General
3763 results found
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Lock Estimates (from editing) that are approved / declined...
Locking an estimate from being edited after it's been approved / declined; would be advisable. Similar to a invoice being locked.
If a change needs to happen; then the estimate needs to be either cloned or UN-Approved/Declined.
We run into situations where a customer may approve an estimate; and then someone goes and changes / updates items in the estimate after approval... making it very difficult to track changes.
This would be helpful.
There seems to be a somewhat similar request here:
1 vote -
Link to invoices in messages
For example, when we get notifications that invoices have had a late fee added, link to that invoice in the message.
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New Customer "Create estimate" option
When you create a "New Customer", besides the "Create Customer" and "Create Customer With Ticket" buttons. I would also like to see "Create Customer with Estimate"
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Editing Private Comment Update Drop Down Menu Items
In the private comment section, there is an update drop down menu. I would like to suggest being able to edit that drop down menu to add more items like "Testing" or "Pricing" so It would be more clear in the comment section, rather than scrolling through trying to find what comment is what. Because sometimes there are customers who have long lists of comments and a tech may need to sift through all the comments in order to find a previous pricing options list discussed before hand. I don't know I think it may be more convenient.
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C.O.D.
I would like to have the option of a Cash On Delivery for invoices.
1 vote -
Update invoices and make appointment all from the app.
I would like you be able to update my prices and quantity all from the app. Also It would be so convenient to be able to make appointment. Being able to update the quantity on the estimate or invoices.
1 vote -
Add product description to both the Purchases and Sales - Xero integration
At present when creating a product in RepairShopr it creates the the product in Xero, however it only adds the desription to the Sales section not the purchases section.
When entering the purchase bill into Xero and adding the product as a line item in Xero there is no description.
Many thanks1 vote -
Addition to Estimate Net Margin update on 8/11/17
Glad we added net margin to the estimate but few quick fixes are requested.
1.) Can we add Margin Percent to the line or an additional line for it? Have percentage points on system we try to hit and the math is easy but annoying to do every time.
2.) Have a 2nd option to allow for a button you have to click to show the net profit or net margin, Our screens are view able as we go over each part with the customer, so they can see everything we see. Need to be able to hide it.
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Inventory custom search needed
Hello,
It would be nice to be able to do custom inventory search, where we can exclude terms or search for a specific item. For example, If I am searching for iPhone 6 but not 6s, it would be very efficient to do -6s so the search will only show iPhone 6 but not 6s.
Hopefully, this will be implemented soon.Thank you Repair shopr team for the great work,
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Show method of payment on Invoice List
I spend a lot of time in the Invoice List reconciling "Paid" vs "Took Payment". I am having to click into the reference number often to see how the customer paid so I can back check it. Thanks much. :)
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Asset Creation in New ticket window.
I may be missing something obvious, but when you create a ticket, the best way to keep track of what customers have what devices is with Assets. The problem with adding an asset to a customer account during ticket creation is that there are several additional steps needed to do so; click the Asset box, click Create Asset, that opens a small window, select the custom asset type that was previously created by the Admin, hope the customer asset type has the correct information entry boxes, then fill in the information.
Couldn't this Asset Creation/selection option be integrated into the…
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Ticket Cloning for Same Concern with Multiple Customers.
I have multiple clients with the same request, how do I make multiple tickets with the same title but with different clients. I have asked support regarding my request and there's no cloning ticket feature as of yet.
1 vote -
Integrate google maps route planning.
I have a client who I was referring your product to, and they asked a good question, which was can the system setup route planning for the day's tasks? Their business has many repeat scheduled services with a day the service needs to be done, not really a time in that day, so the to do list of that days tickets will come up, but then they would be required to use a 3rd party to do route planning and that would require manually typing, for example 20 addresses.
I looked up google maps transportation API prior to suggesting, and…
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1 vote
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Show ticket comments on estimates and invoices
When a service technician adds ticket comments with the subject of Diagnosis, those comments should print on the Estimate so the customer can see what was found during the troubleshooting and what the proposed correction is.
The same with the comments made on the ticket with the Complete status, that should print on the invoice so the customer can see exactly what work was performed.
Thank you.
1 vote -
inventory new item
When adding new items in the inventory module it would be nice if there was an option to add the existing item and start a new item to be added. At the moment you have to click again on inventory which is just time consuming (especially when you are entering your stock for the first time)
1 vote -
Email Template for Paid /recurring invoice to be emailed automatically.
This feature is so needed especially on the the recurring auto-pay clients, they can get the copy of the paid invoices also the customer should not have to login to the portal to view or print.
1 vote -
Google Maps section in Customer Profile
It would be nice to have a Google Maps applet in the Customer Profile, showing where the client is situated, rather than a link. Also, I found that the longitude and latitude are somehow not accurate, so it would be nice to be able to edit the map location from within the customer profile as well, rather than just from the CSV import.
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Tickets Section - Android App
There's a lot of wasted space in the ticket list on the android app. If you have lots of tickets it becomes endless scrolling, could do better with a more compact design. The fields showing the ticket number and customer's name are way too big, same for the field showing the status of the ticket.
1 vote -
Add a "Finalize" button to your Beta pre and post test screens.
Add a Finalize button to your Beta pre and post test screens
1 vote
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