General

  1. Update Subject in New Ticket Comment

    When doing a new ticket comment it would be great to be able to add to the subject. I like to add notes after talking to the customer about who the repairs or going. Ideas of some things I would like to add are (new note, repair update note, etc.) or maybe add 2 or 3 items that we could customize to are needs.

    30 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow parts ordered to be auto inserted into Estimates

    We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.

    However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.

    We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Import non-stocked items from estimates to parts tab

    We only keep a small number of parts on hand to help keep overhead costs low. Consequently, a lot of our parts are special order. Would there be a way to have non-stocked parts entries from an estimate automatically populate into the Parts tab once the estimate is marked approved?

    As it stands now, when the technician receives an approved estimate, he/she has to then hand enter the non-stocked parts from the estimate onto the parts tab. If they populated automatically, we could sometimes cut a whole day out of the repair timeline as this wouldn't be defendant on the…

    13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Test Email Template

    It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Asset Manager

    Could you please look at adding, or changing the Asset Name field, to auto generate an Asset number?
    Also can we modify what/how the asset label is printed out?
    We are wanting a way of uniquely identifying every asset without having to have a manual system of doing so (ie giving every device a name). The reason this has come about is that we have businesses with multiply assets and when searching assets to add to a ticket you can only search by name and this can be problematic if the names are not unique. We want to be able…

    25 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Field Job/appointments - adding tags for forms

    Would be nice to have access to the following tags to add to forms for "field appointments":
    Field appointment date and time
    Tech allocated to appointment
    site location (could be different from customer billing address)

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Yelp to social media in Marketr

    Please add Yelp to the social media in Marketr

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integration with LogMeIn Rescue Remote Support Software

    LogMeIn Rescue is long standing Remote Support Software used by many companies both small and large. They have an API available here https://secure.logmeinrescue.com/helpdesk/integration/apis.aspx for integration. This would allow the data between LogMeIn Rescue to be synched into RepairShopr for quicker, easier management of clients. I think this would be a great addition to RepairShopr and in my case make it a completely fluent streamlined system.

    20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Need to be able to change Ticket Problem and Referral types without losing information

    Because the ticket problem and referral types are done by a list, you cannot edit any of them and preserve the information that has been linked to those "types." Because of this, you cannot correct spelling errors or change the name of types for accuracy, unless you also want to loss that information or have a duplicate or similar item.

    Also, there is no way to organize these lists. It may not sound like a big deal, but being able to select an item in alphabetical order is much better than having to search for it in a drop down.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Require reason for not charging tax in customer profile

    I would love to require a reason for not collecting taxes from a customer in their profile. When another shop purchases an item from us we generally would not charge taxes if they have a sales tax certificate, I would like to indicate that as the reason for not collecting taxes and require their tax certificates and a means of indicating the expiration date.

    As a work around of course we try to remember to set them up as a tax free customer and use custom fields for the tax cert and expiration date but honestly many times we do…

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to process multiple payment types on an invoices

    Would love the ability to process multiple payment types on an invoice or deposit.

    Sometimes a customer needs to split their payment between for example cash and credit card. It would be great if each payment type we accepted were loaded right into the payment screen complete with the amount field for each... we could the enter the amount of cash, then click a process button which would update the balance then do the same for their credit card.

    Maybe a little over kill but I would even rather list each credit card as their own payment type in case…

    38 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    21 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Please Organize Custom Fields

    Most everything in RS is laid out very nice and clean, but the Ticket Custom Fields is definitely lacking. We use a lot of custom fields for our tickets in order to have specific information readily available and to basically summarize our logs with specific details. However, because these custom fields are not organize very well (they are pretty much packed in a small space as close to each other as possible) it makes it more difficult to find the data you are looking for. It would be ideal to be able to have different sections for different custom fields…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add part orders to reminders

    As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Mobile & Phone number in calendar

    I would like to see the mobile and phone number listed in description when synced to Google Calendar as well...

    At the moment it will only show the customers "phone" quite often, we may need to contact the customer on there mobile, and it's easier for the field agents to have access to these details within the calendar..

    Would this be possible?

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Selling a new PC/Notebook etc

    When you sell a customer a new PC/Laptop/Whatever with a serial number shouldn't it automatically get added to their assets list?

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Estimates created from the ticket screen should use parts on the ticket

    When working on a ticket clicking the [Make Estimate] button should use the items already added to the ticket from the Add/View Charges section, much like the [Make Invoice] button does.

    Lets say a new ticket is created for a customer and is mostly for diagnostic work. Once the diagnosis is complete I'd like to present my customer with what we found and cost to repair, this is an estimate and have them review it. If the customer approves the work and accepts the estimate, once the work is completed we just convert the estimate to an invoice.

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to sort drop down menus or at least have them alphabetised

    It would be nice if dropdown lists such as "Inventory Category", or ticket updates etc. could be auto-sorted into either alphabetised order or allow us a choice of say: A-B, B-A, Numerical, Importance etc etc.. currently, they only drop down in order that they have been created on the system admin, which means when you add new items,/categories etc. it can take ages to find the one you want

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change list "types" to auto-fill drop downs

    Hey guys,

    I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases.

    Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.

    I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Trigger customer labels based upon fields entered at ticket creation

    When we book equipment into the workshop we always record if there was a power supply, a bag, software etc.

    It would be great if RS could print a label for each item that was recorded on the ticket.

    i.e.

    Customer books in laptop with power supply but no bag

    RS prints a customer label for the laptop and power supply - one is affixed to the laptop and the other to the power suply

    Customer books in a laptop with a bag plus a Software DVD, no power supply

    RS prints a label for the laptop, the bag and…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Easier data entry of Custom Fields

    We would like easier data entry of Custom Fields if possible.

    Option 1 - Make it so you can change the data in the Additional Information box - specifically the custom fields data/ check/uncheckboxes straight from the ticket screen. Have button to "save changes" in Additional Information box.

    Option 2 - Keep as is, to change you must click on 'edit custom fields' but move the 'save' button from the bottom of the list to the window next to Cancel as users keep forgetting to press save as it is out of view at the bottom of the list.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base