General
3763 results found
-
Create a New Ticket by Scanning Customer Barcode
Need the functionality of clicking on Create New Ticket and Scan the customer barcode(which stores the phone no) instead of customer name. Right now you can only do it with customer name.
6 votes -
Charge credit card on due date
I have a lot of Managed Services clients who like to receive their invoice even if they are on auto pay. I see that there is a option to auto charge credit card on file. I would like to be able to set the system to auto create the invoice and then have a second option to auto charge the credit card on a certain date.
Here is my example, my clients invoices are created 14 days before the end of the month. I mail/email the invoices to my clients and they are always due on the first of the…
6 votesHey -
How is this different than just making the invoices generate on the first and charge at that time?
I can’t think of a good reason to add the complexity right now, but let us know
-
Estimate Approval Process
Hello. This is a request for additional features. I love the approval process for estimates, however there is one additional item I would like to see implemented. An internal approval estimate feature. This would prompt the admin (in this case - the owner) to review the estimate prior to calling the customer for approval. This helps with QA to make sure we bill adequately and correctly. Thanks for your consideration.
6 votes -
Status should auto to Scheduled after setting an appointment
It would be beneficial to have ticket status to automatically update to "Scheduled" after setting an appointment that is connected to a ticket.
6 votes -
Add the option to skip receipt printing
We offer a service which customers pay for on a monthly basis. A reasonable percentage of them pay by mailing in a check.
We have RepairShopr configured to automatically print a receipt whenever a payment is made. This works really nicely, but when we are processing the checks that are mailed in, there is no point in printing the receipt. We could just temporarily turn of automatic printing for it is really easy to switch, but then it is easy to forget to turn it back on.
It would be nice if, when receiving a payment for an invoice, we…
6 votesWhat if instead of “skip receipt” checkbox, we just never print a receipt if the payment date field was changed? That generally means you are entering a payment that didn’t just happen that moment, like a mailed in check..
Thoughts?
Not excited about adding more fields, keeping the interface simple is what we receive the most feedback about in general.
-
Integration With Call Rail For Phone Calls
Since the PBX integration is really only compatible with a very small number of PBX systems (ours won't work with it - Ringcentral) so we would like to see something like callrail.com supported. With Call rail you can setup tracking numbers, when a call comes in it can not only be tracked with call rail but also logged to the user's account, further I believe the user's name/CID info can be passed to call rail for insertion into their system - check out http://apidocs.callrail.com/
6 votes -
Customer Alets - for expiration events ?
somewhere there was a video that could use Inventory or custom REMINDERS ??
What I want is the ability to set some custom fields for clients - say Expiration dates (Backup Plan, or Remote RMMSPlans)... and then when it comes near Expiration date it give a pop-up or email reminder ALERT IN ADVANCE (like a early warning - 2 week reminder)
would this happen to be something with Assets ?
is that possible ?
6 votes -
Mark a ticket as invoiced after you've added it to another ticket's invoice!
When you have multiple tickets to bill for, once you add a ticket to the invoice the ticket you've added from should be marked as billed.
6 votes -
Modify the Purchase Order template to display Vendor SKUs
As a shop with multiple vendors, and vendor SKUs associated with our in-house SKU/product names, I really like the ability to email my PO to my vendor directly.
However, given that there are multiple vendors for my store, I would be nice to show the Vendor SKU in the PO email/pdf template, instead of my in-house SKU/product name.
This will help my vendors save time processing my orders, when they know they can look everything up right from the email.
6 votes -
Fix bug in Inventory search and add a search filter for enabled/disabled items
On the Inventory tab, I search for Labor in the search field. Results are my two currently enabled Labor items.
Alternatively, I leave the search box empty and set the category to Labor: Results are the two currently enabled Labor items AND also two currently disabled labor items.
I expect the same results using both search methods.
I suggest adding two checkboxes:
One default checked to include enabled inventory items
Second default unchecked to include disabled inventory items6 votes -
Servicepower Web portal
Would it be possible to integrate with the servicepower portal,
It would be great if repairshopr could retrieve tickets from there system and then update there system as we update repairshopr.
Would save a lot of double inputting.6 votes -
Developer Access, Programmer access mode
it would be nice to have a security group for a developer/programmer. I didn't see a way to build this with with is present.
It would be nice to allow a programmer or Developer access to template, API info, html info, templates, web portal setup and so one without any access to client data, other then maybe some sample data for testing.
We would like to hire a developer to make some changes to our templates and such..but need some control to do that in the future.
Also, some way to backup all that data and restore it. I see…
6 votes -
Attaching Lead to Customer Brings in New Contact
If the Lead doesn't exist but I attach it to an existing customer, it would be great to have the option of bringing in the new contact and adding it to the contact list for that customer.
Next, the ticket would use that person as the assigned contact.
6 votes -
Global Admin discrete / incognito mode ( to hide business info form plain view)
As the CEO I need to be a Global admin to manage the business side of things but I also often go into the shop and cover the front desk or whatever needs to be done. The Job of the CEO is to do whatever it takes right..
The problem I encounter is all the extra data that is viewable on my screens, like revenue over the last 30, 60, 90 days etc.
It would be nice to have a simple button to click that could toggle all that extra visible stuff on and off so we could be logged…
6 votes -
Customer turned of SMS notifications
I would like to see if and when a customer has turned off SMS notifications. Sometimes SMS notification are automatically turned off if there is an error in the number. Sometimes my techs correct the number, but forget to turn back on the ability to SMS that customer. I don't want to turn it back on if it was a customer's choice to turn it off.
6 votes -
Canned repsonses from leads and lead history available in tickets
We have quite a lot of email communication with our customer prior to it becoming a ticket. Ideally I'd like to be able to access the canned responses from within leads and then access that communication trail from within the ticket - should it progress to a ticket.
6 votes -
Offer IN-HOUSE FINANCING Payment Option to Generate ADDITIONAL REVENUE
This is an epic idea that would generate additional revenue for RS business owners who want to take on some additional minimal risk by doing their own in-house financing, OR, for RS to make revenue as a reseller if they'd want to consider partnering with a finance lending company!
I usually draw up extensive mock-ups and elaborate explanations of my ideas, but since that doesn't seem to hold much weight, I'm just going to post step-by-step directions of how I think this should work:
- Term lengths and interest rates set in Payment Method settings.
- Customer has a balance/invoice they want…
6 votes -
Link the 3rd Party Part Order to the ticket
Link the 3rd Party Part Order to the ticket and have it show on the ticket that its pending/in transit/arrived - So that we can keep track of what has been ordered vs going back to the logistic panel to find out.
Also make it auto update the ticket to the status for waiting for part ect.
6 votes -
Zone Pricing
Having the ability to set a different price based on our different locations. Example, a price for a repair in New York City would be different than a location in a small mid-west town. Being able to use a formula or percentage to make the change would be great. Having a manual override option would be sufficient too.
This is a make or break option for us whether we use RepairShopr POS system long term.6 votes -
Response emails / Messages to Invoices / Estimates
So we're having lots of issues tracking certain types of communication in RS...
The issue is, when a client responds to an invoice / estimate... there's is little record of that reply. (-_-)/
Sure, it can be found within the invoice / estimate space. But that's not very helpful. We have sometimes several estimates / invoices going out for on client, and sometimes within one ticket. . . thus trying to keep track of all the communication spread about is near impossible with the way it is set up now.
Like leads, and other customer-replies; I believe that replies to…
6 votes
- Don't see your idea?