Welcome to Upswello Documentation

Upswello is a comprehensive operating system for repair shops, helping you manage tickets, customers, payments, and more. Whether you're just getting started or looking for a specific how-to, you'll find guides here written for repair shop owners.

Getting Started

New to Upswello? Start here:

• Welcome to Upswello — Pre-launch checklist for setting up your shop
• Quick Start Guide — Get started with Upswello in minutes
• Adding Your Team Members — Create staff accounts and assign roles
• Enrolling to Take Payments — Connect your payment processor
• Setting Up Your Inventory — Add the parts and supplies your shop stocks
• Setting Up Your Catalog — Build your service menu with pricing
• Connecting SMS and Email Notifications — Enable automated customer communication

How-To Guides

Step-by-step guides for common tasks:

• Checking In a New Repair — Create a ticket when a customer drops off a device
• Taking a Payment — Collect payment on a completed repair
• Collecting Non-Ticket Payments — Process a sale or receipt outside of a repair ticket
• Sending a Message to a Customer — Contact customers from the app
• Shopping for Parts — Find and order parts from your suppliers
• Managing Your Inventory — Update stock levels, add parts, and track usage

Feature Reference

Learn about each area of Upswello:

• Dashboard — Understand your shop's at-a-glance performance
• Tickets — Manage repair jobs from intake through completion
• Customers — View and manage your customer database
• Inbox — Message customers from the in-app inbox
• Inventory — Track parts, stock levels, and inventory history
• Catalog — Build and edit your service and pricing menu
• Payments — Review transaction history and payment records
• Reports — Read sales, ticket, and performance reports
• Notifications — Manage alert preferences and notification rules
• Suppliers — Manage parts vendors and supplier information
• Setup — Complete the initial configuration of your account
• Settings — Configure your store preferences
• Account Management — Manage your subscription, profile, and billing
• Integrations — Connect payment processors, messaging, and other services
• Catalog Webhooks — Supplier webhooks for the parts catalog
• Stax Enrollment — Set up Stax payment processing
• Stax Disputes Webhook — Handle Stax dispute webhooks

FAQ

• Frequently Asked Questions — Tickets, payments, inventory, and account setup

Need help?

Have a question not covered here? Contact our support team at support@upswello.com