General
3762 results found
-
Ticket Type (custom field) on Leads
Now that the Custom Field / Ticket Type is required for creating a ticket, It make sense for it to be add the Custom Field drop down to the Leads processing page.
Currently when creating a ticket from a lead, there isn't a way to specify ticket type.
Also, there is no check box in the "Ticket type" drop down on the tickets page for tickets without a type set.
This means, that all of our saved searches that specify a ticket type will omit anything that doesn't have a ticket type (eg all the leads that have been turned…9 votes -
Multiple Tax Rates on Invoices due to State Taxation Laws
Currently, it appears as though you can only have one tax rate on an invoice. This is a big inconvenience, as in Connecticut, labor and parts are taxed at a certain rate, where as "computer and data processing services", such as us billing for cloud backup and Exchange e-mail accounts, are taxed at a lower rate. It is a really big inconvenience for us to have to create separate invoices for this. It would be nice to have a default tax rate, but then be able to change the tax rate on particular line items if necessary.
Reference: http://www.ct.gov/drs/cwp/view.asp?a=1477&Q=269930&drsPNavCtr=|40829|
9 votes -
Add the inventory category to the Invoice Line Item Export report
As a business that uses accrual accounting, my bookkeeper needs a daily report of sales (invoiced regardless of payment status) by category.
The existing Invoice report: Line Item Export would suffice if a single column were added to the report: inventory category.
9 votes -
Show sales tax in the Add/View Charges on ticket
As a tech communicating with a customer, I am frequently asked the "total" cost for repairs, which includes sales tax. I suggest adding a line for sales tax and a total with tax to the Add/View Charges screen.
I see that this idea has been suggested previously. Perhaps the solution has become less difficult and the change can now be implemented
9 votes -
Show multiple assets on the a single ticket's Intake form
In our business it is very important for us to show on the intake form each and every asset that the customer dropped off, sometimes a single ticket can have 2 or more assets attached to. I was following this article http://feedback.repairshopr.com/forums/165658-general/suggestions/9434667-intake-form-should-list-assets but when I use the tag {{assets}} I get a list of all the assets under this ticket but they look very not organized and busy and I can’t find a way to organize it lets say in a nice table.
When I make my own table and place the individual tags {{assetname}}, {{assettype}}, {{assetserial}}…9 votes -
Configure the Job clock/timer/Toggl with Billable Units
When performing on-site service, we have a minimum charge of 1 hour labor, and then we pro-rate our hourly rate to the nearest half hour thereafter, rounding up after hitting the 10 minute mark...(So 1-69 minutes would only be 1 Hour of labor, 70-99 minutes would be 1.5 hours, 100-120 minutes would be 2 hours, etc...)
I have not found a convenient way to do this yet which currently makes Toggl integration a no-go for us
9 votes -
Rework Ticket Improvements
The Re-Work feature is AWESOME!!!
However, it would be great if when looking at the Tickets Page, ReWork tickets would have the entire line highlighted in Red or Yellow, something that allows supervisors or lead Technicians to see instantly that a rework ticket was created.
The last updated column would still follow the existing color scheme. Perhaps Re-Work stats could be incorporated into the DashBoard.
9 votes -
support multiple credit card processors (allow slow move to Mercury)
With the release of Mercury payments, Many are interested in switching. The problem is from what I've been told from support, there is no way to enable Mercury, while keeping your current processor working (Stripe in our case). If this was possible, we'd be able to slowly move over to Mercury, adding any new cards to that, while having the previously cards stored in stripe continue to process until we are able to update that client.
With so many credit cards stored for recurring billing, It would be impossible to turn off Stripe and turn on Mercury. As we'd need…
9 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.
9 votes -
Search repairs by asset
Make it so you can look up past repairs by serial number or asset fields. This would make it so much easier for us who repair fleets of devices and this allows us to go back and look at repair history. Would also make it easier to handle warranty repairs.
9 votes -
Better inventory category organization
I am not personally happy with how I have to setup my cetagories. If I want to have 3 cetagories such as parts, accessories and displays and I want the sub-categories to be the devices such as iPhone, Samsung, ect... I have to add the devices to each cetagory individual. I have to add the same device as a sub-category three times.
Why not allow me to mix and match categories and sub-categories so I only have to add one device sub-category and use it for multiple cetagories.
This could be help full for searching as well, I can narrow…
9 votes -
time clock ip addresses
would be handy if the time clock would log the ip address used to clock in.
I use it to monitor staff but at the minute, if they are running late, they can just clock in using their phone and Im none the wiser about them being late to work.
My till has a fixed IP address so this way I could tell they logged in via the till
9 votes -
Set default duration for appointments
When making an appointment we usually do a 2hr default duration. It would be nice if we could have a default duration that we could set in the settings to something like 2hrs.
9 votes -
Make Time Clock Easier - GEO fence? - GPS? - improved calendar? something.
I love repairshopr. The most annoying part of it for me right now is the time clock. I have to correct numerous time clock issues every pay period.
Improving one of these two areas could make it so much easier:
1. Make clocking in easier for employees
or
2. Make correcting the clock in times easierThe first option would be ideal. Some of my ideas for making it easier to clock in:
- Give the administrator the option to enable a very obvious, bold notice at the top of the each employee's screen (no matter what page they're on in…
9 votes -
More Customization of the "{{billing_period_range}}"
We bill out for subscriptions, but a lot of our customers are on Net30 and Net45 Terms. I would like to use the {{billingperiodrange}} on the line item, but when the bill goes out I would prefer to set how many days in advance the billing period range starts. So like today I had a billing for a subscription go out, and it is a pre-pay for May, but the {{billingperiodrange}} says it starts on 04-02-16 because today is when it was sent. It was sent today because I wish to get paid before the subscription…
9 votes -
Allow Multiple "Resolved" Statuses for Triggering Marketr
We send out follow-up e-mails asking for reviews. It would be nice to be able to trigger this with Marketr. However, some customers are not happy no matter what you do. In these cases, it doesn't benefit you to send them a request for a review.
The option to have multiple "Resolved statuses that trigger Marketr, like a "Resolved - Happy" and "Resolved - Unhappy" would be AMAZING! I'm sure there would be many more creative uses for this feature as well.
9 votes -
Customer Returns NOT creating a return in QBO
Currently when a customer returns something it does NOT create a return receipt in QBO. It has to be manually added and the inventory quantitates are off count until this is processed manually. I am shocked that this is not integrated yet!
9 votes -
customer phone number on mouseover
In the ticket list view it would be really handy if hovering the mouse over the customer name showed their phone number.
9 votes -
Add Technician Select to custom widget
Add Technician Select to custom widget, we use a post it note style custom widget when fielding calls before a technician takes over.
If it were possible to add a technician drop down selection box to the issue detail widget step it would help greatly to be able to assign that lead/ticket to someone straight out of the gate9 votes -
disable customer account
In business customers move away, pass away, or are asked to not return due to conflict. There needs to be a way to disable an account without deleting the customers records. it would be helpful to have a popup with a note for employees on the reason accounts are disabled
Reasons can be for account delinquency, litigation, adversarial customers etc. We can use the note to advise the employee of specific instructions to include asking the customer to leave or to have authorities involved due to previous aggression. This is a safety feature as well as account maintenance feature..
9 votes
- Don't see your idea?