General
3762 results found
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Ticket Changes
In the event of a warranty repair, or the same device coming back for a second repair, would it be possible to have an option to ‘clone’ a ticket to save time?
3 votes -
Inventory Shortfall
When viewing the history of an inventory item, is it possible to access a log of the invoices that the part was added to, rather than just a time stamp and the technician that used one?
3 votes -
daily invoice report by tech
I need a simple report showing what was invoiced (paid or not) for any given time period. I need to be able to show cost and sell price, along with the net profit…per technician.
3 votes -
Make the customer dropdown show phone number
When you go to make a new ticket and you search for the customer's name, it doesn't show the phone number.
Right now, if I have two "John Doe"s and they don't have emails, I just get this:
"John Doe - "
"John Doe - "In this example, my customers don't have email addresses. How do I differentiate between each John Doe?
Sure, I could go to the Customers module but that's wasted time, and unnecessary clicks.
My solution is that it populates the dropdown like so:
"FIRSTNAME LASTNAME - PHONE # - EMAIL"
I can't be the only…
1 vote -
Sidebar for Gmail
A colleague of mine was recently showing off his new CRM Insightly, and the Gmail ad on is amazing, is there any way we could integrate repairshopr for Gmail addon?
https://chrome.google.com/webstore/detail/insightly-sidebar-for-gma/loihaajhlligfhcgnjglopfeglolkbai
9 votes -
Inventory Management
When clicking back after editing a item it should go back to where you were in the inventory, not the main page making you search for your item again.
1 vote -
updated comment
have the full thread of tickets on the email instead of having just the updated comment
1 vote -
Add a delete all button to messages section
In the messages section there is a huge list with red delete buttons, but no delete all button. Might want to add one. :)
8 votes -
Sort Tickets by Resolved
I want to search tickets by the date they were resolved.
1 vote -
Require zip code for customer created
Would be helpful for growth to measure zip codes and require zip codes for customers and better track metrics. Customer have no issues giving zip codes.
3 votes -
PROPER Payments Report with FILTERS for Location, Date Range, and Payment Type
Are we the only ones who believe /payments/ is NOT a report? We need a fully functional report much like the Gateway Reconciliation report, but which shows ALL payment types, including Cash, Checks, Credit Cards, and other custom payment types.
Ideally it would have filters for individual (or multiple) locations, date periods (including custom ranges), and individual (or all) payment types.
Currently, the "Payments report" in /reports/ just links you to /payments/, which is almost completely useless from an auditing and reconciling standpoint.
Halp plz!
0 votes -
Technician Boot Stock allocation feature
Would it be possible for you to have stock be allocated to a technician for boot stock / consignment stock purposes. This way we'll always know what stock a technician carries with him and when he needs new stock, as they are booked out to jobs.
7 votes -
Prevent CHANGES to Approved Estimates
If an estimate is is APPROVED, it should be locked from changes.
We reuse (clone) estimates from projects ALL the time. Unfortunately what happens occasionally, is that an estimate will start to get edited before it's been cloned.
It would be ideal if an estimate would LOCK from edits, once it's been approved (and/or denied for that matter...)
You can't 'add' to a approved estimate, but you can easily edit and/or DELETE line items on that estimate.
So; to have it LOCKED if it's been approved (or denied) would be logical. That way, it forces the creator to CLONE the…
1 vote -
Use short code instead of phone number for SMS
Instead of using a phone number, use a short code, here's why... a customer thinks when they get a SMS from that number, they can call that number (thinking its your office number). A short code will prevent this. Thanks for considering.
3 votes -
Make Inventory "Sort Order" persistent instead of "Name"
Seems Logical that the first column sorted when going into the Inventory screen would be the "Sort Order" you manually define. But if you sort, then go to another screen and come back, it's sorted again by "name".
3 votes -
Set default Portal login as customers email address.
Easier for customer to remember than the numbers that currently are being used maybe an option to change if the customer would prefer something other than their email address.
4 votes -
Be able to tie in assets after ticket creation.
After ticket information is entered for a customer, there is no way to tie in an asset into it.
0 votes -
Toggle Company/Customer name on ticket dashboard
When you add a customer there is an option to include the company name however this shows up instead of the customer name on the ticket dashboard. It would be nice to have this as an option to show either.
4 votes -
UPGRADE Recurring Tickets to Allow Creation WITHOUT an Existing Ticket
Ticket Schedules are next to useless right now. We REALLY want to use the feature, but there are a ton of missing parts needed to make them something we can use, including:
- A security group to allow users access to the module!?
- The ability to create a new ticket schedule without an existing template.
- After creating a schedule from a Ticket, return us to the Ticket Schedule page to finish setup!
- Allow us to change/edit the initial comment for the Schedule.
- Option to set who "created" the Schedule, vs who will be the "assigned" tech.
- Let us mark Ticket as…
0 votes -
Setup separate payment methods for Customer Purchases/Payouts
For example while we can checkout a device repair under "InsuranceCompany" this options serves no purpose when it comes to paying out to a customer. Allow simple check boxes for things to be shown in POS and/or payouts separately.
1 vote
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