General
3762 results found
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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?
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5 votes -
File upload option for the embedded code
Hello,
A good option to add for the Check Ins Embed Code is file upload so that the client can upload a snapshot of the device or screen snapshot.5 votes -
Different disclaimers depending on issue types required
Currently I can only see a way to have one disclaimer. Now thats ok if you only perform one type of repair but with phones, tablets,laptops, desktops and so on each can require a different disclaimer depending on the issue type and you can just have one really long disclaimer covering everything.
Could we not have a different disclaimer for each issue type?
This would make it so much better.5 votes -
Ability to make payment right from emailed invoice.
Not all of our customers are assigned Portal logins, there are residential client who pay annually and only see our invoice when it's email on their renewal and of course they will not remember the login or password if I gave it to them. They need easy payment right from the pay button on the email. Oh yeah if they did have a login and forgot there password or login a forgot password or Reset password at the portal login would help.
5 votes -
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
5 votes -
Multiple sub-accounts under main customers
We have several accounts with multiple locations and need to keep all separated and under the correct sub account, not grouped under the main account when transferred to QBs.
5 votes -
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.
5 votes -
recur dashboard - create new recurring invoice from dashboard
Can we have a button to create a new recurring invoice from the recur dashboard.
5 votes -
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
- Ability to store these files (usually PDFs) on the inventory item itself. This would let me easily store and the documentation.
- 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…
5 votes -
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…
5 votes -
rename attachments
Customers often send us email attachments with generic names like Scan0001 or whatever their copy machine defaults to. It would be nice to be able to rename the attachments on the tickets so we can identify what it is. It gets very confusing especially when we have a few documents attached to a ticket, and downloading them, renaming them, deleting the old one from the ticket, and re-attaching is very tedious.
5 votes -
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!
5 votes -
Add leads to the mobile app. Nowhere to be found.
Add leads to the mobile app. Nowhere to be found. Also push notifications to the device that has the mobile app when they get a lead.
This way when I get an email about a lead, I can respond in the lead area instead of outside RepairShopr in my email box.
5 votes -
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.
5 votes -
Inventory Adjusting
We are a Small Business and we lease equipment to other small businesses. it would be nice to be able to adjust our inventory manually or have a leasing category to move inventory over to manually when customers will be leasing equipment from us.
5 votes -
Contact sync with Hubspot CRM using PieSync.com
Would like to see RepairShopr have a more direct contact/company sync with Hubspot CRM. Right now it is only supported through Zapier when a new customer is added to RepairShopr, a Zap can be run, to create a new contact in Hubspot CRM, however it is not a true sync if data changes in either system.
Would like to see RepairShop support PieSync.com, which is a true synchronization tool that would allow us to sync our existing customer data with our prospecting data in Hubspot.
Hubspot provides more features from a CRM perspective when prospecting new clients than RepairShopr. We…
5 votes -
I want an automated way that if an estimate that is over 10 days old is re emailed and notifies the creator of the estimate as well
I would like to have the ability to send emails triggered based on aging estimates so that it will re send the estimate to the customer with a "Just a reminder, we are going to start charging you storage" message and remind the estimate creator to make a follow up call.
5 votes -
Add internal notes section on invoices
when doing AR there may be mutlple times that I follow up on payment and it would be nice to make internal notes on the invoice so that I can see the last time i tried to collect.
5 votes -
Toggle for "taxable" on Ticket charges
We need the taxable checkbox on the "Add/View Charges" menu to be checked off by default or even gone all together. The only thing in our state that is non tax is diagnostic fees and I've added an inventory item to handle it. I've lost a few hundred dollars this year because of this.
5 votes -
Update the font color in month to date stats for a Dark Mode. It is currently still dark
Really like dark mode. Nice on the eyes, especially at night. The font color does not change inside the leftmost pie chart on the dashboard.
5 votes
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