3763 results found

1. Add Snail Mail option to Open Invoice Reminder

   The Open Invoice reminder is a fantastic tool to automate sending out overdue invoices. But sometimes the email address on file is wrong, or an old account that isn't checked often. Or sometimes the client just misses or forgets about the email after they open it.

   It would be awesome if there was some sort of option in the Open Invoice Reminder to snail mail after a certain amount of emails have gone out, but the invoice is still unpaid.

   I was thinking something along the lines of a check box that would automatically snail mail the overdue invoice after X amount of email attempts.

   The Open Invoice reminder is a fantastic tool to automate sending out overdue invoices. But sometimes the email address on file is wrong, or an old account that isn't checked often. Or sometimes the client just misses or forgets about the email after they open it.

   It would be awesome if there was some sort of option in the Open Invoice Reminder to snail mail after a certain amount of emails have gone out, but the invoice is still unpaid.

   I was thinking something along the lines of a check box that would automatically snail mail the overdue invoice after… more

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2. Ticket Custom Field - Attachment

   We use custom fields in tickets as a pre and post condition survey and would like to have photo's as part of that. I would like to have the option of 'attachment' or even web cam photo as a custom field

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3. Sort Ticket Worksheets

   When setting up a new ticket worksheet - there is no way to sort the list of worksheets. Would be nice to be able to arrange them (getting the most commonly used at the top or alphabetically)

   18 votes

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4. GST on purchase order

   It would be great if we could add GST onto our purchase orders.

   12 votes

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5. Add Custom Comment Types

   Right now there is a set amount of ticket comment subjects. It would be great to be able to add custom options. That could also help with the ticket automations.

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6. Google contacts with zapier

   iv been using zapier to sync contacts to google but there's a few things that need to be sorted..

   1. Importing existing Customers into Google Contacts - even if there's a button we can resync existing customers to google contacts

   2. Figuring out a way to sync updates made to customers. Would we really have to delete the customer and re-add them in order to change their address? Or I guess we would just manually update it in both systems?

   3. using the RS Ios app and creating a new customer doesn't trigger the zapier sync - it will only sync if the contact is made from the browser

   iv been using zapier to sync contacts to google but there's a few things that need to be sorted..

   1. Importing existing Customers into Google Contacts - even if there's a button we can resync existing customers to google contacts

   2. Figuring out a way to sync updates made to customers. Would we really have to delete the customer and re-add them in order to change their address? Or I guess we would just manually update it in both systems?

   3. using the RS Ios app and creating a new customer doesn't trigger the zapier sync - it will only sync if the… more

   6 votes

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7. Workflow Clunkiness- More Streamline for Deposits on Diagnosis

   How do you propose to show people the terms and conditions that they have to sign on intake? I know you have the topaz signing things but with those.. on intake they will not see anything that they are accepting terms and conditions for. They will only sign the topaz and not be able to see and scroll past the terms and conditions and then sign.. The only way I can think it would work would be 1 of 2 ways.

   1. put a separate touch screen monitor on the other side of my computer (facing the customer) so the customer can see the terms and conditions on the monitor in front of them, they scroll through the T&C and then sign
   2. Do the intake form though an iPad, Once we start the initial intake Ticket form to start the ticket.. have them scroll past and sign the terms and conditions (since iPad does not take payment) then go to the computer and pull up the ticket that was just created, go to deposit and get them to pay. (if they pay with a CC they will then sign on the Topaz to authorize charges. When they return to pick up the repair we will pull the ticket up on the computer (not iPad) and process the rest of the charges.

   Both ways seem like they are kind of clunky in the workflow. It seems like I’m clicking in one place then swapping to an iPad, then back to the computer etc. It seems like its messing up the whole streamline workflow process like that. Is there a better way to go about it?

   I will give you the rundown of how my store works (as well as most of the computer and cell phone stores that I know of) and you tell me the best way to operate RS so it works for that workflow.

