9 results found

1. Stop auto subscribing techs to tickets when they leave a comment.

   Let them choose when they want to subscribe. The video on feature Friday made it seem like technicians could choose to subscribe by clicking actions and then hitting subscribe. But in reality the system subscribes them automatically to any ticket they leave a note on.

   This means that we now have to leave a comment, refresh the page, click actions, then unsubscribe, as additional steps to leaving a note on a ticket we just want to chime in on.

   24 votes

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   started  ·  Rajesh Agarwal responded

   Thanks for all the votes and comments here, we are going to change this to stop auto-subscribing when a comment is made. Should be able to get that change out any day now.

2. Add "Ticket Worksheets" to PDF/Print drop downs on Tickets

   We recently stopped having ticket worksheets at the bottom of tickets, in an effort to save paper. We only need to print out ticket worksheets once in a while (for customers to review or walk through). However, without the tag added to ticket templates, there's no easy way to print the worksheets.

   A simple and efficient way to accomplish this would be to add a print out of the ticket worksheets as a single document; which could be Cloud Printed or PDF Rendered from the same drop downs that already appear in the tickets section.

   Could you please add "Ticket Worksheet(s)" to the PDF/Print drop downs already on Tickets? It would be simple and easy and make a lot of sense. And this would be highly preferred to adding another button; going along with keeping everything organized as mentioned in this post: http://feedback.repairshopr.com/forums/165658-general/suggestions/11332662

   THANKS!

   We recently stopped having ticket worksheets at the bottom of tickets, in an effort to save paper. We only need to print out ticket worksheets once in a while (for customers to review or walk through). However, without the tag added to ticket templates, there's no easy way to print the worksheets.

   A simple and efficient way to accomplish this would be to add a print out of the ticket worksheets as a single document; which could be Cloud Printed or PDF Rendered from the same drop downs that already appear in the tickets section.

   Could you please add "Ticket… more

   34 votes

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3. Call log in tickets

   I'd like to see a call log option inside of the tickets area. The call log has saved our bacon several times but as far as I know, we can only see it inside of "Customers." It would save our techs a step if they are inside of the ticket already (calling on a diag or update or something) to just be able to do it from there.

   11 votes

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   started  ·  Rajesh Agarwal responded

   We are going to put ticket comments in the communication log, hopefully that helps this one. Let us know if you really want the new manual log entry after this..

4. Allow an RMA to be received with a different serial number

   Here's something I noticed that would be really useful. While running through how we can use the RMA/Returns Manager, I noticed a pretty big shortcoming regarding how serialized products are handled.
   Take a laptop for example -- Upon RMA, this could go a few directions. Perhaps the hard drive is bad; we would receive the same laptop (and same serial number) and all would be right in the land of inventory and serial tracking. Now, maybe the motherboard is bad. Maybe the whole thing is DOA; the vendor may decide to send me back a different laptop entirely. This laptop would obviously have a different serial number than the product initially sent in. However, there is no option in the RMA process of Repairshopr to say, "Yes, I've received an item back from RMA, BUT.. the serial number is different than the item that was sent out."

   Here's something I noticed that would be really useful. While running through how we can use the RMA/Returns Manager, I noticed a pretty big shortcoming regarding how serialized products are handled.
   Take a laptop for example -- Upon RMA, this could go a few directions. Perhaps the hard drive is bad; we would receive the same laptop (and same serial number) and all would be right in the land of inventory and serial tracking. Now, maybe the motherboard is bad. Maybe the whole thing is DOA; the vendor may decide to send me back a different laptop entirely. This laptop… more

   13 votes

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5. The 100% PERFECT SOLUTION for having MULTIPLE Phone Numbers and Email Addresses instead of using SUB CONTACTS !!!

