855 results found

1. Multiple tax support

   Currently we can't integrate and use repairshopr with quickbooks online and for general invoicing as it only allows us to use 1 tax rate. We have to bill 2 different taxes on an invoice and it only lets us select one.

   Quickbooks Online fails to sync when it tries to get to this line as well. Presumably because it's looking for the second tax.

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   1 comment  ·  Delete…  ·  Admin →
   completed  ·  Rajesh Agarwal responded

   This is supported in most cases, write to support if your case doesn’t work.

2. Allow negative (minus) stock levels in inventory

   There are quite a few occasions where we sell an item before we get stock of it (laptops not in our 'in-store' range etc.or if we've had a run on a particular item and replacements aren't due in until the next day etc.)
   If the stock was allowed to go into negative numbers, it could let us know how many we need to get stock levels back to where we need and correct the levels when we book new orders in the PO section.
   At the moment if we sell more than we have in stock, when we book in our purchase order it assumes we are starting from 0, not -2, therefore if we book in 4 it gives us a new quantity of 4 not 2
   OR.... maybe a system dedicated to putting aside stock on order for customers?

   There are quite a few occasions where we sell an item before we get stock of it (laptops not in our 'in-store' range etc.or if we've had a run on a particular item and replacements aren't due in until the next day etc.)
   If the stock was allowed to go into negative numbers, it could let us know how many we need to get stock levels back to where we need and correct the levels when we book new orders in the PO section.
   At the moment if we sell more than we have in stock, when we book in… more

   4 votes

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   8 comments  ·  Delete…  ·  Admin →
   completed  ·  Rajesh Agarwal responded

   We added a proper backorder (order queue) system to go negative into – it’s beta for about another week, then everyone will get a setting to turn it on via their inventory settings page.

3. Automatic Cursor placement

   On the Customers Page the cursor should land directly into the search box

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   completed  ·  bobby responded

   This was implemented on the Customer tab as suggested.

4. Improvements to iOS app

   We just started using the Mercury integrated payment option with the iOS reader and are excited about moving away from Square. I am noticing some slight issues that are making the process a burden for us.

   -After taking the payment, we have the customer sign but we are having issues emailing the receipt from the app. Along with that, if we select done from the same page it will take us to the list of invoices but if we press the back button it will take us back to the page to email the receipt.

   -We can not add manual items to the invoice from the app and it is difficult to adjust the price like we are able to on the website. This is something we can adjust to but it would be convenient to be able to fully adjust the invoice if needed.

   -After taking the payment we are unable to mark the ticket as resolved.

   We just started using the Mercury integrated payment option with the iOS reader and are excited about moving away from Square. I am noticing some slight issues that are making the process a burden for us.

   -After taking the payment, we have the customer sign but we are having issues emailing the receipt from the app. Along with that, if we select done from the same page it will take us to the list of invoices but if we press the back button it will take us back to the page to email the receipt.

   -We can not add manual… more

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   completed  ·  Rajesh Agarwal responded

   I’m going to mark this as complete, it’s partially complete – and if you want to split some of these items out into their own entry that would be good to get more eyes on it.

   The closing related tickets should be fixed, the emailing invoices should be fixed.

   More coming in next release!

5. Instant In-App CID Alert Notifications for current Incoming Calls

   Mentioned in a previous topic, this was outside of the scope of the initial feedback request, so I wanted to put it in its own topic to hopefully get voted and approved. See existing topic here:
   (http://feedback.repairshopr.com/forums/165658-general/suggestions/6297915)

   It would be awesome to have an in-app alert/notification/pop-up for incoming phone calls with the customer’s details. Many phone/cable companies do this (Brighthouse, Time Warner, Comcast, etc), where the caller ID of an inbound call shows on your TV if you have a Phone/TV plan with them.

   The alert pop-ups could be a small, temporary notification in the bottom corner of the app – just like Outlook does with new emails. Calls usually don’t ring for too long, so the message could temporarily be in the foreground, and then fade away after about 10 seconds. All the alert would need to show is the customer name, phone number and maybe the open ticket status (if any). Clicking the notification would quickly jump to that customer’s profile detail page, to help add communication notes or view/create a ticket.

