The Scenario
You run managed services on RepairShopr's recurring invoice feature, and the CFO asked this morning for an MRR breakdown before the board call at 2 PM. She wants to see every active recurring schedule — customer, billing frequency, monthly value, and next invoice date — so she can validate the revenue forecast. You have the data in RepairShopr. You have four hours and no pre-built report that shows this.
The bad version:
- Navigate to Recurring Invoices in RepairShopr. Export the list. Open it in Sheets.
- Realize the "frequency" field exported as a number — 1 means monthly, 3 means quarterly, 12 means annually — and the CFO will not know that without a legend.
- Build a lookup table to translate the codes to labels. Then calculate monthly equivalent values for the quarterly and annual schedules. By the time the sheet is ready to show anyone, it's 1:45 PM.
The board call is at 2.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, 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 — ready to hand to the CFO without translation.
List all RepairShopr recurring invoice schedules and write customer name, schedule name, frequency, amount, and next invoice date into this sheet
What You Get
- Column A: customer name (resolved, not a customer ID)
- Column B: schedule name
- Column C: billing frequency as a readable label (monthly, quarterly, annually)
- Column D: schedule amount
- Column E: next invoice date
What If the Data Is Not Quite Ready
You want monthly equivalent values calculated for non-monthly schedules
Fetch all active schedules from RepairShopr and put customer email, billing frequency, monthly value, and start date into columns A through D of this sheet — for quarterly schedules divide the amount by 3, for annual schedules divide by 12
You only want schedules that bill next month
List all RepairShopr recurring invoice schedules where next invoice date falls within the next 30 days and write customer name, schedule name, amount, and next invoice date into columns A through D
Some schedules are paused and you want to exclude them 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 in one pass: 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 — calculating monthly equivalent by dividing quarterly amounts by 3 and annual amounts by 12; add a SUM formula in D at the bottom to show total monthly recurring revenue
The pattern: one prompt gives you an MRR view that's CFO-ready, not a frequency-code puzzle that takes ninety minutes to decode.
Try It
Open a Google Sheet and get the 7-day free trial of SheetXAI — ask it to pull all your active RepairShopr recurring schedules, calculate monthly equivalents for non-monthly billing, and sum the 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.