General
3763 results found
-
Not able to categorize inventory by UPC code
Hi, under the inventory tab, I was previously able to categorize inventory by UPC code, quantity, retail price, etc by clicking on the respective title. Now, when I click on UPC, quantity, etc, nothing happens. No reordering occurs. Is this part of an update, or is it something wrong on my end? Thanks.
1 vote -
Provide some type of status on contract manager reminders
We've really just started using contract manager for MSP term clients (6 or 12 month) etc unless they are on a monthly autobill. It is working great so far especially after the ability to sort by date!
One thing we noticed though is we always schedule a reminder to call them a few weeks before their contract expires. When we do this the 'save' button just flashes. Sometimes i'm not sure if I left a reminder so I do it again. I noticed an 'all reminders' option when setting a reminder that will bring up a list but it would…1 vote -
Make copy / paste small buttons for entering information. Too much back and forth without.
We keep running into an issue on a daily basis. Right now our workflow when entering a ticket is as follows:
- Open new ticket
- Enter subject (1st copy-paste) needed to copy subject to description as similar words used. We add addl info after the paste.
- Tech updates the diagnosis or what they did to resolve the issue.
--------- Entering Invoice ----------------
Usually for business clients we use 'add charges to ticket' as they might have several invoices for monthly billing.- click 'add charges to ticket' or create Invoices (to generate single invoice)
- Either 'remember' what initial issue was but usually…
1 vote -
Contract manager sorting addition
The recent change to include sorting in the contract manager is awesome and very helpful! It unfortunately doesn't allow sorting by customer. We sometimes need to find the entries by cust name to modify or remove the contract and still have to search them all. The other fields can be sorted, would it be difficult to add the same feature to the customer name column since the others are already done?
1 vote -
Mobile Version Clients button
In the Mobile Version, (this is pretty nitpicky, but I keep noticing it) it would be helpful to change the "Clients" navigation button to read "Customers", since they are referred to as "Customers" throughout the entire Desktop Version. Thanks!
1 vote -
Calendar to show Jobs that are more than two months in the future
At present the calendar only shows jobs scheduled in the calendar for the next two months? I believe this is to improve performance of the program? It would be really useful for the calendar to show what is booked for the full year. As a service business we can book well into the future and without this capability we could easily double book work.
1 vote -
Time Clock Report Instant Modification
When we pull the time clock report (report > employees > time clock report) would be nice to have the ability to modify the report for the previous week if an employee failed to clock out.
1 vote -
Link Recurring Invoices and Contracts to Customer Detail Page
Looks like this got missed in the development process somehow. The Customer page should have everything linked to it. Thank you.
1 vote -
Make the 'Take a deposit' button even better--closing potential revenue loss loophole.
As is, employee hits "take a deposit', but does not take the payment, the amount will still pull through when 'Make invoice' is created as a negative amount (as in not owing), EVEN if the payment was never taken! Yikes! I like the deposit button, could you make a rule that says: if the deposit is not paid, then the amount pulls through to invoice as a positive instead of a negative.
1 vote -
Part order costs not changing
When adjusting part order cost after creation of the order the adjusted price does not show on the invoice. Is this something that can be corrected so that the price changes are reflected?
1 vote -
Audit or History Log for Leads Area
Please create an "audit" or "History" for the leads area. It would be great if it was EXACTLY the same as tickets/invoices.
Why not have this and keep everything uniform?
1 vote -
Profiting From Reactivating Past Customers
Digging for gold in your own data is always cheaper and more profitable than prospecting elsewhere.
I wanted to run a report of past customers who we had serviced more than a year ago but I couldn't find a way of doing it. Support suggested I post the idea here.It would be really useful (and profitable) to be able to run a report by Issue Type with a Date Filter so we could pull out past customers to email through Marketr or export and use in another email program.
Thank you.
1 vote -
Flok integration
Would love to see Flok integration. www.flok.com. It's a digital punch card/app/notifications system. We just started using it for our customers and would be awesome to have work with Repairshopr.
1 vote -
estimate manager
need to make it so the estimate creator can filter their estimates so they can work their leads for multiple salesmen or at least add a field on the manager with the creator
1 vote -
On the invoice manager page can you add a total at the bottom of the "totals" column. Thank you
It would be help full to have a total when searching unpaid invoices.
1 vote -
Make the "General Notes" on the PO form to show up on the PDF exactly how you type it.
If I type something in the box for the General Notes and hit enter to make a new line, it does not appear that way when you print it. It would be nice if that could be changed. We do not want it to come out on the paper in one straight line.
Thanx Much! :)
1 vote -
Sort daily payments by time of payment.
The daily payments have no discernible order that they sort in. Having them sort by time of payment would be helpful.
1 vote -
I want to be able to have an inventory item where I can enter any value and we auto-calculate the cost
Hello, thanks for your help, but This is not solution for my Problem, I received every day Payments for wireless service, $10, $20, $30...... Different Amounts, My income for example is 9%, my cost is 91%, for example for Simple Mobile i need to create 11 Products for the same topic, Payment Simple $10, $15, $20, ........., I need to create 1 product and the cost is 91%, please I think that you need to create other option for Price Cost, when I did Percent option, it's imposible because When I create the option to share and place the value…
1 vote -
Add read privileges to the calendar.
Entries need to sometimes be edited or deleted, and the current configuration doesn't allow that.
1 vote -
Add Has-Image (or similar) column to the Inventory Export CSV
There is no column in the exported inventory from which to view this data. How can I tell which items have images and which items don't without opening all the items.
1 vote
- Don't see your idea?