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  1. Automatically Update the Comminication Log when the Email feature is used

    Hello

    When we email a customer from the main client page, it would be good if the Communication Log was updated with the date and subject line so that it is recorded in seqeuence. The emails are always recorded at the bottom of the cleint record which is fine except that they are not obvous at first glance. The Communication Log is close to the top of the cleint record and is therefore more visable plus it creates a chronological chain of contact. At the moment we manually add to the Communication LOg each time we send an email

    Thank…

    1 vote
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      completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Single-Use Checklist on Ticket

      The new[ish] ticket worksheets are great. However, there are a lot of times when I want to add a quick checklist on a ticket that won't be reused again. Being able to create a checklist in a single ticket would be great. Being able to do more than just checkboxes would be nice, but even just checkboxes would be fine.

      19 votes
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        6 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow multiple type of intake forms.

        Please allow a specific type of intake form (to be chosen from or auto-selected) based on the ticket type. It would be nice to choose a different type of intake form for on-site visits and field calls.

        It would be nice to have a specific intake form just for on-site services. Since the same disclosures do not apply to both in store and onsite.

        Also, with MSP customers, a separate intake form would be great, since that is another scenario requiring different disclosures.

        2 votes
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          5 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Complete RepairShopr Backup

          I would like a way to backup everything in RepairShopr. Automatically (say - to something like DropBox).

          There are so many scenarios (accidental deletion, RepairShopr glitch, disgruntled employee, etc) where it would be incredibly valuable to have regular and multiple versions of the data in RepairShopr.

          The invoice, estimates, templates, tickets, reminders, calendar data, worksheets, inventory, customers, internal wiki data, customer wiki data, attachments, time clock, custom contact fields, etc - are all things that took a large amount of time to enter and develop over time. I know there are some exporting functions, but there is nothing like having…

          23 votes
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            8 comments  ·  Flag idea as inappropriate…  ·  Admin →

            We added a paid add on for this – it’s in the app center.

            It costs money due to the high server load and disk space usage.

            Feedback welcome!

          • Add a custom form to the Custom Widget Flow

            We'd like to be able to collect additional information in the custom widget flow. It could be as simple as adding the custom customer fields as an option in the customer detail widget flow, or the option to create a custom form.

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

              This works!

              If you have Ticket Custom Fields setup – you can make those show up on the Issue Detail step type.

              Our youtube video was made before we added this, but give it a shot!

            • Add the option to "Add Similar" to an existing product.

              Often times we have many makes and models of product that are identical or similar with a minor difference. Instead of adding a new product and having to enter all the information including categories, pictures, and notes from scratch again, I would like the option to create a new product based off of the existing product.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Invoice Email Subject Customization

                We really need the ability to change the Email Subject for sent invoices. We need dynamic variables like Invoice number.

                Right now it just says "Company Name - Invoice Attached"

                If you send multiple invoices, the client can miss the additional ones if they have conversation view on. This also adds new ones to old ones, and again the client may miss it.

                We need it to have the invoice number in the Subject so that each and every one will be custom. We are able to do this in Quickbooks or Freshbooks.

                47 votes
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                  8 comments  ·  Flag idea as inappropriate…  ·  Admin →

                  This suggestion was more about us needing to improve the subject instead of have it be customizable – we have added the invoice number and even the ticket reply tags in case there was a ticket attached. If you still want to make up your own subjects let’s get a new suggestion open for that vs just improving the subject like we’ve done here.

                • Customer Purchases - unable to convert $0 purchases to refurb.

                  Seems like a bug or an oversight, but RS doesn't allow you to turn a $0 purchase into a refurb. I doubt we are alone in cases where customers either want to get rid of older equipment vs. paying a recycle center or don't want to repair. Some of the drop-offs/recycles we get in we can refurbish the equipment and resell. Would also be useful for abandoned equipment as well since you aren't technically buying them.

                  10 votes
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                    completed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Inbound Caller ID Popup History

                    We love the inbound caller ID popup that we've integrated with our PBX. However, the popup indicating who is calling is gone too fast. It would be helpful if that popup stayed a bit longer, or there was some type of quick access history of the last few calls to come through in the notification action bar.

                    6 votes
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                      7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow techs to add CCs to tickets from within the ticket

                      I would love to be able to add a CC to a ticket from within a ticket. This would be useful if I needed to bring in a manager at the client, or bring in an outside vendor so they can be apprised of the progress or to approve the work

                      0 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Send appointment confirmation emails based on ticket status

                        Make it possible to send out separate confirmation emails for appointments based on a ticket status.

                        At the moment the same appointment confirmation email goes out to customers regardless of whether we are visiting them at their premises, they are coming to see a specialist in-store or we are performing a remote session. This causes confusion as the customer is informed of the address we are visiting even if we are not visiting them!

