3763 results found

1. allow sorting on stockout

   The stockout page would be much better if we could either sort or choose to only view by vendor/category. This would help me a ton since I order from so many vendors and have so many different items.

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2. Part Search on Purchase Order page

   On the purchase order page it would be good to be able to search by part number and it pulls all purchase orders with that part on it so we can quickly find orders. I know this is already on the product page itself but would just keep things contained

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3. More Domo Reports for MSP's

   Would be nice to see more MSP based reports. A few examples.

   Revenue by Technician - Technicians do not bill in our scenario so all revenue shows by our accounting gal
   Profit by Technician - Again technician will not be generating invoices
   Hours by Technician - Would be great to see both billed and unbilled by period of time
   Parts Revenue by Technicians - again not who billed who created

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4. Add the product photo url to the inventory export csv

   Add the product photo url to the inventory export csv for easy online management

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5. Dedicated Kiosk Printer

   I have a location that takes in computers for me to repair, i go by once or twice a day and pick them up. I would like to see the ability to have a label and/or receipt print at that location on completion of my Kiosk widget. This way a customer can come in, enter their information at the kiosk, then the label, receipt, and/or ticket prints when they press the submit button. On my redirected confirmation page they see instructions to place the label on the device and take the ticket receipt with them. To take it a step further you could give the option to print 2 or 3 labels if they have AC adapters or accessories.

   I have a location that takes in computers for me to repair, i go by once or twice a day and pick them up. I would like to see the ability to have a label and/or receipt print at that location on completion of my Kiosk widget. This way a customer can come in, enter their information at the kiosk, then the label, receipt, and/or ticket prints when they press the submit button. On my redirected confirmation page they see instructions to place the label on the device and take the ticket receipt with them. To take it a step… more

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6. Allow invoice to add parts/labour from dropdown/category.

   The invoice screen seems to be missing the feature where you can drill down on the category and hit search to choose an item?
   It would be nice to replicate the way the inventory search works.

   As an example, lets say we have separate inventory items for 30 different types of Mac repairs (we might be doing this for reporting/Domo integration)
   How can the tech be expected to know what to search for, or what other type of repair meets the work they have actually done?
   Allowing them to search and narrow down by categories would be good.
   or am i missing something.
   (Cant easily upload a screenshot to this feedback system, shame)

   The invoice screen seems to be missing the feature where you can drill down on the category and hit search to choose an item?
   It would be nice to replicate the way the inventory search works.

   As an example, lets say we have separate inventory items for 30 different types of Mac repairs (we might be doing this for reporting/Domo integration)
   How can the tech be expected to know what to search for, or what other type of repair meets the work they have actually done?
   Allowing them to search and narrow down by categories would be good.
   or am… more

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7. Ability to add blank lines in between line items on invoices

   It would be nice to have the ability to add blank lines in between line items. At times it's easier to read for some folks, instead of having a huge block of numbers and text.

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8. Make it easier to remove a recurring invoice or contract

   Currently, I find it way more difficult than it should be to remove a recurring invoice or a contract when inside a customer's detail page. Some of them I may want to leave around, but many I want to remove if they cancel a subscription.

   The main problem is that there doesn't seem to be any sort of option in the Customer Detail page, or the Contract/Recurring invoice screen itself.

   The only way I see to remove a recurring invoice/subscription is to go into invoices > recurring invoices and then find the invoice and remove it. (same thing for contracts). This takes a lot more clicks than it should. It would be much easier if we could remove the contract or recurring invoice from inside the customers details page, there is a + sign there right now, why not a - sign to remove it? with a prompt "are you sure?". (the - sign could be for admins only so techs can't accidentally delete them).

   I'd even take something as simple as a "delete" button inside the Contract or Recurring invoice for now.

   Currently, I find it way more difficult than it should be to remove a recurring invoice or a contract when inside a customer's detail page. Some of them I may want to leave around, but many I want to remove if they cancel a subscription.

   The main problem is that there doesn't seem to be any sort of option in the Customer Detail page, or the Contract/Recurring invoice screen itself.

   The only way I see to remove a recurring invoice/subscription is to go into invoices > recurring invoices and then find the invoice and remove it. (same thing for contracts).… more

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9. Add Ticket Type Self Service to ticket automation

   We have the self service feature on the site and when someone creates a ticket we need to edit some of the items and also send a canned response. I would love it for someone to simply add the self service into the ticket automation so that when its triggered I can then send the customer a canned response via the rule.

