3763 results found

1. Allow Different Email Addresses Config

   RepairShopr should accommodate ability to allow outgoing email configuration change to represent different tabs e.g. Invoices going from account@, tickets going from support@ and estimates going from sales@ and so on and so forth ...

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2. Improve mailing label functionality

   I know you can print mailing labels from the customer screen, but only for the "primary" address. This is not helpful if the customer has a separate mailing/billing address. This should over ride the the primary address if it exists, and you should also be able to print a label for any of the listed addresses if a customer has multiple addresses.

   Also, there should be an option to print a mailing label from the invoice screen, as well as to bulk print mailing labels from the invoices screen when you're bulk printing the invoices.

   We do batch invoicing twice a month, and they all send out in the mail. Invoicing is easy enough, but printing the labels is a real pain in the butt.

   I know you can print mailing labels from the customer screen, but only for the "primary" address. This is not helpful if the customer has a separate mailing/billing address. This should over ride the the primary address if it exists, and you should also be able to print a label for any of the listed addresses if a customer has multiple addresses.

   Also, there should be an option to print a mailing label from the invoice screen, as well as to bulk print mailing labels from the invoices screen when you're bulk printing the invoices.

   We do batch invoicing twice… more

   3 votes

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3. Itemized gross amount on invoices

   Any chance there could be a column added to estimates to show the itemized gross amount?

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4. Bulk vendor import.

   An option to import multiple vendors at one time.

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5. Create default appointment on Due Date

   Due Dates are good. Calendars are good. Due Dates and Calendars are greater.

   I would like an option in Ticket Preferences to create a default All Day appointment in the Calendar for that tech on that day.

   So when you're looking at the calendar you know what your time is scheduled for as well as the things that might not have a defined time schedule but are on your plate for that day.

   7 votes

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6. The back button in the POS catagories is tedious.

   Currently the back button in the POS screen brings you to the top of the categories list. I personally prefer to create branching categories for all of the parts and items i sell in my store, but having to start from the top of the categories list when i press the back button is extremely tedious when all i need to do is go back one to two categories to add my next part. I feel allowing everyone to go up and down in categories would be far more efficient.

   6 votes

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7. Attach Estimate to existing open Ticket

   Hi it would be great if you could attach an estimate to an existing open ticket, without having to create a new ticket which fires off a text to the customer with the new ticket number, and having to merge the ticket with the existing open ticket.

   Regards,

   Sean Johnson

   4 votes

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8. Ticket list should sort by customer name

   When viewing a list of tickets it would be nice if you could sort by customer name like you can any of the other fields. The way it works now when you click on the "Customer" heading it does do a sort, but there's no apparent rhyme or reason to how it's sorted.

   I had to ask tech support and was told it is sorting by customer ID, which is an number that can only be found by running an export of your customer list, and it's not a number that can be changed.

   It seems reasonable to me that if you've got a big list of tickets, then sorting by customer name would be a basic need. I get that it may be too hard to change the code at this point. If you're not going to change it to work the way the user expects it to work, then how about removing the hyperlink from the Customer heading so we're not banging our head against the wall trying to figure it out then bugging your support team?

   When viewing a list of tickets it would be nice if you could sort by customer name like you can any of the other fields. The way it works now when you click on the "Customer" heading it does do a sort, but there's no apparent rhyme or reason to how it's sorted.

   I had to ask tech support and was told it is sorting by customer ID, which is an number that can only be found by running an export of your customer list, and it's not a number that can be changed.

   It seems reasonable to me that… more

   3 votes

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9. Add a Security group for The Paid button

   The help area says "is intended, typically, for an accountant or similar individual" but a technician can click it. If they click it we will assume it has been paid.

   Can we make this feature only available to admin. It doesn't matter if it is visible but I prefer the techs can't click the paid button on their own.

