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  1. Mark Invoice as Sent / Tick Box

    I would really like to have a tick box that I can tick when I send an invoice outside of RS/Hand Deliver etc. that will put the little envelope to let everyone know said invoice has been sent or delivered to the customer please.

    24 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • ADD SERIALIZED INVOICED ITEM TO CUSTOMER ASSET LIST

      It would be time saving to be able to add a major serialized item directly to the purchasing customers Asset list at the time of purchase. Either via an (add to Assets) checkbox or button beside the line item in the invoice. This would allow us to keep customer asset lists up to date more readily for all major purchases.

      12 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Checkout Module for our own assets

        The idea is we would have things like our van, ladders, toolkits, etc. as assets in this module and we could add them to field tickets/appointments as necessary and the quantity would reflect that for the duration of the appointment but be available both before and after.

        Just a QoL module that will help keep us from scheduling service calls where those assets are needed over the top of one another.

        10 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Update Ticket with Comment When Invoice on Ticket Paid

          Hello,

          Can we please update tickets when an Invoice is paid, much like we do when Estimates are Accepted? Verbiage I would prefer is something like:

          "<User Name or say Customer> paid Invoice #<Invoice Number> on <Date> for $<Dollar Amount with proper rounding for $0.00 format> using <Payment Method> with Reference #<Reference# from CC system like Stripe or Check Number input>.

          Would be great if this comment came in with a new Subject type such as Payment or system update and we were allowed to run automations on this. Currently no automations can trigger off the payment being accepted, and…

          7 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Account Number for Customers

            As a managed service provider it is important to keep customers organized. Currently, there is no way to add an account number to customer other than using Custom Fields. This works for initial use, but the account numbers are not searchable in the Customers tab rendering the custom field useless. Also, if there was an internal account number we could add an account number tag onto invoices, tickets, etc.

            6 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements

              The default ticket invoice entry without customization looks like this:

              Ticket Work: {{ticket_timer_tech}} {{ticket_timer_date_and_times}} {{ticket_timer_notes}} from Ticket # {{ticket_number}}, Subject {{ticket_subject}}

              I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

              Ticket #{{ticket_number}} {{ticket_timer_date_and_times}} FOR: {{ticket_subject}} - {{ticket_timer_notes}} BY: {{tech_name}}

              I get this example on the invoice:

              Ticket #6 {{ticket_timer_date_and_times}} FOR: Assist with preparation of database import - {{ticket_timer_notes}} BY: Fred Flintstone.

              It would be fantastic if these tags could be used on invoice customizations rather than just Tciket Timer Charges:
              {{ticket_timer_date_and_times}} {{ticket_timer_notes}}

              3 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Change the order of viewing all a client's tickets to newest first

                When we pull up a customer record, it display their most recent tickets, newest first. But if the ticket we want to look at isn't there (and it might only be the next one down), clicking View All Tickets for the client displays them as oldest first. For consistency - and since odds are we want to see recent stuff rather than 3 years back - couldn't the full listing be newest first too?

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Worksheet Text Boxes

                  When adding information to one of the text box fields in the ticket worksheets after adding information when you go back to edit it or add to a field the text box remains small, and the cursor will be where you clicked the box. It would be much better if the text box expanded and the cursor moved to the end of the box. This way you don't have to scroll all the way to the end and it is much easier to read.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Introduce a Pay Now button on each invoice that we email out instead of customers having to log in to the portal

                    Introduce a Pay Now button on each invoice and a Pay Deposit button on each estimate that we email out instead of customers having to log in to the portal. This would surely speed up payments and would save explaining to clients about the portal every time. Just a thought...

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add private, text updates to bottom of invoices.

                      Occasionally we have problematic clients that we need to follow up with several times and remind them to pay their invoice. It would be great to be able to add simple updates at the bottom of an invoices (that only we can see). Something like:

                      DEC 7 18 , 5:12pm - Called Carol to remind her about invoice and she confirmed it was transferred to the billing department and they would handle it on Wednesday

                      DEC 14, 2:30pm - Got a callback from Carol apologizing about the late payment and she sent a messenger with gold bars in the amount…

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Deposits to IOS app

                        We charge a $50 diagnostic fee and use an iPad pro as our pos and check in kiosk and take those fees via the app

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Labor Log Notifications

                          It would be super helpful if you could add a little clock next to the tickets on the tickets screen and on each ticket square for the dashboard. This way you can easily tell which tickets are currently logged into and working on currently.

                          It would also be great if when inside the ticket when a labor log is running if they clock would be a different color (maybe green could work for the background). It would be immensely helpful!

                          2 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • email addresses

                            I have customers who have 'domain.net' email addresses. These don't seem to get validated as email addresses and therefore I can't send them emails from tickets. Can we include '.net' as a valid email extension, please?

                            3 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • tickets opened and resolved on Z Reports

                              It would be awesome to see a "Tickets Opened" and "Tickets Resolved" on each daily Z Report. Or maybe even just a way to customize the Z Reports with some more information.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Candid emails for estimates and emails.

                                There should be a way to send candid estimate and invoice responses, it would save a lot of time.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Customize Calendar Start of Week

                                  It would be grat if we could show the weekly view of the calendar to go from Monday to Sunday as that is how our weeks run. The first day of our work week is Monday and wee just switched to being open seven days a week instead of six. Sunday is now a day for appt booking. It would be of great value to use to show the weekly calendar to go from Monday to Sunday instead of Sunday to Saturday.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have RS app timeout to top menu after a set time period of time

                                    Have the RS app timeout to the top most menu level after a specified time. This is to protect other customers information so it is not sitting there when a different customer walks up to the iPad after they/we have been using it for check-ins/check-outs.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Reorder the Search All Things results to show - newest tickets first

                                      SOAT is a useful feature, but it only shows five tickets or so and it shows the oldest ones first instead of the newest. Reorder the results to show the newer tickets first and it will greatly enhance the value of the feature.

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Make RepairShopr automatically sign out of a profile after a few minutes

                                        I would like RepairShopr to automatically sign out of a profile after a few minutes of inactivity has been reached.

                                        2 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Refurb reports

                                          We should be able to run reports on Refurbs, refurb status etc...

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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