The Scenario
You provide managed services and bill recurring on RepairShopr. The CFO pinged you this morning: she needs MRR broken out by customer and billing cadence before the board call at 2 PM. She wants to see every active recurring schedule — customer, frequency, monthly value, next invoice date — in an Excel workbook she can share with the board. You have four hours. There is no pre-built RepairShopr report for this.
The bad version:
- Navigate to Recurring Invoices in RepairShopr. Export to CSV. Open in Excel.
- Find that "billing frequency" exported as a numeric code — 1 for monthly, 3 for quarterly, 12 for annual.
- Build a lookup column to translate codes to labels. Then write formulas to calculate monthly equivalents for non-monthly schedules. By the time the workbook is presentable, it's 1:50 PM.
The board call is at 2.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the MRR context, and through its built-in RepairShopr integration it can pull all active recurring schedules with readable frequency labels and calculated monthly values — no code translation required.
Fetch all active schedules from RepairShopr and put customer email, billing frequency, monthly value, and start date into columns A through D of this Excel sheet
What You Get
- Column A: customer email
- Column B: billing frequency as a readable label
- Column C: monthly equivalent value (calculated for quarterly and annual schedules)
- Column D: schedule start date
What If the Data Is Not Quite Ready
You want customer name instead of email for the board presentation
List all RepairShopr recurring invoice schedules and write customer name, schedule name, frequency, amount, and next invoice date into this sheet
You only want schedules billing in the next 30 days
List all RepairShopr recurring invoice schedules where next invoice date falls within the next 30 days and write customer name, frequency, amount, and next invoice date into columns A through D
Some schedules are paused and should be excluded from MRR
Fetch all active (not paused) RepairShopr recurring invoice schedules and write customer name, frequency, amount, and next invoice date into columns A through D
Full MRR board view: active schedules, monthly equivalent, running total
Pull all active RepairShopr recurring invoice schedules and write customer name, frequency, schedule amount, and monthly equivalent value into columns A through D — dividing quarterly amounts by 3 and annual amounts by 12; add a SUM formula in column D at the bottom to show total MRR
The pattern: one prompt gives you a board-ready MRR view instead of a frequency-code puzzle that takes ninety minutes to decode.
Try It
Open an Excel workbook and get the 7-day free trial of SheetXAI — ask it to pull all your active RepairShopr recurring schedules, calculate monthly equivalents, and sum total MRR so you're ready for the board call. For related work, see how to export payment records for reconciliation or the RepairShopr integration overview.