Skip to content

General

3762 results found

  1. Allow an RMA to be received with a different serial number

    Here's something I noticed that would be really useful. While running through how we can use the RMA/Returns Manager, I noticed a pretty big shortcoming regarding how serialized products are handled.
    Take a laptop for example -- Upon RMA, this could go a few directions. Perhaps the hard drive is bad; we would receive the same laptop (and same serial number) and all would be right in the land of inventory and serial tracking. Now, maybe the motherboard is bad. Maybe the whole thing is DOA; the vendor may decide to send me back a different laptop entirely. This laptop…

    13 votes
    started  ·  2 comments  ·  Admin →
    How important is this to you?
  2. Electronic signature after payment for credit card only

    After we enabled electronic signature using the topaz pads I've had some complaints from my employees. While It works great if we're processing a credit card payment through repairshopr, It's a little less slick when taking other payments like cash, or check. The system still asks for an electronic signature even though it's not really necessary (with cash especially). Customers would inevitably feel weird if asked to sign after paying with cash. And the system won't automatically print out a receipt unless you sign.

    The only thing I could see them signing for with a cash or check payment method…

    4 votes
    1 comment  ·  Admin →
    How important is this to you?
  3. Disallow marking Tickets as Resolved if Unpaid Invoice is Linked

    We are having issues with technicians manually marking Tickets as Resolved before linked invoices on the Ticket have been paid. From our experience, once Tickets are Resolved they are essentially archived and are out of view; lost in a sense. Only much later do we come across unpaid invoices when running an audit or reconciliation.

    We'd like to flag/alert/prevent users from marking Tickets as Resolved if there's a linked Invoice that is unpaid. It makes sense that you can resolve a Ticket after taking payment, but we need to stop people from accidentally Resolving prematurely.

    I don't want to make…

    24 votes
    How important is this to you?
    under review  ·  Rajesh Agarwal responded

    I like it – thanks Ryan

    Sounds like based on comments it needs to be (another) setting..

    We’ll think about this further.

  4. Add a Quote Tab

    As an IT Professional, we do not estimate the technical work provided to customers. We also do not estimate the inventory needed for the customer. Hard to process a quote under the estimates tab. Will this happen? Would be EXCELLENT!!

    Technical Services - 2.5 hours - installation and set up
    Hardware - $495 PC, $110 240GB SSD, etc

    If quote is accepted, pay upon receipt....this is how I am looking to bill my client. As it stands, I have to use our other CRM to send a quote...

    3 votes
    1 comment  ·  Admin →
    How important is this to you?
  5. Constant Contact Intagration

    RepairShopr has some nice built in tools but Marketr isn't a replacement for Constant Contact. it works great for short simple messages but doesn't lend itself to doing a monthly newsletter.

    In the end we prefer to work with the tools we get support for and know well to make our jobs easier and more efficient.

    For some Marketr may do the trick for others they prefer other tools. Just like some people prefer trucks vs. cars. preferences. We much prefer the experience with Constant Contact.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?
  6. clone contracts

    We need to be able to clone a contract, or better yet make a contract template.

    7 votes
    How important is this to you?
  7. We need a way to re-order worksheets as they are automatically added to the tickets

    We need a way to control what order worksheets are added in to the system. For example, we have a diagnosis, virus removal, final checks, and closeout worksheet that is added to virus removal jobs. But, when adding the sheets, the system will put diagnosis AFTER the virus removal sheets. This doesn't make sense. In the custom field editing page, please make it possible to assign an order of insertion for the worksheets.

    7 votes
    How important is this to you?
  8. Paid stamp when printing out

    Is it possible to automatically show the format of payment and date on the paid stamp if the invoice is printed out? for example....

    PAID Cash on 22/01/16 stamp when printing a copy of the invoice.

    At the moment I have to physically write the date and payment method on our paper copies.

    7 votes
    How important is this to you?
  9. Change history for custom fields

    Change history in case someone makes a mistake and deletes. This data is important. We are keeping notes about the customer in here.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  10. Custom Ticket Progress Tracker

    We don't quite fit into any of the Business types in the setup wizard, as we do some MSP as well as Product Sales and Troubleshooting and also installation of Automation and Security gear in Residential or Commercial premises.

    We would love to be able to edit the Progress Tracker and put our own items in there (ie. Scheduled, etc.).

