General
3762 results found
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Add Inventory items when adding Communication Time in Ticket
We add our labour charges using the communications section in each ticket so It would be really handy to not have to click "add/view inventory Items" and be able to add items the same way that we add time.
For Example: under "minutes spent" have another box that we could search for inventory items or scan in serial numbers to add items to the ticket charges3 votes -
Draft or pro-forma invoices
We would like the ability to create a draft or Pro-forma invoice instead of an approved one, this would be a better solution when synchronizing with Xero or QuickBooks, that way the invoice isn't live until verified and signed off. This missing feature is what is putting us off integrating with QuickBooks now as we would have to delete erroneous invoice hourly which would be a pain, and lead to messy accounts.
3 votes -
Asset retirement / archiving
I was trying to archive/hide old, defunct assets no longer in use for a particular client (they have new ones I'm managing), but there doesn't seem to be a way. I don't want to "merge" them with current endpoints, nor do I want to delete them, as they're attached to existing (albeit long-closed) tickets.
Any chance we could get the option to "archive" or otherwise hide assets that are no longer used or accessible? Would also be useful for when clients are archived, say after offboarding. I don't have hundreds (thousands, etc) of assets to track, so it's not critical…
3 votes -
Finish the Auto Assign Serials in Woo Commerce
Please for the love of all things finish the auto assign serials to woo commerce orders feature! it severely limits us and doesn't allow any big ticket serialized items in woocommerce
3 votes -
Add option for PDF attachment when sending estimate emails via API
I can hit POST /api/v1/estimates/{id}/email to send an estimate email to a customer however it doesn't provide an option to include an estimate PDF attachment like the RepairShopr UI does.
This is unfortunate because our estimate email design does not accommodate for lineitems - we always send it with the PDF attachment when sending via web and the email itself says "We've attached your estimate to this email"
3 votes -
Ability to supply per_page parameter on API endpoints
The fact that the endpoints have a set per_page amount hardcoded for pagination makes things very inefficient. For example, we have over a hundred products in a particular category and our web application uses the RepairShopr API (proxied) to retrieve a list of all those products.
Since the static per_page value the API uses is 20, it means the application can only retrieve 20 per call. So it ends up doing like 15+ calls and taking over 30 seconds to load the basic data it needs.
If the client could specify how many records to return per page, it would…
3 votes -
Export a .csv sheet from the Invoice tab
I believe it would be beneficial to easily export a file/ report of past due invoices from the invoice tab. My team has been manually copying and pasting from the sit screen into a google sheet as a workaround. While effective, it is not efficient.
3 votes -
Update Ticket and/or Customer when tracking number is added to Logistics Part.
It would be excellent if the Ticket would post an auto-update comment when a tracking number is added to a Part in Logistics when connected to a ticket. Similar to the part ordered and part arrival auto-update when creating and completing a part order.
An option to make it a public comment and/or email/sms the customer would be even better. Not only would customers love the communication, our techs and admins can get a better update when looking at a ticket when a customer calls.3 votes -
Parts Orders - Status of ticket, Bulk amendments
Would be extremely helpful to have the ticket Status showing.
Also can we add the bulk amendments as when you have a number of parts to mark as received or delete it would save lots of time.
3 votes -
Adding New Outtake Forms
We need to be able to add new outtake forms to any/every ticket. Also, why doesn't a new outtake form show up on split tickets? A split ticket is a new ticket and should have all of the components of a new ticket.
3 votes -
Allow sending a custom list of customers to a tech for followup
We have set up an automatic email system to notify customers when their antivirus is expiring, but we don't have an email address for all customers - it would be handy if we could send a list of customers that appear on a Saved Customer Search to a tech, so that they can call the customers for followup.
I am certain that automated means to notify techs that followup is required could certainly be applicable in many other instances, as well.
3 votes -
Mandatory time entry on ticket updates
ability to make the time field mandatory for each ticket update to further clamp down on lazy techs that cost us money. We find the timer is never used and at least if the tech is forced to put a time in before posting the update it will be at least representative of reality
3 votes -
Update Ticket Note - Change Status To Private
Sometimes customer's send me private information as an email or SMS response... it'd be nice if one of the dropdown options (aside from the current "Delete" and "Split into new ticket" would be to "mark as private", so that it only shows up on our back end. Or, perhaps, the ability to "send to credentials" so that we can semi-import the information into the credentials section of the customer record. anyone onboard?
3 votes -
Display Due Date in Customer Portal
We provide access to the customer portal to all of our customers however the feedback we get is that they still find themselves calling or emailing for proposed completion dates / delivery dates etc - our team update the due date to reflect the date due for completion - can the due date please be displayed in the customer portal? The customers would then see status and due date for example "Waiting for Parts" Due Date 01/02/2021 or Status "Awaiting Delivery" due date 01/02/2021 and it would be so much clearer and avoid unnecessary chases.
3 votes -
Payment terms
When we invoice a trade customer during any part of a calendar month our terms are for payment by the 20th of the next month.
This doesn't appear to be an option.
Can you please make this an option under payment terms?3 votes -
Zoom in on your videos!
Whenever you make videos for Youtube, please zoom in a bit (or reduce your screen resolution) so that there is more content and less margins left and right. When easily a third of the screen is whitespace, your content is tiny.
3 votes -
Ability to add Banner or Notification to Tickets
I would like the ability to add a Banner / Notification to the top of a ticket alerting a tech to something.
3 votes -
Manual Item Cost and Price should be in the same order on tickets, estimates and invoices
When you add non-inventory items on ticket charges, you enter cost first then price which makes sense. But on estimates and invoice, its opposite which leads to errors. It should always be the same order.
3 votes -
Allow Cost to be Changed on Ticket View/Add Charges
Many times I make an estimate, then add the charges to the linked ticket. But my actual cost turns out to be different than I had it on the estimate, so I either have to delete the item and add it again or wait until it's invoiced and change it there. It would be much easier if I could change it on the ticket. Is there a reason cost can't be changed there?
3 votes -
Make product locations usable in templates and visible on the inventory page
When we generate packing lists/pick lists. It would be nice to have the product location printed on there also.
And when viewing products in the inventory screen, it would be nice to see thier location without having to go through to the edit product page.
3 votes
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