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75 results found

  1. Make the address field an option to be mandatory when checking in a customer.

    I would like the address field to be mandatory when checking in customer's.

    8 votes
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    1 comment  ·  Admin →
    already works  ·  bobby responded

    You can choose to make the Address field required when creating a Customer, but we do not have plans to add that as a requirement for Ticket Creation. Head to Admin > Customer Preferences > “Option Fields” (Bottom drop down) to choose what info is required for Customer creation.

  2. Set an end date for recurring invoices

    We set up yearly service contracts for clients. Many pay on a monthly basis, and have it auto-billed to their credit card. It would be tremendously helpful if we could tell the system to stop sending the invoice, and therefore auto-billing the customer, on a certain date, so we don't have to stay on top of that every time a contract changes/is dropped, and so on.

    9 votes
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    0 comments  ·  Admin →
    already works  ·  bobby responded

    The Recurring Template will stop the generation of the invoices based on a attached Contract’s End Date.

  3. Darken 'notes' window text

    The 'notes' box under customer info allowing you to make notes on a particular customer is too light. The font used in that box barely shows. Please darken the default font.

    1 vote
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    0 comments  ·  Admin →
    already works  ·  bobby responded

    We’ve gone through many revisions of the UI since this request so I’m going mark this as Done.

  4. Apple Pay Integration

    We would love to be able to use Apple Pay as a form of payment.

    23 votes
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    7 comments  ·  Admin →
    already works  ·  Rajesh Agarwal responded

    This does work with Vantiv and has for a long time, we missed this suggestion but it’s updated now!

  5. Field job/appointment update emails

    There doesn't seem to be a way to arbitrarily re-send field job/appointment emails, which is useful if the customer requests that you resend the email.

    It would also be good to have the option of re-sending the email if the appointment date/time is changed.

    8 votes
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    3 comments  ·  Admin →
    already works  ·  bobby responded

    If the appointment is changed the client will receive a new email reflecting the new time. There is also a recently added appointment reminder system that you can customize the look/feel of the appt reminder email.

  6. Add bundles to recurring templates

    It would be extremely helpful to be able to add bundles to recurring templates. Thanks.

    1 vote
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    0 comments  ·  Admin →
    already works  ·  bobby responded

    You can add Bundles to Recurring Invoices without issue.

  7. Ability to process multiple payment types on an invoices

    Would love the ability to process multiple payment types on an invoice or deposit.

    Sometimes a customer needs to split their payment between for example cash and credit card. It would be great if each payment type we accepted were loaded right into the payment screen complete with the amount field for each... we could the enter the amount of cash, then click a process button which would update the balance then do the same for their credit card.

    Maybe a little over kill but I would even rather list each credit card as their own payment type in case…

    38 votes
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    21 comments  ·  Admin →
    already works  ·  bobby responded

    You can accept multiple payments at the POS and on a invoice as you see fit. The UI has gone through several revisions since this was posted and so has functionality. I am going to close this one out as complete.

  8. allow other information to show up on ticket page.

    It would be great if we could have other bits of information on the ticket page list such as a location line which shows where the phone currently is, the phone number, the password, or other things that could make the master ticket list easier to view.

    Even if those things showed up on the dashboard that would be great as well.

    1 vote
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    0 comments  ·  Admin →
    already works  ·  bobby responded

    We added the ability to add more columns on the Ticket Index page. We’ve also added Quick View so that you can get top level info per ticket by clicking the magnifying glass on the left of the ticket number.

  9. Inventory Vendor Purchase History

    It would be very helpful to get vendor purchase history on inventory items. This way you can see which vendor you have purchased from in the past, the price you paid, and date of past purchases.

    5 votes
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    0 comments  ·  Admin →
    already works  ·  bobby responded

    This works with Serialized and ‘Maintain Stock’ products which are added through a PO with a Vendor attached.

  10. Self generating unique ID for customer Asset. Some systems we get in don't have a unique ID/serial number, such as custom builds

    Can we have a self generating unique ID for customer Asset? Some systems we get in don't have a unique ID/serial number, such as custom builds. This unique ID could then be printed in a barcode as the unique asset tag.

    11 votes
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    3 comments  ·  Admin →
    already works  ·  Rajesh Agarwal responded

    This has always worked – if you leave the serial number field blank there is a barcode label that does have a unique identifier built in.

    You could scan that to get the barcode value into another system.

  11. Marketr campaigns based on custom field and inactivity

    We get lots of leads from our website form. Often they are inquiring if something can be fixed, etc.
    These leads sometimes don't pan out, however our webform asks for their email, so even the ones that don't workout, we have their email address.

    It would be great if we could create a campaign based on some criteria, such as a checkbox for example, where those leads (who have been converted to customers) that have a checkbox checked (indicating they have not been converted) could be emailed after xxxx number of days for special offers, reminders, etc.

    ie. We'd like…

    4 votes
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    0 comments  ·  Admin →
    already works  ·  bobby responded

    We have a feature called Saved Customer Searches that allows you to leverage Custom Fields and the resulting list could be used in a Marketr campaign as you want.

  12. Allow tickets to be re-associated with different customer

    When someone other than the owner of a machine drops it off, we need a way to switch the ticket over to the owner when we get their information. I don't see a way to do this now, so we've had to create a new ticket and reference the old ticket. This works, but is tedious. Since the database is relational, could a simple "Change Customer" option be added to tickets?

    1 vote
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    4 comments  ·  Admin →
    already works  ·  bobby responded

    You can click the Change button in the Customer Info section to change the Customer of a ticket.

  13. Workshop Appointment confirmation

    To be able to put appointment in calendar if its a client coming to workshop confirm date and time of appointment and directions

    5 votes
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    1 comment  ·  Admin →
    already works  ·  bobby responded

    We added the ability to send appointment reminders on a schedule of your choosing to help address this.

  14. Create Quick Ticket

    Often I am on site with a client and I get a call from another client who I tell I have to call back. Generally I listen to the problem to make sure a server isn't down, etc. Would be nice if we could email into repairshopr with a subject similar to "Printer not working - domain.com"

    It would then create a ticket under the client domain.com

    7 votes
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    1 comment  ·  Admin →
    already works  ·  bobby responded

    This is Live. A customer can email in and if you have automatic ticket creation active in the Ticket Preferences, a Ticket will be created. You can even mix in Email Rules through the Mailbox to control tickets being created by specific inbound domains or contacts.

  15. Discount ONE item on the invoice by %, NOT the entire invoice

    We have many instances that we need to give a % discount for one item, currently when you enter a % discount, it gives the discount to the entire ticket.

    0 votes
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    0 comments  ·  Admin →
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