The idea here would be to allow clients to email say "email@example.com" and it would open a ticket based on the email address and then at that point it would use the subject a ticket title and the body of the email as the description.
It would use the clients email address to pull their contact info, this would only be used by existing customers.1 vote
Have you guys considered doing something with color, shading, or highlighting when a customer's job becomes past due? A highlighted status field would be nice but the entire customer row would be even better in ticket view. Maybe a light orange shading that would match your color scheme? Ideally, the further past due the darker the shade of color too.1 vote
This is currently how it works, yours for example are all red because they are overdue.
If you disable due dates, they turn red when they are stale (no updates in + 3 days)
The calendar sync with Google should be an appointment, not a event request as it is now, awaiting for me to accept it. It should list the customer name and the subject in the title, the address in "WHERE" and the full description in the "DESCRIPTION". Ideally, it would also have the customer phone number somewhere, maybe the description. Once Locations is implemented in the customer page, you should be able to select the location when scheduling and it would list the appropriate address in the WHERE field.5 votes
We added some more information to the appointment description, let us know via email if you have more ideas around this!
On the ticket tab of the mobile site, I'd prefer the customers name appear before the ticket description. Whether we're at or going to an appointment, or using it at the bench, the customers name is much easier to find (especially when looking at the computer and the printed label). Also it would be highly beneficial to have the canned responses carried over to mobile. When running diagnostics or updating a ticket, it's a TON easier to just hit that canned response and move on.1 vote
Good idea, all done – thanks!
Allow us to make custom disclaimers and documentation proof with a button on the new ticket that will automatically incorporate the customers information along with our custom disclaimer, and details of the condition, etc of the equipment they are dropping off. Allow this document to be printed from the ticket and signed off by the customer to ease any erroneous complaints.1 vote
Thanks for the submission!
You can currently create custom ticket and invoice templates that could have a disclaimer in them, and have customers sign those – and an electronic intake form that is 100% customizable is in beta and will be enabled for all shortly!
I'd like to be able to create a customer with the option to not add their e-mail address. Some customers do not want to give their e-mail address and currently I'm unable to create a customer without using an e-mail address.1 vote
This can be done with a setting, do not require email :)
Ideally I could switch between month and week views. The week view would be the more important, and would have the week laid out horizontally, and the days running vertically with hours listed. The appointments would be laid out to quickly see what tech was scheduled when as opposed to now where it just shows an appointment and hovering brings up the time (and they're not even in order by time).3 votes
This was deployed, have fun!
Can the top menu be easier to see? ie New Lead Flashes to catch attention or ability to change order & colour of tabs?1 vote
New lead is red, and we made it so you can mark them as read to make previously viewed leads stop notifying you.
We aren’t going to have color customization, but we will keep improving the interface :)
Integrate a feature that allows customers to leave our company feedback through whichever online platform they use most frequently/have an account with. If they have none allow them to leave feedback directly onto our website. e.g. When a repair is complete, ask the customer if they'd like to leave feedback based on their experience. If they would, inquire as to which search engine they found you on, etc. and allow them to generate feedback directly from repairshopr.1 vote
We currently give you an automated email followup tool called ‘Email Marketing’ in the admin section.
It has been used for exactly this :)
(minus the part about the feedback getting into our system, but we’ll hold off on that)
The reason for this is there are some repairs that need to be made specifically for the repair company itself. I would like to track those but when I enter a new client and put in the company info and the company phone number, it won't work. it says it is in use.1 vote
This has worked that way, if it says in use the customer is just disabled and not deleted. You can find them with the advanced search and re-enable.
I would find it helpful if it were easier to filter jobs in different states: one list page for new / in progress jobs, one for jobs that are waiting for parts / customer input, one for jobs that are finished and awaiting pickup, etc.7 votes
The Ticket Groups feature should allow this now!
It would be nice to have custome feilds in the ticket that can be updated. For instance, during our diagnostic process, we test several parts of the computer to include the HDD, RAM, CPU, GPU and MOBO. we have custom drop down menus where we can select Pass or Fail for each item as we finish the diagnostic. I really do not want to have to type all of this out in a text box if I can just select the results from a drop down. I can think of many more ways we can use custom feilds and drop downs, but this is the most important to us.
It would be nice to have custome feilds in the ticket that can be updated. For instance, during our diagnostic process, we test several parts of the computer to include the HDD, RAM, CPU, GPU and MOBO. we have custom drop down menus where we can select Pass or Fail for each item as we finish the diagnostic. I really do not want to have to type all of this out in a text box if I can just select the results from a drop down. I can think of many more ways we can use custom feilds and drop…11 votes
We have this done and ready for early beta testers to play with, ping us if you aren’t a beta tester and want to be.
It should not be required to email our customer the problem description when creating a ticket. For us, we use a lot of short and we have absolutely no intentions of making a formal message to the customer when describing the problems. In fact, this feild should be for techs eyes only.7 votes
When using the ticketing system, and we need to make a parts order for something - it would be nice to be able to add that item to the invoice automatically. If the parts order asked for the retail price, it could know how much to charge the customer.2 votes
This is in production! Have fun!
There should be a built in knowledgebase so that our tech reps can look over notes from similar issues...1 vote
We turned this on and started writing content last week, lots more to come!
Option is needed to edit pricing on specific item when using POS.1 vote
You can click the price to edit it now – thanks!
We providing customer with the tickets numbers, so this will be helpful if we can search tickets numbers in the search box in system. I very insist this. (the sms system welcome them with tickets numbers, customer always reply us with their tickets number, so very needed)6 votes
This is deployed, just put a ticket number in the ticket search to try it.
We take a payment before we start any repairs for the diagonstic. It would be nice if we could have a couple deposit buttons for different amounts. Once you click on the button, you can then choose the payment method and apply the payment. This would be all done once you have created the customer and their ticket.1 vote
We actually added deposits recently, head to settings and check ‘enable deposits’
We also have an FAQ page in our help section and a video..
Ability to sort by column in the Tickets or Clients tabs. Important feature to see tickets of a specific type, etc.1 vote
This is live – we deployed it about a week ago.
When tracking parts, it would be nice to have a text box for tracking numbers. Even better, it would be nice if that text field supported tracking numbers and allowed you to see the tracking status . . . maybe even send notifications?1 vote
There is a tracking number field, and it does link to google where you are just a click away from tracking. I will put it on our list to look into alerting you
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