   Hey customer walks in the door they have a broken iPhone six, they are a new customer, And we cannot see a picture on the screen. So how the workflow works as we will tell them the diagnosis is $25 and that have to be paid upfront. Within will go into repair shopper and create a new ticket. Once we finish with the initial ticket set up we then have to either drag the window that RS is open in to the external touchscreen monitor to show the customer the terms and conditions they're signing for.. Then wants and they sign the terms and conditions then we have to go and take a deposit from the customer and get them to sign again. Now if for using an iPad to do this we'll have to start initial set up through an iPad get them to sign it by handing them the iPad then once they assign the initial ticket release form then we take the iPad back from the customers and then start clicking around on the computer so we can take the deposit swipe their card on the Topaz signing thing.

   Optimally we would like to have it all done through one System rather than having to swap back-and-forth from iPad computer. As well as swapping from ticket screen to invoice or deposit etc.

   Ideas of how to solve: integrate payments into the ipad app so I can do it all through the ipad.

   (side note) It would be nice to have an integration for automated "Ticket Label" to be printed on creation of ticket. That way I can just stick the sticker on the device and my Tech's can just scan the barcode to pull up, identify and start diagnosing/ Repairing.

   How do you propose to show people the terms and conditions that they have to sign on intake? I know you have the topaz signing things but with those.. on intake they will not see anything that they are accepting terms and conditions for. They will only sign the topaz and not be able to see and scroll past the terms and conditions and then sign.. The only way I can think it would work would be 1 of 2 ways.

   1. put a separate touch screen monitor on the other side of my computer (facing the customer) so the customer… more
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8. Refurbs / Customer Purchases - Stickers and Worksheets

   Refurb system is brilliant and a great addition to RS.
   A couple of improvements from what we can see is the ability to add in worksheets and also print stickers from both sections.

   For us, customer comes in. We would take their details but we have no lablel to apply to the device. Then we would need to make notes of the specification and do routine checks (via worksheets).

   Then once this is completed we would pay them and then grab that detail into Refurb section. Again could do with worksheets to use for processes that we do with every refurb, branding and stuff.

   I think this would add that extra dimension to the Refurb/Purchases element and make it totally customisable - especially since the worksheet features are already in place within RS.

   Keep up the good work guys. Day 2 using RS and loving it already!!

   Refurb system is brilliant and a great addition to RS.
   A couple of improvements from what we can see is the ability to add in worksheets and also print stickers from both sections.

   For us, customer comes in. We would take their details but we have no lablel to apply to the device. Then we would need to make notes of the specification and do routine checks (via worksheets).

   Then once this is completed we would pay them and then grab that detail into Refurb section. Again could do with worksheets to use for processes that we do with every… more

   52 votes

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9. Add resources to appointments

   It should be possible to add resources to onsite appointments. For example if an onsite visit requires the use of company equipment then it would be great to be able assign this equipment to the appointment in order to book this out for that time and date, such as a company vehicle or other resource. This would also work for booking internal meetings, so that you could add to the appointment a specific meeting room and projector for example in order to ensure that it will be available for your needs.

   2 votes

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10. add manual item within Purchase Order - issue

    This is a great feature, however we find once it's added we have to go back into the item to amend some elements.

    Firstly, the vendor - surely this should auto select the vendor that the PO belongs to as the new item is being generated from within that PO.
    Tax Rate. Re-order and Desired qty options we also have to manage. So really the pop up box for "Add Manual Item" needs to include these elements in our opinion. The vendor and tax should be set automatically if possible.

    Phil @ PC Clinic Technologies Ltd

    2 votes

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11. Inventory History

    Create a report to show given inventory value by location at a given date in history.

    11 votes

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12. Allow inventory value snapshots at any date

    It would be very helpful to get start and end monthly values for bookkeeping, without a full stock take. It would be a good way to monitor stock and cash movements.

    10 votes

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13. Project Management

    I was wondering if you were looking at adding a project management section for the software? Ideally I'm looking for something that I can keep track of all my larger jobs, the status I'm at with them, equipment used and possibly a timeline.

