General
3763 results found
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Recurring invoices & tickets - can these be displayed under the customer card
There is a lot of information on the Customer card, but "Recurring Invoices" are not listed. When updating stored payment methods you almost always have to go into recurring invoices to change the payment method, so it would be very convenient to have recurring invoices and maybe recurring tickets (while you are at it) listed under that customer.
2 votes -
Please Change How Multi Store Locations are Displayed on the Admin page
Please change the way the separate stores are displayed. Even something as simple has a different color header block with the store name in the middle would make it much easier to see the relevant data at a glance.
2 votes -
Marketr Issues and Improvements
The Marketr section is a good idea, but really needs some care and attention to be truly useful. There are so many reasons that bulk emails should be sent to specific groups of customers, but the allowed parameters for doing this are simply not good enough.
Recently, I linked the API for the leads section to online enquiries I get on my website, and we work on closing the sale through the leads section. If the customer comes in, we convert the lead to a customer/ticket. If the customer doesn't come in within the next week, I then would like…
2 votes -
Send All Invoices
Would like to see an option added to do a mass sending of all outstanding invoices via email and snail mail - a page with two columns "Email" "Snail Mail" and "Send All" or let us individually select which ones to send and of course a send button. This would make dealing with due/past due invoices much easier.
Along with this would also like an option for invoices to be 'marked' Past Due - so it would show on the invoice and in the email.
2 votes -
Booking Specific Ticket
I would like to see the an option from within a ticket to send the customer the booking link and when they book using the link that booking is assigned to the specific ticket.
Or even just send the standard booking link and they can enter their ticket ID there to associate the booking with a specific ticket.
We like to schedule remote and onsite visits and allow the customer to choose their booking via our website BUT have it attach to a specific ticket would be helpful.
2 votes -
Expand Inventory Reports with additional filter system
We need to be able to filter our inventory reports by location, cost, value, order quantity, etc... the inventory section for reports is very slim and the inability to filter the report is frustrating.
Thank you2 votes -
Implement An Always-Accessible Ticket Pull-Out Menu
I've wanted something like this for a while, but it would be great to have a way to have always-on, instant access to tickets rather than having to go all the way back to the tickets screen every time.
This could be done in the form of a pull-out menu, that shows up on all (or almost all) RS pages. Basically you click a button, the menu slides out, and you can access all the active tickets in your system.
It would have similar customization to the main tickets screen, such as specifying which tech to show, which ticket types…
2 votes -
Specify lead time on booking calendars
I think it would be great to be able to specify lead time on booking calendars. I currently use a widget on my website for remote bookings. However, by default it appears to have about a 2 hour lead time. That could be helpful for doing on-sites but for remotes I'd prefer something like 30 minutes or so. At least a way to remove the 2 hour lead time would be nice.
2 votes -
Collapseable Customer Custom Text Fields
When using Text Area custom fields for customers, they make the customer information page incredibly long. It would be nice if the text area fields would be collapsed at first, then click an arrow or something to expand them to see all text in the desired box.
2 votes -
Create dropdown choise for default ticket type as part of customer information
Default ticket type for Customer, e.g. "PC repairs", same as Default invoice terms
2 votes -
2 votes
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Add notes to multiple assets on a ticket
I have several customers that are rent-to-own businesses and I handle all of their TV, PC, game console, tablet and phone repairs. Right now I have to create a ticket for every single item just to add notes and track my progress on each device. I would like to be able to create a single ticket for all devices. The ability to add notes to each asset attached to a ticket would allow me, and my customer, to track progress on all devices from a single ticket. Is there any way to do this now?
2 votes -
Notification Sidebar Single Item Dismiss
In the Notification SIdebar there is currently only the option to dismiss all. It would be nice to be able to dismiss each notification singularly, instead of having to go into the notification center to delete them. (Which the layout of the notification center is not a good of layout as the notification sidebar)
2 votes -
Session lock / PIN Login Suggestions
It is really nice to be able to have our RS session time out on just certain computers. Before the May 27 changes, we were using the "Custom JavaScript" Chrome extension and a short and sweet script to accomplish this.
This solution worked pretty well to remind our employees to switch users. For our application, it was nice that you could click out of the Switch User pop-up if you needed to, and it wouldn't lose your progress on anything.
After the update for the Switch User/Lock function, you now have to enter a PIN, and it locks all other…
2 votes -
Customize customer map
I would like to map customers by jobs in a particular date range specifically. It would be nice to be able to customize the view by other filters as well such as job type (or at the very least have customer address export with sales reports so we can plot the addresses in another mapping solution)
2 votes -
option to change the default display on ticket screen
in ticket search at the top it hides resolved by default but it would be good if we could change the default, so i can set all my repair complete jobs to 'complete awaiting pickup' but their not resolved, cos i want to still track what repairs i actually have still in the shop, incase things get stoled or we get robbed. Cos if all my complete and picked up jobs are marked as resolved, i have no idea of whats actually left the shop yet.
2 votes -
Make it possible to disable default email notifications
I am working on implementing slack and trying to improve communication efficiency in a smaller shop. The default email notifications are becoming redundant and I would love the ability to toggle them off individually or change their settings to use web hooks, etc.
An example default notification is that the tech assigned to a ticket receives an email when the customer responds via email to their ticket.
2 votes -
Additional Customer Search fields
It would be very helpful to be able to create customer searches that can search against contracts as well as recurring invoices based on what line items are included.
For example, I want to send an email blast to all customers on a certain level of monthly service agreement. Ideally, I would create a search filter that says "find any customer with a [recurring invoice / general subscription / ...] with [this/these product(s)] as line items".
Or, "find any customer has a contract with [word/phrase] in the name."Some basic boolean logic would help too to allow multiple inputs separated…
2 votes -
Line item separator / spacer (invoices | estimates)
Estimate / Invoices can look confusing when too many items are on them.
It would be nice if we could get a line item SPACER / SEPARATOR field or option, to help separate items.
Right now we do this manually; which looks something like the following when completed:
ITEM | DESC | QTY | RATE |
------------ | ---------Software--------- | 0.0 | $0.0.0 |Software | Windows Server 2012 | 1.0 | $750.99 |
------------ | ---------Hardware--------- | 0.0 | $0.0.0 |
Server | Custom Server XYZ | 1.0 | $2999.99 |
Having a drop-down for say... a SPACER /…
2 votes -
Add a Contract API endpoint
Helpful to integrate with external sysyems
2 votes
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