General
3764 results found
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Grouping Tickets by Due Date
I would like to be able to sort group tickets by the Due Date
Can this option be added to the sort options on the Tickets screen?
1 vote -
Customer Information Reports & Prompts
I would like a report that shows customers with missing information, like no email on file, no phone number on file, missing address, etc. along with showing if an email is bounced as bad.
For the prompts I would like to see a feature where we could flag customers with missing information that would prompt when that customer is pulled up during a check-in or ticket creation that prompts the user or dispatch to request updated info.
1 vote -
Voided Payment Documentation
With authorize.net we're unable to print a receipt with a voided payment. We'd like to have documentation for the customer.
1 vote -
inventory changes for logging of items
At the moment the 'Change History' section is really helpful in the inventory, but it's missing the detail of the ticket/invoice number that the part was invoiced on.
Also, we are trying to allow one technician to have the ability to view this log as one of the security group fields, but it isn't available to select. Would be great, as this technician does a lot of purchasing, so the history is good to see how many of a certain part that we have used in the past
1 vote -
Estimate 'Sent Email' notification icon...
Under the customer view screen, you can see under invoices -> 'Status' ; a icon notification when an invoice is 'Email Sent'.
It would be great if we can get a similar icon for Estimates sent as well! If you go inside an estimate view, of course you can scroll down... but why not just mirror how the Invoice section does it.
Quickly verifying if estimates have been sent / submitted I believe is just as important as the quick-view under Invoices.
Thanks
1 vote -
Back to ticket button
Having a back to ticket button on the Invoice page after you click Make Invoice from within the ticket would be so nice! Would that be hard to do, since the invoice is attached to the ticket, just have the button link back to the ticket it's attached to?
1 vote -
Stock Take - automatically add inventory on open tickets or invoices
I have been testing the Stock Take module. One thing I noticed is that is does not account for inventory that is already on a ticket or an invoice. So, I end up getting a bunch of mis-reported counts due to that inventory being pulled from the shelf and put onto a customer's tickets or invoice.
1 voteHey Traci – we are getting ready for stock takes v2 and wanted to check in on this.
So – you have 5 hard drives, you put 1 on an invoice for a customer and put it in their computer.
At this moment the inventory level is at 4.
You go to do a stock take, there are 4 on the shelf.
Where is the issue?
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Add attachment based on worksheet
I'm new here so if this is in place I haven't found it yet.
It would be nice if a worksheet could automatically attach a specific document. For example, we have a pretty comprehensive spreadsheet that we use when we perform a network evaluation. It would be nice if that document could simply be automatically attached when the "network evaluation" worksheet is selected.
1 vote -
Bundle Items Recurring removal
Would it be possible to automatically remove the items from the invoice when creating the recurring invoice? Instead of getting a message saying that it can't be added. For example, Bundle item A and item B get invoiced. Item B needs to be setup for recurring invoices but we can not make the recurring invoice from that invoice because of Bundle item A. Instead, we have to go to invoices, recurring invoices, and select new. Then fill out the contact information. This is not problematic for 10 a month, but doing a 100-200 a month, this becomes cumbersome quickly.
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1 vote
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Heading colours
Eg Assets, Purchases, contracts in the customer and ticket maybe black and white writing so everything does not look all the same no biggy but just a thought
1 vote -
Simple or complex passcode ios?
For the iOS app, instead of an email/password. After the user has a successful handshake with the server, can you make it possible for a passcode to be set with what ever recipe is deemed by the admin. Therefor not requiring repetitional typing of the password? Just throwing that out. I'm paranoid about strength since I'm the sole employee/admin. But 6 years of college really destroyed my memory. So I'm looking for an easier way to get in, considering the device is password protected.
1 vote -
Allow us to whitelist and block IP's based on employee.
Different employees should be able to access the service on different IP addresses.
1 vote -
Stale customers report
We desperately need a report that shows "stale" customers. We need a report that allows us to see all customers that have had no activity (no invoices or tickets) within a date range. We're trying to push all our users to rely on RepairShopR exclusively, but as it is we're having to jump between QB and RepairShopR because of this one limitation.
1 vote -
Ticket or Work Set
A ticket set or workflow set that can be assigned to a client that generate a ticket at xx number of days. I know there are recurring tickets but that only applies to same ticket. I would like to see something where we could create a ticket set template that we could assign to new or potential clients that then generates a ticket at xx number of days. That way we could assign the set to like a sales role and they would then see a ticket that says call client, after resolved 7 days later a new ticket would…
1 vote -
Dashboard Timeout
As a new user we setup a flatscreen TV for our dashboard, but we also have user timeouts set to 1 minute. This timeout also interacts with the dashboard and yet what we really need is for this to be available consistently and also with an auto refresh built in so we have to do little direct interaction with it during the day.
As previously mentioned it would be good to allow customisation of what detail we can see on each ticket as some users want contact details and some don't. For us we prefer the old dashboard as it…
1 vote -
Improve Tickets and Tech Comments
It occurred to me that the ticket system could be improved to have an auto save function (very often I close browsers either on purpose or by mistake and data is lost)
The other option would be to edit tech comments. I find
that when I add comments there is a need to edit those comments and it appears as though I have to delete and create new?1 vote -
Great Product
This program is great
1 vote -
Custom Hours for Tech Specific Calendar Booking Module
With the booking module for specific techs, mine for instance. I would like the ability to set custom hours. For Example, I don't want people to be able to book appointments with me on the weekends, but my shop locations are open on the weekends and book appointments.
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1 vote
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