Skip to content

General

3762 results found

  1. 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
    How important is this to you?
  2. 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
    How important is this to you?
  3. 3 votes
    How important is this to you?
  4. 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
    How important is this to you?
  5. 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
    How important is this to you?
  6. 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
    How important is this to you?
  7. 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
    How important is this to you?
  8. 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
    1 comment  ·  Admin →
    How important is this to you?
  9. 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
    1 comment  ·  Admin →
    How important is this to you?
  10. 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
    How important is this to you?
  11. 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
    1 comment  ·  Admin →
    How important is this to you?
  12. 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
    How important is this to you?
  13. 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
    1 comment  ·  Admin →
    How important is this to you?
  14. 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
    1 comment  ·  Admin →
    How important is this to you?
  15. Add color coding and default setting for ticket priority

    As a tech I need to be responsive to tickets with higher priority. Ticket priority should be set by default to "normal" (but ideally configurable through an admin widget).

    I suggest the ability to color code the Priority cell in the ticket list view so that I could, for example, make Urgent priorities red, High priorities yellow, Normal priorities green, and Low priorities white.

    64 votes
    How important is this to you?
  16. In new inventory items - admin settings only (spiff commission)

    I think only the admin should be the one to add commission to a new inventory item. Techs can edit this feature. I spend too much time looking to see if they added anything new. or changed a commission structure.

    4 votes
    How important is this to you?
  17. allow price comparison between suppliers through data feeds

    Allow for us to easily view pricing from multiple distributors. Most distributors provide a data feed we can use, just need to be able to link and import into a database with perspective pricing and stock levels

    14 votes
    How important is this to you?
  18. Turn off “Payment Receipt” when emailing paid invoice

    I would like the ability to turn off the "Payment Receipt" that gets sent with all paid invoices. Our business does not have a brick n' mortar building so we never have a need to print/email official looking little receipts.

    It would be nice to have the old system back where it only sends the Invoice PDF with a pretty little "PAID" stamp on top.

    2 votes
    1 comment  ·  Admin →
    How important is this to you?
  19. Add serial numbers to Refurb Module.

    As it currently stands, when you send a device to the Refurb Module it stops reporting the serial number. This makes it really hard to find the device while it's in refurb. It also makes it almost impossible to see if a device has been in refurb.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  20. SMS Canned Responses

    Just like in ticket comments, add the ability to have canned SMS responses.

    26 votes
    How important is this to you?
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base