3763 results found

1. CUSTOM WORKFLOW BETA ENHANCEMENT

   ALLOW CUSTOM TICKET WORKFLOW TO START WITH "ASSET" SELECTION. CURRENTLY ADDING THE ASSET SECTION ONLY ALLOWS YOU TO CREATE A NEW ASSET. SELECTING AN ASSET SHOULD AUTOMATICALLY INPUT CUSTOMER DATA. (WE WORK ON THE SAME ASSETS OVER AND OVER)

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2. iOS and Android app printing

   Currently there is not a print function from the app, It would be very handy especially when you go mobile with a ipad or other tablet. i.e. printing invoices

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3. Custom email sender for each module (Service, Invoice, Estimates)

   Currently all email communication from RS comes from the same mailbox which means that a client responding to an invoice, estimate or a service ticket will get their response dumped into the service desk.
   
   My suggestion is that each module have a customization setting to allow a different sender address. For example, I may provide accounting@mycompany.com for invoices, Sales@mycompany.com for estimates and support@mycompany.com for service.

   A more advanced suggestion would be to have the option to send email as the logged in user. So I could send the estimate as from me@mycompany.com or from the global setup for sales. (sales@mycompany.com)

   Currently all email communication from RS comes from the same mailbox which means that a client responding to an invoice, estimate or a service ticket will get their response dumped into the service desk.
   
   My suggestion is that each module have a customization setting to allow a different sender address. For example, I may provide accounting@mycompany.com for invoices, Sales@mycompany.com for estimates and support@mycompany.com for service.

   A more advanced suggestion would be to have the option to send email as the logged in user. So I could send the estimate as from me@mycompany.com or from the global setup for sales. (… more

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4. Add an attachment to a Part order

   It would make sense if we could add an attachment to the part order, whether its an photo or form.

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5. Make Customer Unique ID Visible and Searchable

   Could you please look at making the Customers Unique ID Visible and searchable in the system.
   This would help a great deal as I could give my customers this as a reference for making payments and when doing the reconcile with Xero I would be sure of posting to the correct account.

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6. Double click blank space on Calendar to initiate a new ticket setup which will...

   Double click blank space on Calendar to initiate a new appointment setup which will give an option to create a new ticket tied to a customer (and fill out he appointment data for the slot that was just clicked) OR just enter some info (not tied to a customer)

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7. Place deposit on customer account (not on ticket)

   I'd like the ability to make a deposit from the customer account screen. We take deposits when customers make appointments, and we'd rather not have to make a ticket for this. We've been using the payments feature, but that makes billing clunky. It would be nice if when you got to invoicing it would detect store credit, or a deposit and it would automatically apply it. In other shop management programs there is usually a check box that says "Do not apply credit" if the customer doesn't want to use their deposit.

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8. Make Private comments editable

   Make Private comments editable.
   I know this has been raised before but it would be soooo helpful to be able to edit private comments so we can add job notes etc in a continuous stream rather than having to copy paste and throwing out all the date stamps.

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9. Making updates/notifications obvious on each ticket in tickets module

   Summary:
   Putting some sort of notification flag on tickets on the tickets module would be nice.

   So, maybe if there's a ticket that has a notification sitting in my repairshopr notifications inbox, then that ticket also has a flag / notification of some sort making it stand out in the tickets module.

   And then to have the option where viewing this ticket and/or acknowledging the notification on the ticket (from my account), would get rid of the notification in my Repairshopr notifications inbox.

   Details:

   For instance, if someone else adds an update or changes a custom field (is this a separate suggestion? Because I don't think we can currently get notified about custom field changes. But it would be nice!) , or anything else to one of my tickets, that ticket (and ideally also the update that was made) should easily stand out to me on the tickets screen. It would be nice to be able to mouse over it, see the update that was made, and also be able to mark it as read or acknowledged to remove the flag.

   It could show as a flag, or a bold ticket, or the ticket could show up with a different color. I imagine any of these would work fine. 
   It would also be nice to be able to filter other tickets and show only tickets with updates for me to see (Probably being able to exclude certain ticket statuses, like resolved, most of the time. But the way I have my notifications set, I don't generally get notifications about resolved tickets anyway)   

   I imagine these notification flags / color changes would be tech independent. i.e. it would only flag tickets with my name on them or if I had my notifications set to be notified about tickets like this. And "marking it as read" or acknowledging the notification for me wouldn't necessarily mark it as read for someone else who is set to be notified about the change. Although I could see where someone might want that option too.

   I usually monitor the new tickets group, and in-progress group, and waiting for customer group, so something standing out on the tickets screen, where I'm monitoring those several times throughout the day would be really helpful. 

   Problems this would fix:

   This would prevent issues when distracted or inexperienced techs do manage to leave a note or make an approval or custom field update, but fail to change the status of the ticket. (Our current policy is to change the ticket status back to new when an update has been made that the ticket owner or another tech needs to see). Occasionally a ticket falls through the cracks and doesn't get looked at for a while due to the fact nobody noticed it had an update. 

   I realize we can get notifications if we click on our name, and click notifications, or if we click the little bell on the right. But I find this list hard to scan, and it mostly wastes my time with information I've already seen (when the techs, or rules properly update ticket status I don't need or like to see the notifications. So the rare notification that might be helpful to me is lost in ones that don't matter to me anymore. Changing the notification rules wouldn't help me in this case. I would have to change my workflow to completely depend on notifications instead of or in addition to the tickets screen - Me and my techs have found this less productive / time-wasting.). I think the layout is easier to scan in the tickets module.

