General
3766 results found
-
QuoteRoller - Proposal Software
We need the ability to integrate with a proposal software
1 vote -
Inventory Customer Purchase History
It would be helpful to have the ability to see which customers purchased inventory items. Perhaps, something is on sale, you sold some, however to find out who purchased during the campaign is not available. Drill down to the actual sale invoice would be another great benefit too.
17 votes -
Customer Profile Request
An environment variable that we can put in the canned responses or marketr campaigns that insert the customer online profile link.
4 votes -
Ticket Detail Screen
On the Ticket Detail screen, at the top labeled "Ticket Detail". This information comes from the New Ticket Subject. You might consider having the customers last name and then the subject. Often times, techs will work on several computers at the same time thus there are multiple tickets open on Shopr. Having the the customers name followed by the subject will make it easier to distinguish each ticket.
1 vote -
Make Commission Report Show Business Name instead of Customer Name
I would like to see the commission report (as well as everywhere else) show the business name instead of the Customer name.
I know in the templates you have a variable for "customerbusinessnameorcustomerfullname" which I've changed all my templates to use. I suggest you use this same method for the commission report. This way it will show the business name but if there is no business and it's just an individual it would show the customer name.
1 vote -
Allow Rearranging of Dashboard Tickets
It would be incredibly helpful for me to be able to arrange tickets how I want (prioritize tickets) so that while I'm out of the office the tech's working at the shop have a better idea of where to prioritize.
2 votes -
Ability to Link Tickets to Each Other (Just Like Invoices and Estimates)
Here's the overview of the idea:
- Have ability to link tickets to each other for easy reference.
- Linked tickets could go in the "Diagnostic" Progress box just like Invoices go into the "Invoiced" Progress box and estimates go into the "Work Approved" Progress Box.
- A link ticket button or reference would need to be added so tickets could be linked together.
- You could link as many tickets together as you wanted.
- The linked tickets would be clickable just like invoices and estimates currently are.
Why add this idea?
- Great for warranty/redo work when a new ticket is created.
- Great for…
15 votes -
Expandable/Collapse PO's
When looking for items that have been ordered it would be nice to be able to have a quick look/expandable option to show what items are on the PO on each line item.
6 votes -
Assign Stock to customer at check in
Hi,
It would be great if, when entering / checking in stock, we could assign it a customer at that point, so that when you go a customer to do a ticket or invoice we get a prompt saying that they have this stock available and do you want to add it to the ticket/invoice.
Quickbooks did something like this and it helped us not to miss putting items onto customers invoices/tickets.Thanks
1 vote -
Customize the "Triggers" that affect Statuses
We really want to change the triggers that happen when making certain comments. Like, it makes sense that after a "Parts Order" comment, that the status switches to "Waiting on Parts". However, other things don't necessarily work best with our workflow, and it really messes up the way we work. Further, techs always seem to forget to "double check" that the status on the ticket is what it should be.
Here are some examples of what we'd like to be able to change ourselves. Maybe under Tickets>Custom Settings.
'Diagnosis' comment > Triggers > 'Waiting on Customer' (because we need approval…
7 votes -
Being able to Verify Returning Customer Information on the New Ticket like you guys have it on New Check-In
You guys need to allow us to verify Returning customer information to make sure it's up to date when clicking on the NEW TICKET button, the same way you guys have it on the NEW CHECK-IN button. It allows us to make sure the information on the NEW TICKET is gonna have updated info without having to take extra time and go to the customer tab first.
3 votes -
Parts Order Tracker
This is a very useful tool especially for companies placing unique PO's all the time. Once I view completed items can you please insert a button so that I can return to Parts Order Tracker Main Page? Also Once the part is in could there be away to auto update the ticket?
2 votes -
Re-order item list in custom fields
Hi guys,
Custom Field Types already allow us to change the order of the fields, but don't allow us to change to order of the options for each field (in the case of drop down items). Can you please add the buttons to re-arrange items for drop downs?
Thanks
1 vote -
Add more or customizable sortable fields on the Customers Tab
In particular it would be nice to be able to sort our customers based on the amount of money spent in our shop thus-far. I could also see uses for sorting the customers based on region (Marketr emails, etc).
1 vote -
Display customer number on customer details page and invoices/tickets
Many accounting firms want my customer numbers, which I currently have to pull from the customer details page URL. Please display this on the customer details page, and create a tag for it in invoices, tickets, estimates, and statements
1 vote -
purchase order re-order lists populated from product categories
When creating a purchase order, you can populate a list of low stock items from all stock or from a specific supplier. It would be very useful to be able to select a product category or several categories even. For instance i purchase inks from 3 different suppliers, the winning order generally goes to who ever has the best pricing and the most items in stock.
2 votes -
CID Phone Log Report
New Report Idea:
We use the CID lookup feature with our Asterisk PBX phone server and it is amazing. The only thing that would make all of that data even better is if there were a daily reports with all CID lookups that were issued (aka every customer who called in).
It could simply be a table with the following columns:
Date, Time, Customer Name (as a link), Phone Number, Related Ticket (if any) (as a link), and Ticket Status.I know some of this data is already mixed in with the Communication Log Report; but that also has tons…
4 votes -
Add Google Address Lookup feature for exisitng customers and creating appointments
The new Google address lookup/selection feature is AMAZING when creating a new customer! It's so quick and helpful, and halfway allows us to finish peoples addresses when they begin to recite them. Bravo!
The only issues is that it currently only is available when creating a NEW customer. This is such a helpful feature and should absolutely be available when adding/editing an address for an EXISTING customer.
Also, when creating an Appointment for a customer, sometimes (as we all know) the appointment address is different than the address we have on file. The Google Address Lookup feature should also be…
1 vote -
Integration with LogMeIn Rescue Remote Support Software
LogMeIn Rescue is long standing Remote Support Software used by many companies both small and large. They have an API available here https://secure.logmeinrescue.com/helpdesk/integration/apis.aspx for integration. This would allow the data between LogMeIn Rescue to be synched into RepairShopr for quicker, easier management of clients. I think this would be a great addition to RepairShopr and in my case make it a completely fluent streamlined system.
20 votes -
Add Custom Field Filtering to the API
In the customers.json endpoint it should be possible to filter the results by filtering on a custom field.
[properties] => stdClass Object
(
[CustomField] => 123
)With this added, It can reduce the number of API requests when you only need to search for specific customers who have a custom field set.
1 vote
- Don't see your idea?