General
3763 results found
-
Add part orders to reminders
As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.
1 voteWe have the ability to send a reminder email when a parts order is placed to serve this purpose. Does that work for you?
-
Field Job/appointments - adding tags for forms
Would be nice to have access to the following tags to add to forms for "field appointments":
Field appointment date and time
Tech allocated to appointment
site location (could be different from customer billing address)1 vote -
Test Email Template
It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.
1 voteDoes the preview functionality work for this?
-
Allow parts ordered to be auto inserted into Estimates
We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.
However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.
We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be…
1 voteWe’ve updated this so line items on an Estimate are transferred as ticket charges when you create a ticket. Does this speak to what you’re looking for?
-
Ticket Stats Report
Hi Guys,
administration/alltimeticket_stats - is an absolutely amazing report.
However I'd love to be able to export this report to HTML or Word or Excel
Could you make this possible?
It'll be great to send this to our employees to motivate them to "Improve" their sales...
For e.g one would assume by myself working in the office would have LESS invoices then a field tech... however for this month.. this isn't the case! - sending the techs this report may help boost there performance... :)
1 vote -
Display customer number on customer details page and invoices/tickets
Many accounting firms want my customer numbers, which I currently have to pull from the customer details page URL. Please display this on the customer details page, and create a tag for it in invoices, tickets, estimates, and statements
1 vote -
Re-order item list in custom fields
Hi guys,
Custom Field Types already allow us to change the order of the fields, but don't allow us to change to order of the options for each field (in the case of drop down items). Can you please add the buttons to re-arrange items for drop downs?
Thanks
1 vote -
QuoteRoller - Proposal Software
We need the ability to integrate with a proposal software
1 vote -
Add Google Address Lookup feature for exisitng customers and creating appointments
The new Google address lookup/selection feature is AMAZING when creating a new customer! It's so quick and helpful, and halfway allows us to finish peoples addresses when they begin to recite them. Bravo!
The only issues is that it currently only is available when creating a NEW customer. This is such a helpful feature and should absolutely be available when adding/editing an address for an EXISTING customer.
Also, when creating an Appointment for a customer, sometimes (as we all know) the appointment address is different than the address we have on file. The Google Address Lookup feature should also be…
1 vote -
Assign Stock to customer at check in
Hi,
It would be great if, when entering / checking in stock, we could assign it a customer at that point, so that when you go a customer to do a ticket or invoice we get a prompt saying that they have this stock available and do you want to add it to the ticket/invoice.
Quickbooks did something like this and it helped us not to miss putting items onto customers invoices/tickets.Thanks
1 vote -
Add more or customizable sortable fields on the Customers Tab
In particular it would be nice to be able to sort our customers based on the amount of money spent in our shop thus-far. I could also see uses for sorting the customers based on region (Marketr emails, etc).
1 vote -
Make Commission Report Show Business Name instead of Customer Name
I would like to see the commission report (as well as everywhere else) show the business name instead of the Customer name.
I know in the templates you have a variable for "customerbusinessnameorcustomerfullname" which I've changed all my templates to use. I suggest you use this same method for the commission report. This way it will show the business name but if there is no business and it's just an individual it would show the customer name.
1 vote -
Ticket Detail Screen
On the Ticket Detail screen, at the top labeled "Ticket Detail". This information comes from the New Ticket Subject. You might consider having the customers last name and then the subject. Often times, techs will work on several computers at the same time thus there are multiple tickets open on Shopr. Having the the customers name followed by the subject will make it easier to distinguish each ticket.
1 vote -
tag location title to logs of slack intergration for Big Chain accounts
Add the locations title to the slack update so if you have big chain account with multiple stores you can differentiate between the updates in your slack log.
1 vote -
Invoice Page Column Change
Can the "status" and took payment" be streamlined. So that "Status" will be changed to "mailed". "Took payment" will be "Status" with clear words instead of locks, that are color coded the same as the banner.
Like this: http://i.imgur.com/mSoobX4.png
Also it would be nice if columns
1 vote -
Tickets Dashboard Memory
The Tickets screen does a great job of remembering Grouping but does not remember (for example) the selected technician. So in terms of job management this is the main screen that each of our techs uses so it would be nice if it could hold this information when flicking back and forth between screens as it does with Grouping
Thank you
Greg Williams
Lincoln Computer Centre1 vote -
Workflow Reminders
I know we already have a daily and hourly diagnosis reminder that is sent through email. Would it be possible to add a feature that reminds technicians of general workflow? Not only diagnosis reminders, but a simple time untouched reminder. I think it would also be better if this was not done through email, but through SMS. If not SMS then I suppose it could be setup through Slack.
1 vote -
Creating Appointments after adding new customers
New Customer comes in looking for home services. I create the customer setup appointment from new customer screen. After creating appointment. I get a summary screen. There is no way to print that screen. I back space to view customers home screen, refresh the page and still no appointments shown to print out. I have to go to tickets re-setup the appointment just to get a print out to give customer? Can we simplify this process. A waiting customer is not good.
1 vote -
3rd party payments
We currently have partner locations that resell our services and/or collect devices for a commission. However, we allow these locations to secure upfront payment and then they pay us the repair amount minus their spiff.
I'm aware that you have planned spiff traffic, but I think this is still separate in terms of how it should be accounted for.
This would also provide better tracking for deal sites like groupon, eBay, etc.
1 vote -
Integrate with TimeTrade
Integrate RepairShopr with Timetrade.com online scheduling system. / http://www.timetrade.com/products
1 vote
- Don't see your idea?