40 results found

1. Printing serial number on small receipts.

   When we sell an item on the POS, for example a Apple MagSafe charger, which is a serialised item, the serial number does not print on the small receipt?

   I checked the advance settings under the template for Receipt Template and could not see a checkbox to allow serial numbers to be shown?
   It does show on the full blown receipt/invoice.
   Any way of adding it to the small receipt?

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2. 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.

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   planned  ·  Rajesh Agarwal responded

   We will be adding a custom destination address field so it will be easy to send to yourself/etc shortly. Thanks!

3. 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 focusing on customer retention, you should be continually touching base with your customers on a regular basis and after each repair. Otherwise, you may not have too many repairs from that customer to worry about.

   Anyways, I can't imagine that this would be too terribly difficult to implement and it would be infinitely valuable to everyone.

   Businesses who increase customer retention by 5% can increase profits from 20% to 100%, which means that RepairShoprs customers are more likely to be able to pay their subscription and stay in business, increasing RepairShoprs retention rate and thus RepairShoprs profits.

   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… more

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   planned  ·  Rajesh Agarwal responded

   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.

4. 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 the calendar to create the appointment.

   Also, sometimes we use our Outlook calendars for appointments that we mark private. When in Outlook, others can't see the details of the appointment (it just says "Private Appointment"). However, it RepairShopr's calendar, those appointment details are visible. We would like to show the person as busy without showing the details when an appointment is marked as private within Outlook/Office 365.

   Thank you!

   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… more

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   planned  ·  Rajesh Agarwal responded

   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!

5. 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”, and would function more like a "pool" of unique items for sale.

   To do this, you need to be able to reference what exactly is available, where you bought it from, how much you paid for each item, how much to sell that item for, where the item is located, etc. The main difference is that all items would be unique. Once you sell an item, it wouldn’t be “low/out of stock”, it would simply be removed from your list of Parts. This is most ideal for used and refurbished items with varying conditions; including computers, laptops, cell phones and tablets.

   Imagine being able to part-out a laptop and keep track of the good parts you pulled from it. You could easily search (by keyword, category or location) and find exactly what you have, how much you paid for it (if anything), how much you want to sell it for (or need to make to break a profit), and where it’s located specifically. I know we have hundreds/thousands of used power chargers, LCD screens, batteries, bezels, lids, motherboards, laptop parts, and other peripherals. If you can’t easily/quickly answer these questions, you need this: “Do you have a power charger for an Asus Q302L laptop?”, “How much did you acquire it for?”, “How much should it sell for?”.

   Examples of scenarios for where this module would be perfect to use:

   1. You buy and sell phones. How do you keep track of how much you paid for each one, and how much to sell each one for? What about different colors, carriers, storage capacities, models, features, conditions, etc? Are you really going to make separate inventory items and sale prices for all 500+ combinations of iPhones alone?

   2. You part out an ultra-high-end Alienware laptop with a dead CPU/Mobo. From it you can salvage a used 480GB SSD, 8GB DDR2-1200, a 760GTX GPU, and a rare oversized 18.5" laptop LCD that is extremely expensive and hard to source. Surely you’re not going to make inventory items for all those random things? What happens after you sell the 18.5” LCD? Does it stay showing in inventory as “low/out of stock” forever?

   3. You purchase a used/working Toshiba laptop with upgrades in good condition for $150. It has a 256GB SSD, and 16GB RAM. You’re never going to buy those exact specs in that exact model laptop ever again. Do you add it to your inventory list forever? How to you differentiate it from the other 27+ different Toshiba laptops you’ve sold/stocked in the past?

   4. A customer abandons their equipment past your “holding period”. The equipment now becomes store property and you can resell it to re-coop your loss of time/labor spent fixing it. You need a way to show that you are invested (parts and time) into this unique item, and have it show as available until sold in RS. Do you make an inventory item for this used repossessed item?

   5. You have multiple stores and sell refurbished laptops of all makes/models/specs. At any given time, you may have 20-30 different refurbished laptops in stock and ready for sale across all of your locations. Let’s say someone wants to know what selection you have available. Can you reference all specs/prices without being physically in the store or having someone on the phone to relay details?

   All of these scenarios would be best handled as one-time-use Parts that are tracked and reported just like regular items; but in a different module than Inventory. Just like regular inventory items, you could search by keyword, or sort by category, or sort by location. This would make it very easy to keep track of every random part each store has, and be extremely useful when looking for a specific part before ordering it. It would almost completely cut out any need for stores to collaborate about parts on hand.

