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3763 results found

  1. Show custom asset fields in Portal

    Name, Serial Number and type are not enough information on the Customer Portal page. I would like the ability to add custom fields to what the customer can see.

    6 votes
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  2. Automatic email notifications to customer for contracts expiring in 30, 60 days

    Automatic email notifications to customer for contracts expiring in 30, 60 days and expired contracts

    11 votes
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    3 comments  ·  Admin →
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  3. in ticket automations you can setup automatic actions etc. It would be good with invoices if you could get it to automatically email the inv

    It would be good with invoices if you could get it to automatically email the invoice and payment receipt to the customer once its paid. so i dont have to select email each time, im sure its only a simple toggle switch you could add to invoice preferences.

    1 vote
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    2 comments  ·  Admin →
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  4. Customer facing display for POS

    Have a separate screen (kind of like the ticket HUD) in which a customer's POS transaction in store can be displayed so that they see the items and prices come up on the screen as you ring them in and have a space where you can insert custom messages or advertising to display to the customer.

    28 votes
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  5. Take deposits on ticket creation page

    The opoption to take a deposit needs to be front and center (ticket creation.)

    2 votes
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  6. Allow an option to choose between naming "Customers" or "Clients"

    We call all of our clients "clients". Customers (to us) seems a little impersonal. Can we have the option to choose between naming the customer module "Customers" or "Clients"? I'm sure all the templates and modules that call for the customer name can be either duplicated or kept the same.

    4 votes
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  7. Part location

    Part Location does not show up on invoice for bulk item or just for line item, so instead of tech looking at paper work for the part they have to go to computer for location, causes waste of time. Again we had to include part location in our inventory item name so tech could go for part. with out wasting time.

    10 votes
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  8. Ticket Automations - add conditions logic operators and run times

    It would be helpful if we could use logical operators for the conditions used to trigger ticket automations. I.e. AND, OR, XOR, etc. This would let one automation do the job of what might be many they way it is set up now (unless I'm missing something, which is possible).

    Also, being able to set how often a certain automation would run would add a lot of value. I want to use automations to send reminder emails/Slack messages to the assigned tech if there has not been a comment added in x hours, but it's too much for it to…

    10 votes
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  9. Pay Now Option In Estimate Approval

    When an estimate is approved I would like to have the option to have the customer either pay now or leave a deposit. I don't think it would be that difficult since customers can pay for invoices using the customer portal.

    51 votes
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    5 comments  ·  Admin →
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  10. Exporting Ticket Notes

    We would love the ability to export the notes in a ticket along with the other pertinent ticket details when we are exporting the tickets as a CSV. This might not be doable in a CSV but we would love a record of the exact notes for each ticket that we can archive for future use.

    26 votes
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  11. "Internal Chat" Not a live chat for customer but the ability to chat with other shops within the organization would be nice

    "Internal Chat" Not a live chat for customers to communicate with the store, but the ability to chat with other shops within the organization would be nice. For example we have 6 locations and we always call to make sure that the inventory is correct before sending a customer to another shop. This could be useful for many other reasons.

    7 votes
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  12. Custom Worksheet Order on Tickets

    It would be very nice to be able to specify in which order the worksheets auto populate on tickets. For instance if we have a virus removal the ideal order for us would be Diagnostic, Virus Removal, Final Checks, and Closeout.

    However by default they automatically populate in an order such as Closeout, Diagnostic, Final Checks, Virus Removal.

    This can make our tickets seem very cluttered and disjointed because our workflow is out of order.

    20 votes
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    6 comments  ·  Admin →
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  13. PO# next to ticket number in Pending orders

    Once we add part from Pending orders list to PO, it will be great to see to next to part and ticket# information to which PO we attached that part so we are not ordering double parts for one ticket. Or some kind of comment will be great.

    6 votes
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  14. Pending Items for Unmaintained Inventory on Low Stock Report ( email )

    The Low Stock email is nice, I review it each morning, have links to easily click and review. Etc.

    The Part request emails are nice, I review my inbox as they come in,

    ( can't easiely click these though,
    a) the url for the part isn't clickable in the mails
    b) the link is to the parts section not the part item itself
    c) the customer is clickable but the ticket isn't
    )

    The one thing missing is Pending items, which is really just Part Requests but for items we usually have or used to carry.

    They don't show up…

    3 votes
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  15. AutoPrintr app for Raspbian - Raspberry PI

    Hi !

    We using Raspberry Pi in all our shops as a printer server which is connected to Google Cloud Printer Server all the time via "Chromium" app. Unfortunately as we all know Google Cloud Printer is still in Beta version and is working very slow time to time...

    Any chance for release AutoPrint application for Raspbian ( Raspberry Pi ) ?

    Thanks
    Regards
    Rafal

    8 votes
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  16. Integrate with Etilize and Real-Time Distribution Feeds

    I use QuoteWerks because it integrates with Etilize for rich information on products (picture, specs, datasheets) and it integrates with the XML feeds from D&H, Tech Data, Ingram Micro, Synnex, and more.

    I would use RS exclusively for my quoting if it had this feature, and it would only improve everyone's quotes. :)

    15 votes
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    3 comments  ·  Admin →
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  17. Create Estimates from Leads

    I would love to be able to create estimates from Leads. I'd love to have a clients' employee email in and be able to request work be done. Create an estimate so that our contact at that client can approve the work and have it turn into a ticket.

    It would be even better to automate this workflow, but let's take this one-step-at-a-time.

    dp

    30 votes
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    6 comments  ·  Admin →
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  18. Customer Portal Login

    It would be nice to let customers sign in to their customer portal with services like google, facebook, etc..

    16 votes
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  19. Allow us to add an asset from the ticket detail screen.

    I have an auto created ticket here, im looking at the ticket detail screen.

    There is no obvious way to add an asset to it.

    3 votes
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  20. parts order form

    Parts Order Form:
    The form would include all the information on the parts form with the addition of customer information, for requisition and physical recording purpose. Printable.

    4 votes
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