   This would be a super powerful tool; especially for remote users who aren’t in the office. Techs in the store would have more convenience to see who’s calling if they don’t have a phone in front of them, and remote techs could see if a call is coming into them even if they’re out of the office or away from their phone.

   You could set certain users as “receptionists” who would see all incoming call alerts, or specify certain users to not get alerts at all. Alternatively, for big-chain accounts, you could either set it to only display alerts for all incoming calls, or just for customers who’s “Last Location” is your location. This would open up so many doors to improving communication with customers! :)

   Mentioned in a previous topic, this was outside of the scope of the initial feedback request, so I wanted to put it in its own topic to hopefully get voted and approved. See existing topic here:
   (http://feedback.repairshopr.com/forums/165658-general/suggestions/6297915)

   It would be awesome to have an in-app alert/notification/pop-up for incoming phone calls with the customer’s details. Many phone/cable companies do this (Brighthouse, Time Warner, Comcast, etc), where the caller ID of an inbound call shows on your TV if you have a Phone/TV plan with them.

   The alert pop-ups could be a small, temporary notification in the bottom corner of… more

   19 votes

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   completed  ·  13 comments  ·  Delete…  ·  Admin →

6. True two way Xero sync

   I would like to see the ability to sync payments both ways between Repairshopr and Xero as currently when you reconcile your bank accounts in Xero you then have to mark invoices as paid in Repairshopr.

   It just adds an additional step for admin staff, which is smaller business is the same as the technical staff.

   9 votes

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   5 comments  ·  Delete…  ·  Admin →
   completed  ·  Robert Reichner responded

   Yes, this is live. We have limited information from Xero about payments and are currently matching on customer and payment amount. We plan to add a check in the near future to verify that the payment has not been otherwise applied to a different invoice as well.

7. POS and Close Cash Report Improvements

   The POS system needs a bit of an overhaul in a couple of aspects, but the main (and possibly and easy fix) issue that I am having, is related to the processing of payments. When tendering a transaction, there should be nothing preselected in terms of payment type; I cannot tell you how many times one of our sales assistants has put through a card payment as cash, or the other way around.

   Also, the design and the stated amounts on the Z Report could be better, the report does not subtract refund amounts from the tendered cash/card figures for example. (Doesn't account for countries with multiple VAT rates and give a break down either).

   This is a dropbox image of a cleaner design for the report that I think would be a vast improvement.

   https://www.dropbox.com/s/3t1ff6k89m2y19h/Close%20Cash%20Report%20plan.jpg?dl=0

   The POS system needs a bit of an overhaul in a couple of aspects, but the main (and possibly and easy fix) issue that I am having, is related to the processing of payments. When tendering a transaction, there should be nothing preselected in terms of payment type; I cannot tell you how many times one of our sales assistants has put through a card payment as cash, or the other way around.

   Also, the design and the stated amounts on the Z Report could be better, the report does not subtract refund amounts from the tendered cash/card figures for… more

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   completed  ·  Robert Reichner responded

   New POS features and z-report are live! Look forward to further feedback.

8. Formula based discount (or markup)

   I would like to be able to offer a VAT discount to customers who cannot reclaim VAT. Even though we are VAT registered, we want to be able to 'strip' the VAT amount from a product using the formula x = x / 120*100.

   Simply put, an item selling for £100+VAT is £120 to the customer.
   We want to give customers an offer of (eg) NO VAT in January.
   We want to create a product called 'VAT Friendly'
   So, the £120 item will sell to the customer for the pre VAT price of £100, but we still must pay our VAT, so the price would be actually be £83.33 + VAT. There is still VAT in the sale, but the customer benefits from a discount equal to the VAT.
   To get from £120 to £100 (pre VAT price) cannot be achieved by a simply % discount so a formula is required.
   It would be double nice, if this discount formulated product could be hidden so it effectively modifies the line item above it (or entire invoice) without being shown as a line item. This could allow unpublished discounts or mark-ups from being show.

   I would like to be able to offer a VAT discount to customers who cannot reclaim VAT. Even though we are VAT registered, we want to be able to 'strip' the VAT amount from a product using the formula x = x / 120*100.