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10. Workflow Clunkiness- More Streamline for Deposits on Diagnosis

    How do you propose to show people the terms and conditions that they have to sign on intake? I know you have the topaz signing things but with those.. on intake they will not see anything that they are accepting terms and conditions for. They will only sign the topaz and not be able to see and scroll past the terms and conditions and then sign.. The only way I can think it would work would be 1 of 2 ways.

    1. put a separate touch screen monitor on the other side of my computer (facing the customer) so the customer can see the terms and conditions on the monitor in front of them, they scroll through the T&C and then sign
    2. Do the intake form though an iPad, Once we start the initial intake Ticket form to start the ticket.. have them scroll past and sign the terms and conditions (since iPad does not take payment) then go to the computer and pull up the ticket that was just created, go to deposit and get them to pay. (if they pay with a CC they will then sign on the Topaz to authorize charges. When they return to pick up the repair we will pull the ticket up on the computer (not iPad) and process the rest of the charges.

    Both ways seem like they are kind of clunky in the workflow. It seems like I’m clicking in one place then swapping to an iPad, then back to the computer etc. It seems like its messing up the whole streamline workflow process like that. Is there a better way to go about it?

    I will give you the rundown of how my store works (as well as most of the computer and cell phone stores that I know of) and you tell me the best way to operate RS so it works for that workflow.

    Hey customer walks in the door they have a broken iPhone six, they are a new customer, And we cannot see a picture on the screen. So how the workflow works as we will tell them the diagnosis is $25 and that have to be paid upfront. Within will go into repair shopper and create a new ticket. Once we finish with the initial ticket set up we then have to either drag the window that RS is open in to the external touchscreen monitor to show the customer the terms and conditions they're signing for.. Then wants and they sign the terms and conditions then we have to go and take a deposit from the customer and get them to sign again. Now if for using an iPad to do this we'll have to start initial set up through an iPad get them to sign it by handing them the iPad then once they assign the initial ticket release form then we take the iPad back from the customers and then start clicking around on the computer so we can take the deposit swipe their card on the Topaz signing thing.

    Optimally we would like to have it all done through one System rather than having to swap back-and-forth from iPad computer. As well as swapping from ticket screen to invoice or deposit etc.

    Ideas of how to solve: integrate payments into the ipad app so I can do it all through the ipad.

    (side note) It would be nice to have an integration for automated "Ticket Label" to be printed on creation of ticket. That way I can just stick the sticker on the device and my Tech's can just scan the barcode to pull up, identify and start diagnosing/ Repairing.

    How do you propose to show people the terms and conditions that they have to sign on intake? I know you have the topaz signing things but with those.. on intake they will not see anything that they are accepting terms and conditions for. They will only sign the topaz and not be able to see and scroll past the terms and conditions and then sign.. The only way I can think it would work would be 1 of 2 ways.

    1. put a separate touch screen monitor on the other side of my computer (facing the customer) so the customer… more
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11. Add Manufacturer as a field for Inventory

    I cant believe Manufacturer is not one of the fields in the inventory area. Seperate from Vendor !
    Also it would be nice to be able to customize the quick order field in purchase Order to allow pertinent information to your business !

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12. Consider this company for the catalog of parts sellers

    It would be possible to consider adding to the catalog of parts suppliers to this company, ipart2.com, gadgetfix.com. They have good prices, fast delivery time and good quality.

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13. Customers and Assets - ability to color code or add icons

    Would be great if we could add icons to customers and assets. This could be used many ways. Here's one that illustrates it well.

    A customer calls in. They say they're from XYZ Corp. I start to create a ticket and as the customer comes up I see a couple badges that show they are an RMM customer and that that they have a certain type of agreement. As I add the asset, I should be able to see icons telling me if that specific device is on the RMM. These could be custom fields on the customer and asset that show at ticket creation (are assigned an icon).

    A bonus would be if the integration from RMM tools automatically kept some of this up-to-date, but that isn't 100% necessary.

    Would be great if we could add icons to customers and assets. This could be used many ways. Here's one that illustrates it well.

    A customer calls in. They say they're from XYZ Corp. I start to create a ticket and as the customer comes up I see a couple badges that show they are an RMM customer and that that they have a certain type of agreement. As I add the asset, I should be able to see icons telling me if that specific device is on the RMM. These could be custom fields on the customer and asset… more

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14. Report schedule time to match country location

    I'm currently waiting for our first end of month reports and its obviously become apparent that they will only trigger and run when its the 1st of the month on the west coast of US some 8 hours behind. Also i know your servers are likely overloaded with reports all landing/running at the same time.