    85 votes

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14. Wordpress - Sync Users (Customers) Integration

    Is there a way to sync the users in RepairShopr with WordPress users (say as a customer role)? That way our customers can log into our Woocommerce based WordPress store using their credentials from RepairShopr and interact between both easily. This could also be extended so that the website integration form could pull down the user details if they have logged into the wordpress site already making the creation of tickets faster.

    32 votes

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15. Add "Ticket Worksheets" to PDF/Print drop downs on Tickets

    We recently stopped having ticket worksheets at the bottom of tickets, in an effort to save paper. We only need to print out ticket worksheets once in a while (for customers to review or walk through). However, without the tag added to ticket templates, there's no easy way to print the worksheets.

    A simple and efficient way to accomplish this would be to add a print out of the ticket worksheets as a single document; which could be Cloud Printed or PDF Rendered from the same drop downs that already appear in the tickets section.

    Could you please add "Ticket Worksheet(s)" to the PDF/Print drop downs already on Tickets? It would be simple and easy and make a lot of sense. And this would be highly preferred to adding another button; going along with keeping everything organized as mentioned in this post: http://feedback.repairshopr.com/forums/165658-general/suggestions/11332662

    THANKS!

    We recently stopped having ticket worksheets at the bottom of tickets, in an effort to save paper. We only need to print out ticket worksheets once in a while (for customers to review or walk through). However, without the tag added to ticket templates, there's no easy way to print the worksheets.

    A simple and efficient way to accomplish this would be to add a print out of the ticket worksheets as a single document; which could be Cloud Printed or PDF Rendered from the same drop downs that already appear in the tickets section.

    Could you please add "Ticket… more

    34 votes

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16. Add a current appointment to the Ticket list

    When showing the ticket list, it would be very useful to have a column that shows a current appointment. When a ticket shows the status of scheduled, we would like to see when the appointment is.

    4 votes

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17. Daily Payments Report

    Please make it possible for the 'Daily Payments Report' to be automatically scheduled to run daily & emailed to a specified email address. Could be useful for other reports too.

    14 votes

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18. Retail and Wholesale Prices

    When we enter the cost and the retail price the system gives us a percentage markup, imagine that we can place a markup and based on the cost the system system calculates a price that maintains our % desired margin. We all know how variant the market is today buying prices vary like crazy, and each time we have to be checking if we are working with the correct prices and manually change them. Then the flow would be like this: In each item or service we mark a desired markup or % of desired margin, when we get an order to receive it into our inventory we introduce the purchase cost and as we have set the desired % it will calculate the price automatically.

    When we enter the cost and the retail price the system gives us a percentage markup, imagine that we can place a markup and based on the cost the system system calculates a price that maintains our % desired margin. We all know how variant the market is today buying prices vary like crazy, and each time we have to be checking if we are working with the correct prices and manually change them. Then the flow would be like this: In each item or service we mark a desired markup or % of desired margin, when we get an… more

    2 votes

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19. Add spiff in bulk actions

    When in the inventory tab, it would be great to select a bunch of products and choose bulk action and assign them a spiff category. This way I can offer say 10% commissions on all accessories for say a week or a month to my employees and add and subtract them as I need too.

    11 votes

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20. Invoice Merging

    We've already had suggested the ability to merge multiple tickets into one invoice, but I think it would also be beneficial to have the ability to merge multiple invoices on a single ticket into one.

    I had a situation yesterday where I accidentally created an invoice before all the necessary charges were on the ticket so when I added the rest of the charges and created a new invoice, it left me with two invoices with one charge each. If I could have merged them it would have made the invoice show up correctly sand how I originally intended, as well as avoided me having to go to an admin to delete both of the bogus invoices so they could be recreated into a single one.

    What do you think?

    We've already had suggested the ability to merge multiple tickets into one invoice, but I think it would also be beneficial to have the ability to merge multiple invoices on a single ticket into one.

    I had a situation yesterday where I accidentally created an invoice before all the necessary charges were on the ticket so when I added the rest of the charges and created a new invoice, it left me with two invoices with one charge each. If I could have merged them it would have made the invoice show up correctly sand how I originally intended, as… more

    43 votes

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