General
3762 results found
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Portal user page update
In the portal user page it's rather unclear how exactly to create the "Admin" user. I found that you have to set the contact to "empty" in order for this to work as expected. Did not see this documented.
1 vote -
Email rules on email content
It would be good to have email rules that can act upon the content of the emails. I get lots of leads generate from 'out of office' replies. I would like to delete any rule that begins "This is an out of office notification..."
6 votes -
link contacts
We offer a repair service for production managers that look after several businesses each which needs their invoices billed out to their relative venue.
An example would be 'John Doe' is associated with 3-4 different businesses on our system and would like to link him (number & email) to those 3-4 business.
Maybe it could work at the point when adding a contact to a business it looks up a table of existing contacts on the database and autofills the details in.
From a 'Contact module' you could then edit/revise the links if the person has left the company or…3 votes -
Option to mark Restricted Access Tickets
I wish there was a way that I could create a ticket/customer and only have it see-able from my account (Global Admin) and the assigned tech. We get a lot of customers that are scammed online and are very hesitant at giving any personal information even when I tell them it's only view-able from our tech's.
Certain clients (Companies, doctors, etc) have confidential work orders that are always assigned to the same tech to ensure data is as secure as possible. This can cause several issues, when the tech wants/needs to remember details but can't write notes that are viewable…
4 votes -
Simplified Ticket URLs
As seen on the Dashboard, /t/(ticketnumber) already takes you to the ticket number specified, but the URL is redirected to /ticket/(randomnumber) when you go to the page. If the default URL on the ticket page were /t/(ticketnumber) it would greatly help communication. You would be able to copy/paste the URL and be able to see the actual ticket number without opening the ticket.
2 votes -
Add a Captua to Leads request
We've been getting a ton of spam leads through the leads module. Could you please add the option to have a capture so that bots can't easily send us spam? Thanks!
3 votes -
Ability to Change the Device Type (ATT to Unlocked)
Right now it is a nightmare to change a device from ATT to unlocked. If we purchase a device from a customer and accidentally purchase it as a network specific device and then get it unlocked, there is no easy way other than to refund the original customer purchase and repurchase the item back.
14 votes -
Institute field consistency (esp. customer/business name) in report CSV files
The two specific reports I reference are tech hours and pending ticket charges. You can't easily do a sort and cross-reference, because the pending ticket charges CSV has three fields: first name, last name and business name, whereas the tech hours CSV has a single field, Customer Name, which is first name and last name concatenated, and no field for business name.
2 votes -
Logistics - Search needs to search all pages
Currently we have 4-6 pages of logistics at any given time. The search bar only searches the page you are on and not ALL of the logistics.
1 vote -
auto-complete address ticket workflow
It would be great and time saving when the auto-complete address olso work in the ticket workflow, now it only work when creating new customer. We have 5+ workflow so it will save for us a ton off time
1 vote -
make it so that we are able to select from a company's contact list for ticket CC's rather than having to type them in manually.
It's pretty self-explanatory.
1 vote -
It would be nice if there was a phone call management module that integrated with Repairshopr.
We log all incoming and outgoing phone calls. Not all of them are for repairs. Having a phone log / call database type feature that could be used for both non repair calls as well as repair calls. A phone call from the call log could be potentially turned into a ticket. Otherwise, when the phone call issue was completed, the ticket for that phone call could just then be closed.
1 vote -
Allow direct syncing with Apple Contacts via iCloud.
We utilize our contacts in many areas of our business and automatically sync these contacts with other apps and features. We would like to be able to also sync our Apple Contacts to Repairshopr contacts. That way, if an employee enters a new client in Contacts, this new client data is automatically sync'd with RepairShopr. It would be equally fantastic, if Repairshopr can also sync the other direction. If a new client is entered into Repairshopr, it is then pushed back to Apple Contacts.
1 vote -
Task oriented workflow similar to Trello.
Is there a way to use Workflow to list tasks inside a ticket and any technician can mark completed
3 votes -
Make Kabuto customers more obvious
When browsing through customer listings or currently open tickets, it should be very obvious which customers are being billed for recurring managed services like Kabuto (or 3rd party programs like Solar Winds, etc).
During the intake process, we search the customers phone number and link to their customer profile. At this point, a small purple Kabuto logo could be shown near their name that links to their Kabuto information. "Oh I see you're on one of our managed service plans, this service should be covered!"
When a technician takes over on a ticket, the Kabuto badge should be listed along…
1 vote -
Bring Back the Fast invoice
It used to be very quick to create invoices. After you were filling the customer details it would've created the invoice straight away. Now you go create invoice and instead of sending you to the invoice screen you get the screen with the customer details and then you need to click on create invoice again. Thanks.
3 votes -
Stocktake Lists
When creating a stocktake "list", there should be an option to add separate items, not just groups
6 votes -
Complete Dropbox Sync
Ok, We already have it where we have a live backup of our data put into our dropbox. So the ability to link dropbox is already there.
Currently, we have to use Zapier to create a dropbox folder for each ticket we make, it would be great however if we can have it so when we upload an attachment to a ticket it would go directly to that dropbox folder, as well as the ticket paperwork and invoice. Current it is a hunt and find situation and we use dropbox business to sync tickets and invoices among all our guys…
3 votes -
Remember the customer in Custom Widget
It would be great if the customer that have to fill out the "customer info" fields did'nt have to fill out the entire form each time. Maybe it could be some kind of "Remember me" function that saves the info.
Some of our customers has to fill out these forms several times each day.
1 vote -
Show information boxes in Custom Widget
We would like to show information boxes for the fields to explain for the customers exactly what we mean when they are showing a dropdown or text fields with options.
1 vote
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