General
3763 results found
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Autofill customer name on new appointment summary instead of "Appointment"
The default verbiage of "Appointment" auto-filled into the New Appointment box for the summary makes it difficult to see which customer is being serviced by just glancing at the calendar by our staff. In order to remedy this problem, we end up copying and pasting the customer's name into the summary section for each new appointment. It would be nice to have an option to have the customer's name autofill instead of the default "Appointment". Also, it would be wonderful to have the customer's phone numbers attached to a created Appointment. We end up manually having to copy this information…
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Tracking Number of Existing/Return Customers
The referral source system, unless im missing something, doesnt track return customer numbers. I want/need to be be to see how many of my exisitng customers are coming back each month, having imported 10000 clients into RS I now have no way of effectively tracking who's already in my database and is coming back.
Referral source should be set ONCE when the client is created say "google", or "passing traffic". Subsequent tickets from that client should add a +1 to the "existing customer" count for referral reports and not the original referral source.
This is really going to screw with…
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Wiki access on customer portal
Simply adding the option to allow a customer to see their Wiki would be helpful. Would like to use it for some customer specific self help info.
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Automated emails
I set the status to "waiting for pickup". I wanted to automate this status as an email to our customers so I configured it to do so. Typically we email or call on MWF. Since that option was not available, I though the surly this would email once a day. Nope, every hour. What a nightmare. It would be very helpful to automate emails based on status and time. This automation is why we chose repair shopr, unfortunately, it doesn't do what it was explained to me it would do.
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Add Line Items to the ticket page, instead of estimate, this is find will save time for both customer and staff
i would suggest the ability to add line items to the ticket creation page, this i find would save time, it would greatly help the sale staff
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Add line item to invoice subtotal area reflecting total discount.
Currently the invoice display the original and discounted amount per line item. It would be nice to have the total discount (total discount of all line items) reflected in the subtotal and total area at the bottom of the invoice.
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tracking damaged inventory items and RMA Rejected
Is there a way to pull a monthly report of the items that have been listed as damaged or RMA rejected. There is no way I can find to track the inventory items damaged and rejected with a $$ amount so we know what to write off each month as damaged.When you pull an item in the returns manager and select "damaged" it just goes to a list...no report to be found. We also track damaged items by location and by technician so we know if/when there is a problem
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Calendar hard to use on smart phone or tablet.
So let say you want to create a calendar appointment in RR, Well that little slider that you select your time you know the one that you move left or right.
Well it is a pain to try to move it when on an android or IOS device.
And with pop up keyboards it make it hard to manually enter it in the text area because the popup date selector thing gets in the way. This should be improved. On a desktop it is fine but not on a mobile device.
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Allowing products to be in multiple catagories
It would be helpful if products were able to be listed in multiple categories as many of our parts and accessories are compatible with several handsets.
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Make it so we can see whether an email is delivered and/or read. This is possible on the back end per Naomi @ RepairShopr.
Make it so we can see whether an email is delivered and/or read. This is possible on the back end per Naomi @ RepairShopr. We should be able to access this info also.
1 vote -
Allow upper limit on auto-charging card on file
Allow for an upper limit on what can be auto-charged to credit card on file.
Example: Customer says we can auto-charge their card for their monthly service agreement so long as it is under $1000. To accommodate that, we have to proactively view all the misc charges to make sure it won't exceed that. If it does, we have to either email them prior to it going out and give them an approx cost, or pause the recurring schedule.
This is another situation where having invoices created as drafts would be super helpful (and I'd prefer to see that done…
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Articles for check-in with labels
During the checkin process have a section or even a "Custom Field" that enables you to add specific items that the customer is checking in with their computer. This list should be able to dynamically expand but just adding another line. Upon checking in the computer a label for each item in the "Articles for Check-in" area should print.
This way every item that a customer leaves with you can be labeled and tracked. For instance a laptop charger, USB dongle (mouse or wifi), bag or carrying case, external hard drive, etc.
Then if you implement a check out procedure…
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"Search All Things" - Wiki
It would be helpful for the "Search All Things" box to search for Wiki's that are attached to a customer.
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Add Phone Servie vendor support
Could you please add Crexendo to the list of integration features. They are a hosted VOIP solution.
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Reorder "Email Rules"
Can we have a way to reorder the Email Rules? Small issue, but right now they only stay in the original order that we enter them, so domain names are all over the place, we have to search to see where they are in the list instead of them being organized alphabetically for instance.
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Inovice Aging Historical Report
It would be very helpful if this report could also be historical and not just at the time of request ie at the end of a month 28/2/17. This way an accountant could look at the report during March 17 (or later) and know what the balance was at that date. It is a critical report in terms of reconciling Sales/Debtors at month end.
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Remove part pricing visibility on Tickets for Techs
We would like the ability to remove the visibility of part pricing in whole for certain security groups, specifically our technicians on tickets.
1 vote -
General notepad/to-do list on the home page.
I would really like to have an notepad for taking general notes and creating to-do lists, which is not assigned to a customer and without any due date. Just a place where I, as admin, can jot things down and delete them at will. Preferably it can be placed on the home page, right after or before the Reminders list.
1 vote
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