General

  1. Marketr - Email Paid Specific Inventory Items

    Couldn't think of what to title it. I'd really like to set up some Marketr templates in order to bring in return service. To make the Marketr really effective, I think a feature that tracks who bought what is needed.

    If I sell our Premium Cleanup, it will include a 6 month coupon for 50% off their next cleanup. If I could just automatically email any customer who bought the "Premium Cleanup", 3 months later, I think it would bring in more return business.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pushover Notification Customization

    I think that all the notification, specifically Pushover should be able to be customized. The current notification show very brief information. If we could include a link to the ticket or invoice that it is referring to, that would allow us to get to the finer details quicker. Most of us using pushover are doing do with a mobile device, and it is cumbersome to swap apps, open up RS, and search for that ticket/invoice.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Upgrade Account Detail "Type" for Employees and Vendors (to utilize CID Lookup)

    The Customer Detail page is extremely useful, mainly because it contains SO MUCH information. We tend to cram every scrap of information we have into RS, just so everything is in ONE place. Many of our customers account pages contain every phone number, email address, payment form, and document upload we have to connect to them. But, wouldn't it be great to have this for Employees and Vendors, too?

    Right now, we duplicate information for our vendors and employees into a Customer record, just so everyone has quick and efficient access to useful information (like phone numbers, email addresses, etc).…

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. "Set up Auto-pay"

    This is just re-wording my previous request. If Authorize.net is enabled - client should have ability to check a box to "save for future payments" and have a few lines of a disclaimer indicating that they will be billed automatically with the credit card on file.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add technician assigned as an available tag on the email templates

    Being able to inform the client of which technician is assigned to their ticket request in the email template would be a huge benefit.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow a scheduled automatic credit card charge for full account balances

    We have clients that send us work almost daily.

    They want us to process their credit cards weekly, bi-weekly or Monthly.

    After storing a credit card, it would be nice to be able to setup a schedule on their account that will charge the full account balance to the card.

    As a clarification, I am speaking about invoices that were created, not pending charges.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. TICKET(s) GETTING STALE DO THE DIAGNOSTIC

    I would like to see the customer name and/or the business name next to the clickable ticket number on the "ticket(s) getting stale e-mail. Example below:


    A friendly reminder, tickets need a diagnosis comment to update the workflow and change the status from pink.

    Make a ticket comment with the subject "Diagnosis" for these tickets.

    4201 - Customer reports system is running slow.

    Make it read:

    4201 - Mike Smith - Customer reports system is running slow. Or...
    4201 - Mike Smith - Mike's Custom Detailing - Customer reports system is running slow.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Part Order Auto Add To Notes

    It would be awesome if logistics could automatically drop notes on the ticket for the part's shipping status, and have this automatically email out.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add rolls of coins to register count, give admins ability to edit a drawer after the opening count has been completed

    A few things I would like to see happen. The two changes I have not seen posted are below:

    1) Ability to count a roll of coins in the opening and closing count
    2) Make the "Enter" key go to the next field as opposed to clicking the button at the bottom. (many times my employee's have put in 30 cents and hit enter only to open the draw at 30 cents)
    3) Give admins the ability to go back and view/edit a draw that is open. (this way if someone opens the drawer with an incorrect amount, we can…

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Sales Detail Reports

    Could the Sales reports show ALL the sales details by INVOICE DATE and NOT PAID date?

    For example, when a payment (deposit) is received (often many days prior to the invoice date), it is not clear of where the sale details are being reported. Currently, the sale detail for a sale with a prior payment is not included on the report based on the invoice date.

    If the program is including the sale based on the payment (deposit) date, then all prior reports would have changed causing a domino affect to any reports that reports on sales, taxes, etc.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Invoice/Estimate total

    I think there should be a total in parentheses next to each estimate and invoice number on a ticket for easier identification

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Amazon Home Services API to link with RepairShopr?

    How cool would it be if Amazon Home Services can tie in with RepairShopr? We just got listed on AHS, so it would be cool if our leads from there came in directly to RS so we can reply immediately and don't have to maintain Amazon's system as well. We already have enough systems to maintain!

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Charge credit card on due date

    I have a lot of Managed Services clients who like to receive their invoice even if they are on auto pay. I see that there is a option to auto charge credit card on file. I would like to be able to set the system to auto create the invoice and then have a second option to auto charge the credit card on a certain date.

    Here is my example, my clients invoices are created 14 days before the end of the month. I mail/email the invoices to my clients and they are always due on the first of the…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hey -

    How is this different than just making the invoices generate on the first and charge at that time?

    I can’t think of a good reason to add the complexity right now, but let us know

  15. Status should auto to Scheduled after setting an appointment

    It would be beneficial to have ticket status to automatically update to "Scheduled" after setting an appointment that is connected to a ticket.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Pop Up Reminders

    Pop up note and/or reminders for customers, inventory and/or vendors. Specifically, I am thinking that a popup would show when an account is selected and will remind/notify the user that there is something that requires attention. Text in the pop up would be up to the users, just need the popup as a feature. Things like customer has outstanding balance or vendor has outstanding RMA or to record product serial number,

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Purchase order cross reference

    There should/could be a button or option on the purchase order to 'add all low stock items that are not already on another purchase order'.

    It would be helpful as I could quickly order additional required stock from a vendor before they dispatch my current order.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Failed Recurring Charge Auto Retry

    Would like Failed Recurring Card Transactions to have the ability to auto retry daily or every so many days.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow invoices to be locked and not editable

    I emailed an invoice to a client yesterday and then a coworker added additional line items afterwards -- I'd like the ability to lock invoice so that charges can't be added after it's been emailed or printed.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add private/internal notes to estimates

    We've always used the private memo field in QBO estimates to make private notes about exact part numbers and our costs and availability at various distributors... This makes it very easy to order the stuff once estimates are approved. Without this ability in RS, we have to keep separate notes elsewhere, or look it all up a second time when we are ready to proceed with the order.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base