity high firstRecently updatedHighest stock value

Compact layout Bell notifications

Save Preferences

Staff & Roles

Manage accounts, job titles, access roles and account status.

+ Add Staff

Operational Finance

Actual payments and stock sale movements.

Refresh

These figures are operational only. Use your accounting platform for VAT, payroll, tax and statutory accounts.

Audit Log

Who changed what and when.

Refresh

CRM Settings

Business details, repair defaults, stock defaults and system behaviour.

Save Settings

Business

Business name

Tagline

Email

Phone

Address

Website

Company number

VAT number

Opening hours

Theme & Branding Colours

Choose the main CRM accent and dashboard banner colours. Text colour is adjusted automatically for readability.

Main accent colour

Dashboard banner start

Dashboard banner end

Live preview

Dashboard bannerPrimary button

Reset to Tech Lab default

Repairs

Internal reference prefix

Standard warranty days

Logic-board warranty days

Due for processing after (hours)

Chase ready collection after (hours)

Changing the prefix affects new repairs only. Workflow colours and names are managed below.

Repair Workflow

Owner-controlled statuses and priorities. Renaming a status updates existing repair labels and history so the CRM remains consistent.

+ Status

Priorities

+ Priority

Documents & Company Logo

The selected Media Library image is the reusable company logo for invoices and future tickets/receipts.

No logo

Choose from Media LibraryClear

No company logo selected

Invoice number prefix

Default terms & conditions

Default warranty wording

Invoices can now be generated and edited from each repair card before opening/printing the PDF.

Customer Repair-Status Emails

Edit the email used for every repair status. Templates are available for manual sending; Auto Send is off until you enable it. Gmail must be connected for sending.

Stock

Default reorder level

Quick quantity step

Compact layout by default

System

Timezone

CurrencyGBPEURUSD

Company default pageDashboardRepairsCustomersStock

Auto-refresh seconds

Download Database BackupOpen Audit Log

Integrations

Only genuine connection status is shown.

Gmail

Loading Google connection status…

Checking

WhatsApp

Customer records provide click-to-chat links. Two-way message sync needs WhatsApp Business Cloud API and a webhook.

Click-to-chat only

Square stock

Loading connection status…

Checking

WooCommerce

Loading connection status…

Checking

eBay

Loading seller connection status…

Checking

External IMEI provider

Not connected. The current IMEI page searches Tech Lab's own repair database.

Not connected

Never enter social-media passwords into this CRM. Real integrations must use official OAuth or API credentials.

Data exports and backup

Export Customers CSVExport Repairs CSVDownload Database Backup

About Tech Lab CRM

Current release, complete change history and improvement requests.

+ Submit Request

Development workflow

Every production release is recorded here with its release date and delivered changes. Staff can submit improvements and the Owner controls delivery status.

Complete version history & changelog

Every CRM release from the original prototype to the current production version, with the main amendments delivered in each version.

Development requests & delivery board

Shows who requested each change, its priority, current delivery status and Owner notes.