General
3762 results found
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Create Customer and Invoice
When creating a customer for the first time, it gives two options at the bottom - "Create Customer", and "Create Customer and Ticket". It would be really nice to be able to "Create Customer and Invoice" since we're starting to sell a lot more computers and devices to new clients, and streamlining this at point of sale would be nice.
3 votes -
IOS Ticket Improvement
I like to be able to convert the Ticker timer entry into the invoice.
I can see how long I have been on site with the customer. It would be good to tap on a button to work about the amount to charge the customer and add it to the invoice.
1 vote -
Add ticket number to Marketr follow up email
It would be great if when a follow up email is sent after a ticket is closed, the number of the ticket that was closed could be referenced somewhere in the email. The only thing I can think to do for now is send a follow up through the ticket itself with a link to a survey.
1 vote -
POS Screen Status: Open (close) link is too small sometimes we click Adjustments by mistake
The links at the bottom right of the screen need to be bigger. The Status: (Open) link is too small. It needs to be bigger so you don't accidentally click on the Adjustments link below it. Many times we have to make the screen bigger to make sure we don't click on the incorrect link.
1 vote -
Create ticket for several contacts in a company
Say a company has several machines that need to have some software installed. The contacts within a company have different schedules, so coordination needs to be handled separately for each. From the ticket creation screen, it would be good to be able to tick off the contacts that need the software, then a separate identical ticket would be created for each.
1 vote -
1 vote
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Balance Open / Total Invoiced
We use a second monitor for the customer to see the POS screen. When to pull up their invoice though on their account it shows open balance and Total invoiced. Some of the customers send employees to pick up the machines that they do not want to see how much they have spent with us. I suggest that there should be a security setting that you can select to disable that on the customer's page for a particular user.
1 vote -
add the ability to change taxable status and tax rate on line items in the iOS app.
Currently, if I use the app to add charges to a ticket, every item has the default sales tax rate added to it, whether that item is marked as taxable in RS or not. I offer on-site service in two states, one of which does not tax labor. It would help to be able to specify which items should be taxed, and at what rate. For now I just switch to Safari to create the invoice, enter payment, and email the invoice.
4 votes -
Customer List Zip Code Range
Would be useful to be able to specific a range of zip codes for a customer list. This could then be used to run a marketr campaign targeting a geographic area.
1 vote -
Update the video on importing customer data/info to match the current website.
The current video on importing customer databases/info does not quite match the current website. While it is a decent video it would be nice for a more streamlined and up-to-date video to be posted.
(Just imported customer data files, which is why I am thinking of it)1 vote -
appointment time and date picker not mobile friendly
I do alot from my phone and find it very hard to schedule appointments. The date works fine, but the time picker is very hard to use. Would like to see a time picker much like android has with a circular hour then min.
16 votes -
2 votes
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POS Refund Improvement
Good that we can now do partial refunds. However we have noticed 2 issues in our store:
Refund/Resale. We should be able to refund an item and then have the ability to resell a new/different item. At the moment all we can do is generate a refund to put their account in credit and then process a new sale using up their credit. Refund/Resale technique ought to be achievable on a single transaction.
There are no methods to refund via POS directly. Would it not be better to allow a user to click a REFUND button on POS and then…
9 votes -
Filter Sales Detail by Items or Keywords
I'd like to be able to see all instances of where I've sold a refurbished desktop or laptop PC in the last 3 months, including details of the item, such as description, amount, and related invoice. The "Sales Detail Report" does give me some of this information, but I don't see a way to easily filter the results. Fiddling around with a CSV works, but is a bit annoying to quickly find information.
3 votes -
move 'modules' drop-downs into top tabs
'Search all' and 'add anything' in top-nav are compact and useful; would be great if tabs were more dynamic too, especially somewhere like Inventory where I often want to go straight to a sub-module.
1 vote -
4 votes
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1 vote
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disable the ability for the customer to edit the value in the payment
disable the ability for the customer to edit the value in the payment field.
3 votes -
Categories on ticket part entry
It would be valuable to have a given parts category displayed in the window to add parts/charges to tickets given that the categories may be the only way to differentiate parts for like models
1 vote -
make it so you dont have to create a Purchase Order to input inventory orders
Creating a purchase order is not always a needed step in order to enter parts. In fact for my company its an annoyance instead of a helpful tool. If i was able to input the inventory i want without creating and sending a purchase order i could skip spending all the time it takes to do that and just input what i already have purchased. Some of my vendors come to my locations twice a week and i order what i need from them when they show up. To have to go in and create a purchase order after i…
4 votes
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