RepairShopr is a comprehensive customer relationship management (CRM) software designed exclusively for repair shops. It offers a suite of tools that streamline repair processes, manage customer interactions, and improve overall efficiency of repair businesses. By integrating with IdentityCheck, RepairShopr users can seamlessly incorporate ID verification into their workflow, adding an extra layer of security and trust.
Uses for RepairShopr Users for ID Checks
ID verification can be critical for several functions within a repair shop:
- Verifying customer identity before accepting high-value repairs.
- Ensuring the authenticity of customer details for warranty claims.
- Preventing fraud by confirming the identity of new customers.
- Documenting verified IDs for compliance and security purposes.
How to Set Up IdentityCheck Integration with RepairShopr
- Create an account on IdentityCheck by visiting their website.
- Create an account on Zapier, or log in if you already have one, by visiting their website.
- Inside Zapier, navigate to the Integrations section and search for “RepairShopr”. Select it from the list.
- Next, search for “IdentityCheck” in the same Integrations section and select it.
- Follow the prompts to connect both your RepairShopr and IdentityCheck accounts to Zapier.
- Configure your Zap by selecting triggers/events from RepairShopr that will initiate ID verification via IdentityCheck. Examples of triggers include “New Customer” or “Repair Intake”.
- Enable your Zap and test to ensure that the integration is working correctly.
How to Use ID Verification within RepairShopr
Once the integration is set up, using ID verification within RepairShopr is straightforward:
- When a specified trigger event occurs in RepairShopr (e.g., a new customer is added), it will automatically initiate the ID verification process through IdentityCheck.
- IdentityCheck will send an ID verification request to the customer. This can be done through various communication channels supported by IdentityCheck, such as email or SMS.
- The customer uploads their ID documents using the secure link sent by IdentityCheck.
- IdentityCheck verifies the uploaded documents in real-time and sends the verification status back to RepairShopr, updating the relevant customer record.
- RepairShopr users can then view the verification status and any relevant details without leaving their CRM dashboard.
Integrating IdentityCheck with RepairShopr ensures that repair shops can easily and securely verify customers’ identities, reducing the risk of fraud and improving service efficiency.