   Simply put, an item selling for £100+VAT is £120 to the customer.
   We want to give customers an offer of (eg) NO VAT in January.
   We want to create a product called 'VAT Friendly'
   So, the £120 item will sell to the customer for the pre VAT price of £100, but we still must pay our… more

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   1 comment  ·  Delete…  ·  Admin →
   completed  ·  bobby responded

   We recently released a Price Markup update to inventory that you can learn more about here:

   https://www.repairshopr.com/blog/posts/feature-friday-percentage-markup-available-within-inventory-module

9. implement a quick buy-back workaround (until refurb module is live)

   Basically, please allow us to invoice a negative qty of an existing serialised inventory item (and prompt for the new serial). This would allow us to buy an item off a customer while at the same time factoring the buy price in on their invoice AND adding the new item to inventory stock!

   i.e I would like the ability to invoice for -1 x Refurbished iPhone 5 16GB Black (and prompt for the new serial number).

   This simple workaround (that the bigger POS systems like Lightspeed have as standard) would make a massive impact to the workflow (and I could then sign up for Repairshopr immediately!). The current method of buying devices as a seperate "Customer Purchase" doesn't tie in to ticketing/invoices and makes trade-ins (which are often credited towards a customers outstanding invoices) a painful multistep exercise.

   Basically, please allow us to invoice a negative qty of an existing serialised inventory item (and prompt for the new serial). This would allow us to buy an item off a customer while at the same time factoring the buy price in on their invoice AND adding the new item to inventory stock!

   i.e I would like the ability to invoice for -1 x Refurbished iPhone 5 16GB Black (and prompt for the new serial number).

   This simple workaround (that the bigger POS systems like Lightspeed have as standard) would make a massive impact to the workflow (and I could… more

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   completed  ·  Rajesh Agarwal responded

   Refurb module has been live for a year, just noticed this

10. Add some form of security or certificate badge on the online pay portal page

    We love using the integrated email system to send out the professional looking invoices to our customers. When the customer clicks on the "pay with credit card" link in the email, they are forwarded to a webpage that allows them type in their credit card information. However many of our customers are not utilizing the credit card payment feature. When we asked why they do not want to pay with their cards, many replied saying that the webpage they are directed to does not look very secure or official.

    To us techs, we obviously see that the site is https protected and all is well. However our customers do not know to look for that and nothing on the page relieves their anxiety of giving out their credit card info. Perhaps you could add some sort of flashy security certificate badge or an official statement about the security of the site? We believe we will have more customers paying online if that were the case. Thanks!

    We love using the integrated email system to send out the professional looking invoices to our customers. When the customer clicks on the "pay with credit card" link in the email, they are forwarded to a webpage that allows them type in their credit card information. However many of our customers are not utilizing the credit card payment feature. When we asked why they do not want to pay with their cards, many replied saying that the webpage they are directed to does not look very secure or official.

    To us techs, we obviously see that the site is https… more

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11. Show Cost Price for Estimates and Invoices

    Currently you can only see the Retail Price of all the items on both Estimates and Invoices. There is no way to see the Cost Price of individual items or a Cost Total of all the items. I can do this by using an Excel spreadsheet, but this takes way too much extra time. If we could see the Cost Price alongside the Retail Price, then it would be much faster and very useful. This would be very useful for seeing the amount of potential profit for a job. Obviously it would only need to be visible to the technicians and not the customer. All the data is already there, so you would just have to enable an option to allow users to view it in the Estimate and Invoice forms.

    Currently you can only see the Retail Price of all the items on both Estimates and Invoices. There is no way to see the Cost Price of individual items or a Cost Total of all the items. I can do this by using an Excel spreadsheet, but this takes way too much extra time. If we could see the Cost Price alongside the Retail Price, then it would be much faster and very useful. This would be very useful for seeing the amount of potential profit for a job. Obviously it would only need to be visible to the technicians… more

    3 votes

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    2 comments  ·  Delete…  ·  Admin →
    completed  ·  Rajesh Agarwal responded

    The cost does show when you expand a line item using the down arrow.

    We also pre-calculate profit for you, just hover over the total field in the upper right.

12. Z-out report standards

    Make the Z-Out report more like industry standard Z-Out reports.
    We've been using a few different Point of sale systems for a long long time. All of them did the Z-Out reports so it was easy for our employees to know what they needed to do.
    1. Gave a "Total Cash to deposit" value. This told the employee exactly what amount to pull from the drawer to add to a deposit, and how much would be left in the drawer (a pre-defined amount we set). This was separate from checks and CC, just the cash.
    2. Opened the drawer before the drawer count so the employee could count the drawer without having to use a key.
    3. Reported after the drawer count if the drawer was short or over, and the amount.

