General
3762 results found
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Match formatting of Ticket Comments to Email Sent Internally
Currently, ticket comments that are emailed internally lose formatting and appear as a single line comment (without any line breaks, etc.). Can you please maintain ticket comment formatting as it appears on the RepairShopr web portal, under Ticket Comments?
1 vote -
3 votes
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Hidden Invoice line item - that still gives the cost
So we Invoice as eg Iphone 5s Screen Replacement.
in the bundle we have the screen as a item.it needs to be hidden . but i want to ability to add how many were used -
so the cost goes against the job so we know if it was a lost.....its a little confusing. i know we can alter the bundle when creating it -
but generally we just want to sell the job as the line item on the invoice
- but have the cost and inventory item in there too like a hidden line item.perhaps…
1 vote -
Savings Report
It would be nice to be able to show the customer how much we have saved them through discounts over a particular time period. This should be added to the sales reports as well as statements.
1 vote -
Non-invoice email going to the "invoice email" address (it should not)
When using the "invoice email" field on invoices, it causes ALL email to get CC'ed to that address. I thought the point of this field was to send JUST the invoice to it? There is already a CC notification field under a customer, so why does the invoice CC also do this? Seems to be not working as intended?
I can't have all the notifications going to this second address as it's only supposed to get invoices and nothing else.
1 vote -
Ticket created if recurring invoice fails
You can have a ticket created if a subscription fails but not a recurring invoice. It would be nice if all the same options were available for both.
There could really be a lot more management capabilities for subscriptions and recurring invoices. For example - to view by subscription type, have different subscription types, be able to manage each with different global settings and make it easier to keep track of things.
0 votes -
Define User Roles and Permissions (POS, reception, etc.)
We would like to have more control over user types. For example, we have some non-technician staff that we would like to remove from the menu for assigning to tickets. We would also like to define roles such that a cashier only accesses POS/invoicing, reception updates tickets in the relevant manner, etc.
4 votes -
Specific booking reason
I would like the ability for customers to fill out a text box giving specifics on what they need to book their appointment for. I'd like to do scheduling for only remote support and if someone needed help connecting their internet service (remotely) obviously we wouldn't be able to do that. So we can let them know right away. It also helps to be able to know what we are getting ourselves into before calling on the remote because some techs may be more geared towards certain fixes.
5 votes -
Be able to CC another email contact when sending canned responses.
Be able to cc another email contact. We have several companies that have branches all over the country. They send us a ticket which is allocated to their branch, but Head Office wants a copy of the ticket so they know what is going on
3 votes -
Ability to have same email for different customer names
We have a large client that we deal with that requires us to email counselors that deal with different clients. We need to be able to email an estimate to the counselors for approval but we are unable to add same email twice to 2 different clients.
3 votes -
make a custom field option where the data deletes upon ticket closure
It would be cool if for password fields we could have them erase when the ticket was closed!
1 vote -
Ticket - add the average amount of tickets completed per day
On the Tickets page - would be a really good incentive to see the average amount of tickets completed per day plus last months average per day
1 vote -
POS Refund Improvement
Good that we can now do partial refunds. However we have noticed 2 issues in our store:
Refund/Resale. We should be able to refund an item and then have the ability to resell a new/different item. At the moment all we can do is generate a refund to put their account in credit and then process a new sale using up their credit. Refund/Resale technique ought to be achievable on a single transaction.
There are no methods to refund via POS directly. Would it not be better to allow a user to click a REFUND button on POS and then…
9 votes -
New Payment Method For Zero $ Invoices Only
We would like the ability to create a new Payment Method for Warranty work that is only allowed to be applied to zero balance invoices. Currently when a new Payment Method is created, it can be used for any dollar amount invoice marking it as paid. We would like to eliminate any possibility of having the user accidentally use this payment method for any invoice that has a balance due.
1 vote -
Collect Vendor Invoice Number on Purchase Orders
Add collection of Vendor Invoice number to the receiving/ finish portion of purchase orders.
The Vendor Invoice number is the most common reference used to communicate with vendors for both RMA processing AND accounting payment purposes.
Collecting a Vendor invoice number would also benefit CSV exporting of purchase details to accounting software.
5 votes -
Expand CSV Export for Inventory Purchase Orders
Add more CSV export functions for purchase orders, similar to SALES Reports - include period ranges and vendor list as options.
CSV export options would make it easier to integrate purchases into accounting software.
CSV Exports should include ALL collected data fields from the purchase orders such as UPC, description, Qty, Costs, Freight, PLUS the additional Vendor invoice which is currently not collected. See my suggestion to inventory receiving.
10 votes -
Custom fields for phone numbers
Within the customer page and their listed phone numbers, the drop down menu that has "office,home, cell, etc" is not enough. With customers who have individual cell phones and other office lines and stuff, custom fields would be AMAZING. Please add a little field next to each number that lets the user just type in a custom name or description.
5 votes -
Leads section ideas
love the Leads section! this wasn't there last time I tried the program.
Leads area needs a canned messages button.
Also needs a create invoice button.
and add to invoice button.
Thanks!
1 vote -
Customer Purchases Custom Fields
It would be great if the Customer Purchases included custom fields options like the tickets do. We really want to use this feature but need to ensure our employees are able to collect certain information regarding the purchase.
13 votesCan you give me an idea of what fields you would add?
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More CRM features - manage mailing lists - better sorting options
It would be very nice if there was a much more robust CRM in RSr, really expand on the “LEADS”. We currently keep our mailing list in a FileMaker Pro DB so we can mail out postcards, call prospects and maintain those notes. RSr has nothing to support this at all. It would be nice to import all our "Postcard" mailing prospecting list into RSr and have that phone calling log..and fields that would support more of a sales and marketing function, setting appointments, reminders to call, notes about what the clients have talked about etc.
it would also be…
5 votes
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