General
3763 results found
-
restore admin access to Client Portals
From our repairer logins we could click customer online profile to view customer's portals, our logins no longer have access to view their portal "Sorry, invalid credentials". Please restore this feature with our logins.
3 votes -
email addresses
I have customers who have 'domain.net' email addresses. These don't seem to get validated as email addresses and therefore I can't send them emails from tickets. Can we include '.net' as a valid email extension, please?
3 votes -
Add the ability to add customer notes historically
Often, I make notes for customers.
For example, I may add a note today to say that I changed an email address password. Not a ticket issue. More for my records.
Then, a week later, I may add another note regarding something else.
It would be great to see a list of historic notes just like tickets.
Rather than just one long note with manually entered dates within it.3 votes -
customer portal collect email if not provided
It would be great if a customer that does not yet have an email could still login to the portal through the Widget. I have the widget on my site and it would save me a ton of time entering emails with customers or trying to collect them in person when they can just be collected if the user wanted to check their status. Add email verification there so we stop having typos from the in person collection.
3 votes -
Allow Re-Arranging of Items Within a Bundle
When configuring a system assembly part list into a bundle item, it's important that the parts always fall in the same order.
Chassis
Power Supply
Motherboard
CPU
RAM......etc
Just as with a checklist, this order creates consistency and lowers the chance of omitting something.
Currently, without the ability to rearrange the items' order in the list, there's no ability to have a standard configuration that can simply be cloned and modified in to make minor changes. Instead, if any item needs to be changed, the order of the list is lost. Having the ability to rearrange the items within a…3 votes -
Ticket Creation from Asset Mobile Scan
I would suggest making ticket creation of/from a particular asset available from the mobile app. In this way once you have scanned the barcode through the app you can Link the ticket to an asset like you can already through the desktop version. Then if you go out to a customer you can use the mobile device start to finish.
3 votes -
lead conversion report
Report to show number of leads and how many have been converted over a selectable time period
allows you to see number of converted leads/total leads by week or month for the last X months
currently you can see current and last month on the leads header so this should be a simple implementation that allows you to see how affective you are being on lead conversion without taking manual figures every month
3 votes -
When a customer replies to an estimate or invoice can a notification be given on the respective tab at the top of the UI?
When a customer replies to an estimate or invoice can a notification be given on the respective tab at the top of the UI? There is sometimes a red dot with a number on the leads tab. Can something like this be done for all the others as well so customers are not falling through the cracks or replied to late?
A notification When a customer replies would make my life a lot easier.3 votes -
bulk item discount (price teiring)
When a customer is bulk purchasing allow an auto discount price
3 votes -
Redesign the ticket dashboard and/or create a trello like project mangament UI
Been trying to use the ticket dashboard for 2 years for project management of all the repairs and flow of executing the repairs daily, however it just seems to not click for me. Perhaps I'm unaware of something else to use, or different way to use the dashboard, but recently came across trello, and started using this for both companies I own and operate daily. Had a lightbulb when I I was using this repair board I made for hte shop, that it'd be insane awesome addition to this already amazing CMS ticketing and more system. Would be one more…
3 votes -
make the boxes for serial numbers longer
When checking in parts from a purchase order, if adding a serial number to the part, the box is rather short, and you cannot view the whole serial number without scrollingto the side. Make the box a little longer so you can add longer numbers.
3 votes -
Change values in recurring invoices
Please can we have the ability to change the value globally of the item in the recurring invoice
Lets say we have 1000 Office 365 customers, Microsoft increase their price by 10%, we need to be able to pass this on and change our price.
There is no such option to do this- apart from change 1000 individual entries.
It also would be useful to price change say increase the price by 5% per year
Thanks3 votes -
Toggle for QB customer override
When RepairShopr is synced with QB it now changes customer information that has been set up in QB if it doesn't match what is in RepairShopr (change happened during an update in Nov 2018). It would be great to have a toggle where we can elect to have this information changed or not like we have for syncing payments.
3 votes -
Allow Creation and Edit of Appointment "END DATE"
Our appointments are almost always more than 8 hours. Most last more than a few days. We would like to see another field (Date Picker) for appointment "End Date" when creating or editing an appointment. I don't know the actual database record contents but I believe it calculates an "End Date" & "Time" from the duration slider or from calendar adjustments. We just want to be able to pick the date/time when creating the appointment. Right now we have to create the appointment, link to google calendar, adjust it in google calendar, then let it sync back. it gets really…
3 votes -
CRM - Infustionsoft Integration
Infustionsoft has become a great CRM. Integration would be great.
It sucks when we call and places like Infusitonsoft recommend we switch to ConnectWise because they have integration with them. I say screw them, we use RepairShopr.
3 votes -
Emails based on templates should display the whole email not just custom text input
When sending Invoices and Estimates we currently have a box to type in Custom text. The problem is that I may want to slightly customise the template wording on the fly for a particular email, or I forget what the current template actually includes and often waste time checking the template before I send.
If there was a "Preview" email function which showed the full email layout including tags converted to data, which happens in the background anyway, it would be awesome and a great time saver.
3 votes -
slideshow, navigation controals, media grid for multiple images
It would be nice when you have multiple images for a work ticket, estimate, invoice to have a option to scroll through multiple pictures quickly such as a slideshow and navigation buttons instead of having to close and open each image 1 by one. Can be a hassle when you have a lot of images.
3 votes -
Freeagent Integration
We are desperately looking into a new repair tracking system. RepairShopr appears to be one of the better ones. but we don't want to change from Freeagent to Xero. I know its been asked a few years ago, but is there any further development on this? Ultimately for us, this will be the main deciding factor in purchasing RepairShopr or not. as the work involved moving from Freeagent to Xero is huge.
3 votes -
Attach internal knowledge base articles to ticket
Adding a feature to attach the knowledge base article used.
Possibly adding an ACL option to make it a required ticket item for either user types or maybe even based on issue type.This would be extremely beneficial for assuring Quality Assurance and reporting
3 votes -
Notes when closing register
I'd like to see a notes section when closing the register that is visible on the Z report. Sometime the till doesn't balance our staff will write on the printed copy why. Going back through manual print offs is time consuming when going through old records
3 votes
- Don't see your idea?