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  1. Link asset to a contract

    Our business is mostly services contracts,

    it would be nice to be able to link an asset to a contract in a way that when you open a contract you would be able to see the asset, as well as when you open an asset you see it has a contract.

    22 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hey all-

    So if you have a customer with 100 assets, you have to manually link them all? When they create a new one, it’s not linked – and you have to go link it?

    Would it be better to have a contract cover all assets without having to select them??

  2. Prepay hours usage report for customers

    My business customers are constantly requesting the ability to view a report that shows how their prepay hours were applied.

    Bare minimum info to include:
    Date
    Invoice number
    Hours added or subtracted to account (and a running balance maybe?)

    All of this data is available but in fragmented parts and it is not available to be seen or sent to the customer in a report form. Currently I have to compile all the data from individual invoices manually into a spreadsheet. Please help.

    Date, Invoice #, Hours used (or added), running total

    58 votes
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    under review  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ticket Comment Area REVAMP - Seriously time for WYSIWYG - WE NEED THIS

    This is an essential update to RS. This seems to be common among helpdesk systems. Let's get RS on the same page~

    Updates that would be awesome...

    1. Ability to CC other emails from the helpdesk easily. CC'd email replies are inserted into the ticket when replied just like a normal reply. Similar to the revamp in the Leads response window.

    2. Combine the hidden and public comment boxes. Add a checkbox to make the comment hidden when needed. WAY BETTER.

    3. Allow for WYSIWYG functions such as text formatting, table insertion, hyperlinks, etc...

    4. Ability to insert a company…

    56 votes
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    18 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is totally a no-brainer, except, there are tons of implications. If we allow some HTML, what is the subset? Most of the formatting stuff? colors?

    Once colors and sizing is allowed, does that carry through to the mobile view, to the template system?

    It would take 5 minutes to put a wysiwyg on the ticket comment – but much much more consideration to do it really well in all the places ticket comments show up.

    Keep voting and commenting..

  4. Allow Email's Subject Customization

    It would be great to change the default email's subject. Specialy for non English speakers like us that are trying to translate every customer side aspect of the app. Subjects like: Estimate Attached (emsg# 73550) confuse people that doesn't speak English.

    Thank you,
    Miguel

    50 votes
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    under review  ·  14 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Different Size Labels

    I find the standard 3 inch label a bit too large to inconspicuously place on my customers computers. I also like to label other items that come in like bags and ac adapters to make sure they don't get mixed up with other jobs. I suggest that another smaller label size be instituted. Perhaps 2-3/7" X 1-1/7" I've tried printing to this with my Brother QL-710w, in a plethora of different configurations, landscape/portrait flipped in RS and in the print settings, and it always prints the wrong direction on the label. It works just find when I save the PDF…

    79 votes
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    under review  ·  15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. ID Verification for Payment by Check

    As a business owner check fraud is a big deal. I would like to see repairshopr add a data field to log a customers drivers license ID number when accepting a check as a form of payment. additionally for situations with employees It would be great to have the optional ability (setting) to require this field when taking this method of payment.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 3CX Integration

    3CX is becoming quite a widely used PBX, to have integration for call logs etc would be great.

    76 votes
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    under review  ·  16 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Birthday Marketing

    Would love to be able to send promotional e-mails automatically to customers. During customer creation, have a field to enter in their birthday and on the month of their birthday they can have a special promotion available to only them. These types of things go a long way for small businesses.

    7 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Recurring Line Items

    We have recurring Invoices, recurring Tickets, recurring Subscriptions. We need recurring Line Items. Many of my clients have recurring services from me. They occur monthly, bi-annually, annually, and at arbitrary times. Most of my clients are on account and prefer to be billed monthly. They can't handle more than one invoice per month.

    My current process to satisfy my client's wishes and work within repairshoper is create a recurring invoice for monthly charges and create a annual or bi-annual ticket for things like anti-virus and other services for the same client. I must both notice the bi-annual or annual ticket,…

    7 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Assign Multiple Techs to a Ticket

    I know we've already added the ability to assign multiple techs to a field job / appointment, but why not be able to do the same for tickets? I can't believe no one has asked for this yet!

    There should be a primary ticket "owner" and then have the ability to add additional techs as project experts or CC additional techs who want to stay informed on a project.

