General
3763 results found
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Allow Users to be added to security groups via a dropdown menu like the notification centre
Hey folks
Just an idea. I've just spend some time trying to sort out our security groups and users permissions. It took me sometime as I had to keep referring back to the user page to see what group each was in and then back to the group page to make the changes.
In my mind it would make much more sense to be able to added users to a security group on the security group page. It could work just like adding users to a notification in notification centre. A dropdown check box would allow to opt users in…
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add a filter and daily payment report snapshot to the View Payments screen under invoices
It would be very helpful to have a time filter on the "View Payments" screen that is accessible from the "Invoices" page. This in addition to a quick view of the payment methods with totals similar to the daily payment reports screen would be extremely helpful for quickly seeing where a store is at for the day.
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Default reply address always business name rather than individual tech names.
When a tech updates a ticket and sends a customer a ticket comment the email the customer sees appears to come from the tech. we feel this should always show a default from name ie Business Name and give an option in the comment to show who made the comment.
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Add Discount field to Purchase Orders
When I do a Purchase order, I need to be able to enter into a field 30% off the whole order. Rather then Manually get a calculator and take 30% off each item. Because sometimes that doesn't even balance because of the breakdown.
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Add an area for tracking voicemails
For shops that receive copies of their voicemails in email form with sound-byte attached. It would be nice to direct those emails to Repairshopr to have an area that shows all new voicemails. In this area we should be able to create a ticket directly from it and link it to a customers account.
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vendor inventory returns
Would like to be able to record inventory returns back to vendor. Currently the PO part does not always except negative items. In a pinch, I manually remove the items from inventory, however this is no thread or comment field available to document why the inventory was adjusted.
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Customer Ownership
We have an IT director for each of our clients. This basically means that the technician or account manager is directly responsible for everything that has to do with that account. It would be great to set an owner to each customer record. This way you can build in notifications for customers that you own. ie Ticket created by a customer I own, notify me. Right now the only other viable option is to set a notification for ALL tickets that are created, which can get pretty spammy the busier things get.
This could also be bridged with the proposed…
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Add punctuation to custom fields
Add the ability to include punctuation in custom fields types when naming custom fields. (I.e. "has this device been repaired before?)
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Add export in Google format button
Ads the ability to export the customer database in th mapping that is accepted by Google contacts. This would be a great work around versus programming directly to the Google api and would save time when attempting to move contact information from RS to Google contacts.
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allow location sharing for status updates.
One thing I think would be cool is simply being able to update a customer of your ETA or allow tracking. An example would be setting a ticket to "EnRoute" and it sends the technicians real time location and ETA.
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Please enable copy text on a "Purchase order" page
When there is a purchase order created the copy text feature is
disabled on that page. I can't click on the individual items on the list
and open it in another tab, also I can't copy the name of it.
Using the purchase order without these (at least one of them) on almost
the daily basis makes it difficult to manage. Every time when I have to
check a part what is the reason that is on the list, I have to manually
open another tab and type it in.I wouldn't annoy you guys with this such a small…
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Inventory and Purchase order Issues and necessary update
Hey guys, a few issues we are experiencing:
Adding another button to the purchase order is necessary:
Add All Low Stock Items by this Vendor (not on a previous PO yet)
We place purchase orders before the previous one would arrive, so every time we have to manually remove the items on the new purchase order that are on the older purchase order that hasn't arrived yet.
Alphabetical sequence is necessary: The sequence of the items on the purchase order is mess at the moment. Also when I check in parts using the purchase order, every time when I check…
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Klipfolio - Dashboard Design
Would like to see a "Dashboard" interface that would be customizable to each employee/sales person as well as a company wide dashboard (for sales, cost/revenue/profit, tickets, etc). Ideally develop something that could work with an inexpensive service like https://klipfolio.uservoice.com/knowledgebase/articles/348103-use-web-accessible-resources-as-a-data-source
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We need some document attache to the assets
Can we request to add option to attached document / image to the asset
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Estimate Total
On the ticket page, add/view charges, the estimate total is of all charges whether paid or not. I would like it changed to only unpaid charges estimate total or added as another total with only unpaid charges in the number. Currently, the estimate total confuses employees and we can not give an accurate estimate to customer with multiple payments made to the ticket without bringing a calculator to subtract the paid payment. Hinders productivity and sales.
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technicians certificate and licence attachments
i would like to ask you to add option to attached technicians documents such certificate, licences, CV and other persona documents. this will be help when customer ask about technician experience as well as to proof how our team expert in the industry.
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Recurring ticket
Can you add more option to create Recurring tickets as show here.
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Appointment calendar for client drop off/pickup
Would be great to be able to have the ticket allow a calendar event for a client pickup or drop off of equipment. I work by appointment only so this would be very helpful.
To be clear, also send a calendar invite to the client so it will add it to common calendars like outlook, google, ect.
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customer listing - email hyperlink
Seems to me that the EMAIL column should hyperlink to a mailto:emailaddress@ to launch the default email client (outlook, etc.)
The phone column works as expected “hooked” - but emails should always allow for direct emailing.
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customer alerts - pop-ups
I created 2 Alerts - it works, but not as I’d expect... not clean
I was thinking it would show 2 separate pop-ups. there is no spacing, and no description
this can stay a single Pop-up.. but it should be listed – not crammed together in a single line
maybe something like the example below.. allow up to 5 spaced messages (Title and Data) ?
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