General

  1. Mark Invoice as Sent

    Would love to see the ability to mark an invoice as sent/emailed without actually having to send it via email. Alternatively, being able to specific an alternative email address when sending an invoice would also help. We have a few clients who we email invoices to on a regular basis that require more interaction than an automated email. So we download the PDF and attach it a regular email. But it would be nice to reflect that by marking the invoice as sent.

    16 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. More Options For Marketr. Allow multiple Email Templates for Multiple Repairs

    Obviously, customer retention is something that everyone should be focusing on and Marketr does help in the respect, but only for the first repair. We should have the ability to have templates set up for multiple repairs.

    For instance.

    First repair:

    3 Day Checkup: Template 1

    14 Day Checkup: Template 1

    Second Repair:

    3 Day Checkup: Template 2

    14 Day Checkup: Template 2

    and so on.

    The idea is that the customer never receives the same message twice, making it sound as natural as possible.

    Plus, we shouldn't just be sending out an email only after the first repair. When…

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    I like it – thanks.

    We had planned on allowing a mailer to go “multiple times” – but hadn’t thought of specifically numbering them, I think a rules engine that allowed that would give some pretty cool control over the whole thing.

  3. Office 365 Calendar Adding an Appointment without Ticket/ Hiding Private Appointments

    It would be really nice to be able to create an appointment within RepairShopr calendar WITHOUT creating a ticket for it. Often we are on the phone with a customer and want to create an appointment quickly without having to go through the ticket process. At that point, it would be nice to be able to tie an appointment to a customer in our system and have it pull the address so that we can verify the customer's address right there and change if needed.
    Also, it would be nice to be able to click on a time slot within…

    2 votes
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    Good idea about the private appointments, we’ll look into that.

    The other suggestion is done, you can make an appointment from the customer detail page already..

    thanks!

  4. Single Use / One-Time Use - UNIQUE Inventory Module - PARTS

    [This was previously a sub-feature of a topic that was recently marked as Completed]

    This idea is really the “in between” of Inventory (parts you regularly keep in stock/track) and Logistics (parts that you special order on demand). It’s perfect for all the miscellaneous parts/accessories/components you have on hand (and want to sell), but never plan to keep a regular stock of. You want to have them in the RS system for sale, but you don’t want them mixed up with regular inventory you keep a steady stock of. This would work hand-in-hand with anything entered as a “Customer Purchase”,…

    8 votes
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    planned  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make SMS able to not send messages during time windows

    Make it so you can define your work hours or define hours when SMS will not send messages and either automatically sends when next window begins.

    (I.E. make SMS only able to send from 8am-8pm and after 8pm it sends at 8am next morning)

    I know we have times where we work late to get caught up or I audit system from home and always have to make sure to disable SMS so customer does not get text messages at 11pm-1am.

    17 votes
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    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow us to hide "Pending total value" and "project value" from the top of Contract Manager for non admin users.

    One thing about contract manager I noticed is that there isn't anyway to hide the "Pending total value" and "projected value" of the contracts in contract manager for non admin users. They either have access to contract manager, or they don't.

    Is it possible to move this spot of contract manager into Admin so its not easily viewable by every tech? (or alternatively, allow a way to turn this off for non admin users). I don't like the idea of my regular techs being able to easily see exactly how much recurring money we are bringing in every month.

    1 vote
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  7. 10 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add {{tech_created}} to show up who created the ticket under the current user for templates

    we print tickets for every device on intake, but we dont like how you can "assign the ticket" but not know who created the ticket, i really need to know who really created the ticket , so i know who assigned it to whom(from reading the printed ticket)

    3 votes
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  9. Calendar Improvement

    It would be awesome to have when booking an appointment if it can be done by service.

    On the backend (Similar to Bookeo's booking software) You can configure certain times a service is available. For example, If I want someone to book me for an Onsite field job. I would like only 6PM-11PM to be available for my customers. Where if i would want them to drop off a laptop at our office we are only available for an appointment 8:30-5:00PM.

    Of course this can be used for all types of services, such as mobile repairs, data recovery, etc. Just…

    5 votes
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  10. The ability to see if a ticket comment was emailed to the customer or not

    After a comment has been added to an individual ticket, there is no way of knowing if the actual comment was emailed or not.

    It would be handy if there was a way of checking after the fact if the customer was contacted.

    8 votes
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    planned  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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  12. Need to be able to change Ticket Problem and Referral types without losing information

    Because the ticket problem and referral types are done by a list, you cannot edit any of them and preserve the information that has been linked to those "types." Because of this, you cannot correct spelling errors or change the name of types for accuracy, unless you also want to loss that information or have a duplicate or similar item.

    Also, there is no way to organize these lists. It may not sound like a big deal, but being able to select an item in alphabetical order is much better than having to search for it in a drop down.

    6 votes
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    planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please Organize Custom Fields

    Most everything in RS is laid out very nice and clean, but the Ticket Custom Fields is definitely lacking. We use a lot of custom fields for our tickets in order to have specific information readily available and to basically summarize our logs with specific details. However, because these custom fields are not organize very well (they are pretty much packed in a small space as close to each other as possible) it makes it more difficult to find the data you are looking for. It would be ideal to be able to have different sections for different custom fields…

    6 votes
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  14. Add Yelp to social media in Marketr

    Please add Yelp to the social media in Marketr

    11 votes
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  15. Selling a new PC/Notebook etc

    When you sell a customer a new PC/Laptop/Whatever with a serial number shouldn't it automatically get added to their assets list?

    0 votes
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  16. Mobile & Phone number in calendar

    I would like to see the mobile and phone number listed in description when synced to Google Calendar as well...

    At the moment it will only show the customers "phone" quite often, we may need to contact the customer on there mobile, and it's easier for the field agents to have access to these details within the calendar..

    Would this be possible?

    2 votes
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  17. Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting

    Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting. It looks messy when printing/PDF as it changes the source formatting. For example : -

    Custom field 2. RAM Check currently changes to 2. ram check

    1 vote
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  18. Add a Column for Last Purchase Price in PO

    hi,
    the idea is actually simple to implement i think.
    right now we have Average price for PO made.

    so i think if the team could add an extra column for "Last Purchase Price" would be great.

    In our PO, there would be a column to let us know what was the last price we purchase the item. As the price in the inventory is the average, it might not be accurate.

    For eg (assuming it is identical socks)
    the price we bought a socks is $2.
    Then we bought another socks for $1

    The average cost of the socks…

    7 votes
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  19. MarketR CC Tech on email sent

    Email tech, or admin a copy of the email sent to client.
    This way we can do a phone call follow up as well.

    12 votes
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  20. Print function for employee sales report

    Print function for employee sales report

    1 vote
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