General
3762 results found
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Integrate with AVG Cloudcare
Could RepairShopr be integreated with AVG Cloud Care also their managed workplace.
13 votes -
Integrate with TimeTrade
Integrate RepairShopr with Timetrade.com online scheduling system. / http://www.timetrade.com/products
1 vote -
Pop Up Reminders
Pop up note and/or reminders for customers, inventory and/or vendors. Specifically, I am thinking that a popup would show when an account is selected and will remind/notify the user that there is something that requires attention. Text in the pop up would be up to the users, just need the popup as a feature. Things like customer has outstanding balance or vendor has outstanding RMA or to record product serial number,
4 votes
Robert Reichner
responded
We added this for Customers using the Pop Up option in Custom Fields.
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First letter of first word typed in a field should be a capital
It would be most helpful if the first letter of the first word typed anywhere in repairshopr was a capital (or at least in customer details page). If we are on the phone, taking customer details it is hard to hold the shift key and type a word while holiding the phone!
4 votes -
Add csv or print to pdf to all ticket lists invoices estimates and leads.
We often need to present a hard copy or report to clients
we also need to be able to manipulate data..3 votes -
Easy Renewal Options
Hello,
I would like the ability on an inventory item to check a box for a canned renewal option. My use specifically is antivirus renewal. I would like a page to configure the options such as renewal date. For example when I sell AV it is a one year subscription and I like to send a reminder two weeks in advance. So in my inventory item I would like a checkbox to turn this pre-configured item. I have watched some videos and it seems I can get most of what I want, but after what seems like a very overcomplicated…15 votes -
Add private/internal notes to estimates
We've always used the private memo field in QBO estimates to make private notes about exact part numbers and our costs and availability at various distributors... This makes it very easy to order the stuff once estimates are approved. Without this ability in RS, we have to keep separate notes elsewhere, or look it all up a second time when we are ready to proceed with the order.
7 votes -
Add Locations as a header/sort option and group by list.
It would be great to have "Locations" as a header for Tickets and Invoices and also a "Group By" option for Location. From a managerial aspect of looking across multiple stores, this would be extremely helpful from the ticket and invoice views and the ability to group by location or at least filter by location without changing location from "admin" drop-down.
3 votes -
Account Manager Field
It would be nice if each Customer/Client had an indexed field "Account Manager". Also, it would be nice if the Clients could then be organized by "Account Manager".
Currently I just added a custom field labeled "Account Manager", and made a drop down choice for each tech.18 votes -
Notification when ticket is closed
We like a follow up with a customer a few days after they pickup their computer. It would be great to have a reminder assigned to the person that makes these calls when the ticket is closed.
3 votes -
Upgrade Account Detail "Type" for Employees and Vendors (to utilize CID Lookup)
The Customer Detail page is extremely useful, mainly because it contains SO MUCH information. We tend to cram every scrap of information we have into RS, just so everything is in ONE place. Many of our customers account pages contain every phone number, email address, payment form, and document upload we have to connect to them. But, wouldn't it be great to have this for Employees and Vendors, too?
Right now, we duplicate information for our vendors and employees into a Customer record, just so everyone has quick and efficient access to useful information (like phone numbers, email addresses, etc).…
2 votes -
Charge credit card on due date
I have a lot of Managed Services clients who like to receive their invoice even if they are on auto pay. I see that there is a option to auto charge credit card on file. I would like to be able to set the system to auto create the invoice and then have a second option to auto charge the credit card on a certain date.
Here is my example, my clients invoices are created 14 days before the end of the month. I mail/email the invoices to my clients and they are always due on the first of the…
6 votesHey -
How is this different than just making the invoices generate on the first and charge at that time?
I can’t think of a good reason to add the complexity right now, but let us know
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3rd party payments
We currently have partner locations that resell our services and/or collect devices for a commission. However, we allow these locations to secure upfront payment and then they pay us the repair amount minus their spiff.
I'm aware that you have planned spiff traffic, but I think this is still separate in terms of how it should be accounted for.
This would also provide better tracking for deal sites like groupon, eBay, etc.
1 vote -
Convert a Part Order to a new Inventory item
It would be handy to create a new inventory item straight from a part order, a button that would lead me to a new part creation page.
13 votes -
Link to Paypal Transaction from Invoice
Many times a customer will pay for an invoice using some other business Paypal account or account that is not recognizable easily as them. When I see in RS that an invoice is paid, I'd like to be able to click a link to go directly to the paypal transaction---or at least give me a Paypal transaction ID, or Paypal account name or something.
This is really essential for folks that primarily do online mail-in repair business with customers paying through Paypal.
4 votesHey, you are right – just in case this is good enough, can you try going to /payments (Payments List) and clicking “View” – there should be quite a few details in the bottom left.
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Creating Appointments after adding new customers
New Customer comes in looking for home services. I create the customer setup appointment from new customer screen. After creating appointment. I get a summary screen. There is no way to print that screen. I back space to view customers home screen, refresh the page and still no appointments shown to print out. I have to go to tickets re-setup the appointment just to get a print out to give customer? Can we simplify this process. A waiting customer is not good.
1 vote -
RMA Issue
In our shop, technicians are not really aware of certain details of the company, such as vendor for certain parts, etc. It would be handy to have a simplified version of the RMA section, so that the technician could notice a broken or not working part, and just create an RMA for that part without having it linked to a specific customer or vendor. Also, it would be handy if when an RMA was raised for a part, it was removed from the inventory, and in another RMA flagged section (sometimes I have three faulty parts, all the same type…
2 votes -
Define available hours for business and technicians
We have different business hours during the week and on week-ends. And I have many part-time technicians that take appointments at various times depending on their availability. It would be ideal if I can define my normal business hours and normal work hours for my technicians during which appointments can be schedule in the field.
On the schedule, unavailable hours would be blocked (grayed out).
I know I can somewhat simulate this today using Google Calendar and two-way synch. But it would be best if this can be accomplished right within RepairShopr.
59 votesWe do plan to do this eventually, it is pretty far down our list at the moment. Maybe if it gets closer to 50 votes it could happen in a few months.
Keep voting!
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Easier way to pay invoice or at POS screen via different methods
We often get the scenario where a customer wants to pay a bill via more than one method. the most usual is pay some by card and some by cash. i.e. a total bill of 320... customer says can i pay 100 cash and the rest by card. we say yes, but bear with me because this is a really difficult thing to do... eventually, we figure it out but end up with 2 receipts both of which say the total is paid in full even though the first payment was only 100.
Ideally we would press cash, enter the…0 votes -
net profit calculation on Sales Summary (Profit & Loss) report
Just been going over a few figures and was checking the sales reports and thought it would be great to also see the net profit as a percentage so we can see as an overview, what our percentage rate is running at. Very useful when setting or revising pricing policies :)
7 votes
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