General
75 results found
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Be able to take payment under customer, prior to first invoice.
We do not use your deposit as a separate line item options. Currently I take payment and leave that "credit" on account open until invoicing. With a new customer, I am not allowed to "take payment" until I make a zero invoice as a work around.
1 voteIf you go to the Customer Detail page, Click New > Payment you will be taken to the payment page and can enter the amount of the payment you want to collect and the type without having to choose an invoice or create one. The resulting payment is unassociated to anything and will show as credit.
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Keep doing themes like this holiday one
Loving the holiday theme you guys added. You should implement more of that kind of aesthetic stuff!
Happy holidays to everyone at the RepairShopr team!
1 voteHey thanks! I’m working on convincing them of some other themes to do. Appreciate the feedback!
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Turn On/Off Customer Portal, or at least define what they see.
There are some areas in the Portal that we will not be using, and thus don't want to confuse our clients. It would be great to be able to turn off the portal altogether, or at least be able to decide what we do and don't want clients to see.
25 votesYou can use the Customer Portal Permissions to customize what your client can see in the Portal. Check out the KB for more info on that!
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Holiday Dark Mode
Like the Holiday dark mode. I find it easier to read. Hope they keep this as an option for the new year. :)
1 voteThere is a an option for Dark Mode year round now! Click on your name in the top right, and in the menu drop down, you should see Dark Mode as a toggle there. Sadly there’s no snow, but the rest is great!
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Customer name color coding or customized icon
Hi All,
We have searched and not found any help for a problem we have,
I think either a color coded name or a symbol at the beginning of the name in every area that the clients name is used, that can be customized.
Red for bad payers etc..
Green for Managed service clients
Blue for general businessWe run a manged service and have no way to tell if a client calling in is on a managed or priority service. We have customized fields on with a checkbox that says there a managed client but it only shows on…
4 votesWe do have Customer icons in the Custom Customer Fields that will put a little icon next to their name almost everywhere they are listed.
Specifically the Drop down type has a selection box where you can select from a ton of icons to use.
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Add notes to invoices
I am looking to be able to add simple notes to my invoices and Estimates. Just an open text box that I can free enter text and place on the templates. We always need to add little notes, like delivery instructions or special conditions.
8 votesWe added a Invoice and Estimate text field that can be optionally included on the respective PDF’s that are sent to customers.
https://www.repairshopr.com/blog/posts/feature-release-add-custom-memos-to-invoices-and-estimates
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Please let us get notifications for paid invoices
It would be so useful to me if I could get notified when customers pay their invoices
1 voteThis works, you can go to notification center and enable “payment – made in portal”
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Allow us to change default communication in tickets
Can you allow us to change the default communication type in the beta? Right now it defaults to sending emails unless told otherwise, and always switches back after a non-email communication is added.
This is fairly annoying since we primarily use private or public notes so we don't show typo laden notes to our customers, and if we make a pub note, we can quickly delete it and replace if there is a typo, unlike any email.Though I don't know what purpose it serves, I know that this change was put into the beta for a reason, so, in…
18 votesThe default behavior for Ticket Comments will be to email the customer if an email is present. There is an option called “Ticket Comments – default to Internal instead of External” in the Ticket Preferences section that will make the system post internal ticket comments instead of emailing the client if that’s what you are looking to do.
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Mass Ticket Response and Closing
We have Recurring Tickets that open up on a regular basis (backup checks, antivirus checks, etc).
For our Anti-Virus Checks for example we have a generic canned response to close these tickets (informing our clients all is well). It would be nice to be able to send out the same canned response to DIFFERENT Clients across DIFFERENT Tickets at the same time and close those all at the same time.
This would save us quite a bit of "busy" work.
Thank you!
1 voteI’m going to call this “already works” – you can use bulk ticket actions to add comments or resolve, and ticket automations could also do this.
Please do comment if you think those are not workable solutions for some reason!