    Make the Z-Out report more like industry standard Z-Out reports.
    We've been using a few different Point of sale systems for a long long time. All of them did the Z-Out reports so it was easy for our employees to know what they needed to do.
    1. Gave a "Total Cash to deposit" value. This told the employee exactly what amount to pull from the drawer to add to a deposit, and how much would be left in the drawer (a pre-defined amount we set). This was separate from checks and CC, just the cash.
    2. Opened the drawer before… more

    6 votes

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    2 comments  ·  Delete…  ·  Admin →
    completed  ·  Robert Reichner responded

    New POS features and z-report are live! Look forward to further feedback.

13. Have a "Lifetime Spending" value on Customers.

    I'd like a non-editable field added to every customer that reflects the total amount of business they've done with us.

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    completed  ·  Robert Reichner responded

    This should show on each Customer Detail Page: https://www.evernote.com/l/AAy4qkc1gHdC5K5Ts6gikLnAxoTha7g3dwQ

14. Add appointments to the customer record

    When you create an appointment, can this be 'stamped' in the customer record card? This is the case for appointments made as a result of a ticket but not non-ticket appointments. It could just be a list under the customer info section - in the same place as the list of historical invoices, tickets, warranties, assets etc for that customer.

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15. Disabling items

    When you click disable on inventory items, it always takes you back to page 1. That's pretty annoying. Stay on the same page you were working on.

    3 votes

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    3 comments  ·  Delete…  ·  Admin →
    completed  ·  Rajesh Agarwal responded

    You can use the bulk editor now

16. Suggest that a means be provided to easily print the Imnventory Valuaton report.

    It is necessary to periodically verify inventory levels. It would be advantageous to be able o print the Inventory Valuation Report to use as a check sheet.

    3 votes

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    2 comments  ·  Delete…  ·  Admin →
    completed  ·  Robert Reichner responded

    This is now live in Domo! Let us know if there are improvements you’d like to see. We also have one by category that was just added.

17. No Diagnostic Needed in tickets

    We would like to have checkbox for "Diagnostic Not Needed" just above "Is work approved to proceed?" Many times when a ticket is created we already no what the problem is and there is no need to do a diagnostic.

    53 votes

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18. Email option to send PDF instead of link to online profile

    When I fill out an invoice and press the 'email' button it sends the customer an email saying
    "Hi customer
    Your invoice is attached.
    View your account profile online: Online Profile"

    And the customer must press a link to go to their online profile.

    Could you instead set up the email button to send the same
    "Hi customer
    Your invoice is attached"

    However instead of an online link, include the pdf invoice as an attachment email?

    My customers much prefer a pdf invoice rather than an online portal, and at the moment I'm having to save each pdf to my desktop, then write up a custom email to each customer and attach the invoice which takes a lot of time and doesn't flag repairshopr that i've sent an email to that customer.

    You could also set something up similar to tickets where the template is editable, it should be a fairly easy feature to implement

    When I fill out an invoice and press the 'email' button it sends the customer an email saying
    "Hi customer
    Your invoice is attached.
    View your account profile online: Online Profile"

    And the customer must press a link to go to their online profile.

    Could you instead set up the email button to send the same
    "Hi customer
    Your invoice is attached"

    However instead of an online link, include the pdf invoice as an attachment email?

    My customers much prefer a pdf invoice rather than an online portal, and at the moment I'm having to save each pdf to my… more

    3 votes

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    completed  ·  Rajesh Agarwal responded

    The PDF is already attached.

19. Multiple TYPES in Business Settings

    Sure would be nice to be able to select multiple “types” in my case we are both Computer Repair Shop AND Managed Services (MSP)

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    completed  ·  Rajesh Agarwal responded

    We have this, it will be wired in to the settings a bit more with time – thanks!

20. allow clients to be redirected after signing out if their profile or after book an appoitment

    its good for a tracking purposes and also to give them a way to go back from where they started

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    completed  ·  Robert Reichner responded

    You can build this flow in Admin > Custom Widgets!