    Up until now we're constantly having to re-assign tickets back and forth to each other. It would be tons easier to be able to have two or more tech's all working…

    81 votes
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    32 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is more like, additional people can subscribe/follow for updates right?

    You can’t “assign” something to more than one person..

    Would “follow” with notifications get you what you are after?

  11. Quickbooks Tax Group option

    We need to have a tax group option that can get synced to quickbooks. We do onsites in different cities in our state and each city has one or more local tax rates depending on the area you are in. This makes it impossible to bill out in repairshopr when doing onsites if we want tax rates to sync properly. Even if we had the option to add multiple tax items (State+Local) individually to the invoice would be a small start.

    19 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Parts order for invoices without having to create a ticket.

    We end up ordering quite a few random parts for our customers - a few of these aren't necessarily for a job. For example a customer may just want a new battery for their laptop. In this scenario there is no diagnostics or ticket notes to be taken, just a part to be ordered and invoice raised and paid.

    Currently we are having to raise tickets for simple parts orders. The ability to add items to an invoice using the 'manually create line item' function, works but then does not provide tracking like Parts which so so handy for checking…

    45 votes
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    under review  ·  19 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Option to print labels to sheets instead of label printer

    Specifically for use when receiving inventory, so the label printer isn't spitting out 100 individual labels, and we can just use 3 sheets of label paper.

    14 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Outbound CID call tracking

    As we know, tracking communication is CRITICAL for organization and professionalism; not to mention to cover our @$$, haha. And I've got to say - the inbound CID lookups that post to the customer and ticket pages are AMAZING. They give us a clear and easy understanding of a call coming in. WOW!

    BUT... What about OUTGOING CALLS? Sure, we really try to make sure to put in an update every time we call to recap what the call was about, but it would be immeasurably helpful to have our calls out to be tracked just like the incoming calls…

    20 votes
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    under review  ·  32 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Move Parts into Inventory upon successful delivery

    It would be great to add those 'one-time' Part orders into Inventory. We have had numerous one-time Part orders that haven't gone through to repair (customer cancelled, etc.) and we are left with a Part - but it doesn't show up in Inventory and allow to assign to new tickets.

    13 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Define available hours for business and technicians

    We have different business hours during the week and on week-ends. And I have many part-time technicians that take appointments at various times depending on their availability. It would be ideal if I can define my normal business hours and normal work hours for my technicians during which appointments can be schedule in the field.

    On the schedule, unavailable hours would be blocked (grayed out).

    I know I can somewhat simulate this today using Google Calendar and two-way synch. But it would be best if this can be accomplished right within RepairShopr.

    47 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We do plan to do this eventually, it is pretty far down our list at the moment. Maybe if it gets closer to 50 votes it could happen in a few months.

    Keep voting!

  17. Invoice Read Receipts

    Have emailed invoices show when a client has opened the message so we know that it is being received and not sent to junk. Similar to how Freshbooks allows you to see exactly when an invoice has been viewed even if it's more than once.

    17 votes
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    under review  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Estimate/Quotes Revamp

    My idea is to basically be able to create 1 awesome quote without having to make 3 different ones for clients every time which just confuses everyone and makes my estimates portal look like i'm a millionaire. QuoteWerks is a great example of a Professional Estimate/Quote. http://www.quotewerks.com/images/QuoteValet/QuoteValet_SampleQuote.PNG

    I want to be able to have options and upsell my customers without making it confusing. Have each option area have radio buttons where they can select one and then add on's which they can tick if they would like.

    Include a picture of who create the estimate for them. Great optional feature.

    35 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Leads: customize status & assign tech

    It'd be useful to edit Leads -> Status choices (e.g., Opportunity / New / Lead / Prospect seems redundant). Even moreso, would be awesome to be able to assign a lead to a tech for first contact.

    33 votes
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    under review  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Loyalty Rewards Program

    We would like to see the addition of a loyalty rewards program based on points earned per dollar spent, or a program with variable rewards based on rules. This would be great to tie into Marketr, so that once a customer hits a certain point threshold, they receive a reward that can be printed out and mailed using the snail mail feature as well. So, say a customer spends a total of $500 in the store over the course of the year: if we had an automated loyalty program set up, a reminder could pop up to have us print…

    123 votes
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    under review  ·  22 comments  ·  Flag idea as inappropriate…  ·  Admin →
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