When RVDesk support signs in to your account

The RVDesk team can sign in to your account to help. Each visit lasts up to an hour, shows a banner, and is listed in Settings with the reason.

Who can do this: Owners and managers can see the list of visits.
Topic: Your RVDesk account

Where to find it

Shop SettingsSupport Visits

When the RVDesk team signs inLink to the section “When the RVDesk team signs in”

When you call or text for help, the RVDesk team can sign in to your account to look at the problem with you, for example to fix a setting or walk through a work order.

Each visit lasts up to an hour.
While it’s on, a banner across the top of RVDesk says the RVDesk team is signed in.
Every visit is recorded with the reason for it.

See every visitLink to the section “See every visit”

Open Shop Settings.
Select the Support Visits tab.
Each visit is listed with when it started, when it ended and the reason for it.

Invite your team and set their permissions
Add your service advisors, technicians, Shop Admins and bookkeeper by email, then give each one a permission group or their own list of permissions.
Set up your shop profile and tax rate
Add your shop’s address, phone, email and logo, then set the sales tax rate work orders start from. Customers see these details on estimates and invoices.
Register your shop’s texting number
US carriers require a business to register before it texts customers from software. Fill in your business profile and RVDesk files the registration for you.

Where to find it

When the RVDesk team signs in#Link to the section “When the RVDesk team signs in”

See every visit#Link to the section “See every visit”

Related articles

Invite your team and set their permissions

Set up your shop profile and tax rate

Register your shop’s texting number

Still stuck?

When the RVDesk team signs inLink to the section “When the RVDesk team signs in”

See every visitLink to the section “See every visit”