General
3762 results found
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Linking the invoice/estimate replies to the ticket - Centralize all communication to the ticket
Its time to centralize communication from our clients.
Linking the invoice/estimate replies to the origination ticket needs to happen because it would simplify communication flow when receiving client communications.
Have you asked yourself these questions?
Why can’t the invoice/estimate response be as simple as when a client responds to a ticket?
Wouldn’t it make sense to push all of a conversation to the ticket that the invoice/estimate is connected to?
Simplification solutions
- What happens if a client is responds to an invoice (such as a recurring invoice) without a ticket. a. Solution: The response email to the leads area as…
5 votes -
Schedule Quickbooks synch
The Quickbooks Synch works good, too good sometimes. When someone posts an invoice as a Credit Card transaction, but then we to fix it to reflect check or cash a few minutes later or hours later, it shows up in QBO as Credit Card and does not change. When doing a deposit, we have to manually change them, again. It would be good to be able to have the option of only sending to QBO on a schedule or once a day.
5 votes -
clone option for Inventry would be very useful....
When creating similar items ability to have clone option would speed up the process greatly....
5 votes -
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.
5 votes -
Add More Accurate Cost on Purchase Orders
We should be able to edit the "Total Cost" on purchase orders because some items are past two decimal points. We ordered an item that totals $14.90 for a quantity of 12. The actual cost is $1.2416666 which the system will only allow $1.24 which only comes to $14.88 which doesn't match so I had to add random cents to make it work.
5 votes -
there should be a way to move estimate or invoice charges to a linked ticket
Charges should be able to be copied to a linked ticket so if we make an estimate or invoice, say for a new system, then open a ticket to do the work involved in installing, the equipment charges can show up there, indicated that they are already invoice, just for consistency purposes.
5 votes -
have a setting on the invoices screen to default to unpaid invoices
I would like to be able to set a default screen to view just unpaid invoices by default when opening the invoices screen. Would also be nice to have saved search capabilities there as well so I could bring up all the paid or unpaid invoice for a certain client or group of clients I look at frequently with ability to save such a search.
5 votes -
Update ticket status from new ticket comment
When adding a ticket comment, we would like the ticket status to automatically update (which it already does in some cases) and directly match the Update Subject/Update Type. For example, if "Diagnosis" is selected, not only would that update the Diagnostic step in the Progress, but it would also update the ticket status to "Diagnosis". Or, if "Parts Arrival" is selected, then the ticket status would update to "Parts Arrival".
It would also be beneficial if we could add additional options to the Update Subject/Update Type and have those automatically update the ticket status when used as well.
5 votes -
Add a Saved Customer Search for 'referred by' searches
I will be attending an event where I will gain customer leads and would like to market to them after the event. I would like to add them to a custom referred by tag then save the customer search for use in Marketr
5 votes -
Vendor Name Sorting
Alpha sorting of Vendors Names or the ability to customize the vendor name sorting order would save time trying to find a vendor name that is currently in a list of random order.
5 votes -
Analytics for Marketr campaigns in RepairShopr
It would be very useful to have better analytics for Marketr campaigns:
Which email addresses have opened the campaign emails, and when
Which links have been clicked within the message.
I.E. in a similar vein to MailChimp.
5 votes -
Have labor items that do not count against block time
We have some customers which purchase a monthly plan involving unlimited remote support. We still want the ability to track our cost in providing this service, by utilizing the ticket timer, but we don't want to deduct the hours from the customers block time (that is reserved for onsite support.) How feasible would this be to implement?
5 votes -
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
5 votes -
I see you have MAXfocus integration and plan on adding N-able by N-able by SolarWinds, any plans, interest, votes, for adding Continuum RMM
We rely heavily on Continuum's RMM tools, they also provide Remote Help Desk Support for our clients. I would even be open to exploring a joint effort, in order to create an in depth integration with your platform. I have a small team of developers that I can have work with your developers to accomplish this.
5 votes -
Credit Card Autopay Option
I would love customers to be able to view their dashboard and add a CC to be remembered so they can either set an autopay limit for when an invoice is under that amount it is approved to be payed automatically or so that it will be more convenient for them to at least add their CC at will so we just have to call them to make sure the payment will be fine with them and we don't need to collect CC information each time.
5 votes -
Clone Products
When we have multiple products with the same supplier, almost idential name/description, same category etc, it would be brilliant to be able to CLONE an existing item to make life so much easier.
Also, an ADD NEW PRODUCT button visible on product editing pages again to make life easier rather than going back to Inventory Main and taking it from there.
Phil @ PC Clinic Technologies Ltd
5 votes -
Make it easier to remove or modify a payment on an order
Sometimes when we are in a rush when doing a checkout on the invoice screen, we might accidentally hit cash instead of credit card. We would like the option to easily edit or remove a payment directly from the invoice screen.
5 votes -
disable products and/or mark as clearance/eol/discontinued
At the moment we have to disable items one by one, and if you are running a search it then takes you back to inventory page and not the page you was on. Could we not have an additional button on each product page to allow disabling from there - as the only way is currently from an Inventory listing. *Similar things have been mentioned before I notice.
Secondly, why not integrate a few checkboxes within the products so you can mark them as clearance, end of line, or discontinued? Would also be good to be able to then search…
5 votes -
More CRM features - manage mailing lists - better sorting options
It would be very nice if there was a much more robust CRM in RSr, really expand on the “LEADS”. We currently keep our mailing list in a FileMaker Pro DB so we can mail out postcards, call prospects and maintain those notes. RSr has nothing to support this at all. It would be nice to import all our "Postcard" mailing prospecting list into RSr and have that phone calling log..and fields that would support more of a sales and marketing function, setting appointments, reminders to call, notes about what the clients have talked about etc.
it would also be…
5 votes -
Custom fields for phone numbers
Within the customer page and their listed phone numbers, the drop down menu that has "office,home, cell, etc" is not enough. With customers who have individual cell phones and other office lines and stuff, custom fields would be AMAZING. Please add a little field next to each number that lets the user just type in a custom name or description.
5 votes
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