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  1. make RMA's searchable or viewable by status.

    As of right now, in the RMA/Returns Tracker - once an RMA is set to "resolved" it is hidden from view, and we can't see it again if we need to look it up for documentation or research purposes. A button to view completed, or a search function to see RMAs by status is needed.

    3 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Add manual item to estimate via csv or text

      As we always have bulk list of items to enter manually which cost time (as general service business), it will be more easy to insert manual items to estimate via csv file if you can provide import option some were in the estimate page.

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Invoice Quick view

        add an email button to it, to quickly email invoices to clients

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Recur Billing -Proration/Extension Billing options for NEW subscription/devices added to existing subscriptions

          So the problem I see lies with the way recur adds new devices to an existing customer then bills yearly at a specific date based on the then current quantity regardless of rather each device/subscription was active a year.

          Example, We sell our current client a yearly MAV subscription on a service call, setup yearly auto billing per their request. Three months later they request one more device be added at another yearly fee, then 2 months later 1 more and so on (our yearly fee is charged upfront each time). The problem is unless I extend and billing out…

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • ADD SERIALIZED INVOICED ITEM TO CUSTOMER ASSET LIST

            It would be time saving to be able to add a major serialized item directly to the purchasing customers Asset list at the time of purchase. Either via an (add to Assets) checkbox or button beside the line item in the invoice. This would allow us to keep customer asset lists up to date more readily for all major purchases.

            6 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Update Ticket with Comment When Invoice on Ticket Paid

              Hello,

              Can we please update tickets when an Invoice is paid, much like we do when Estimates are Accepted? Verbiage I would prefer is something like:

              "<User Name or say Customer> paid Invoice #<Invoice Number> on <Date> for $<Dollar Amount with proper rounding for $0.00 format> using <Payment Method> with Reference #<Reference# from CC system like Stripe or Check Number input>.

              Would be great if this comment came in with a new Subject type such as Payment or system update and we were allowed to run automations on this. Currently no automations can trigger off the payment being accepted, and…

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Add the Z report to scheduled reports

                Since I monitor the cash drawer from a remote location, it would be great to have the Z-report sent to me automatically each day. Thanks!

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Please add an option in customer portal to create new ticket from asset

                  In this option, customer can click on asset to create new ticket and ticket will create under particular assets. (it will be more easy to customer, instead of collecting all details from machine for the inquiry )

                  other thing is we can convert same link to QR code and stick in the asset that will support customer to request work with correct machine details intently.(if the portal with password it will ask for it , other ways ticket will be generated immediately.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Descargar base como archivo

                    buen día, seria buena opción que se pudiera descargar la información de mis clientes en una base de datos para poder exportar a otros archivos.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Estimate and Invoice BE the actual Email (No PDF attachment)

                      Would love to have the option to have the estimate or the invoice BE the email with a link to pay or approve. Right now with the invoice or estimate as a pdf attachment it's not as easy to find. I tested it on myself and in apple mail it does not show up at all, just shows a long screen of blankness. You have to figure out how to find the attachment so see the pdf. In gmail it shows it very small at the very bottom. Would just come across better to the customers if there was a…

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • invoice payment screen logo

                        Add branding to invoice payment screen

                        Would love to have our logo on the invoice payment screen. This is the screen that comes up when a customer clicks ->Pay by Credit Card. Right now it's just bland and blank especially on the right hand side. Would be nice to have our company logo so that the customer knows they can trust the process.

                        6 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements

                          The default ticket invoice entry without customization looks like this:

                          Ticket Work: {{ticket_timer_tech}} {{ticket_timer_date_and_times}} {{ticket_timer_notes}} from Ticket # {{ticket_number}}, Subject {{ticket_subject}}

                          I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

                          Ticket #{{ticket_number}} {{ticket_timer_date_and_times}} FOR: {{ticket_subject}} - {{ticket_timer_notes}} BY: {{tech_name}}

                          I get this example on the invoice:

                          Ticket #6 {{ticket_timer_date_and_times}} FOR: Assist with preparation of database import - {{ticket_timer_notes}} BY: Fred Flintstone.

                          It would be fantastic if these tags could be used on invoice customizations rather than just Tciket Timer Charges:
                          {{ticket_timer_date_and_times}} {{ticket_timer_notes}}

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Contract: Define quantity in price override; Apply fixed discount on Inventory items

                            Hello,

                            We are in the final stages of setting up Repairshopr and finally go paperless :) but there are a few things on the contract feature that will come extremely handy.

                            In price override would be great to set a max quantity for each item. For example for the product "x" we would like to set the price override for a certain amount of pieces. Passed that number of pieces the system will bill the regular price.

                            Second, having the option to add a "fixed" discount on ALL inventory items at once. We have a certain amount of parts already…

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add date of charge to pending ticket charges report (including CSV)

                              I (try to) use the pending ticket charges report as part of my billing process, but not having the dates of the charges (esp. in the CSV) is a bit frustrating, and such an easy thing to add. Why is that info missing from the report?

                              1 vote
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Tickets and sorting options divided more clearly

                                Tickets, invoices, and the sorting options aren't separated very clearly, making it hard to read across the line on one item or find a sorting option

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Change comment category

                                  I'd love to have a drop down box for the comment categories once the comment has already been made. I can't count the number of times I've accidentally clicked the wrong category or made multiple comments in succession and the previously selected category isn't correct. It would be great if the drop down was still available on comments that have already been made.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Include the linked ticket number in the "Invoice Line Items" export CSV file

                                    Can I please put in a feature request for the linked ticket number to be included in the CSV "Line Items Export" of invoice data?

                                    This would allow linking that table with the exported ticket data,
                                    making it much easier to create reports of the work each engineer has done, as well as being able to send reports to the manufacturer.

                                    6 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Care of

                                      Add a "In Care of" section on invoices. One of my clients has clients of their own who we go out to, but have to bill in care of so-in-so. If there was another line when making invoices per customer, that'd be SO helpful.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow a default service type for tickets for a customer

                                        It would be nice to be able to have a default ticket type based on a customer or contract.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Better Sorting and filtering

                                          I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.

                                          2 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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