General
3763 results found
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Linking the invoice/estimate replies to the ticket - Centralize all communication to the ticket
Its time to centralize communication from our clients.
Linking the invoice/estimate replies to the origination ticket needs to happen because it would simplify communication flow when receiving client communications.
Have you asked yourself these questions?
Why can’t the invoice/estimate response be as simple as when a client responds to a ticket?
Wouldn’t it make sense to push all of a conversation to the ticket that the invoice/estimate is connected to?
Simplification solutions
- What happens if a client is responds to an invoice (such as a recurring invoice) without a ticket. a. Solution: The response email to the leads area as…
5 votes -
Searchable Purchase Orders
Purchase orders are not searchable based on invoice number or order number provided by vendor or by item name - some basic search functionality would be helpful
2 votes -
4 votes
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Time Clock Report Instant Modification
When we pull the time clock report (report > employees > time clock report) would be nice to have the ability to modify the report for the previous week if an employee failed to clock out.
1 vote -
Calendar to show Jobs that are more than two months in the future
At present the calendar only shows jobs scheduled in the calendar for the next two months? I believe this is to improve performance of the program? It would be really useful for the calendar to show what is booked for the full year. As a service business we can book well into the future and without this capability we could easily double book work.
1 vote -
add a link to recurring tickets on the tickets screen.
Seems like a fairly simple addition to the tickets page. Currently you have to dig through admin to get to "recurring tickets". Can a button be added to tickets similarly to the "Recurring Invoices" on the Invoice Screen.
0 votes -
Please in the Invoice Page allow it to be sorted by Customer. Currently Invoice # and Date are pretty much the same thing.
Sorting by Customer on the Invoice page would allow for easy finding of people who owe money. Its very difficult to just find one then go back and search. Sorting would make things go QUICKER
4 votes -
Allow customized estimates
In the Estimates, nowhere in each line item does it show the cost of the item including tax. This can be problematical as my customers are often confused what the savings or extra cost would be if they added or subtracted an item (all prices here in Australia are quoted including tax)
4 votes -
Mobile Version Clients button
In the Mobile Version, (this is pretty nitpicky, but I keep noticing it) it would be helpful to change the "Clients" navigation button to read "Customers", since they are referred to as "Customers" throughout the entire Desktop Version. Thanks!
1 vote -
Contract manager sorting addition
The recent change to include sorting in the contract manager is awesome and very helpful! It unfortunately doesn't allow sorting by customer. We sometimes need to find the entries by cust name to modify or remove the contract and still have to search them all. The other fields can be sorted, would it be difficult to add the same feature to the customer name column since the others are already done?
1 vote -
Make copy / paste small buttons for entering information. Too much back and forth without.
We keep running into an issue on a daily basis. Right now our workflow when entering a ticket is as follows:
- Open new ticket
- Enter subject (1st copy-paste) needed to copy subject to description as similar words used. We add addl info after the paste.
- Tech updates the diagnosis or what they did to resolve the issue.
--------- Entering Invoice ----------------
Usually for business clients we use 'add charges to ticket' as they might have several invoices for monthly billing.- click 'add charges to ticket' or create Invoices (to generate single invoice)
- Either 'remember' what initial issue was but usually…
1 vote -
Priorities on web-based ticket entry. We want to have the embedded form allow clients to select from the already existing priority flag.
Just having the option to add it to the form would be really helpful and since the priority flag already exists I would hope its an easy integration!
3 votes -
Part orders "Now" button
I love how in Part orders, when you click on "received at" it gives a Now option that will automatically grab current time and date. Is there anyway we could have that added to the "Ordered At" in the same area?
3 votes -
Provide some type of status on contract manager reminders
We've really just started using contract manager for MSP term clients (6 or 12 month) etc unless they are on a monthly autobill. It is working great so far especially after the ability to sort by date!
One thing we noticed though is we always schedule a reminder to call them a few weeks before their contract expires. When we do this the 'save' button just flashes. Sometimes i'm not sure if I left a reminder so I do it again. I noticed an 'all reminders' option when setting a reminder that will bring up a list but it would…1 vote -
Spiceworks integration
I would love to see you guys integrate with Spiceworks somehow. We use it for monitoring of our contract customers devices, but I would rather use you for my helpdesk/ticket system. We use there asset manager tool and network monitor tool.
It would be nice for a ticket to be created automatically if there is a critical error on an asset or a network device going offline.
8 votesWe will probably not add a spiceworks integration.
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Not able to categorize inventory by UPC code
Hi, under the inventory tab, I was previously able to categorize inventory by UPC code, quantity, retail price, etc by clicking on the respective title. Now, when I click on UPC, quantity, etc, nothing happens. No reordering occurs. Is this part of an update, or is it something wrong on my end? Thanks.
1 vote -
Change to Green Checkmark Under Took Payment Column
Can you change the grey check mark to green under the Took Payment column for invoices
0 votes -
Make Export Customer to CSV - Gmail Contacts version
Create a csv format from RepairShopr contacts that easily imports into Gmail Contacts without any heading altering. Could be an easy way to have contacts sync'd 'ish.
4 votesThanks for the suggestion. Do you have a reference for the format needed for this kind of import?
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3 votes
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Map
Is there any way for the the customers on the map to be broken down over time and by store they were added by? For instance if I have a billboard installed in April I would to be able to check in June and see if my customers have increased in that area. Also if i have 1000 customers in my area but I have 2 stores I would love to see what area people are going to what stores.
3 votes
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