   Introduction: I have been spending the last MONTH brainstorming ideas for how to best optimize/clean-up the issues with sub-contacts not being “real” contacts (as far as the RS system is concerned) (see list of details below). I am very happy to report that I have a 2-stage overhaul solution that will ABSOLUTELY FIX EVERY LIMITATION/PROBLEM that exists with contacts, sub-contacts, and “business” contacts. I’m (almost) not joking when I say I should be paid for figuring this out. I call it: Linked-Contacts

   References: These are the problems that exist that drive me crazy, and I know everyone else hates too:
   - Sub-contacts of a business almost always need to reference data from the “main” contact (office phone, address, etc) which requires entering the same data multiple times into any sub-contacts. This requires excessive re-entry of information that is overridden when a new sub-contact is assigned to a ticket. (http://i.imgur.com/md7lfsx.jpg)
   - Sub-contacts do not pull a CID lookup, even when set as the assigned contact for a ticket. (very annoying)
   - Sub-contacts do not support customized phone numbers other than Phone and Mobile. (very weak. What about office numbers with extensions?!)
   - Sub-contacts of a business often need to exist twice – as an individual and a business sub-contact, even though the info is the same.
   - Sub-contacts have no way to reference their relation (assistant, mother, accountant, co-owner, etc) to the “main” contact (without changing their name, which is retarded)
   - Sub-contacts do not support “sub-businesses” – like companies with multiple offices (eg. separate medical offices with shared staff)
   - Sub-contacts for individuals (like family members in the same home) seems logical, but is super messy and is impossible to keep organized.

   Deduction: I consider sub-contacts to be “piggyback” contacts and are a poor solution to connecting/grouping “real” contacts together. I know this is a serious overhaul of a module, but it CAN be done – and the sooner it’s done, the easier it will be. Sub-contacts as a feature needs to be ELIMINATED, even if that means we have to manually re-enter all data that is currently stored as sub-contacts. I would normally say “depreciated”, but it’s so horrible that I really think it needs to be taken out back and shot.

   Metaphor: Sub-Contacts are Windows Vista, and “Linked-Contacts” are Windows 7. (Okay, enough mean words…)

   Application: Instead of seeing “Sub-Contacts” in another contact’s page (which are required to be created/edited from within that “container contact”) – you would simply be able to “Link” contacts that already exist together (http://i.imgur.com/EbSSEpG.jpg). You could very quickly link or unlink related contacts to either a business “container” account, or even to other individual customer accounts (useful for families).

   STAGE 1 – “LINKED” Contacts:

   1. Every sub-contact that currently exists needs to be converted to a “real” contact – meaning they have their own customer page, their own phone number, their own email address, etc. (In reality, sub-contacts all should have this, but may not because they live in an imaginary world where they are not bound by the same security checks as real contacts.)
   2. Businesses should not be attached to a “main contact”. As it stands currently, the business name is more of a “nickname” for the customer than what it should be – a CONTAINER! A business is nothing without a contact, and most contacts are not the business. (The only appropriate example is a sole proprietorship who never has plans to have another employee – good for them.) Otherwise, businesses are a “folder” for the employees – which are the “files”. (these metaphors are brilliant, I know)
   3. A business and a contact are not the same thing. A business needs to be created differently that a contact. (While I love the convenience of being able to create a contact and have them associated with a business instantly, you should not be able to edit both the contact and the business as one).
   4. Businesses should have their own “customer page” but should not be able to have any data (tickets, estimates, etc) assigned to them directly. The account page for the business would show all “linked-contacts”, along with ALL data (communication logs, tickets, invoices, estimates, etc) for EVERY one of the linked contacts, all in one central place (like a container).
   5. Creating a ticket for a business would force you to choose one of the linked-contacts as the assigned contact. You would not be able to create a ticket just for “The Business”. This would ensure that someone is always responsible/assigned to the businesses ticket.
   6. The business would be allowed to have address(es), and phone number(s) – which would automatically associate to any linked-contact that is assigned to a ticket for the business.
   7. Individual contacts could be used for individuals as a personal account – showing only the contact’s private data (tickets, estimates, communication, etc). However, if a ticket is made for the business (with the linked-contact set as the assigned contact) that data would be linked only to the business container account, and would not show in the individual’s private customer account.
   8. Any ticket/data that is associated with a business account would reference the business’s information, in addition to the linked contact – specifically the CID lookup feature. Meaning, the system would be aware that a ticket is “for” a business “on behalf” of a linked-contact.
   9. Business “container” accounts would be able to link to other business container accounts – useful for businesses with multiple locations, but different owners (like franchises). You would be able to see that a call may come in from “Taco Bell Largo” but it’s actually going to be billable to “Taco Bell St.Pete”, which is part of the same franchise, but has a different owner and set of assigned contacts – which would help eliminate accidental association with incorrect contacts.
   10. Individual accounts could benefit by linking multiple family members together. Even if they don’t live together, it’s nice to associate people who are part of the same family – especially when they sometimes pay for other family member’s invoices.
   11. Although families would not be a part of a “container” account (like a business), you would have the ability to view ALL data related to all of the individual linked-contacts – in case one of them is referencing a ticket for a family member. This would be very helpful for cross-referencing work across different accounts.

