MyClientPro Knowledge Base
60 reference articles across 11 areas of the platform — repairs, orders, customers, inventory, notifications, the customer portal and shop management. Available in English, Portuguese, Spanish and French.
Getting Started
- How to create an account
- Configuring the shop during onboarding
- Configuring company details
- 60-day trial period
Repairs
- Creating a new repair
- Managing repair statuses
- Repair history
- Entry date and closing date
- Bulk import repairs (CSV)
- Printing a repair order
- Marking a repair as warranty
- Technical report of the intervention
- Alerts for stalled repairs
Orders
Customers
Supplier Analysis
Inventory
Management
- Inviting staff members
- Profiles and permissions
- Managing shops
- Configuring billing
- Initial repair filter and sort order
- Auto-logoff on inactivity
- Configuring WhatsApp per shop
- WhatsApp templates and Meta approval
- Automatic WhatsApp notifications
- Sending a quote via WhatsApp with accept/decline link
- Customising the printed documents
Notifications and WhatsApp
- Email and SMS notifications
- Setting up WhatsApp Business API (Meta)
- WhatsApp per shop — multiple numbers
- Automatic WhatsApp notifications by status
- Testing WhatsApp sending
Hardware Diagnostics
- What is the diagnostics module
- Downloading and running the agent
- PIN authentication in the GUI agent
- Available automatic tests
- Stress Test
- Service checklist
- Diagnostics PDF report
- External tools (AIDA64, OCCT, FurMark)
Customer Portal
- What is the customer portal
- Sharing the portal link with the customer
- What the customer sees in the portal
- Accepting or declining a quote via the portal
- Requesting an appointment via the portal
- Link security and validity
Schedule
Prefer a walkthrough?
The tutorials take you through each task step by step, screen by screen.
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