General
3763 results found
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Tag other users in ticket notes.
We need the ability to tag other users like technicians or office staff in tickets. Our procedure for device repair involves more than one person sometimes, and currently there is no way I can tag someone else to go look at a tickets notes if they need to be involved.
2 votes -
Option to add part order to a PO
It would be great to have an option to add a part order to an existing or new PO.
It is routine that our part orders are supplied by our normal vendors. To clean up ot the process it would be great to be able to click "add to PO" and select a PO for that vendor so regular inventory and specal parts can be ordered and tracked at the same time.
2 votes -
Repair OST and PST Files
The PST file, also known as the Microsoft Outlook personal folder file or email archive file, is used to archive emails from a server's mailbox to local storage or network disc.
The OST file, also known as the Microsoft Outlook offline folder file, allows users to operate with Microsoft Exchange mailboxes when not connected to the internet. Emails, contacts, and calendar modifications, for example, will be saved in the offline folder. Once connected to the network, these changes in the offline folder will get automatically synchronized with Microsoft Exchange Server - emails will get sent out immediately, and changes to…
2 votes -
Minimum order amounts for Purchase Orders
We deal with some suppliers who have a minimum order amount for free shipping, and many times we have colleagues who put orders through below this minimum amount. Currently we have an internal document outlining these minimum orders, but not everyone looks at it before ordering.
Would a feature be possible to add a feature whereby we can put a minimum order amount into the vendor details, and before the email to vendor button pushes the email out, the PO would be checked to see if it is above this minimum order? And if it is, the email would be…
2 votes -
send email when document uploaded to customer portal
I would like an email sent to the customer when we upload a document to their portal, informing them the document has been uploaded.
2 votes -
Sales Detail Report
Be able to pick an item to run the report. Include the link to the invoices as well. Thanks.
2 votes -
Would be great to add comments to any order, parts order
Would love to be able to add comments to order, parts orders, ect.. Ideally it would also be nice to specify how we pay for items. Love the new purchase order entry. Great job.
2 votes -
Parts Order Tracker
This is a very useful tool especially for companies placing unique PO's all the time. Once I view completed items can you please insert a button so that I can return to Parts Order Tracker Main Page? Also Once the part is in could there be away to auto update the ticket?
2 votes -
Contract Tracking by User
Need ability to see who/tech that is adding notes, sending emails, or making changes in contracts.
2 votes -
Product tracking feature!
So we use an app called "slice" which automatically tracks products you've purchased simply by scanning your email accounts. We use Amazon, eBay, etc to purchase parts and without entering any data at all to slice, it automatically scans our email account and will give us status updates of our products, such as ETA, delivery, etc. I think this tool would be invaluable with repairshopr for a number of reasons: 1) clients would be able to get automated updates of special ordered items if they choose, and we as techs would be able to go to the parts section and…
2 votes -
Upgrade Account Detail "Type" for Employees and Vendors (to utilize CID Lookup)
The Customer Detail page is extremely useful, mainly because it contains SO MUCH information. We tend to cram every scrap of information we have into RS, just so everything is in ONE place. Many of our customers account pages contain every phone number, email address, payment form, and document upload we have to connect to them. But, wouldn't it be great to have this for Employees and Vendors, too?
Right now, we duplicate information for our vendors and employees into a Customer record, just so everyone has quick and efficient access to useful information (like phone numbers, email addresses, etc).…
2 votes -
"Set up Auto-pay"
This is just re-wording my previous request. If Authorize.net is enabled - client should have ability to check a box to "save for future payments" and have a few lines of a disclaimer indicating that they will be billed automatically with the credit card on file.
2 votes -
Recurring revenue screen - Admin
- add column to show billed automatically to card on file.
- add column to show expiration date of cc on file
2 votes -
savings
I've noticed that sometimes we will do deals on our products that we are selling along with the repairs that we do and i would like to show how much that customer has saved on the invoice.
2 votes -
Allow for the login screens to be more customizable beyond just adding our logo
Would like to have the ability to make the login screen look and feel like our site... embed the code so to speak without all the excess.
Currently looks very blah.
2 votes -
Enable FULL customisation of repairshopr by fully integrating custom fields by ID number.
Currently the custom fields (for tickets) are a separate table that cannot be uniquely identified in PDF’s, Emails or other customer visible data. Unfortunately repairshopr only allows me to include ALL of the custom fields that are selected as visible, so I cannot fully customise the tickets, PDF’s or canned responses. You can go to Admin > Ticket Custom Fields and select which fields you'd like to be hidden from PDFs, but this on its own is not powerful enough.
Quite often, I wish to use individual custom fields in a customer email, printable label or ticket update.
At the…2 votes -
Quoting system
It would be great if there was a system in RS that allowed us to upload a PDF we create ourselves of a quote for whatever (new PC, server, Network solution etc etc) then give the customer a link to their portal where they can view this quote.
Then when the customer wants to accept the quote have a screen where our terms and conditions can be listed and have the name / signature box showing, just like on invoices, tickets etc.
Being able to upload our own PDFs means we can create the quotes to look like however we…2 votes -
Add Multiple Custom Fields to a single Ticket
you'd be able to put a General Diag Custom FIeld, and then once those results have come back, put a Virus Removal, or HDD Replacement custom field to follow it. Allowing for multiple steps to be taken on the same ticket without the need for multiple tickets.
2 votes -
Need more Billing Frequency options
I have subscriptions & contracts that will need rebilled every 1,2,3,4 and 5 years. Can we get those options for the reoccurring invoices as a frequency? Thanks.
2 votes -
Force Customer Updates
Enable an option to ensure customers information is updated at a new ticket or check in. if the customer has not been in the store in a while. I am always running into the issue where the employeed forget or are just lazy to update email, phone etc....
2 votes
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