General
3763 results found
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Option to open Dashboard by default
It would be helpful to be able to choose in Settings the option to open the Ticket Dashboard by default when clicking on the "Tickets" tab.
0 votes -
Tech First Name
Could we have the option to show Tech first name, on ticket comment emails, its less formal!
2 votes -
Lead Conversion: Address Lookup to convert lead to ticket
This is similar to the single save button idea for the same reason that converting a lead to a ticket by entering the address manually is cumbersome and takes time. There is already an address lookup function integrated into the software and it would be very useful to use it in the lead conversion section as well.
3 votes -
Extra wiki pages per customer
Ability to add extra customer wiki pages instead of just one. Plus, it's useful to be able to add a title to the wiki (an extra field) while still tagging the wiki to get customer.
7 votes -
Set default Portal login as customers email address.
Easier for customer to remember than the numbers that currently are being used maybe an option to change if the customer would prefer something other than their email address.
4 votes -
Ability to make payment right from emailed invoice.
Not all of our customers are assigned Portal logins, there are residential client who pay annually and only see our invoice when it's email on their renewal and of course they will not remember the login or password if I gave it to them. They need easy payment right from the pay button on the email. Oh yeah if they did have a login and forgot there password or login a forgot password or Reset password at the portal login would help.
5 votes -
Email Template for Paid /recurring invoice to be emailed automatically.
This feature is so needed especially on the the recurring auto-pay clients, they can get the copy of the paid invoices also the customer should not have to login to the portal to view or print.
1 vote -
Be able to tie in assets after ticket creation.
After ticket information is entered for a customer, there is no way to tie in an asset into it.
0 votes -
Add items to invoice after marked paid in full, or append credit card fees when that payment type is method
With the work flow with how you take deposits from tickets and it creates an invoice marked paid in full, we aren't able to add credit card fee line items automatically from there, so you're "Action-> Deposit" workflow method is invalid for us. Perhaps make it so invoices can have items added to it even when marked paid as full. (or just set it up so that whenever a credit card payment is used as the method, then a credit card fee is automatically appended to the invoice, which this would be a more preferred method!!)
6 votes -
inventory new item
When adding new items in the inventory module it would be nice if there was an option to add the existing item and start a new item to be added. At the moment you have to click again on inventory which is just time consuming (especially when you are entering your stock for the first time)
1 vote -
Toggle Company/Customer name on ticket dashboard
When you add a customer there is an option to include the company name however this shows up instead of the customer name on the ticket dashboard. It would be nice to have this as an option to show either.
4 votes -
Add Color options for Ticket Worksheets
When you setup ticket worksheets allow a color to be set for specific options. For example if something fails it can be highlighted red
2 votes -
Allow Customization of Default Sizes of Text Fields in Repairshopr
the two text fields (New Ticket Comment) and (Complete Issue Description) to make them bigger by default. This is to avoid confusion when it comes to sending emails using the two above.
3 votes -
add print customer label from invoices
it would be very handy if you could add a "print customer label" on invoices page for times we just create an invoice instead of tickets so we don't have to go back and forth on customers page and their invoice
3 votes -
Appointment Type Options
Add the following options under "Appointment Type" In Calendar
1) Vacation
2) Remote Service3 votes -
Make the assets overlay more usable
As it stands now the overlay that pops up when you attach an asset to a ticket is not very usable. This is the screen that says "Here you can create new assets, view existing assets, and attach them to the ticket"
Why is the overlay so small? If a customer has multiple similar assets it's almost impossible to pick the correct one because the screen does not show enough information. At minimum the serial number field should be displayed in its entirety or we should be able to customize what gets displayed.
With the way my company currently enters…
3 votes -
Import/Export CSV for estimates & invoices
Saw the new feature for importing and exporting a purchase order to CSV. Would like to see the same functionality with estimates or invoices. I'm creating packing lists in CSV and would love to be able to create an invoice or estimate straight from the packing list. Or, the opposite, create an estimate/invoice and export to CSV to quickly create a packing list. I can't just use the estimate/invoice as my packing list (though on the QB side on is available) as I need item weights and total truckload weights, which are calculated in my CSV.
Any plans to extend…
22 votes -
Not enough information on Ticket Detail
Nothing shows if the ticket has been diagnosed or approved. Also, what is actually being done to the device doesn't show on the ticket. (ie. The subject from the ticket creation). There should be more detail on the ticket detail screen so we can glance and see what repairs are needed or if the ticket needs to be diagnosed or approved.
3 votes -
Show ticket comments on estimates and invoices
When a service technician adds ticket comments with the subject of Diagnosis, those comments should print on the Estimate so the customer can see what was found during the troubleshooting and what the proposed correction is.
The same with the comments made on the ticket with the Complete status, that should print on the invoice so the customer can see exactly what work was performed.
Thank you.
1 vote -
Scheduled Invoices - minor additions
It would be wonderful to have the following for Recurring/Scheduled Invoices page:
An option to "Hide" or toggle the paused invoices so they aren't in the list of all recurring.
Add a column that shows which recurring items have a stored credit card payment flagged. (We have had issues with customers calling in or faxing in a new payment method to use...it gets updated for the customer but the recurring invoices never get changed to hit that payment as well). This way we can see from a quick glance which recurring invoices do not have a stored payment selected without…
3 votes
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