General
3762 results found
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I would love to see a monthly report that could be automatically sent
For our clients that are on retainer, a monthly report that you can email to the client automatically that showcases exactly what we did, what effect it had, and really reiterates why they’re paying us. It could include up-time, number of tickets resolved, man hours used, etc.
Thoughts?
1 vote -
LOCK or FREEZE Estimates and Invoices from being EDITED with a new SECURITY GROUP
We sometimes have invoices or estimates we'd like to "lock" or "freeze" from being altered, except by a specific user/group.
Example: An employee buys something through the store and will be paying back over time. We don't want anyone to be able to go into the invoice and delete line items over the course of the repayments.
This would be a similar solution as "Finalize" in ticket worksheets. A button that would disable adding/editing/deleting any kind of line items, descriptions, prices, etc. Only specific security groups would have the ability to "lock/freeze", and others would have the ability to "unlock/unfreeze".
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1 vote -
Add Filters in Payments Report / Transaction History
Like other modules, it would be very helpful to filter payments by: Date Range, Payment Method, Tech Name, and Amount.
1 vote -
It would be great to be able to send marketr emails to leads as well as customers.
It would be great to be able to send marketr emails to leads as well as customers.
1 vote -
Add an "In-Stock" Search Filter for Inventory
It'd be nice to have the option to filter the inventory list for part that have a quantity greater than 0.
So you could search for "network switch" and only show network switches that you currently have in stock.
1 vote -
Show item photo in inventory list view
Its great that photo's can be added to items in inventory however it would be nice to have the first photo or option to select "main photo" which would display has a thumbnail in the list.
This would make it much easier to find items, especially for new staff.
1 vote -
Ability to change how payments attach to invoices
I would like to propose a fix when processing payments when there are multiple invoices open for a customer.
In RepairShopr when there are multiple invoices open the payment automatically applies to the most recent invoice. However, It should apply it to the oldest so that late fees aren't generated through the older invoices. This would ensure that whenever a customer makes a payment the invoice with the closest upcoming payment deadline is taken care of first, rather than defaulting to the most recent invoice. This way customers aren't accidentally charged late fees when they have in fact made a…
1 vote -
Attachment Comments / Captions
Just uploading some attachments to a job ticket and i was thinking wouldn't it be useful if we can add some notes to the attachment itself. Either comments or as a caption perhaps.
1 vote -
automatically hide older closed tickets on customer portal
I have a customer that uses the customer portal for sending me tickets. This is a public library and they end up sending me alot of requests. They are telling me that the list is getting very large. Would love to see it hide closed tickets.
1 vote -
Afterpay Integration
afterpay is becoming a pretty common payment method (here in australia anyway) seeing in crop up everywhere, i have had a few customers come in that are asking after it, and it has interested me on the idea. i would like to see this looked into as a computer sale business it makes sense to offer payment plans on items with minimal risk, (all risk is consumed by afterpay and the company selling the goods gets paid the items full value upfront.)
1 vote -
Allow scheduling of ticket updates
Allow users to schedule updates to tickets. For example, you start a hard drive clone at closing time, you can then type "Hard Drive clone complete." when you start the clone and schedule it to post that at 9am the next day.
1 vote -
Recurring invoice
I am looking for the day by day breakdown of the recurring invoices. For example, I want to know how much we will be getting for x day. Say July 6th, we will be getting in $100 and July 7th, we will be getting $250 coming in to us. On July 12th we will get $500 coming to
us. Is this possible? Reasoning is that the first half of the month might
be minimal in recurring revenue coming in while the second half contains
the majority of it. Like only $2000 in 1-15 and $10,000 16-31. For the
month, we…1 vote -
Send serial numbers on invoice to quickbooks
In RS I have an invoice and the description of product fields lists serial numbers if the item has serial numbers. When this invoice is sent to QBO it does not include the serial numbers in the description. Please add the serial numbers to the description.
1 vote -
Sync the RepairShopr invoice name filed to the invoice name/reference field in Xero
I have to retype the invoice name every time into the invoice reference field in Xero before sending the invoices out. It waould be extremely handy if this field could just sync across!
1 vote -
List "Contact" under +New button for customer's account
I know you can add a contact from under the contacts tab, obviously, but I seem to reflexively reach for the master +New button for the customer's account every time I try to do this. Just a low-priority thought, in case other people do that, too.
1 vote -
Integrate With Facebook Leads
Need to be integrated with Facebook leads so we can funnel leads directly into RS!!
1 vote -
Pending Inventory Order Report
Recent changes to this report are an improvement however it would be awesome if the pending inventory report included the same information collected on the actual inventory item.
Currently the pending inventory report shows "requested" which could mean "reorder at" or "desired stock level" or sale of item all of which is confusing. Having all the same data collected from the item would be helpful for ordering and selling.
I propose that the report include the data from the actual inventory item with the following columns:
Stock; requested; reorder at; desired stock level; on Purchase Order.
Thank you for your…
1 vote -
Add the option in Contracts Manager to download in CSV
To be able to download to CSV would be a simple function to add, but it would be useful as there is no option for notes to be added in contracts Manager.
Example: when chasing contract renewal.1 vote -
Estimates to invoices
It would be nice for estimates to be removed from the estimates page once they are invoiced, kind of like how the tickets are removed once they are resolved. Can you implement this feature?
1 vote -
bulk email filters
This might be somewhere but I can't see it; is there a way to bulk email every customer in a certain filtered group? I can see in Marketr that I have something called a 'Dynamic Customer list', but I can't seem to edit or customise this list. Basically, I want to be able to email every customer with a ticket that is invoiced, but not resolved, to remind them to call in and collect their device.
0 votes
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