                        If would be good if we could automatically mail out confirmation emails based on what kind of appointment has been made. Could this be done so…

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

                          This has been completed, this is what the appointment types are for.

                          You can setup separate instructions to go out in the appointment email via the appointment type.

                          Look at Admin, Appointment Types – and the special instructions area – and then look at the appointment emails where you can include a tag to insert those special instructions.

                          This is how you can make those emails all very different from each other.

                        • Make it so that you can still use the RepairShopr iOS app for tickets even if you can't delete tickets.

                          Currently tickets are disabled in the iOS app if you don't have full permissions. So technicians that you wouldn't want to be able to delete tickets are no longer able to view, add to or do anything with tickets in the app. This should be changed to have tiered permissions as the rest of RepairShopr does.

                          3 votes
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                            completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Watchman Monitoring suggestions

                            There are several things we would like to see in the Watchman Monitoring integration.

                            1) Once a ticket has been created from the notice in the "Current Alerts" window for a WM notice we would like that alerts to be closed so we can manage it form the ticket only and not have to see it in two places. It is confusing, and when more then one person works on it they have to take several extra steps to figure out what’s been done.

                            2) We would like to be able to map computers to single Machines/users not just groups.…

                            4 votes
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                              4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                              I’m going to mark this as complete as we’ve done the main upgrades we intended to in this phase.

                              Feel free to open up a new idea with remaining ideas!

                            • Consider a cleaner ticket layout?

                              It would be nice if we could have a cleaner layout of the tickets page for something like this?

                              http://i173.photobucket.com/albums/w62/evileagle17/ticket%20layout.jpg

                              so much easier to read with the color coding and with the details right there.

                              116 votes
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                                15 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Focus links to customer page

                                Since all the boxes on the customer page move around depending on how much information is in each box. There should be links at the top of the page that can take you directly to each section and highlight or focus on that box. I'm always searching for the "Invoices" or "Tickets" section on the customer page and sometimes it's on the left, and sometimes it's on the right. It takes a lot of time out of my day :)

                                4 votes
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                                  completed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Worksheet Dropdown Fields

                                  Hey guys,

                                  We REALLY need to get better functionality for adding dropdowns to worksheets. Not being able to edit worksheet dropdown fields or adding new ones has huge potential for screwery.

                                  We use the dropdown to assign what gas is used for calibration, and the problem is that new gas combinations are discovered over time. Worksheets are basically like coding on the live branch of a project. There is no archiving unused fields, we have to delete them and retype them from scratch, which isn't a big deal for text entries (still weird, because why can't we just edit the…

                                  6 votes
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                                    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Zapier. Oh God... Open the Zapier Floodgates. AUTOMATE ALL THE THINGS.

                                    You want to mark 'COMPLETED' to a huge percentage of ideas in this feedback forum? Open the Zapier floodgates.

                                    There are some conversations around here talking about getting Zapier to do stuff with other things like Contacts, Slack, etc. While nice... those things only scratch the surface and only help those of us that use those specific services.

                                    What about using Zapier to integrate Repairshopr WITH REPAIRSHOPR.

                                    The possibilities are absolutely endless.

                                    Trigger:
                                    - New ticket created by ABC Company.

                                    Possible Actions:
                                    - Email the customer saying a new ticket is opened. Right now, if email is selected, when creating…

                                    29 votes
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                                      14 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Make Worksheets Editable

                                      I forgot to include a dropdown answer for my ticket worksheet, and I cannot just add an answer to that field. Instead, I have to create a new question, and re-enter all the dropdown answers in order to add one.

                                      It would be great if these fields were easily editable, (ex. you could edit the worksheet questions, similar to editing asset custom fields).

                                      Best,
                                      Claire

                                      8 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Remove date from "Signature Line" on invoices

                                        When we finish up on a computer we print an invoice. We then have the customer sign the invoice and date in when they pick the computer up. This acts as our release form as well. Often a customer won't pick their device up on the same day we complete the repair and print the invoice. When the customer comes to pick their device up, the date on the invoice, next to the signature line, is pre-populate with an old date. It would be great to have an option to leave that line blank!

                                        3 votes
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                                          4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add full tracking of time clock edits.

                                          Tracking time worked for the purpose of employee compensations is legally required. As it stands right now there is no hard method of telling if a clock entry has been edited or not. My employee could claim that I'm changing clock entries and I have no way to prove (withing RS) that I'm not.

                                          What I would like to see is some sort of time stamp every time a clock entry is edited or manually added. (much like the time stamp we have for inventory edits)

                                          I had an employee threaten legal action because they didn't think their time was…

                                          6 votes
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                                            completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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