General
3762 results found
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Allow the creation of a new customer when making an appointment
I like the new appointment features, but there is one thing missing.
If it's a new customer and they call on the phone, it would be nice to put in their information when creating the appointment, Name, Email, Phone # so that it would show on my calendar and also send them the appointment with instructions. I know I could set them up as a customer first then create the appointment but to do it all in one flow would be better.
3 votes -
Improvements to the 3rd Party Part Order Module
1) My employees aren't privy to the MY cost of the part (cost), just the CUSTOMER cost (retail). There is no setting to have the Cost field hidden based on Security Groups (like you can for Products and Invoices). Can this feature be added?
2) Unless the Part URL field in filled in, it changes to a transfer. My employees aren't responsible for sourcing the Part URL. So when requesting 3rd party parts, I have them put in the Part Number in that field, or else it will become a transfer. Can you change that field to "Part URL or…
3 votes -
A report saying what each customer has paid year-to-date and have it sort by highest to lowest or alphabetical, etc.
I would like to have a report showing what each customer has paid year-to-date or in the past 30 days, 60 days, 90 days, etc. Sort options: the customer who has paid the most to the least, and customers listed alphabetically. You can go to an individual customer and see the total that customer has paid, but I can't find where that is in a report listing every customer and narrowing the time (if you have data for that customer for 5 years but you only want to know what they've paid in 2016, for example).
1 vote -
Reseller and customer to see ticket at same time
We repair items for resellers and in our case both the reseller and the customer wants to see the tickets.
Basically, our reseller wants to see all their customer tickets while the customers should only be able to see their individual ticket.One way could be an option to add an external ticket-viewer within each ticket, if it would be possible to send an email with ticket-url in view-only mode.
E.g. when editing a ticket a button/field saying "add ticket follower/viewers/customer" or something similar.
Personally don't have the need to add each customer in our database because for us our…
3 votes -
Set Linked Tickets to "Customer Reply" when customer replies to invoice emails
Customer just reply to the last thing they got, when that's an invoice email after a ticket is complete their communication can be lost.
When an invoice is linked to a ticket and a customer replies the status of the ticket should change to "Customer Reply"
Cheers
Keith3 votes -
File Attachments load in full on every ticket refresh
Hi all. We tend to take photos of damaged parts, computers, serial numbers etc and we attach them as files to the corresponding ticket. The issue is that every time we open the ticket, a thumbnail is shown of the JPG, but it is not really a thumbnail. The entire image is downloading and being shown in thumbnail size. This becomes a real (annoying) issue when we have large JPG files, and more than one attached to a ticket. This is further compounded by the fact that these images are not cached, so they are loaded - in full -…
3 votes -
Customize customer map
I would like to map customers by jobs in a particular date range specifically. It would be nice to be able to customize the view by other filters as well such as job type (or at the very least have customer address export with sales reports so we can plot the addresses in another mapping solution)
2 votes -
Add {issue_type} to tags in email ticket comment template
We use the issuetype to track the main issue of an ticket. For our clients we need to add the issuetype to our ticket comment emails.
This will make the comment email much more clear to the clients.
7 votes -
Assets info on Invoice
it would be great to add the asset to the invoice so the customer can see which device the invoice is relating to
13 votes -
Modify the process flow during Calendar appointments being created within new tickets
Scenario: When creating a new ticket and clicking the Ticket Appointment button, the exchange calendar entry doesn't contain the Ticket Number.
If, you create the ticket without using the Ticket Appointment button, open the ticket and select New Appointment, the exchange calendar entry does include the Ticket Number.
It may seem trivial, but our calendar data is utilized in numerous ways and having the ticket number is critical.
1 vote -
16 votes
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seasonal discount or special occasion
We always have specials for holidays, special occasions and seasons, it would be very useful to apply discounts bulk inventory by category or only for a particular date.
1 vote -
Templates. having opportunity in estimates to pick from multiple template layouts not just one
Different Template layouts for estimate will allow us to customize how we reach out to customers
7 votes -
Allow open invoice reminders to trigger every X days continuously, not just once.
Instead of creating an open invoice reminder for every time period you want one to be triggered, how about allowing it to trigger every X days? I understand that your message may be a little different from reminder to reminder, so may you can say 'every x days until y days' or something similar. There should also be a variable for how long the invoice has been open, so that the reminder can show that number in the message.
6 votes -
Ticket Automations - add conditions logic operators and run times
It would be helpful if we could use logical operators for the conditions used to trigger ticket automations. I.e. AND, OR, XOR, etc. This would let one automation do the job of what might be many they way it is set up now (unless I'm missing something, which is possible).
Also, being able to set how often a certain automation would run would add a lot of value. I want to use automations to send reminder emails/Slack messages to the assigned tech if there has not been a comment added in x hours, but it's too much for it to…
10 votes -
Ticket Pings... (Invoice, Estimate, etc)
The idea is this... it's a PING button within the ticket view. (or estimate, invoice, etc)
The main purpose is to bring attention to a given ticket.
Example:
Admin / Manager notices a ticket is stale, they can make a comment in the ticket, email the tech with the URL, or some other method... but a "PING" this ticket... will send a direct notification to whatever notification is set for attached tech / rep. (or, click PING drop down: SMS, Email, Direct Message, ... etc)Staling ticket; admin presses 'PING' --> alert sends to tech that ticket needs more immediate…
1 vote -
Chat with other technicians within our company
The ability to chat with other technicians (RepairShopr users) in our company would be great.
4 votes -
SMS on s.ms / Vitelity
Support SMS on Vitelity who uses s.ms via XMPP.
Vitelity has unlimited SMS on my plan so changing to Flowroute would be cost prohibitive.
3 votes -
Multi Location Inventory Control
It would helpful if inventory between locations could be separated. For example, one of our locations does not maintain stock on products that our other location does. For inventory stockout reports, the level of control between the two locations would be very nice! As of right now, if I maintain stock on items that only one location uses, I'm getting alerts for that specific product needing to be ordered when it does not.
42 votesJust for clarification, we have multi-location inventory but this suggestion is to make it more granular “per-location” to have different settings per locations as far as what’s tracked/etc.
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Ticket Automations
Would it be possible to add to it a function that when we create a appointment for on site work we can change the status to schedued instead of new
0 votes
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