   ***** SEE COMMENT SECTION FOR CONTINUATION OF “STAGE 2” (ran over text limit) ******

   Introduction: I have been spending the last MONTH brainstorming ideas for how to best optimize/clean-up the issues with sub-contacts not being “real” contacts (as far as the RS system is concerned) (see list of details below). I am very happy to report that I have a 2-stage overhaul solution that will ABSOLUTELY FIX EVERY LIMITATION/PROBLEM that exists with contacts, sub-contacts, and “business” contacts. I’m (almost) not joking when I say I should be paid for figuring this out. I call it: Linked-Contacts

   References: These are the problems that exist that drive me crazy, and I know everyone else hates too:… more

   185 votes

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   started  ·  Rajesh Agarwal responded

   We recently added multiple addresses, more to come.

6. Improve the Purchase Order system

   The Purchase Order system is only half finished to really make it useful it should generate sequential PO numbers which we would send to our suppliers, then we should be able to track it for goods arrival and checking off the delivered goods. Then depending upon our supplier terms it should track the payment due date and allow for entering payment details when paid. Then similar to the sales synch with QuickBooks it should update all the order and payment details within QuickBooks, so alleviating tiresome repetitive entries.

   92 votes

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   started  ·  Rajesh Agarwal responded

   Hey everyone – we have added the “Sync to QuickBooks Online” bit for beta_testers, if you are not a beta tester currently, you will get this feature in a couple weeks. We are not accepting new beta testers at this time.

   For those of you that are beta testers, please visit QuickBooks settings in RepairShopr and select your Accounts Payable account for PO’s to sync to in QB and let us know here in the comments what feedback you have for it!

   Thanks!

7. Unconfusing the emails and CC emails.

   When a customer sends an email in to Repairshopr to create a ticket there is no reference made to anyone that was CC'd on that email and replies do not get set to additional people. Please include any CC'd people in the additional email fields when creating a new ticket, and have those names listed in the Ticket Info and have a field in the comments area showing who each comment was sent to.

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8. Title Tabs for ALL pages including Vendors, Employees, etc.

   I am regularly accessing all kinds of internal content pages in RS, especially stuff like our Vendor data (we keep everything in RS), employee information, inventory costs/prices/sources, and more. The recent update where all tabs contain the information like Customer Name, Ticket Number, and Invoice Number is SUPER helpful. Can you please upgrade other pages like Vendors and Employees to contain the Vendor Name and Employee Name rather than just saying "Vendors - MyCompanyName" and "Administration - MyCompanyName"?

   Thanks!

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9. bundling or packaging items on the fly

   preparing a bundle in advance for sale is nice maybe if you are selling flowers or coffee. in our business we often group several items together on the fly when creating an estimate for a customer. you should be able to select two or more items create a package. you should be able to view your cost and then insert a sale price for the package. when you print or email the quote the customer would see only the package price not the individual line item pricing.

   37 votes

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   started  ·  bobby responded

   Work has been underway on this and it’s nearing it’s release window of March 2021 (this month) pending final QA.