General
3763 results found
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Leads - Notes
It would be great to be able to add notes to a Lead, why can't you do this easily?
EG: A lead comes in and a staff member contacts the lead, where do they put in some notes about what was spoken about?Thanks
7 votes -
MORE Automatic Comments inside Tickets - ALL Actions/Events need an Audit Trail
I think almost everyone understands that Tickets are truly the "container" of the majority of information/events in RS. They link together all communication, estimates, invoices, appointments, payments, forms, etc. The issue is that there is lots of missing change details inside Tickets that could/should be added by the RS app AUTOMATICALLY. Sure, techs could be responsible for adding every little update, but we all know that anything that can be automated - should be automated.
Here are examples of AWESOME automatic private ticket comment posts already created by RS:
-Estimate approvals (including on behalf of conversions)
-Inbound phone calls from…7 votes -
Add existing and previous appointments to customer page.
It would be nice to be able to look at a customer profile and see all current and previous appointments.
Also for the customer to be able to see them in their online portal and possibly even edit them or request to anyway.
7 votes -
duplicate contacts
Hi Troy,
I've run into another issue with email addresses. We often have a contact at a company that also becomes a client of their own....you guessed it, using the same email address.
It happens fairly often that we pick up clients form a business we are working with as "private" clients as well. Not sure if there is a mechinism to better address this, but currently I have several clients in the system that we now can't add an email address to.
We will do our best o get personal emails from them but that issn't always possible and…
7 votes -
clone contracts
We need to be able to clone a contract, or better yet make a contract template.
7 votes -
Option to Rearrange Drop Down Answers for Custom Asset Fields
Hello there,
We have recently started using RepairShopr, and have been adding/editing things as we go to fit our repair process. One of the things that I have been editing is the asset custom fields. If I realize that there is a new option that should be included in our drop down list, I go and add it, and since there is no easy way to rearrange the list options, I've been copying/pasting together a new list.
The problem that I just found with this is that by doing this edit, all of our assets custom field values are retroactively…
7 votes -
7 votes
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Add the ability to back date ticket comments
Have a date field that defaults to the current date, or can be manipulated to back date a comment. This is useful for entering in time and description on a particular date if the user isn't able to enter it in on the same day for tickets that take multiple days (Such as projects).
7 votes -
Add Purchase Order Ship to address and lessen PO number size.
Currently Purchase orders do not have an area to add a ship to address? This is mandatory for all my vendors and I imagine almost every other RS users vendors.
For those of us that use QuickBooks, there is no RS purchase order integration. So, I need to duplicate the PO that RS generates into QuickBooks (big pain). RS auto generates a PO number that is too long to use in QuickBooks. So I need to change the RS generated number to something that will fit in QuickBooks. QuickBooks only allows 11 characters as their PO number. It just makes…7 votes -
allow technician change for ticket timer
As a manager I sometimes need to update notes for a technician. Right now it attaches my name to the notes or the timer. I would like for administrators to be able to change who the technician is on both the timer and the ticket notes.
7 votes -
Link invoices and tickets for customers
Hi, My customers are having a tough time seeing ticket comments when invoiced, they can see the tickets (if they are open still, which we resolve after paperwork is sent in), but they can't correlate which invoices belong to which ticket. I realize there is an option to add ticket comments to the invoice, but the invoice would have to be resent every time there is a comment made on the ticket, which is not ideal.
7 votes -
Sync Sales Rep to Quickbooks Desktop
Would like to be able to sync the sales rep tied to the Estimate and Invoice.
We track commission in Quickbooks, so currently, the Sales Rep field in QB is blank any invoices that sync from RS. This makes tying Invoices to sales reps a manual process currently.7 votes -
Employee task checklist
This is in two parts. First there is an under review on employee scheduling that several people upvoted. We agree. I would love it to send me an alert if an employee tries to clock in more than 30 minutes early or if they are staying over more than 30 minutes. I'd also like to assign daily checklists to employees for each shift -- i.e. cleaning duties, paperwork responsibilities, opening and closing checklists. etc.
7 votes -
Complete "Stock Takes" via Mobile App
The mobile app has a barcode scanning feature. It just makes sense for the stock takes to be accessible via the app for the technician it has been assigned to. Then they can go through the stock room and scan and count the items without needing to be constantly going back to their computer.
7 votes -
Add an attachment to a Part order
It would make sense if we could add an attachment to the part order, whether its an photo or form.
7 votes -
Vendor - Credits
We have vendors that give us a credit for items we have returned to them under warranty. I would like to be able to record the credit under the vendor and be able to apply it to a purchase order.
7 votes -
Pricing Tiers for Inventory Parts
Whenever we obtain parts from different vendors, the pricing at which they sell us the parts may differ and we adjust our retail price accordingly.
It would be ideal if we can have different pricing tiers depending where we obtain the part from.
Example:
X Vendor sells part for $20, we sell part to customer for $30
Y vendor sells that same part for $15, we sell part to customer for $25.The main idea is that the part in the example is the same part, but was obtained from a different vendor which is why the price is different.…
7 votes -
Human Resource Management
hi again,
now that repairshopr is constantly evolving into a more robust script,
i would like to suggest that a simple human resource calendar into the script.then all of our staffs will have access to calendar and know their off day from the panel itself,
as the employees, we can manage the time for our employees better, and make proper arrangement for everyone.
7 votes -
Links Tab
(so we could add links to other sites, like our databackup portal, GFI, etc. it would be nice if it could be a shared list and user list) - We try to limit the number of software platforms we use but not all platforms talk well with each other when it comes to integration. I would like to have all of our employees live in repairshopr as base! So a links tab that an admin could maintain would be nice. That way employees don't have to go looking or asking each time they need to look at GFI, or backups,…
7 votesDefinitely like this idea!
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Email with attachment
Hi team!
could we please implement a feature when we have the option of attaching a document/photo to the comment box and it gets emailed to the customer?
it would be useful to help in explaining customers when diagnosing problems or sending information about parts, or even an options document.
i understand we can already attach an attachment to a ticket, so can the system be then tweaked so that it generates an automatic URL to this attachment so that it can be included in the email?that would be great!
many thanks for an awesome support!
Shai7 votes
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