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3766 results found

  1. Email notification for New Contracts

    Add email notification to the admin of the account every time a new contract is created or be able to assign them to an employee who will be following up on the contracts or subscriptions.

    1 vote
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  2. Leads - Notes

    It would be great to be able to add notes to a Lead, why can't you do this easily?
    EG: A lead comes in and a staff member contacts the lead, where do they put in some notes about what was spoken about?

    Thanks

    7 votes
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  3. Multiple Service Boards/Lead Boards

    Ability to have multiple ticket service boards. For example in-store tickets, monthly client support, managed anti-virus or managed backup support. That way we can have seperate emails (alerts@domain.com or backup@domain.com) and they would go to those boards so techs know of specific issues.

    For leads the ability to have a leads board for potential clients like from website forms, etc. so that sales staff would work that board and then a "tech board" where current clients could email to for support and tech staff would know to work those leads not being confused with sales leads.

    3 votes
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    1 comment  ·  Admin →
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  4. Asset Assignment

    Be able to map an asset to an assigned contact, this way when they email an issue creating a new ticket, their asset (PC in most cases) is automatically mapped to the ticket.

    15 votes
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  5. Having the option for ticket comment emails to come from 'company name', not 'employee name'

    At the moment, when any employee sends a ticket comment email from the system, the customer receives an email from that employee, not from the company.

    We use certain email addresses for certain communication types with customers; enquiries@, admin@, invoices@, etc, and would like to be able to set a generic email address for the comments to come from (I just found out it's not possible at the moment).

    This would prevent the issue we're having at the moment, where customers call the shop looking the speak to the tech that was working on the device, rather than letting the…

    4 votes
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  6. ETA on Parts

    I use the notes field to insert ETAs for parts, but it would be nice to have a field like order date that can be displayed on the parts list page to quickly glance at ETAs of all parts.

    Also, when auto bill is setup, it will bill parts that have not arrived. Holding parts from invoices until marked as arrived would save from having to explain to customers that their part is coming and "the system" just billed you before it came in.

    1 vote
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  7. We need some document attache to the assets

    Can we request to add option to attached document / image to the asset

    0 votes
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  8. Klipfolio - Dashboard Design

    Would like to see a "Dashboard" interface that would be customizable to each employee/sales person as well as a company wide dashboard (for sales, cost/revenue/profit, tickets, etc). Ideally develop something that could work with an inexpensive service like https://klipfolio.uservoice.com/knowledgebase/articles/348103-use-web-accessible-resources-as-a-data-source

    0 votes
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  9. add another asset button

    When adding more than one asset I need to click on the assets link and then new asset. Could you not add a button to the created asset page so you can directly add another asset without any extra steps.

    7 votes
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  10. Inventory and Purchase order Issues and necessary update

    Hey guys, a few issues we are experiencing:

    Adding another button to the purchase order is necessary:

    Add All Low Stock Items by this Vendor (not on a previous PO yet)

    We place purchase orders before the previous one would arrive, so every time we have to manually remove the items on the new purchase order that are on the older purchase order that hasn't arrived yet.

    Alphabetical sequence is necessary: The sequence of the items on the purchase order is mess at the moment. Also when I check in parts using the purchase order, every time when I check…

    0 votes
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  11. Please enable copy text on a "Purchase order" page

    When there is a purchase order created the copy text feature is
    disabled on that page. I can't click on the individual items on the list
    and open it in another tab, also I can't copy the name of it.
    Using the purchase order without these (at least one of them) on almost
    the daily basis makes it difficult to manage. Every time when I have to
    check a part what is the reason that is on the list, I have to manually
    open another tab and type it in.

    I wouldn't annoy you guys with this such a small…

    0 votes
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  12. invoice payment screen should have POS Layout

    Once a customer and ticket is created and make invoice is selected along with selecting payment form we would how have the options to add the POS style buttons and categories to select the service in which they are paying for.

    3 votes
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  13. Recurring invoices for customized timeframes

    It would be nice to be able to choose Bi-Monthly or "On every *** & *** of every month. This way it supports NET15, or if you run them every 1st & 15th of the month.

    1 vote
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  14. Inventory display on invoices

    I would be very helpful if we could see all options and categories when adding inventory to an invoice as a line item, rather than having to type it first for it to auto-populate. Sometimes services or parts can have synonymous terms that weren't used when creating the inventory listing, making it difficult to remember the wording used for the item.

    For example, OS Reinstall can also be called Reformat, and so on. Most POS systems have a visual aid that allow you to see what is in the inventory. This would be ideal.

    1 vote
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  15. Multiple Calendar in Field Jobs

    I think that adding the option to use multiple Google calendars would be very useful, especially for us using the One Man Army package.

    For instance, I have my personal Google calendar and my business Google calendar and they are synced with each other with full access. However, when adding the Google calendar in RepairShopr, it asks me to choose one of the two calendars. If I were able to choose both, then my embedded calendar could also show when I am unavailable due to personal appointments. With just the business calendar showing, people can choose times that I may…

    10 votes
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  16. Default Tax items

    When creating new items, either in ticket charges, inventory, invoices, or estimates, please have the option to have the item automatically created with tax

    11 votes
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  17. Integrate with todoist

    We use todoist as a general office task management system, and I think it would be pretty slick to have repair shoppr populate new tickets on an "unassigned" project on todoist, and have our managers assign these tasks daily. That way, even people who don't use repair shoppr and just want to get a quick glance at who is doing what can quickly see how swamped/open our technicians are, and can move around other tasks accordingly.

    8 votes
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  18. Prorate Charges

    This would be good for subscription based antivirus. They pay for the
    remainder of the month plus the next month. We are getting more into
    becoming a Managed Service Provider business with break fix customers still coming in. We are developing more recurring invoices with the initial setup and payment prorated for the remainder of the month.

    14 votes
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  19. First Data Integration

    First Data Integration. My First Data account is under my PNC Bank account, but it would be awesome to be able to integrate with First Data for Credit card processing.

    8 votes
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  20. Show subscriptions when a new ticket is created, on the ticket, and when a customer is accessed

    I would love to be able to see that a customer has a subscription or a "Service Plan" while creating a ticket, In the ticket itself, and when I just pull the customer up. This would make knowing what customers have paid for service plans so much easier, Knowing when the customer needs to be invoices, or when the scope of work is inside their plan, etc.

    3 votes
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