   However, I think these notifications would be far more useful if they showed up on the tickets in the tickets module where I'm already keeping a watchful eye all day long. I like having everything laid out neatly on one screen. I think it would make it easier to use and save time. 

   Summary:
   Putting some sort of notification flag on tickets on the tickets module would be nice.

   So, maybe if there's a ticket that has a notification sitting in my repairshopr notifications inbox, then that ticket also has a flag / notification of some sort making it stand out in the tickets module.

   And then to have the option where viewing this ticket and/or acknowledging the notification on the ticket (from my account), would get rid of the notification in my Repairshopr notifications inbox.

   Details:

   For instance, if someone else adds an update or changes a custom field (is this a… more

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10. lo pueden poner en espanol ?

    me gustaría que estuviera en español

    6 votes

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11. Sync Customer to Toggl

    When RepairShopr creates a new project in Toggl, it includes the ticket number and customer name in the project name, but leaves the Toggl Client field unpopulated, which means you can't run reports by customer in Toggle. It would be great if the Client field in Toggle was populated with the Customer field from RepairShopr (and a new customer created if necessary), and optionally, if the project name in Toggl included the Subject from the RepairShopr ticket rather than the customer name.

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12. would like to email stock list to trade contacts

    would like to email stock list to trade contacts.of all the items we have for sale

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13. Add a quick close feature in leads.

    We have a lot of informational alerts coming into our leads (Via our support email) We want to retain these alerts for historical purposes, however it can become tedious to create a call out of the lead then mark the call as resolved.

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14. Warranty on repair tickets

    Is there a way you can apply a warranty template to a repair ticket?

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15. Deposits to Invoice instead of Payment Screen

    Currently, when going through the deposit taking workflow, you're taken directly to a payment form once the amount of the deposit has been entered, or a preset deposit selected.
    We like to include notes about what it is our customers are paying for on the invoice, how long the warranty will be, etc. It is impossible to have predefined deposits for the wide array of parts that we might order, for example.

    With the current system, my technicians are supposed to disregard the default payment screen, go over to invoices, and then input notes before processing payment.

    On occasion, someone will autopilot through the process and get "trapped" by the payment screen, which introduces extra legwork for the admin to clear the payment and have the technician edit the invoice before reapplying payment.

    It would be nice to have the option to define what page technicians are brought to after taking a deposit, so that they can land directly on the invoice instead of the payment screen.

    Currently, when going through the deposit taking workflow, you're taken directly to a payment form once the amount of the deposit has been entered, or a preset deposit selected.
    We like to include notes about what it is our customers are paying for on the invoice, how long the warranty will be, etc. It is impossible to have predefined deposits for the wide array of parts that we might order, for example.

    With the current system, my technicians are supposed to disregard the default payment screen, go over to invoices, and then input notes before processing payment.

    On occasion, someone… more

    4 votes

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16. hide ticket automations

    The ticket automations are ok, but they don't work all that well for allowing users to see the actual important information in ticket threads.

    It would be crucial to be able to hide the ticket automation automated posts since those are just system log info that we don't need.

    It makes it very difficult to actually read the tickets when the info is buried in the 'system log' readouts of the automations dumping text in the tickets.

    6 votes

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17. Add item to bundle by scanning its barcode

    The bundling interface does not appear to allow us to add items to a bundle via a barcode scan. It would be great if we could quickly build a custom bundle by scanning in all the items that comprise it. Even better would be the ability to track serialized items that have been put into a bundle.

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18. Apply Contract Pricing Discounts to Product Categories

    Hey everyone, lets talk about Contract Pricing and discounts.

    I have a ton of items in product categories, and some of my customers get a discount based on the product category, which we try and handle through Contracts.

    Here's a scenario:

    I have a customer that resells small cylinders of gas that we manufacture in house. My margin on these is decent, so they get 30% off our list pricing of any gas. The problem is that there are something like 300 SKUs easily in this category. I can't add all of these manually every time we get set up a new distributor. In addition, we add to this list of cylinders all the time, so we would then need to add the new pricing to each and every distributor individually.

    Other items, like parts, I get much less margin on, so their discount may be 5% across the board. Again, there are TONS of SKUs here, so it's difficult to add them all individually.

    What I'm asking for is a way to add a discount in the contract, by percentage, to a CATEGORY of product. For instance, you could set all items within a category to get 30% off, and it would apply to all tickets, invoices, and estimates.

    This would be a MASSIVE help to keeping everyone's pricing straight. In industrial B2B world, it's pretty standard to discount based on product category, so my customers tend to expect it of me.

    James Moore

    Hey everyone, lets talk about Contract Pricing and discounts.

    I have a ton of items in product categories, and some of my customers get a discount based on the product category, which we try and handle through Contracts.

    Here's a scenario:

    I have a customer that resells small cylinders of gas that we manufacture in house. My margin on these is decent, so they get 30% off our list pricing of any gas. The problem is that there are something like 300 SKUs easily in this category. I can't add all of these manually every time we get set up… more

    13 votes

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19. Marketr Color text

    It would be GREAT if we could use Color Text in marketr for email marketing. It makes the emails more appealing.

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20. It would be nice if Autoprintr had a packing slip option.

    It would be nice if Autoprintr had a packing slip option.

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