General
3763 results found
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Ability to add tags to customer accounts
The ability to add custom tags to customer accounts. For example, the ability to add the tag "Customer" or "Installer" to different accounts, allowing techs and admins to run reports and filter the customer module based on tag types.
13 votes -
Add Notes or Reason Why the customer declined the estimate
Adding a pop-up box, when the customer presses the decline button on an estimate from the customer portal. Allowing them to give a reason why they declined the estimate.
13 votes -
Add "Class" and "Location" Field to RepairShopr to Match QuickBooks Online
QuickBooks Online has added a feature where customers can classify transactions by "Class" OR "Location," however, currently Repair Shopr's integration with QBO will only forward the RS "Location" to the QBO "Class."
It would be incredibly helpful if RepairShopr had both of these fields (Location and Class) and allowed them to integrate with the QBO fields (Location and Class), as many customers have multiple locations, and different classes (such as business clients versus residential ones, or managed IT versus break/fix).
13 votes -
send from more than 1 email
Allow us to setup and send as multiple email addresses in repairshopr.
We are currently using the custom SMTP settings for our support account, but would like to be able to switch the email to our billing account to send invoices out.
13 votes -
Alter the start and end time module from appointments and due dates and use 24H time format
The appointmens module works fine, however the module to set the start time, end time and the Due Date Module use the same very unwieldy way to set those dates. Preferably change this to create a larger table that is split up in 15 min portions.
Use the layout used in Outlook as example.Furthermore I'd like the 24H time format in the Labor Log
13 votes -
MarketR CC Tech on email sent
Email tech, or admin a copy of the email sent to client.
This way we can do a phone call follow up as well.12 votes -
Completed Bundled Item = New Asset
How about the function to, build a bundle which consists of multiple computer parts to build one whole computer. All the parts would be tracked from a purchase order, to the store, into the computer, and to the customer.
If when you complete this bundled item, it will add itself into inventory (this way we can transfer computers from to store)
However you assign this inventory item as an "asset" instore, that way when you sell this computer to a customer, it automatically assigns as an asset.
This would offer complete tracking and we really need it when building computers.…
12 votes -
Device Selector
Let's face it we all work on the same devices why not make a central database with images and model specs on these devices so it they can be added to inventory or created into assets. There is not sense in typing in the same info again and again.
I imagine it would be used this way. A new device comes into the market one person adds that device and shares it with the community by selecting a checkbox to share the device. We populate the info as a community or the first person can populate the info.
For example.…
12 votes -
Add charges overview to Ticket print out.
We like to provide paper work with a job when it's collected, but currently we are having to print off multiple sheets of paper to ensure has details of the jobs notes and invoice details.
Would it be possible to add the charges applied to a ticket to the print out template so everything could be included in one print?
Many thanks.
12 votes -
Password Log under Customer Detail
It would be nice to track generic logins passwords, such as those for webhosting, etc.. under the customer's detail page. Also this would need to tie into the granular permissions so that only certain individuals would have access to it. Additional wishlist items in relation to this would be the customer could submit logins to this "Password Vault" from the customer portal without actually retaining any visibility or access to the vault. (Or maybe the submission could just forward into the leads page with some generic text such as: Customer <blank> just submitted a login for review.
12 votes -
the ability to select an area to enter text with my mouse when making an invoice
it would be super nice if i could select an area, with the mouse, in the description text box to enter text while making an invoice...
12 votes -
Auto-save in fields after entry
I know there's a save button on a number of fields, but I can't tell you how many times I've lost information I've typed, especially on the invoice section. I'm so used to say, QB Online or other platforms where you just tab over and the field auto saves.
For instance, in the invoice description, when you tab over afterward, then you change qty or price, it's be nice if it auto-commits whatever information has been entered before calculating. Even, for a start, if just prior to recalculating, it committed whatever was in the description, would make our lives much…
12 votes -
Decimals in inventory item discount percentage
The inventory item discount percentage currently only works for whole percentage, i.e 2% . We would like to see decimal percentages i.e. 2.2%
12 votes -
Bring Back the More DETAILED Register History Report
The Register History (recent 50 entries) used to have more helpful information that made it very easy to quickly verify the register was counted/closed properly. The existing columns (now removed) included "Expected Amount" and "Difference".
This was super helpful, being that I was able to do a cash audit for a 1-week history for any register in under 30 seconds.You could simply look at "Difference" to see if the register ever closed for an amount different than what was "Expected". If so, you could look at the day's detailed PDF. If not, you're records were essentially "As Expected".
There's already…
12 votes -
Automatic Printing for Specific Ticket Types
Would be great if we could select a set of Ticket Types or Custom Ticket Types to have automatically print.
i.e. We do a lot of Helpdesk (remote) jobs which we have no need to print ticket receipts. But for jobs that come into the Workshop we would give a ticket receipt. Although it is very easy to forget to print one.
12 votes -
Add "Last Quarter" to Sales Tax Report
The sales tax report has several pre-populated drop downs. Unless I am not seeing it, "Last Quarter" isn't one of them. Since many of us report taxes after the quarter ends for the previous quarter, it would seem logical to have a drop down choice for Last Quarter.
12 votes -
Schedule text messages for a later time and date
Sometimes we work late and need to text a customer that the device is ready or remind them to pick something up. We don't want to text them @ midnight however we will forget it by the morning. It would be great to schedule it for a later time. In addition to this it would be great to setup auto texts if the ticket is in a certain state. For instance we have a state called PUP for pending user pickup. It would great to automatically trigger a text every <time period> for that status to harass some of our…
12 votes -
Allow for Cash Rounding
Here in New Zealand our smallest coin value is 10cents. If we have a product for say $10.99 and we apply a cash payment it expects $10.99 cash in, rather than $11.00
Would be great to allow an auto rounding facility for specific payment types ie cash and vouchers etc.
12 votes -
Integration with Livedrive.com
Those of us using Livedrive.com's unlimited data backup for retail customers would greatly benefit from integration with RS. Potential features would include: Automatic creation and deletion of customer account in LD; Date of last backup; Backup Utilization. As settings in LD are very basic, any additional maintenance can be done within LD. So, as a start, the above features would be great start.
12 votes -
SMS ticket updates - simplify
The method of contact for a customer is likely to be the same throughout the ticket duration, would it be easier if all tickets comments were sent by sms if sms was enabled and email if not. Alternatively if there was a preferred communication option (email or sms), seems really complicated at the moment in that you need to enable sms, select dont email, insert the sms message and then insert text into the email body. If their was a radio button or drop down that gave an option for sms or email.
12 votes
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