   Everything would have a category type, an extensive description, acquisition cost (sometimes nothing for abandoned/recycled), sale price, location, and unique SKU. It would also make selling the parts quicker, as the price would be defined and the specs/descriptions would already be entered into the item’s description. When someone wants to buy something from the Parts module, you add it to an invoice, and that specific item gets removed from the list of 1-time-use inventory and no longer exists in the list.

   Okay, so you know how I love making mock ups…

   Here’s a glimpse of the old, inferior way we were trying to do this (and failed miserably at): http://i.imgur.com/LOVmfoH.jpg

   Here's my new concept of what the "One-Time Use Parts" module would look like:
   http://i.imgur.com/K4lJp5T.jpg

   In the new mock up, you’ll see that “Item name” is not the link where you can edit information and details. This is because it would be possible to have parts one time and then never again after the one is gone (like a Sony slim-line BD drive, or something) while other parts would be somewhat common (like an HP 65w charger). Therefore, there may be duplicate parts, but not necessarily duplicate descriptions.

   Next, costs would be able to be set by any technician (security group add rights), but once added and saved, the cost would NOT be editable (unless global admin or security group edit rights). The same thing would go for price. This would be a security feature so if we buy a part for $15, it wouldn’t/couldn’t be sold for less than what we bought it for.

   Condition and area would be able to update by anyone, why not, right? Location would be set to the location where the person adding the part is currently checked in. Then, you could use logistics to transfer the part from one store to another. You can see in the search box that these would be the results displayed if you searched for “HP laptop DV6”.

   And instead of “View Disabled”, you would have the option to view the history of parts that were available, but since became sold or deleted. Also, the option to “Disable” is replaced by “Delete”, because these parts are one-time use, and once they’re gone, they’re gone. Therefore, if a part because damaged or lost, you’d simply delete the part from the list.

   Lastly, I feel like this would be its own module – just like Inventory. I think “Parts” is very fitting for the module name, because parts are really just miscellaneous items; whereas “Inventory” is more appropriate for stocked items. The only issue is that “Parts” is already what RS uses in place of “Logistics” for non-big chains. In my opinion, Logistics is the same for small shops as it is for big; it’s for transfers and special ordered parts. Whereas “Parts” are on-hand items that you do not plan to re-stock; kind of a mix of Inventory and Special Orders.

   This is actually an idea I had a long time ago, but never was able to successfully implement before we had RS. We tried to make it happen with a shared Google spreadsheet, but things constantly weren't deleted or updated, and it became futile to try. This would make a huge difference in keeping track of miscellaneous parts.

   I really think this is a majorly hopeful idea that would be reasonably easy to implement; as it is based on existing inventory system. Another RS user (Chuck) and I have had conference calls discussing the thousands of dollars of miscellaneous parts we both have at our stores, and how we have NO IDEA exactly WHAT we have (but we do know that it's worth SOMETHING when we finally get around to classifying and reselling it).

   THIS IS ONE OF MY BEST IDEAS AND ANYONE WHO DISAGREES IS WRONG - BECAUSE REASONS! PLEASE PLEASE PLEASE!

   [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”,… more

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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.

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   planned  ·  Rajesh Agarwal responded

   I like it – we’ll just hide that for non-admins

7. Feature request: A chronological view of everything associated with a customer with links to each ticket, note, invoice, etc.
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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)

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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 a thought as you guys improve the Calendar feature.

   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… more

   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.

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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 of unrelated data like Auto-Email Follow-Ups and Estimate/Invoice Emails. The phone data is so heavy (150+ calls a day for us) it would be really helpful if it had its own detailed report.

    Thanks!

    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… more

    4 votes

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12. 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 with their own heading so that you can easily find the information you are looking for. MH does a pretty good job of this and it really simplifies things.

    Thanks,

    Dean

    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… more

    6 votes

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13. Add Yelp to social media in Marketr

    Please add Yelp to the social media in Marketr

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14. 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?

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15. 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?

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16. 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

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17. 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 would be $1.50 now.

    When we buy goods from our supplier, we could not use the $1.50, as it is not accurate at all. So if the last purchase price is $1, the PO system will show the corresponding value and we could make the right decision while making purchase.

    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… more

    7 votes

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18. 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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19. Print function for employee sales report

    Print function for employee sales report

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    planned  ·  Robert Reichner responded

    We’ll be adding printing support with our planned reports system upgrades.

20. Parts Order Tracking Delivery Estimates and Ticket Link

    On the Parts Order Tracking page, a section that allows you to input the estimated delivery date, and alerts you once it's passed, would be great! Also, the part info should be shown on the ticket that it's associated with.

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