General
3763 results found
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Parts orders dependant on estimate status
Hello,
It would be great if a non stocked spare part could be tagged to an estimate, and when the customer accepts this estimate, the spare part purchase order is created3 votes -
add an hour counter for clocking in and out for employees
It would be awesome if I could see how many hours I've accumulated for the week when I go to clock in and out.
4 votes -
DISABLE Customer Ability to REMOVE Stored Credit Cards in PORTAL
We're having issues with our contracted clients randomly and "accidentally" removing stored CC's from the customer portal. The ability to add cards makes sense, but since they can't choose which card is being billed (and therefore require us getting involved to adjust that), can we PLEASE have an option to disable removing cards from the portal?
This should exist as a global option in Admin settings (override all), as well as a setting on the individual schedule or customer. I know the disable option exists when there's a "contract", but our clients are under an indefinite term (unless manually cancelled)…
12 votes -
Report to TRACK phone calls for callers who are NOT already logged as CUSTOMERS
@Troy: I know this seems redundant, but it would be super helpful to have a quick and easy report to reference for all of the CID lookups RS does which DON'T return a result. Would be great to see a log with a search and filters like date/time. Sometimes we write a number down wrong for a customer, and this log would greatly assist in finding incoming calls that were written/typed incorrect.
I know the HTTP query returns [nothing] when there's not a match with the CID lookup, but could you please just dump those "no results" numbers into a…
0 votes -
Increase "update item" button contrast when editing parts
I am unfamiliar with the process of editing parts in repairshopr. It took me 15 minutes to find the nearly invisible "update part" button in the lower left when viewing an individual part's page. Conversely, the "New RMA" button is prominently located in the upper right, and colored orange. The "update part" button should be at least as visible as the RMA button, considering that part edits are much less likely to be RMA related as opposed to a simple update to the part's information.
1 vote -
have kabuto screen shots show up as attachments in the leads/tickets
Right now only the link for the kabuto request comes down into Repairshopr as a lead. You then have to click on the link and go to the request. It would be nice to have any screenshots flow right into the lead from Kabuto
1 vote -
Add Ticket Dashboard to the Security Group
Could you add the Ticket Dashboard to the Security Group. I am looking at creating a user that I can use to log in as on a TV or Tablet that will only show the Ticket Dashboard.
0 votes -
Make Customer Name more Prominent in Beta UI
There is a lot that I like about the beta UI, but I do not like how far down I have to scroll to see my customers name.
In the beta UI there is a huge gap on the top right of the website that would be perfect to display the customer name in large text.
Bonus!! There is even a thin line there where you could display the customers signature right above the line. I would put the customer name in text, then just to the right of that have the customer signature right on the line. Would look…
40 votes -
add a report for "Customers by Spend"
In all of the reports one that might not be entirely necessary but could be nice, would be, "Customer(s) by Spend"
meaning, compile a list showing all of our customers and in short dollar figures the associated revenue, expense and maybe even ticket/invoice count or when their account was created.
it might not be the most important report, but, it could help MSP's or even residential break-fix guys assess who their best clients are by margin or by how high or low maintenance they are. Could help visualize in a way some of the clients who just might need to…
3 votes -
Multiple names and emails associated with a contact
For an organization or business contact which has many personnel and divisions to track and authorize who can purchase or request services on behalf of the company.
On an invoice and/or ticket creation have a drop box of those persons to choose from for tracking of whom made the request withing the organization.
This would be especially useful for tracking "on account" customers activity.
6 votes -
option to pro-rate reoccurring invoices when changing them.
it would be great if I added or removed a service on a reoccurring invoice it would allow me to automatically pro-rate.
6 votes -
credit card last four on receipts
We've integrated vantiv. When credit card receipts are sent out, they don't contain any identifying info on what the card used was, just 'credit card'. I have a few clients that need at least the last four of the card to be on the receipt so auditors can match transactions up with credit card statements.
Payment Receipts should display the card type, expiration, and last four, as pretty much every retailer everywhere does this.
1 vote -
Task oriented workflow similar to Trello.
Is there a way to use Workflow to list tasks inside a ticket and any technician can mark completed
3 votes -
ITBoost Integration
ITBoost is another Documentation platform similar to IT Glue. Would love for there to be integration.
7 votes -
Tickets Page
It would be nice to have a pages option (1,2,3) on the top of the tickets page as well as the bottom, as I often don't scroll to the bottom.
Thanks,
Erik
4 votes -
not allow double payments on the same invoice?
Somehow we have techs/cashiers registering a cash payment as well as a credit card payment and it gets applied to the same invoice number for a customer. This is creating a credit balance for the customer, but I'm sure we only collected either the cash or the credit card, it was just not corrected (or not allowed to happen in the first place) by the cashier. It is creating a large "Payments that have not fully Applied" list. This creates extra work after the fact.
1 vote -
Multiple Tier catergory in Inventory.
Have more than 1 drop down in inventory depending on the tiers you have in Category editor. We have Type of appliance>Brand>Type of component.ie:Maytag>Dishwasher>Electrical parts.
So it would split the category selector in Add new inventory item to three drop downs. 1 for Type 1 for Brand and 1 for Component type. We have a list of over 100 to scroll through when we add a inventory item.1 vote -
Add product serial numbers to API
Seems there is currently no way to view or assign product serial numbers from the API - any plans to add this?
12 votes -
Labor Log in beta UI
Can the labor log be repositioned or turned on or off based on users? I HATE it but one person on the team uses it so we all have to have it sitting obnoxiously on top of every ticket.
1 vote -
Recurring appointments
We currently have several MSP clients. Some we see once a month and some twice a week. We run a monthly container ticket for these customers meaning they have one ticket for the entire month and then are billed at the end of the month. It would be nice to be able to automate appointments for these tickets especially for the customers that have fixed weekly appointments.
18 votes
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