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  1. Customer check-in form

    When customers are mailing in their device for repair, after we have raised a ticket in RS it would be great if we could have a button that would email them a summary of the job ticket with ticket number, device, customer name etc that they could print and enclose with their device for posting so when we receive it we could easily match it up to the ticket.

    1 vote
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    completed  ·  Robert Reichner responded

    Makes sense! You should be able to point them to the customer portal where their full ticket is accessible.

  2. Delete Tickets

    Why can't admins delete a ticket? We have a ton of test tickets and mess-ups that we'd like to clear out to properly use statistics. Admins should have this ability.

    2 votes
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    completed  ·  3 comments  ·  Admin →
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  3. Petty Cash

    At times I have a need for making petty cash transactions (window washing, purchasing shop items from local stores, etc.) and the cash for these is pulled from my register. These transactions are not documented in the system so the register is off at the end of the night when this happens. A petty cash option would resolve this.

    40 votes
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    completed  ·  Rajesh Agarwal responded

    This is added – you can find this via the Registers system – on the POS page it’s available

  4. Improving leads and kiosk mode

    I'm planning to place a customer check-in kiosk in the store so that we don't have customers waiting if they are just coming by to drop off an item for repair(basically have a self-serve drop off station). Also for "frequent flyers" customers that use us constantly the will have a way to add a new item/ticket without re-entering their information but just the item and problem. Also would really love to have more options such as what accessories are being dropped off with the item and model number and brand as well but these are optional so they can leave…

    9 votes
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    1 comment  ·  Admin →
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    completed  ·  Rajesh Agarwal responded

    We now have at least 4 different ways of doing this, especially the self-service module, and the API – I’m going to call this complete.

    If one of the pre-made ones doesn’t do what you are describing – I’m sure you can get it taken care of with a custom form and the leads API.

    Thanks for the submission!

  5. Recurring Tickets (automatic)

    Hello!

    It would be great to be able to choose/create a ticket that can re-occur automatically (daily, weekly, monthly, quarterly, yearly, custom). This way we can setup automatic tickets for clients that require them and be proactive with our solutions.

    Automated tickets = automatic followup = automatic cash flow = everyone's happy!

    Easy Peasy!!!

    Thanks for reading :)

    3 votes
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  6. Add separate "delete" and "resolve" buttons for tickets (with matching statuses)

    The current system of "deleting" a ticket to change the status to "resolved" is very counter-intuitive. Can we have a "deleted" status separate from the "resolved" status - and have a separate button for "resolve"?

    2 votes
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    1 comment  ·  Admin →
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  7. Granular Security Policies

    Integrate better profile security management:
    Allow more customization to develop specific security profiles for what each user does or does not have access to. This would include fields that could be edited, viewed or hidden all together. Have the ability to individually select what components and elements each security group has access to. Provide some kind of basic security 'alerts' such as emailing the admin if X number of failed login attempts, alert for login outsides a certain time frame (like before 8am or after 7pm) or setting certain customers as VIP and alerts when those accounts are accessed.

    Physical…

    5 votes
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    1 comment  ·  Admin →
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    completed  ·  Robert Reichner responded

    We added Security Groups for this! (Feel free to add a new idea for 2 step verification in the future.)

  8. SPIFF (Commission) Tracking

    I offer our techs a SPIFF (Commission) on certain services we sell. For example we offer managed antivirus and each time a tech sells a subscriptions he gets $5.00 at the end of the month.

    It would be nice if on the items inventory page there was a check box and text field that would allow me to a. - Check if it is a SPIFF item & b. - allow me to type in the dollar amount ($5.00 varies by services) and then have reporting related to those two options.

    12 votes
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    completed  ·  Rajesh Agarwal responded

    This is ready for beta testers, look for the Spiff link on the admin nav to setup a spiff.

  9. allow for multiple parts to be ordered as a package instead of individually...

    Sort of how the invoicing works but with the parts order.. We order tons of items at once... we want to track all our parts. Also a nice feature would be, if we order this part before to reorder but also see what we ordered it at... That would be AWESOME!

