General

  1. Ticket title on the dashboard description

    It would be very helpful to have the ticket title apart of the dashboard short description. (Email isn't helpful at a glance if space needs to be made)

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Mobile Barcode or App.

    Being that a lot of us in the shop use iPhone's or iPad's; having a mobile barcode option to quickly pull up a client would be very handy. I'm not sure if this can be done via the mobile version of the site or not but also an App (even if just tied to the mobile version website) would be awesome!

    12 votes
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    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Change "Assets" from button to a field

    I like the check-in process for a new ticket, except the asset button. Everything else is a field that I can view, but the asset button hides all the info in a new window. You should be able to see the attached assets at a glance and add/remove them in the same window. I don't mind the new window to add a new asset, but it seems silly to hide information as important as that.

    Also, I don't use field jobs yet, but I imagine it would be helpful for that too. Bottom line, everything being visible decreases the ability…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks Ryan – these are obvious improvements we have just put off because of the time involved – it’s more difficult to put these types of complex things inline in the form sometimes, and in the interest of getting a feature out we sometimes do so with a less-than-perfect UI.

    We are very aware of these types of things, and it’s on our list!

  5. Add Source Description to Vendor Profile

    It would be nice to have a primary reference note for each vendor in the system. Some vendors have dumb names and it's hard to remember what we use them for. I'd like to make their primary field identify what we use them for - like ABC Manufacturing Inc (Laptop Chargers).

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Customizable Payment Confirmation Page

    Allow for full layout and text customization on the confirmation page. For example changing "This transaction has been approved." to something a little more friendly like "Thanks, $Customer firstname$ We've received your payment." And then a button to both view/download the PDF with the PAID on it along with automatically emailing a copy of the PDF with the PAID on it anytime a invoice is paid (from here or inside the system) - using the thank you/paid email template - so instead of the 'Print this page for your records' it could say 'download this PDF for your records -…

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to sync Google Tasks with dashboard reminders

    I am sure the Google Tasks API is just an extension of the Calendar API - It would be great if I could have all of my reminders/tasks in one place (especially on my mobile/tablet). How easy would it be to implement this?

    5 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Setting up reports to auto run and email to employees

    Looking to have the payment report sent automatically every night to our closing employees who do not have admin rights and also having a way to only run and send this for a specific date range

    14 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Customizable Templates

    It would be nice if we could create custom templates using the foundation already in place with the invoice template features. I am thinking along the lines of custom letters, proposals, etc using the same tags already being used on the invoice templates. We often send letters to customers or potential customers introducing ourselves. It would be nice if we could create a template for that type of thing using the tags already in repairshopr so that it automatically populate name and address information. Maybe even create a tag for ticket or asset name so we could refer to that…

    11 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow common/favorite parts to be saved in Parts section

    It would be very helpful to be able to store information for parts we need to order all the time and generally do not keep in stock. For example, when creating a Part Order for a ticket, it would be great to be able to either manually type in the part information (as you can now) and select from a drop down menu of common parts. Kind of like the Inventory section, but instead of saving info for parts you have in stock, simply bookmarking/earmarking common part info to be used repeatedly when creating Part Orders.

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Workshop Appointment confirmation

    To be able to put appointment in calendar if its a client coming to workshop confirm date and time of appointment and directions

    5 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow tickets to be re-associated with different customer

    When someone other than the owner of a machine drops it off, we need a way to switch the ticket over to the owner when we get their information. I don't see a way to do this now, so we've had to create a new ticket and reference the old ticket. This works, but is tedious. Since the database is relational, could a simple "Change Customer" option be added to tickets?

    1 vote
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create Quick Ticket

    Often I am on site with a client and I get a call from another client who I tell I have to call back. Generally I listen to the problem to make sure a server isn't down, etc. Would be nice if we could email into repairshopr with a subject similar to "Printer not working - domain.com"

    It would then create a ticket under the client domain.com

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Call log / call back

    We have several techs with different duties. It would be great to add a call back log. Right now we have the in shop ppl email each tech when they need to call someone back. It would be awesome to be able to put the calls into RS and be able to mark them called back or maybe convert the call info to a ticket. I was thinking the lead section would be able to do this with a little adjustment. Or do a call log button. It would also be good if you could assign the call back to…

    56 votes
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    under review  ·  12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Calendar

    The calendar is proving to be difficult to navigate.

    Here are some suggestions.

    From the ticket screen:
    Be able to add or edit appointments from the ticket screen with a similar interface as when the ticket was originally created.

    be able to attach multiple appointments to the same ticket.

    from the field jobs screen:
    ability to locate tickets in the drop down in some kind of organized manner (alphabetically, by ticket number, something). Currently I am not sure how that list is organized but we have something like 70 tickets in it and it is really difficult to find the…

    7 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add an option to show an Asset as no longer in shop possession.

    Currently the system allows asset tracking for clients, but does not show whether the asset has been returned to the client or is still in shop possession.

    For example, we have a client that has turned 60 tablets into our possession but needs them returned as they are done. So we currently have 47 tablets in our possession, and have already returned 13. Rather than open each individual asset (and leave room for error) would there be a quick or easy way to mark the asset as returned?

    Thank you.

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automatic Customer Type Discounts - "Membership" Perks

    It would be great to classify a customer as a certain group. We offer discounts based on the "Type" of customer.

    So.

    65 and over = Discount at 25% off
    Active Military = Discount of 15% off
    Veteran = Discount of 20% off
    Non-Profit Organizations = 20% off
    Employee = 10% above cost
    Family Discount = 50% off
    Friends Discount = 25% off

    We also provide loyalty programs to our clients that prepay services through us on a monthly basis (prepay yearly maintenance or antivirus solutions). Depending on the program they have, they get between 10% to 25% off of…

    211 votes
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    30 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow Customers to Update Their Billing Info

    I would love for my customers to be able to log into their profile and view/edit any of their contact information, especially as it relates to billing. It would also be great if they could view/edit/add payment methods (PayPal, credit card(s), ect).

    As a bonus it may also be cool to see a simple check box of "save card on file" when customers are paying their invoices via credit card online.

    18 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Followup - To Do system for entire staff

    Hello~

    It would be great to be able to keep an entire team up to date on any special "to-do's" or "follow-ups" that are required. Think of it like a pin up/sticky note system that your entire staff can easily see and update.

    Currently, we can only setup reminders for ourselves... as good as we all are... sometimes having other's be able to see these reminders can help get task done if someone falls behind.

    The more collective we are... the better we are~ Kind of like the Borg :)

    13 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Rotate monthly totals on admin page.

    I would like to see this months totals on top and last months on the bottom.

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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