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3762 results found

  1. Add Ticket Dashboard to the Security Group

    Could you add the Ticket Dashboard to the Security Group. I am looking at creating a user that I can use to log in as on a TV or Tablet that will only show the Ticket Dashboard.

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  2. Make tabs full width

    I'm using a widescreen monitor and have plenty of space left for tabs before they get stuffed into the "+ More" section. Can we make that header a bit wider, and be responsive to wide screens?

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  3. Tag techs using @techname in private comments

    then it flags their attention via a notification.

    Simple yet powerful.

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  4. Allow Custom Text/Links in Customer Portal Area

    We have a few different services that we offer to clients - It would be nice to put additional Support Links or Other Content in the Portal so that the Client has easy access to all of their information in one location. Maybe a custom HTML area, or somewhere we can put custom text.

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  5. Add Card-On-File Capturing Option in Custom Widgets

    Currently, the only way to obtain card information from the client is either by manual entry into their customer account (via swipe or key) or having them log into ther customer portal. When we have someone signing up for services, we want the ability to capture card information as part of the sign-up process (similar to how Recur captures it for Kabuto) so we can offer more subscription services with a retained card without the need for asking.

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  6. Ticket Preview on Dashboard

    The new ticket preview is awesome. Would love to see that and the customer preview on the dashboard

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  7. Assets create date and who is create missing

    please include assets history like who is created and when it has been created. also keep record if any modifications done.

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  8. Allow image uploads in Documentation

    Documentation has made huge improvements lately. To "finish the job" for us, we would love to see an easy image/file upload option instead of just the URL link. This would save a lot of steps. It could simply upload it to the customer page as well.

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  9. Better leads to ticket process

    The way leads are processed is backwards in my opinion.
    My frustration is that you have to press save as you edit each field or you loose the last one.
    Also my techs will assign a lead to me then create a ticket giving me 2 notification rather than just one.
    Here is my suggestion:
    We should not have the option to edit any fields, yes add notes, and yes send messages, and have the emails to and from on a lead front and center. Have a nice Create Ticket button that would allow you to change all of the…

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  10. Better Sorting and filtering

    I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.

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  11. Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements

    The default ticket invoice entry without customization looks like this:

    Ticket Work: {{tickettimertech}} {{tickettimerdateandtimes}} {{tickettimernotes}} from Ticket # {{ticketnumber}}, Subject {{ticketsubject}}

    I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

    Ticket #{{ticketnumber}} {{tickettimerdateandtimes}} FOR: {{ticketsubject}} - {{tickettimernotes}} BY: {{tech_name}}

    I get this example on the invoice:

    Ticket #6 {{tickettimerdateandtimes}} FOR: Assist with preparation of database import - {{tickettimernotes}}…

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  12. Please add an option in customer portal to create new ticket from asset

    In this option, customer can click on asset to create new ticket and ticket will create under particular assets. (it will be more easy to customer, instead of collecting all details from machine for the inquiry )

    other thing is we can convert same link to QR code and stick in the asset that will support customer to request work with correct machine details intently.(if the portal with password it will ask for it , other ways ticket will be generated immediately.

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  13. Add manual item to estimate via csv or text

    As we always have bulk list of items to enter manually which cost time (as general service business), it will be more easy to insert manual items to estimate via csv file if you can provide import option some were in the estimate page.

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  14. Scrolling to part look up when adding charges to a ticket.

    When looking up a part number to put onto a ticket or anywhere you can search for parts. It would be really helpful if instead of only showing the amount of parts that your screen can display based on the resolution.

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  15. Failed Payment of Recurring Invoice

    We have dozens of customers we have on a yearly recurring invoice. They aren't really worth setting up individual contracts for as it is a one time charge per year.

    There currently is no way to receive notification if the payment fails (there is for contracts).

    It would be great to have this feature.

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  16. GoCanvice

    I use GoCanvice for intakes when I am in the field. It would be great to import the data so I don't have to enter it twice.

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  17. API integration - Add attachment to customer and invoice

    Currently the API integration allows for attachments to tickets, but not on customer or invoice.

    It would be great if we could do the same for invoices and customers, and also publish them, so customers can see them on the portal.

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  18. possible issue

    More than likely their hosted checkout password for Worldpay is incorrect and may need an update. Have you gone to the app card to test the credentials? Admin > App Center > Worldpay. Then push the little blue "test" button.

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  19. Clone button for warranty templates

    I'd like to see a clone button for things such as warranty templates like inventory has.

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  20. Highlight discrepancies when you automatch leads to customers

    With mail-in customers, it's critical that we capture their address properly. I love that RepairShopr matches leads to the most likely customer, but it's not perfect and having to compare the address the customer entered with what we have on file for every lead really adds up. Sometimes the difference is huge, but other times we've had customers move down the block and the street number, or even apt number, are all that have changed. It would be a big help if you could make anything that isn't the same between the two sets of information show up as red,…

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