General
3762 results found
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Enable the Customer Purchase from within a Ticket to an asset in that ticket
Hi, its seems this was requested previously but I dont think it has been implemented, although the request is marked completed...there were multiple requests in said request. To lift the part I would like to see: ''You cannot "buy/trade-in" an existing asset. For example, a customer books in a device (an asset) for repair, we open a ticket, the device turns out to be unrepairable (or to expensive to fix) and the customer wants to trade it in to cover the cost of the ticket'' Thanks
7 votes -
Prepaid Hours For Specific Inventory Items
We offer specific prepaid remote support time for our monthly customers and it would be nice if we could setup the prepay hours to allow me to bill general labor items such as onsite work and shop work but attach the prepaid hours to remote support only.
8 votes -
Security Groups - View 'Their Ticket' - Remove Search bar or Search Only 'Their Ticket'
In big chain when having multiple locations I want technicians only to see the ticket from 'their location' so they can only see 'their tickets'. Today you can activate so hey can only see 'their tickets' in the tickets list. But in the search bar they can still search for all tickets in the database.
An alternative could be being able to deactivate the search bar, so having the security group option to 'Disable search bar'.
6 votes -
Spiff Reporting
There are spiffs that are logged in the system, but it doesn't really help much without a report. Trying to administer spiffs is really hard especially in my case where lots of products only attract a $1 spiff.
I suggest we have a simple report that collects the spiffs acquired per team member.
http://feedback.repairshopr.com/forums/165658-general/suggestions/5108975-spiff-commission-tracking
28 votes -
Orderhive Integration (Inventory Management, Sales Channels)
Just started using RepairShopr and it's working great for us. Currently also setting up OrderHive which is an inventory management app, and will integrate this with Xero in place of our current Sage accounting software.
OrderHive allows many sources to all work together from one inventory location, so syncs up many cart applications for website sales, as well as sales channels (ebay, Amazon and so on) and then passes info back to accounting software (such as Xero).
It's ideal for any business that handles work over multiple channels, and currently we plan to just raise invoices manually in OrderHive and…
4 votes -
Group Refurb tickets under the tickets tab
Hey guys,
Thanks for releasing customer purchases & refurbs it will help us. One slight problem for us though. We don't have a dedicated team of techs working on just refurbs. Our techs are used to looking through the ticket tab to keep on top of things. Would it be possible to include refurb tickets in the tickets tab like all the other tickets? Otherwise I know refurbs will get missed and stay sitting there for weeks. I know it's just a change in the way we work but it made sense to me to be able to see both…
22 votes -
QuoteWerks integration
We currently use QuoteWerks and there addon QuoteValet for our quoting system. Just thought I make a suggestion on some kind of integration.
Some info on there SDK. http://quotewerks.com/sdk.asp
Something simple like the quotes are pushed from QW to RS like they do for Autotask and other CRM/PSA's. No photos or anything fancy QW does that just need the basic quote info to beadded to the quotes/Estimates in RS. I hope I'm making since.
81 votes -
Statement customization
Just wondering if there is a way to tweak the statements in such a way that they will not pick up every invoice?
We have several running invoices to which services are added throughout the month and then they are sent out at the end of each month.
Currently when pulling up statements, they list all of these invoices, even though they have not been finalized yet.
It would be nice to have a feature to exclude "in progress" invoices from the statements.2 votes -
3 votes
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Ad-Hoc E-Mail for all Invoices
I think making the Ad-Hoc E-Mail feature available for all invoices regardless weather the customer has an email address would allow us to send the email to anyone at any given time. Let's say the Bookkeeper is the main contact in the account and that is usually the email you have setup in the company, but the owner calls and asks to send a copy to him/her? The only way to do that would be modify the account. Plus it would allow the users to pretty much send the invoice anywhere we want.
11 votes -
Singular email option for Invoices
It would be very helpful if under the individual client, when we Edit their information under Additional Fields, to have a section in there for the option of "All invoices go to X email" Not the email address for the account, not the email address of the sub contact that the particular ticket had been assigned to.
Currently the only way to do that would be to have the main email of the clients account be their invoice email, and then every time you make an invoice, you would have to un-assign the sub contact to ensure it was only…
24 votes -
Make it easier to remove a recurring invoice or contract
Currently, I find it way more difficult than it should be to remove a recurring invoice or a contract when inside a customer's detail page. Some of them I may want to leave around, but many I want to remove if they cancel a subscription.
The main problem is that there doesn't seem to be any sort of option in the Customer Detail page, or the Contract/Recurring invoice screen itself.
The only way I see to remove a recurring invoice/subscription is to go into invoices > recurring invoices and then find the invoice and remove it. (same thing for contracts).…
2 votes -
Online Reviews - Automatic
I am finishing up a customization to automatically collect customer feedback when job is completed, and convert a substantial % into positive and authentic online Reviews. This would tie into Google, Yelp, Facebook, and other review sites. Positive customer comments would also appear automatically on the website.
I will keep you updated.
70 votes -
Leads Accountability
It would be nice if the Leads had the same admin feature "Change History" that tickets have so that we can see who is changing leads status' with date and time stamp.
6 votes -
Default Billing contact
When dealing with companies we usually have a single point of contact for tech issues. But a different person for getting invoices. I see the Invoice CC emails option but I don't want the technical contact getting ANY invoices.
2 votes -
ADFS SSO Office 365
Hi Guys,
Recently deployed o365 integration and very happy i can finally sync my Calendars with RS. Hoping you guys can extend this feature a bit further by integrating RS login's with Active Directory Federation Services/SSO (i see you have done this with Intuit and Google+). I believe this can be based around oAuth and wold not be all that complex to setup considering you already have oAuth communication with Office 365?
43 votes -
Customize customer map
I would like to map customers by jobs in a particular date range specifically. It would be nice to be able to customize the view by other filters as well such as job type (or at the very least have customer address export with sales reports so we can plot the addresses in another mapping solution)
2 votes -
Stripe customer linking
Stripe gives us a cus**** ID for a stripe customer, and a card gets a hash much the same way (card****)
We old customers that are coming back to us with stored cards, and current customers that are being moved to our second Repairshopr account.
What we'd like to see is an option like what you have with Authorize.net that would allow us to put in the customer ID and card ID to import the hash so we don't need to re-add them.
This will not only save time but help with bookkeeping, as putting the card number…
10 votes -
It would be beneficial to put shipping below the subtotal
Can shipping be created as an item below the line items so that it does not factor into income, much like tax is withheld from income.
10 votes -
Custom Invoice Numbering for Multi Store
We are trying to implement this in multiple sites. We have been setting up the QB sync and are worried that at some point there will be a major sync issue when two stores come upon the same invoice number. It would be very nice to have the ability to customize the invoice number to something like XX-### that way we're assured all sites will never hit the same number.
18 votes
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