General
3762 results found
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Ticket Diagnosis Updates
I would like the diagnosis reminder emails a lot better if they included more than just the ticket number and title, ie include customer name. Thanks!
1 vote -
Link customer purchases to the customer overview screen
It would be great to see customer purchases that we've made showing on the customer over screen. We could then see at a glance if we've purchased something from a customer without having to go to the customer purchase tab and then search.
Shall I say customer purchase again?
1 vote -
Ticket
Would love it if the phone number showed up as one of the fields on the Tickets page.
1 vote -
Add/Remove clients to MAXfocus
I would like to add/remove clients/machines to GFI dashboard from within RepairShopr
1 vote -
Hide modules for unauthorized security groups
Some of our techs are not authorized to view/edit Leads or the POS. Why not just make those icons hidden for the users without any privileges to them? Like non-admins don't see Marketr or Admin, and that's nice so they don't ask questions.
It would be nice if having no view/edit privileges would just disable the shortcut on the toolbar completely. Thanks!
1 vote -
"Referred by" showing in invoice section
Currently, I have to go to the customer detail page to check on "Referred by:..." to see how did the customer find our business.
I think it would be a great idea to add "Referred by: ........." in the invoice section under "Bill to customer" details.
Thank you for your great help.
1 vote -
Grouping Tickets by Due Date
I would like to be able to sort group tickets by the Due Date
Can this option be added to the sort options on the Tickets screen?
1 vote -
Customer Information Reports & Prompts
I would like a report that shows customers with missing information, like no email on file, no phone number on file, missing address, etc. along with showing if an email is bounced as bad.
For the prompts I would like to see a feature where we could flag customers with missing information that would prompt when that customer is pulled up during a check-in or ticket creation that prompts the user or dispatch to request updated info.
1 vote -
Voided Payment Documentation
With authorize.net we're unable to print a receipt with a voided payment. We'd like to have documentation for the customer.
1 vote -
inventory changes for logging of items
At the moment the 'Change History' section is really helpful in the inventory, but it's missing the detail of the ticket/invoice number that the part was invoiced on.
Also, we are trying to allow one technician to have the ability to view this log as one of the security group fields, but it isn't available to select. Would be great, as this technician does a lot of purchasing, so the history is good to see how many of a certain part that we have used in the past
1 vote -
Estimate 'Sent Email' notification icon...
Under the customer view screen, you can see under invoices -> 'Status' ; a icon notification when an invoice is 'Email Sent'.
It would be great if we can get a similar icon for Estimates sent as well! If you go inside an estimate view, of course you can scroll down... but why not just mirror how the Invoice section does it.
Quickly verifying if estimates have been sent / submitted I believe is just as important as the quick-view under Invoices.
Thanks
1 vote -
Back to ticket button
Having a back to ticket button on the Invoice page after you click Make Invoice from within the ticket would be so nice! Would that be hard to do, since the invoice is attached to the ticket, just have the button link back to the ticket it's attached to?
1 vote -
Stock Take - automatically add inventory on open tickets or invoices
I have been testing the Stock Take module. One thing I noticed is that is does not account for inventory that is already on a ticket or an invoice. So, I end up getting a bunch of mis-reported counts due to that inventory being pulled from the shelf and put onto a customer's tickets or invoice.
1 voteHey Traci – we are getting ready for stock takes v2 and wanted to check in on this.
So – you have 5 hard drives, you put 1 on an invoice for a customer and put it in their computer.
At this moment the inventory level is at 4.
You go to do a stock take, there are 4 on the shelf.
Where is the issue?
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Add attachment based on worksheet
I'm new here so if this is in place I haven't found it yet.
It would be nice if a worksheet could automatically attach a specific document. For example, we have a pretty comprehensive spreadsheet that we use when we perform a network evaluation. It would be nice if that document could simply be automatically attached when the "network evaluation" worksheet is selected.
1 vote -
Bundle Items Recurring removal
Would it be possible to automatically remove the items from the invoice when creating the recurring invoice? Instead of getting a message saying that it can't be added. For example, Bundle item A and item B get invoiced. Item B needs to be setup for recurring invoices but we can not make the recurring invoice from that invoice because of Bundle item A. Instead, we have to go to invoices, recurring invoices, and select new. Then fill out the contact information. This is not problematic for 10 a month, but doing a 100-200 a month, this becomes cumbersome quickly.
1 vote -
1 vote
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Heading colours
Eg Assets, Purchases, contracts in the customer and ticket maybe black and white writing so everything does not look all the same no biggy but just a thought
1 vote -
Simple or complex passcode ios?
For the iOS app, instead of an email/password. After the user has a successful handshake with the server, can you make it possible for a passcode to be set with what ever recipe is deemed by the admin. Therefor not requiring repetitional typing of the password? Just throwing that out. I'm paranoid about strength since I'm the sole employee/admin. But 6 years of college really destroyed my memory. So I'm looking for an easier way to get in, considering the device is password protected.
1 vote -
Allow us to whitelist and block IP's based on employee.
Different employees should be able to access the service on different IP addresses.
1 vote -
Stale customers report
We desperately need a report that shows "stale" customers. We need a report that allows us to see all customers that have had no activity (no invoices or tickets) within a date range. We're trying to push all our users to rely on RepairShopR exclusively, but as it is we're having to jump between QB and RepairShopR because of this one limitation.
1 vote
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