   3 votes

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10. Add location tab to assets

    Maybe I'm the only one, but I feel like the asset manager could use some adjustments to become a more valuable tool. I would love to see assets get the same level of location tracking as inventory items. It would be nice if you could assign an asset to one of your locations the same as in the inventory and then use the logistic transfer request for assets the same way you would with inventory items. Our company has a lot of assets that move from location to location for service and other use so right now we have custom fields which gets to be a pain to keep track of. Just a thought anyways

    Maybe I'm the only one, but I feel like the asset manager could use some adjustments to become a more valuable tool. I would love to see assets get the same level of location tracking as inventory items. It would be nice if you could assign an asset to one of your locations the same as in the inventory and then use the logistic transfer request for assets the same way you would with inventory items. Our company has a lot of assets that move from location to location for service and other use so right now we have custom… more

    12 votes

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11. Invoice Display and Ordering

    If you have bundled items, they seem to always go to the bottom, of the invoice no matter what sort order you see on the screen, need this fixed please so sorting of line items will work properly.

    Thanks,
    Pat

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12. Change Way Deposits show on Invoices

    OK, I don't mind how the deposit system works, just would like it to total slightly differently on the invoice. If an invoice has a deposit on it, it removes that amount from the invoice sub total, it would be a lot nicer if the invoice sub total was the actual sub total, tax was tax and the line for payments would have the deposits and final payment when paid in that line, then final line of balance due. This would make the invoice information much nicer on the display and customer side of things, it would be even nicer if we could break out the deposit amounts and just have them show on the bottom of the invoice somehow as payments. We could just have deposits sync to QBO as a payment, they can be synced as just a payment, then when creating the invoice it we put these payment in the payments section like mentioned above and then show final amount due if any.

    OK, I don't mind how the deposit system works, just would like it to total slightly differently on the invoice. If an invoice has a deposit on it, it removes that amount from the invoice sub total, it would be a lot nicer if the invoice sub total was the actual sub total, tax was tax and the line for payments would have the deposits and final payment when paid in that line, then final line of balance due. This would make the invoice information much nicer on the display and customer side of things, it would be even nicer… more

    4 votes

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13. Manual stock adjustment for serialized items

    If you need to add many serialized items at the beginning, there are no Purchase Orders at all. For many B2B companies the stock units comes from different sources, and not always from POs.

    So inability to manage the quantity for the serialized units manually is a huge lack in functionality.

    After all, everyone makes mistakes. If some units were found at the dark corner of the warehouse, there are no POs -- usually. So the ability to update the quantity without a PO is necessary.

    12 votes

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14. Include all payment forms on Z-report

    Z-Report only provides a text entry field for checks when RepairShopr has recorded a check payment for the day.

    We sometimes accidentally enter a check as if it were a Credit Card. When completing the Z-Report that day, the credit card amounts will show a variance. If we could fill in the amount of the check in a Check payment field, there would be offsetting variances. But since the check field is not provided, we end up with a mystery variance in credit cards AND a mystery check deposit.

    Providing the check payment field (and payment fields for all payment types) on all Z-reports would solve the problem.

    You might suggest that we modify the payment type that was mistakenly entered. However, this feature has always been problematic for us. Changes do not get reflected everywhere, which causes inconsistencies and even greater difficulty reconciling. We have given up trying to correct mis-entered payment types by changing the payment type.

    Z-Report only provides a text entry field for checks when RepairShopr has recorded a check payment for the day.

    We sometimes accidentally enter a check as if it were a Credit Card. When completing the Z-Report that day, the credit card amounts will show a variance. If we could fill in the amount of the check in a Check payment field, there would be offsetting variances. But since the check field is not provided, we end up with a mystery variance in credit cards AND a mystery check deposit.

    Providing the check payment field (and payment fields for all payment… more

    3 votes

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15. We use SERTIFI an e-signature application for signing professional services contracts. It would be great it RepairShopr could offer an integ

    We use SERTIFI an e-signature application for signing professional services contracts, etc. It would be great it RepairShopr could offer an integration. I checked with the SERTIFI rep and he looked at the RepairShopr website. He said that SERTIFI has some of the same integrations and he thinks the integration with their API would be pretty easy for your team (if interested). Let me know if I can put you in touch with their Director. Thank you!

    3 votes

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16. categories

    When sorting categories they sort alphabetically. Issue is that they sort categories without subs (alphabetically), then they sort categories with subs (alphabetically). Why not all alphabetically notwithstanding subs...

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17. Option to Show Due Date on Invoices

    I'd love to see the option or even the string to use in template - to put the Due Date on an invoice. This will help our customers know when they start incurring late fees in a clear cut manner.