    21 votes
    How important is this to you?
  11. Rework Ticket Improvements

    The Re-Work feature is AWESOME!!!

    However, it would be great if when looking at the Tickets Page, ReWork tickets would have the entire line highlighted in Red or Yellow, something that allows supervisors or lead Technicians to see instantly that a rework ticket was created.

    The last updated column would still follow the existing color scheme. Perhaps Re-Work stats could be incorporated into the DashBoard.

    9 votes
    How important is this to you?
  12. Add existing and previous appointments to customer page.

    It would be nice to be able to look at a customer profile and see all current and previous appointments.

    Also for the customer to be able to see them in their online portal and possibly even edit them or request to anyway.

    7 votes
    How important is this to you?
  13. allow for tax on POs

    Can you please allow us to specify whether we have paid tax or not on products we buy in, either individually or through Purchase Orders? Some suppliers are registered for VAT in the UK while other's aren't, and we have no way of specifying this when we buy something in.

    24 votes
    How important is this to you?
  14. Add Ticket # as an available tag in places like Marketr

    When using Marketer Email Campaign for Customer Service Followups many customers who have multiple tickets are getting confused on what ticket the follow up is related to.

    Adding another "Available tag" like "Ticket #" will help to reduce the confusion and improve communications.

    7 votes
    How important is this to you?
  15. Allow an option to edit invoices without refunding the payment

    It can be difficult attempting to do an even exchange of products because the current setup requires either deleting the payment or completely refunding the payment to be able to change the product on the invoice. I need the option to be able to reopen the invoice for modification without messing with the payments. With the current method, it screws up our accounting at the end of the day.

    3 votes
    1 comment  ·  Admin →
    How important is this to you?
  16. Tawk.to Live Chat Integration

    Currently we are using Tawk.to and it would be great to have a similar feature that Zendesk has with Zopim. If an end user is communicating to us about an issue and we happen to assist them remotely or schedule them for an on-site the ability to create a ticket from the chat I would think be great. Our White Label Remote Support uses this feature and quite a bit of their clients use RepairShopr.

    46 votes
    How important is this to you?
    under review  ·  Rajesh Agarwal responded

    I talked to tawk.to, it sounds like there isn’t a way to do this right now – but they are building a ticket system now. They told me when the ticket system is out, we should be able to integrate to that. So you would make a ticket in tawk.to, and that could create a ticket in RS – it’s a bit fuzzy until they ship it.

    You can follow that progress here:

    http://tawk.uservoice.com/forums/228427-feedback/suggestions/7027218-support-ticket-system-by-tawk-would-be-awesome

  17. Add New Ticket button in, Ticket section

    In order to make the process of making tickets faster, it would be nice ot be able to add several tickets at a time.

    One way to do this however would be to have a new ticket button IN the ticket profile after an existing ticket has already been created.

    Right now, when we make a new ticket, we need to go BACK to the customer's profile and add a new ticket from that view.

    (I'll make another feedback for having the option to add multiple tickets as a time. That... would be bonus)

    2 votes
    How important is this to you?
  18. Allow Multiple "Resolved" Statuses for Triggering Marketr

    We send out follow-up e-mails asking for reviews. It would be nice to be able to trigger this with Marketr. However, some customers are not happy no matter what you do. In these cases, it doesn't benefit you to send them a request for a review.

    The option to have multiple "Resolved statuses that trigger Marketr, like a "Resolved - Happy" and "Resolved - Unhappy" would be AMAZING! I'm sure there would be many more creative uses for this feature as well.

    9 votes
    How important is this to you?
  19. Two Way Sync with Max Focus for Asset Management

    We integrate with Max Focus for our RMM tool and we tie an asset to a ticket when a client calls in or the tool gives us something to work on so it has become a way of also verifying that that asset is under their plan and is covered for services.

    Currently RepairShopr will update the assets that are added to Max Focus (rather quickly which is awesome) BUT when an asset is REMOVED from Max Focus it does not update that in RepairShopr. It would be cool if that went both ways as far as the deleting assets…

    10 votes
    How important is this to you?
  20. Portal ticket notifications

    I would like for tickets created from the customer portal automatically assign to a certain technician for that notifications such as text and emails can be done. Most customers that are made from the portal have a service agreement and need to have priority service.

    At least an option in the notifications center for portal created tickets (not all), would be nice so these don't get overlooked since they are paying for priority service.

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

General

Categories

Feedback and Knowledge Base