General
3766 results found
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Refurbs for Refusbishers - Functionality to provide service, bill, etc
Are there any plans to add service functionality to Refurbs?
We operate our own storefront but also provide professional refurbishment services nationwide to others. I've been utilizing invoices to track everything but the upcoming customer credit functionality keeps me interested in Refurbs. I’m using a combination of invoices, inventory management hacks, and Google forms to keep everything moving smoothly.
So a refurbishment customer sends us a box of broken screens. We test the screens upon arrival and make an internal invoice. The internal invoice allows us to track progress, sell parts as needed (refurbishment is a craft), and eventually convert…
7 votes -
Create dropdown choise for default ticket type as part of customer information
Default ticket type for Customer, e.g. "PC repairs", same as Default invoice terms
2 votes -
Folders for attachments
I would like to create a folder underneath attachments to keep relevant attach documents & information together? I have a lot of attachments for my clients and some documents are relevant to other documents, on this moment I have to go and look through all the documents to find those documents, this takes a lot of time, if I can keep those attachments that is relevant to other documents in the same folder and keep all relevant information together in separate folders that would be awesome.
3 votes -
Add pending Ticket charges checkbox
I often have many tickets for a customer. When some repairs are complete and I make an invoice, it's very tedious to search the list for the completed tickets. It would be nice if the list was sorted by ticket and each item had a checkbox next to it. That way I can tick off the items I'd like to be added to the invoice. For me it's rare that add all is appropriate. And, it takes so long to add each item and then have it refresh. Sometimes my tickets have 30 or more items on them.
2 votes -
Would love to see some kind of tagging feature in tickets!
So a computer comes in with a virus, person tells us what kind of things is going on we tag the important things and next week someone is describing the same thing and you search with tags to find that ticket and you see all the steps taken to solve the problem!
1 vote -
reminder
REMINDER FEATURES Allow customisable selectable snooze periods (i.e 1 day, 1 week, 1month) , allow to create a lead or ticket direct from reminder.
3 votes -
ScreenConnect Integration on steroids
I was really excited to see ScreenConnect listed in the extensions! My two favorite things coming together like peanut butter and jelly. Setup was easy. I would like to suggest some next step features for this pairing.
1. Maybe the easiest to implement. When you create a session from within a ticket, an invitation email is sent to the user. Maybe the flow is like check box for "send invitation", if you enter an email address, it will go to that email address, but if you leave it blank it would go to the user's email address if you have…14 votes -
Wiki Customer side
Hello,
we like the ability for the customer to see solutions when he open a ticket.
Example, Subject issue after Win 10 update, and the customer see some solutions. Regards
5 votes -
Allow Purchase Order ref to be tied in to Invoices
Say we sell an item using the unique SKU generated by a PO. On the customer invoice there is no way to track what PO that item was ordered on... This would be so useful for RMA tracking and other stuff.
I understand that if an item on a PO is Serialized then it works (according to Bobby @ RS), but standard non-serialized items don't get tracked.
Please, please push this forwards as it seems like a no-brainer idea and would be very useful for anyone who uses the PO system with standard items with no serial numbers.
Cheers all,…
3 votes -
Brokerbin.com Feed Integration
We would love to see Brokerbin.com Feed Integration for Inventory
3 votes -
Show total costs as well as billed amounts on Recurring Invoices page
At the bottom of the Recurring Invoices page, it shows a total for what is Invoiced each month. It looks like I can also get the totals from the reports for monthly and annually. It would be nice to see the total costs associated with recurring invoice so we can see what our monthly or yearly profit is. We input this information when creating the Recurring Invoice, so it seems like it may be an easy thing to add to the page and/or reports. Thanks so much.
2 votes -
Choice to display/print the comment date/time and user that made the comment
It gets confusing for our customers as we do a job onsite and charge say 2 hours from 13.00 to 15.00 but the comment is made the day after at 10am… they think we are charging for a different job!
It would be ideal to have the ability to choose whether to print/PDF these details but still allow it to be displayed on the screen view for our reference.3 votes -
Sorting
Is there a way to sort the tickets so the newest ticket (Last Updated) is on the top every time I go into repair shopper? Right now I go into it by hitting LAST UPDATED 3 times. Once I go into and back out of a ticket I have to resort again. Even if the sorts had a drop down so I choose newest first that would speed up the process.
16 votes -
Add RS Attachments to Tickets
There is no option to use an attachment on an invoice that was previously uploaded to a Ticket.
We can upload from Dropbox, Google Drive, Desktop, etc...but if we want to include a receipt (which was previously attached to a ticket) on an invoice, there is no option for that.
Thank you,
dp
1 vote -
Customer phone number in subject line, automatically assigns lead
We have a PBX system where a customer can call and leave a message. We can setup our system to email an attachment of the voicemail to our repairshopr email address. The system will add the customer phone number to the subject line of the email it sends. We would like email rules to automatically match the phone number when it appears in the subject line and assign the ticket to the customer.
24 votes -
Conditional search
Hello, is there a way to add an additional condition to searching? For example, we want to search for all tickets that had service and also sold a new hard drive. But we do not want tickets with only the hard drive being sold. Does that make sense? This will help us generate a report on our service and retail side. For example, we can compare who needs to be hired for next, service or retail.
0 votes -
customer phone number on mouseover
In the ticket list view it would be really handy if hovering the mouse over the customer name showed their phone number.
9 votes -
Reports for staff from their locations
At the moment all the staff can access reports from all shop locations. Can we have the reports limited only to allowed locations for the staff?
Thanks
Bartek3 votes -
5 votes
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Credit Card Autopay Option
I would love customers to be able to view their dashboard and add a CC to be remembered so they can either set an autopay limit for when an invoice is under that amount it is approved to be payed automatically or so that it will be more convenient for them to at least add their CC at will so we just have to call them to make sure the payment will be fine with them and we don't need to collect CC information each time.
5 votes
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