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18. Apple GSX Integration

    I know many authorized shops that HATE using lightspeed. I just avoided it and use a custom FileMaker solution until the business outgrew it. Have enjoyed RS so far but GSX integration would really help and definitely expand your customer base.

    104 votes

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19. Contract Management Updates

    I'd like to see some time and attention put into enhancing Contract Management. This could easily be accomplished by combining several existing features into an improved Contract Manager. And I think you would greatly increase your MSP ability.

    Currently there are 2 built-in options for contract reminders.

    The first is just that, creating a reminder on the actual contracts page. The problem is this doesn't show up anywhere. Why doesn't the reminder get listed on the contract page? Now I have no idea if there's actually a reminder or not. Sure I could go do the reminder screen, but that's highly inefficient and defeats the purpose of a contract management page. It also ties the reminder to a specific tech - a TERRIBLE idea, because if that tech leaves and you delete their login account, it doesn't notify ANYONE!

    The second way is on the Recurring Invoice page (assuming you're actually using the recurring invoice for the contract). Here, you can set it up as a General Subscription, choose the contract from the drop-down list, and check to have it create a ticket 30 days prior to expiration. This is a better option, but it needs the ability for me to choose the time period. We have it notify 120 days prior, so we can have a month to prepare, and then we actually start working with them 90 days prior. A simple way to change the ticket creation date would solve this.

    There should also be a better way to get a quick overview of ALL contracts on the main contract screen - and there are MANY posts about ways to improve that. List expiration on that screen, show missing items so we can see if a contract needs to be finalized, show last time it was 'touched', and on and on.

    We also need a template or something for Contract Pricing / Custom Rates. I'm tired of re-typing them every time!

    I'd like to see some time and attention put into enhancing Contract Management. This could easily be accomplished by combining several existing features into an improved Contract Manager. And I think you would greatly increase your MSP ability.

    Currently there are 2 built-in options for contract reminders.

    The first is just that, creating a reminder on the actual contracts page. The problem is this doesn't show up anywhere. Why doesn't the reminder get listed on the contract page? Now I have no idea if there's actually a reminder or not. Sure I could go do the reminder screen, but that's… more

    24 votes

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20. Fix the Notifications Triggering for Initial Inbound Flowroute SMS when CID does not match Open Ticket - Leads Creation

    Fix the Notifications Triggering for Initial Inbound Flowroute SMS when Customer's SMS CID does not match any Open Tickets - Leads Creation but no Notifications

    We've discovered a major issue with Notifications regarding this particular integration!

    FYI: Inbound SMS through Flowroute gets stuck as a lead and does not auto convert to a ticket, despite the "Convert Leads to Tickets" option being enabled inside the Admin section. This happens even if "Enable Leads" is disabled at the account level.

    What's even worse is that the Inbound SMS via the Flowroute Callback URL is treated differently inside the Repairshopr system than a regular SMS message being sent to the 425-xxx-xxxx Repairshopr standard outbound CID number.

    This incoming Flowroute SMS triggers absolutely NO notifications, despite all trigger requirements being met. This is a major issue because unless you're looking at the leads icon in the dashboard and constantly refreshing the page you'll never know that your clients or prospects are sending text messages to your company phone number.

    Beware; It's an awesome integration, but don't think you can enable this integration and expect to be notified when clients are texting your DID flowroute number--you won't be... not yet

    If the inbound SMS Sender's CID number matches a customer AND a ticket is already open inside the system, the notifications and appends happen as they should. This post is about the first initial inbound SMS when the Sender's CID doesn't match any already open tickets.

    Updates welcome...

    Fix the Notifications Triggering for Initial Inbound Flowroute SMS when Customer's SMS CID does not match any Open Tickets - Leads Creation but no Notifications

    We've discovered a major issue with Notifications regarding this particular integration!

    FYI: Inbound SMS through Flowroute gets stuck as a lead and does not auto convert to a ticket, despite the "Convert Leads to Tickets" option being enabled inside the Admin section. This happens even if "Enable Leads" is disabled at the account level.

    What's even worse is that the Inbound SMS via the Flowroute Callback URL is treated differently inside the Repairshopr system than… more

    7 votes

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