    So would it make more sense for both us the clients and to spread your server load if the reports were running based on the registered country/time zone? This would help you massively for load issues and improve delivery time for your clients. Win win?

    Joe :)

    I'm currently waiting for our first end of month reports and its obviously become apparent that they will only trigger and run when its the 1st of the month on the west coast of US some 8 hours behind. Also i know your servers are likely overloaded with reports all landing/running at the same time.

    So would it make more sense for both us the clients and to spread your server load if the reports were running based on the registered country/time zone? This would help you massively for load issues and improve delivery time for your clients. Win win?

    … more

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15. Linking RMA to ticket

    It would be nice to be able to link an RMA to a ticket. When you go to create a new RMA it does not give you the option to attach it to any ticket.. however, if you go to an open RMA and click “view” it shows a spot where a ticket/invoice/purchase order can be referenced but I see no way of inputting any of that info. It would be helpful if the techs could check on the status of an RMA either based on tracking or notes that I can put in there

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16. Beta: Automatic External Comments

    When a ticket is created, it automatically sends our description to their email address if it's on file. Comments made on the ticket default to external and it is so much more helpful to have it default to internal and have the option to email it to the customer.

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17. Allow Attachments on Inventory Items

    Hey guys, I have many items that require datasheets or other files with them. I need to include these on every estimate I send a customer (B2B) with those items attached.

    I'd like 2 things

    1. Ability to store these files (usually PDFs) on the inventory item itself. This would let me easily store and the documentation.
    2. Ability, predicated on the above, to easily add this documentation when I'm sending an Estimate with this item on it. For instance, being able to go up to Email Estimate and having the files available with check boxes to include if I'd like.

    This should help any company who is trying to win bids or to convince a customer to buy a product, as well as companies in more technical fields such as mine (safety equipment repairs and sales) where the customer often requires datasheets and brochures as part of the quote. It also helps us to formalize our business systems, as there's less chance of them forgetting to attach the correct documents to an estimate if they're right there automatically brought in by the items.

    Thanks for taking the suggestion. I know the major needs of the system come first, but this is something I could see helping everyone. Please let me know if you'd like additional clarification.

    Best regards,

    James

    Hey guys, I have many items that require datasheets or other files with them. I need to include these on every estimate I send a customer (B2B) with those items attached.

    I'd like 2 things

    1. Ability to store these files (usually PDFs) on the inventory item itself. This would let me easily store and the documentation.
    2. Ability, predicated on the above, to easily add this documentation when I'm sending an Estimate with this item on it. For instance, being able to go up to Email Estimate and having the files available with check boxes to include if I'd like.

    This… more

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18. Create and Organize Tickets Using Tabs

    Tickets can become quite burdensome when all stacked up. Could you implement tabs for tickets? Admins could create custom tabs, and users could sort similar tickets into these tabs. Like the tabs on a browser.

    Imagine all the tickets that are sitting around waiting to see if someone gets back to you being in a separate tab (our of your hair). Or all the tickets which are already scheduled for next week in a separate tab (out of your hair).

    Right now it is like trying to browse the net without a tab enabled browser.

    It's a simple concept that shouldn't be too hard for the Dev's to implement, but it has huge potential for organization and improving workflow performance.

    Tickets can become quite burdensome when all stacked up. Could you implement tabs for tickets? Admins could create custom tabs, and users could sort similar tickets into these tabs. Like the tabs on a browser.

    Imagine all the tickets that are sitting around waiting to see if someone gets back to you being in a separate tab (our of your hair). Or all the tickets which are already scheduled for next week in a separate tab (out of your hair).

    Right now it is like trying to browse the net without a tab enabled browser.

    It's a simple concept that… more

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19. allow me to choose (a default) for how my comments are handled

    can we get an option to be able to select a default for the way our ticket comments are handled? ie. instead of the comment being automatically emailed out to my clients... We would prefer to have them default to PRIVATE NOTE. That would be nice to keep our private internal comments to ourselves instead of unintentionally sending them out to our clients!

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20. Filter by Issue Type in the Dashboard

    Similar to customizing colors and hiding tickets by Status, it would be very helpful to do the same by Issue Type.

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