General
3762 results found
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New Customer "Create estimate" option
When you create a "New Customer", besides the "Create Customer" and "Create Customer With Ticket" buttons. I would also like to see "Create Customer with Estimate"
1 vote -
Assign tech to part orders when they are placed on the ticket.
Currently an employee has to look over every part order after it has been invoiced and assign the tech that placed the part order so they can receive credit for it. It would be nice if this was automatically done when the part order is placed. Also this way if there is an issue with the order it is clear who placed it.
2 votes -
Link to invoices in messages
For example, when we get notifications that invoices have had a late fee added, link to that invoice in the message.
1 vote -
Lock Estimates (from editing) that are approved / declined...
Locking an estimate from being edited after it's been approved / declined; would be advisable. Similar to a invoice being locked.
If a change needs to happen; then the estimate needs to be either cloned or UN-Approved/Declined.
We run into situations where a customer may approve an estimate; and then someone goes and changes / updates items in the estimate after approval... making it very difficult to track changes.
This would be helpful.
There seems to be a somewhat similar request here:
1 vote -
Improve Supply Chain Features - Calculate Desired Stock Level and Reorder Levels
This playlist will enlighten you on supply chain management. https://www.youtube.com/playlist?list=PLzxiTolMU91ViHWtxhfQxZkH3ZWDEGecp
As I understand RepairShopr is trying to be more attractive to Wholesalers. There are several things wholesalers would love to see in RepairShopr.
New section in Admin - Supply Chain Management
This would be a calculation of caring costs of inventory on an approximate basis. This would be a basic calculator, working out the total valuation of their inventory (at cost), and would provide input for cost of finance (as a percent), electricity, insurance, and the RMA data from breakages.In items we would have two bits of data, one…
6 votes -
Add ticket worksheet to phone purchase and refurbishing process
We should be able to add a ticket worksheet to the phone purchase process as well as before and after the refurbishing process
24 votes -
Create a Open Invoice credit limit for customers that we allow to use AR
Create a Open Invoice credit limit for customers that we allow to use AR
2 votes -
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?
…
5 votes -
Add Note field to each Line Item on PO
In my previous application there was the ability to add a Note to each line item on a PO. I found this very helpful to keep track of what product was for a client as I generally order as needed and there would be multiple items for different clients on most PO's.
3 votes -
Ticket Type (custom fields) Required for the Custom Widget
We would like the Ticket Type (custom fields) to have the option of being required for the custom widget page. So nothing is missed. When creating a custom widget the custom fields cannot be required. Could we make it so they are?
6 votes -
Save Payment receipts and or email them directly to customer
As of now i have to download the receipt, save it locally, then upload it to the attachments on the Customers page.
1 vote -
Sales Tax Report with Accrual instead of Cash
I would like to see a version of the Sales Tax Report that is for Accrual based accounting. The reason is that cash accounting for the IT industry is not legal in Canada (and probably many other countries). The report would function the same as the current Sales Tax report it would just show invoices that are dated within the timeframe whether or not they are paid. Thank you.
2 votes -
use same email for more than one account
IN QB Online I can use the same email on more than one account. Repair Shopper is not letting me. QB Online is the better idea. Help!
3 votes -
Make customer profile page customizable
Current design it's not intuitive. Tickets/Invoices/Estimates are on two sides of the page. Make the page dynamic and able to move those groups to wherever the user wants on the page.
IE: I want Tickets/Estimates/Invoices to flow from top to bottom in the left column.
1 vote -
bump a ticket
Hey guys, I've been using Repairshopr for a few days and I want to love it. The problem I'm facing is that some of my projects go on for a few days, or we have to chase users and they say 'I'm busy call me next week" etc, etc.
My question is how do I schedule, bump, hide a ticket so that it will re-open or a reminder will go off to come back to it. My current ticket list is massive and a lot of these are just waiting.
I know that some of you use it and it…
1 vote -
change the way the Vendor list in Inventory opens
at the moment you have to click on it and then scroll to the vendor you want, it should be like all other fields that let you start typing the name and it jumps to it.
1 vote -
Make ability to delete calendar events
This seems like a no-brainer, but there is no ability to cancel a calendar event. It just stays on there no matter what...please give me the ability to cancel
4 votes -
warn on reply to blank email, or disable reply-to-customer
We occasionally start tickets for phone-only customers, then reply from ticket without noticing it's going into a black hole. A warning would be handy, or disabling the reply-to-customer box if there's no email for it to go to :-)
1 vote -
Create default appointment on Due Date
Due Dates are good. Calendars are good. Due Dates and Calendars are greater.
I would like an option in Ticket Preferences to create a default All Day appointment in the Calendar for that tech on that day.
So when you're looking at the calendar you know what your time is scheduled for as well as the things that might not have a defined time schedule but are on your plate for that day.
7 votes -
Email dormant customers
Add the ability to send an email to any customer that has not had an tickets created for a period of time.
I want to send an email to all customers that have not used us for 12 months.
I know I can do a blast after 12 months of closing a specific ticket, but this will not achieve the same result as they may have had another open ticket with us.
1 vote
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