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305 results found

  1. Allow the Other field to be editable for Phone numbers

    We have customers who give us numbers for other members of their family. It would be nice to be able to label the phone numbers in a more detailed manner. For instance: instead of just having 2x numbers labeled as mobile and not knowing if its husband or wife you could label the numbers "wife mobile" or "husband mobile". allowing the other field to be edited would allow for that.

    3 votes
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  2. Sales/Service Metrics Dashboard

    A Live Dashboard that shows the techs total tickets, sales, invoices month to date. Monthly Totals, Top Services, Top Producers, Who tickets are assigned too, Schedule, Etc. would be very nice to have. I currently produce an excel sheet thats viewed on a 42" Monitor in the service department but its not live.

    3 votes
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  3. Contract Tracking by User

    Need ability to see who/tech that is adding notes, sending emails, or making changes in contracts.

    2 votes
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    under review  ·  1 comment  ·  Admin →
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  4. Allow editing of ordered and arrived status from the part order screen

    It would be great if on the part order screen the ordered and arrived fields can be edited instead of having to go into each individual part to mark them as ordered as this can be quite time consuming if you have many parts.

    4 votes
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  5. Confirmed Appointment Status

    Place a status update somwhere on the ticket, in the calendar, somewhere that denotes that they customer has confirmed the appointment. So helpful especially for in the field jobs to make sure clients have been confirmed before sending out techs.

    4 votes
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  6. Mailable Postcards

    I love being able to mail physical invoices, and thought, 'What about incorporating that feature with Marketr, and having the ability to send Post Cards or Thanks Yous?' We're currently doing this manually with postable, but would love to make it automated.

    5 votes
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    1 comment  ·  Admin →
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  7. Add csv or print to pdf to all ticket lists invoices estimates and leads.

    We often need to present a hard copy or report to clients
    we also need to be able to manipulate data..

    3 votes
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  8. Option for Monthly Invoices to include Ticket Details / Information

    For some businesses we do several tickets and invoice them all at once at the end of the month. Currently your shopping cart feature allows us to bill this way, however when the invoice prints it does not show any other details other than the ticket number. It would be great to have a feature where it sends / prints ticket details along with the invoice so they have a complete over-view of what they are being charged for.

    The online system for customers / clients to log in to see their account only let's them see current owed money…

    4 votes
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  9. Product tracking feature!

    So we use an app called "slice" which automatically tracks products you've purchased simply by scanning your email accounts. We use Amazon, eBay, etc to purchase parts and without entering any data at all to slice, it automatically scans our email account and will give us status updates of our products, such as ETA, delivery, etc. I think this tool would be invaluable with repairshopr for a number of reasons: 1) clients would be able to get automated updates of special ordered items if they choose, and we as techs would be able to go to the parts section and…

    2 votes
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  10. Column for "Tech Paid" on Invoices

    Like many repair shops, some of our techs are paid as subcontractors. As such, they get paid on billable work - though not necessarily on PAID billable work (billing is the company's responsibility, not the subcontractors). We pay subcontractors every 2 weeks on what they billed, not on what they collected payment for.

    The problem is - we can't tell which invoices have been "paid out" to the subcontractor vs which ones still need to be paid out to them. The "took payment" option is for techs to keep track of payments made, and the "paid" option is for admins…

    3 votes
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  11. Change frequency of Diag reminder emails

    Is there any way to have the diagnostic reminder email sent every 3
    hours? Right now we have it set up for 1 hour, the only option I see is 1
    hour or every day. It takes us about 3-4 hours to run our diagnostic
    service and it would really help out if we can have it remind us if it
    isn't completed after that amount of time or at a frequency greater than 1 hour but less than 1 day.. like 1 hour, 3 hours, 5 hours, etc.

    7 votes
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  12. next button on tickets, invoices, etc

    When viewing tickets, invoices ets, we should be able to his next or previous instead of going all the bay back our to the ticket home screen to view the next ticket

    9 votes
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  13. Add a Mail or Response Icon to Leads

    I would like a mail icon in the leads module that would alert us to a reply to our email sent from leads.

    Currently, when we receive a lead from our website, an email is sent to us after the lead is passed on to your API. Recently we have started using your mail feature in leads, so that there is a record of our response to a lead. The problem arises when a customer responds to that email, there is no way of knowing. Neither Justin, nor I receive an email, and there is no indication in the leads…

    3 votes
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  14. View Customer Detail Screen

    Directly under Customer Info box is the Communications Log box and Contacts box. You might consider either making these boxes movable or customizable or having the boxes most often used directly under the Customer Info box: Tickets on the right and Invoices on the left.

    4 votes
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    under review  ·  1 comment  ·  Admin →
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  15. Allow Marketr to use ticket problem types to trigger different templates

    It would also be great to allow Marketr to use Ticket problem types to trigger different templates. For example - We use tickets for onsite appointments with a problem type of onsite. However I don't want to send the standard marketr template for all tickets.
    So it would be great if you could apply marketr templates to tickets with a certain type.

    7 votes
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  16. Invoice Page Column Change

    Can the "status" and took payment" be streamlined. So that "Status" will be changed to "mailed". "Took payment" will be "Status" with clear words instead of locks, that are color coded the same as the banner.

    Like this: http://i.imgur.com/mSoobX4.png

    Also it would be nice if columns

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  17. Make parts of bundles customizeable within a category

    currently the bundle item only allows to assign specific items to a bundle. When using this for repair bundles that include various parts and labor, the current system requires a laborious effort in creating a new bundle for each variable; such as screen repair of device using different colored glass.

    ie. a sunsung s4 screen repair requires that I make a bundle for red, black, blue, white, pink, etc...

    if the bundle item was able to accept a category that uses a part search restricted to a category, or even better if items can have relationship links made to the…

    4 votes
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  18. Client Portal - add "Hide Invoice" for better client portal filtering

    This is hopefully simple...

    Add a hide invoice button to the client portal "open ticket" area...

    Also... it'd be great to not have a 20 ticket limit in this area. Maybe add pages to this...

    Right now, our larger clients are having a VERY DIFFICULT time using the portal due to these limitations.

    Thanks

    11 votes
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  19. Filter by Time options for invoices and tickets

    Within the Tickets tab or Invoices tab, it would be great to have the ability to filter by time for tickets and invoices. For example, on the tickets tab we might have 2 or 3 pages of tickets and to see what has come in today, we have to arrow over to page 3. It would be great to have the ability to filter for "today" or "Yesterday" or "Last week" or "This Month", etc.

    3 votes
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    under review  ·  1 comment  ·  Admin →
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  20. Add option to Appointment Booking Module to allow time between appointments for single technician

    I am a single technician, and I need to allow travel time between appointments. When there is more than 1 technician on staff, this is normally not an issue. So it would be great if, when there is only 1 technician on staff and available, there was an option to DISALLOW customers from scheduling an appointment for X number of minutes following any currently scheduled appointments.

    2 votes
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