    3 votes
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  10. Search Ticket Field

    Just like we have the ability to search by customer, I would like to be able to search by ticket in a separate search box. Relevant data that would be included in the search query would include subject line, logs and custom fields if possible.

    7 votes
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  11. Make asset name required

    There's no reason to ever check in an asset without naming it. If someone accidentally does, it adds a blank line to the list of assets and then it gets forgotten or mixed up. The name field should absolutely be required.

    Further, maybe even renamed to "make/model". In the computer industry, the name should most certainly be specific. A name is general, a make/model is descriptive. For example; Red Toshiba vs Toshiba Satellite L305-S4712.

    Please change name and make the field required. I think it will help everyone.

    0 votes
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  12. Add "checks" to the cash register till count

    It would be great to see a tracker or area for "personal checks" in the opening and closing cash register till count.

    Thanks!

    6 votes
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  13. Assign multiple techs to a field job

    We have multiple on-site techs. Before using RS, we'd use MS Exchange and "invite" all the available (non-booked) techs to a new appointment, and whichever one accepted the appointment first got to take it. Essentially, we would "put it up for grabs" so that techs' could choose what jobs they wanted to take.

    It would be nice to have a way to do this, and for jobs that require multiple techs', to invite two or more to the same appointment.

    1 vote
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    1 comment  ·  Admin →
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    completed  ·  Rajesh Agarwal responded

    We added this to what we call “Appointments” – we enabled that for everyone recently! Look for the new appointment button on the ticket

  14. Change Sort Order

    Add ability to change sort order on any line item or lists. So on invoice, estimates, inventory, etc. anything that has a list allow the ability to simple drag the item up or down. Currently with line items you have to remove then re add if you want to change the order. Also would be great to be able to add a divider or line break on line items, pdfs, etc.

    2 votes
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  15. Estimate Sales Cycle Status

    An option to make a estimate as open/closed/accepted/lost and then have it pushed into a category or sort that shows only active/inactive estimates. It can be difficult to quickly see what estimates are still open/being worked, have been accepted/declined by the client and which ones you should follow up with. Along those same lines it would be nice to have an option on an estimate to assign a tech to follow up and have them remind via their dashboard, email and/or text that they need to follow up on a certain date/time.

    2 votes
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  16. Add attachments to Estimates

    We would like the ability to attach documents with our estimates. We often attach a spec sheet or brochure about the products that we are quoting and would like this information to be in the same email with the estimate to the customer.

    14 votes
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    completed  ·  1 comment  ·  Admin →
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  17. Technician report

    Hi Troy.

    Repairshopr specially for whoever involving on repair and service business,
    so Technician report is important on this. we need to get sales report by technicians. by daily,weekly monthly we need to take report of every technician.

    How many tickets resolved,cancelled,not repaired and details.

    19 votes
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    completed  ·  Robert Reichner responded

    We have a new technician report live now. You can find it in Admin > Reports > Employees > Performance.

  18. Bulk Printing/emailing of open invoices to multiple customers.

    The ability to select multiple invoices across several customers and print all at once. This would be extremely helpful when printing the recurring invoices at the start of each month. Bulk email would also be helpful.

    As it is now we have to go into each customer and print a single invoice at a time.

    4 votes
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    completed  ·  Rajesh Agarwal responded

    This is done!

    It sends the print job to AutoPrintr or Google CloudPrint – both are in the app center.

  19. Additional reports

    Would like a report that shows unused prepaid hours similar to the unused misc credits report.

    Would also like a report for the customer showing a summery of their usage history for prepaid hours or for credit used.

    1 vote
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    completed  ·  Robert Reichner responded

    We added a Prepay Hours Report a while back and also now show the history of changes to prepay hours at the bottom of the Customer Detail page.

  20. Check in individual items from a purchase order

    Sometimes incorrect items are sent or part of the order is split into two deliveries. If we could have the ability to check in each item on the purchase order this would be a big help.

    3 votes
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    completed  ·  Robert Reichner responded

    You can now check in individual items rather than just the whole PO. We’ll be adding the ability to check in partial quantity soon as well.

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