General
3762 results found
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Retail and Wholesale Prices
When we enter the cost and the retail price the system gives us a percentage markup, imagine that we can place a markup and based on the cost the system system calculates a price that maintains our % desired margin. We all know how variant the market is today buying prices vary like crazy, and each time we have to be checking if we are working with the correct prices and manually change them. Then the flow would be like this: In each item or service we mark a desired markup or % of desired margin, when we get an…
2 votes -
iOS/Android - Improve Ticket Worksheets ease of use
It's currently like 5 million taps to do a medium-complex worksheet from the mobile app, please make it simpler!
2 votes -
Portal setup email
When I create a portal login for multiple people within an organization, it emails the appropriate user I setup, but in the body of the email, it does not use their name, rather, it uses the company contact. Can you guys fix this to that it user each unique name "Dear XXXX"
2 votes -
add manual item within Purchase Order - issue
This is a great feature, however we find once it's added we have to go back into the item to amend some elements.
Firstly, the vendor - surely this should auto select the vendor that the PO belongs to as the new item is being generated from within that PO.
Tax Rate. Re-order and Desired qty options we also have to manage. So really the pop up box for "Add Manual Item" needs to include these elements in our opinion. The vendor and tax should be set automatically if possible.Phil @ PC Clinic Technologies Ltd
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 -
Make it easier to remove a recurring invoice or contract
Currently, I find it way more difficult than it should be to remove a recurring invoice or a contract when inside a customer's detail page. Some of them I may want to leave around, but many I want to remove if they cancel a subscription.
The main problem is that there doesn't seem to be any sort of option in the Customer Detail page, or the Contract/Recurring invoice screen itself.
The only way I see to remove a recurring invoice/subscription is to go into invoices > recurring invoices and then find the invoice and remove it. (same thing for contracts).…
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 Permissions to the manual forms entry in POS Module -We are having issues with techs arbitrarily entering costs that are incorrect
We are trying to track our costs efficiently and we have some techs who like to put the cost of a widget at $1 when it should be $50 for example. This is completely skewing our numbers so we can't track our true costs. We would like to block techs from being able to enter stuff manually.
2 votes -
Add a Contract API endpoint
Helpful to integrate with external sysyems
2 votes -
Make parts ordered a column on the tickets page.
Make a column for parts ordered, so once a part is ordered it will be marked and once the part comes it can show that it has arrived.
This will also help if a part is needed to be ordered for a customer we can see that it was ordered or that it needs to ordered so we are not going through different pages to see that.2 votes -
Device Repair Widget
It would be good if the customer could select more than one option in the "select issue" screen, also would be good to address more options in "issue type" on the contact information, maybe a box for customer notes?
2 votes -
Invoice Rules
We need some rules regarding invoices or the ability to set minimum billable amounts.
We have a few clients that are billed a minimum amount or the sum of the ticket time, whatever is more.
Thanks,
Josh2 votes -
Add resources to appointments
It should be possible to add resources to onsite appointments. For example if an onsite visit requires the use of company equipment then it would be great to be able assign this equipment to the appointment in order to book this out for that time and date, such as a company vehicle or other resource. This would also work for booking internal meetings, so that you could add to the appointment a specific meeting room and projector for example in order to ensure that it will be available for your needs.
2 votes -
Add confirmation when clicking "Email Statement" from main customer screen
Sometimes this is clicked instead of "PDF Statement". It would be nice if it popped up and asked if you wanted to send the statement.
2 votes -
Ticket Custom Field - Attachment
We use custom fields in tickets as a pre and post condition survey and would like to have photo's as part of that. I would like to have the option of 'attachment' or even web cam photo as a custom field
2 votes -
Stabilize the Tickets menu
When a status is clicked on for a particular ticket, the ticket changes its height dimension and while it is a small facet of the workflow, it adds up in time spent clicking back and forth when adjusting multiple customers' tickets throughout the day. Thank you for your time.
2 votes -
Enable Multi-Site Quickbook Desktop sync.
Enable Multi-Site Quickbook Desktop sync.
We use Multi-Site inventory with Quickbook Desktop Enterprise and we need to specify from wich inventory site a computer part is sold, to manage our inventory correctly. It would only need to add a Site field in the Ticket/Invoice form that match Quickbook Site or much simple only map the Repairshopr Location to the QB inventory site... I'm tring to understand what the big chain option is for if we cannot map our inventory to site/location for our accounting system.It is a must have for us.
Thanks
2 votes -
UNIQUE SUBDOMAINS so that Ticket, Estimate and Invoice Numbers MATCH the HTTP URL LINK
What needs to be done so that we don't all have to share a global consecutive numbering system for Tickets, Estimates, Invoices, POs and other numbers in RS? Our team constantly loathes the confusion between the URL numbering vs the actual instance number we're trying to look at.
In most other systems (ZenDesk, FreshDesk, ConnectWise, TigerPaw) the URL matches the associated module instance. This makes it SUPER EASY for us to pull up a ticket or invoice by direct URL, instead of having to nav to the Customer Profile or search box first. Examples:
Support ticket #123456 would use the…
2 votes -
Purchase order number & Supplier Dropdown list of suppliers when ordering a spare part
We buy a lot of one off parts from the same supplier(s) for laptops e.g. screen hinges, plastics, keyboards etc for customer repairs, but when it comes to the accounts team reconciling the parts purchases, it wastes time because they dont know where we bought them from or what purchase order number was used to buy them. Can these be added? or if these 2 fields cant be added then maybe a better idea would be to tag a customers ticket id to a line purchase in the Purchase Order system.
Or maybe suggest another way.
Thanks
2 votes
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