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Add the outtake form to the iPad APP
Add the outtake form to the iPad App
1 voteThis should be addressed. If not, open a ticket with the support team at help@repairshopr.com
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Put Reports as an icon
Instead of having all of the reports under Admin, it would be easier to find if there was a REPORTS icon.
1 voteHey Sean,
There is actually a Reports Tab that can be activated or moved on to the top nav bar. To activate it, head to Admin > Tabs Customization. From there, you can change the order of the tabs activate/deactivate it.
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1 vote
Hi Jeff,
You can add a new appointment on a ticket by selecting the New drop down button and select appointment from the list. We used to have buttons all over the Ticket and received feedback that it was chaotic so we cleaned the UI up about a year ago.
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The initial email sent when a new ticket is created doesn't make sense
When I create new tickets, my customers always get an email along the lines "#companyname - Comment made to Ticket #4475 (message id: ######)". The body of the email says "You have an update from #companyname for your ticket 4475". When customers see this for the 1st time, they always ask "what's that".
I suggest changing the initial email sent to something like "Hello #user, a new ticket has been created for/by you by #company_name". This will make more sense to the majority of the end users.
1 vote -
Delete Multiple Customers due to import error.
We need to have a tick button or bulk action for multiple removal of un-needed accounts. I have 5000 of the same name's "SucureTec Australia" we need to remove these items. Having someone on the system for 2 weeks gong into the account and then action delete it to time consuming. Please can this be added.
Also maybe add a bulk action of disable the account.
6 votesYou can do this via csv already. Please write support and they can help you through it easily.
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Allow billable/chargeable time from App
It would be great if our techs could mark the time they spend on a ticket as chargeable/billable from the App.
We've implemented the Square app so Techs can take payments when they do a site visit for a client. However, when they add time to the ticket it currently is NOT added to the total cost of the invoice. The tech needs to use the web interface to mark the time as billable, which in essence makes the app pointless.
It would be much easier and greatly beneficial for the system to automatically add time recorded on the ticket,…
4 votesYou can add a comment in the app, input the number of minutes spent, and toggle the “Charge Time Now” to bill for time in the app!
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Add Purchase order template feature
We have templates for Invoices, Estimates and Tickets, but currently there is no template available for Purchase Orders.
Currently Purchase Orders do not indicate whether the items are inclusive of tax (or exclusive for that matter), and we have found some suppliers are then adding tax on top of the items, when in fact they already contain the (10% GST) tax. If we at least have the ability to change the template for Purchase Orders, we can customise the form so it is clear to our suppliers whether the goods are tax inclusive or exclusive.19 votesThe PO template can be found by heading to Admin > PDF/Email Templates > Purchase Order template.
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Allow posting ticket updates from Slack
Would like to be able to respond to a ticket in Slack to update it.
1 voteHey Dan – this already works! See the bot setup help article on the app card page.
It allows you to setup a slash command to talk to your account.
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Allow pictures to be taken for assets
We bought the life camera suggested in your hardware page thinking it was to take pictures of assets customers bring in. Would love it if you could add this feature. Make it so that when you enable it under advanced settings, that when you get to the new asset dialog box, there will be a mini preview of what the camera sees with a save picture button that will take and save a picture of the asset to repair shopr.
25 votesJust click new attachment, “Webcam”
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to add a new distribution method - Self install
We need to have the abilitie to create a self install for new customer visiting the web site who want to install the kabuto by themselves
3 votesHey there! I’m sure by now you have heard about Recur. Recur pretty does exactly what you were looking to do. Check out the below link for more info.
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Option to set opening hours
We are located in europe and have different openings hours en days so it will be great to have a option to set openings hours and days. Time option to 24 hours will be great too instead am and pm.
22 votesWe recently added in Business Hours so that you can have your Appointments and Custom Widgets reflect when people can reserve time at your businesses or onsite appointments.
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