General
3764 results found
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Remove "Pay by Credit Card" when e-mailing invoices to certain clients
We love the "Pay by Credit Card" link in our invoice e-mails. Well, we love it for our residential clients who tend to have smaller invoice totals. We like our business clients to use good old fashioned checks. Most do, but some have started to use a card and in some cases the fees are quite expensive.
An option to disallow "Pay by Credit Card" in the customer profile would be great. I assume it would work like the "opt-out e-mail marketing" check box.
34 votes -
2 votes
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How Do I Change My Name?
Hello there,
My account was created with the name "Will Grimsley" is it possible to change this to "William Grimsley"?
Kind regards,
William
1 vote -
Next Warranty certificate num
The Next Warranty Certificate Number doesn't make sense. If the limit is set to 100000 and you have multiple Warranty Templates and set the next certificate number eventually these numbers will collide. For example, if you have a 30 Day Warranty and set it to 1 and a 1 Year and set it to 50000 eventually the 30 Day Warranty Certificate Num is going to reach 50000. Then what? You should be able to prefix each Certificate with a letter maybe.
1 vote -
print serialized labels from cash purchase just like purchase orders
it would be great if you could print serialized labels from cash purchase just like purchase orders so that when you ring up a device purchased from a customer it would automatically pull the right serial number
1 vote -
Make the inventory correctly import items with quotes in the description.
Currently when you import inventory with speech marks, double quotes, call them what you will. - these " " " " "
They are not interpreted correctly in the Description field. they do seem to work in the name field though.1 vote -
Allow for generic calendar blocks
Allow for appointments to not need a specific time setting and just allow for a certain number of appointments per day. So when doing field work you can map out your day more efficiently
3 votes -
I suggest you allow multi day scheduling
I would like the ability to enter a start date and end date. Having "time of day" granularity would be okay too, but most of my work is of a multi day duration.
7 votes -
Time zones for multiple locations (Big Chain)
Our company has locations in two different time zones. Since there is only one time zone configurable in RepairShoppr, the ticket times and such display and print incorrectly for those stores outside of our "home" time zone.
Please consider adding time zone configuration for each individual location, similar to the individual tax rate configuations.
1 vote -
Record Times for Approvals
Sometimes I would like to know the exact time and date that the customer had approved a request for service. I.e. "The customer approves via SMS or E-mail and should send the status not only to the GREEN LIGHT APPROVAL STATUS box but also create a record in time in the ticket that expresses they physically approved the service rather than triggered by any other means. In-person approvals can always be still triggered by saying the "approved" hot-word that will create the GREEN LIGHT APPROVAL STATUS box.
Hopefully this isn't too confusing.2 votes -
Ability to add Issue types from dropdown
It would be nice to add issue types from the actual drop down.
9 votes -
Customer Portal Login
It would be nice to let customers sign in to their customer portal with services like google, facebook, etc..
16 votes -
Create Customer and Invoice
When creating a customer for the first time, it gives two options at the bottom - "Create Customer", and "Create Customer and Ticket". It would be really nice to be able to "Create Customer and Invoice" since we're starting to sell a lot more computers and devices to new clients, and streamlining this at point of sale would be nice.
3 votes -
Statement customization
Just wondering if there is a way to tweak the statements in such a way that they will not pick up every invoice?
We have several running invoices to which services are added throughout the month and then they are sent out at the end of each month.
Currently when pulling up statements, they list all of these invoices, even though they have not been finalized yet.
It would be nice to have a feature to exclude "in progress" invoices from the statements.2 votes -
IOS Ticket Improvement
I like to be able to convert the Ticker timer entry into the invoice.
I can see how long I have been on site with the customer. It would be good to tap on a button to work about the amount to charge the customer and add it to the invoice.
1 vote -
Notification on Customer Portal (Online Profile)
When clients log onto their portal they can be greeted with a notification that we set up as Admins. This could be something to let them know there is an issue, a new virus, or a sale that you are having.
Almost the same as RS does to let us know when things are 'occurring.'
I would personally also like to be able to add in a link to learn how to use the portal that directs them back to our website and it explains everything they see and how to correctly initiate a ticket or pay a bill.
3 votes -
Add ticket number to Marketr follow up email
It would be great if when a follow up email is sent after a ticket is closed, the number of the ticket that was closed could be referenced somewhere in the email. The only thing I can think to do for now is send a follow up through the ticket itself with a link to a survey.
1 vote -
Change Customer Notification for Appointments
We would like to to have the client emailed for new ticket, comments and have the option to email them for appointments. We don't want to update the client each time we shift an appointment in our scheduling. We're an MSP -- things get shuffled around daily. We would like the option to disable or select when a client is notified of an appointment. Thank you!
3 votes -
Invoice Finalize
It would be super helpful if we could have a "Finalize" button for invoices. Sometimes we have an invoice started and a client will login to the portal and see it and cut a check before we even emailed it to them. This is causing many frustrations for our clients, and in return our employees. If there was a way to finalize the invoice once it is completed, this will eliminate many headaches so that the employees cannot adjust a finalized invoice. (Very similar to the "worksheet" finalize process)
60 votes -
Hold prepaid hours until payment has been received.
Currently when we send out a invoice for a new block of retainer hours, the hours automatically get put into their page as soon as the invoice is created. We'd like it so that the hours don't get added until the invoice is paid and we can start using those prepaid hours.
4 votes
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