General
3764 results found
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When PO Number is entered on a Payable Invoice, have it added to the PDF.
When we e-mail customers their payable invoices, they like to have the PO # that is associated with the repair/invoice.
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Name CC
The new Vantiv saved credit card feature does not list the last four digits of the card. This makes it hard to know and tell a customer what card is on file. We need a way to name the card to keep track of for reference to customers.
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Microsoft Project like feature
Just an Idea for a new feature. Since I work primarily on contracts I would be willing to pay a little money if you had a Project-like feature. where you can do gantt charts as well as progress timelines. Similar products are celoxis as well as Microsoft Project.
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Deposits as a category locked
When the "deposit" category was deleted we were no longer able to collect deposits under new category labor. Suggestion should be to lock "deposits" as category.
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Ticket Automations "work hours" suggestion
Currently it appears that there's no way to distinguish between business hours and non-business hours for the purpose of automation conditions. Example: you want a customer reminded by email if a ticket hasn't been replied to in 48 hours if it's status is set to "waiting on customer". What happens if the rule triggering starts Friday at 4pm? The customer won't have been working on Saturday, so there's no point notifying them on Sunday at 4pm. You want to give them 48 working hours to respond, so it should trigger a reply Tuesday at 4pm.
As different customers will have…
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Allow sorting of Leads other than by date
As above really. It would be really useful to click on the header columns and sort them by that column, rather than just descending date order. By email is the one I really need, but maybe its useful to sort by name or email subject also.
I have sometimes 20+ pages of leads and i'd like to block select and action. Most of my leads come from the same sources, they come from emails from iTechnician, from my outsourced call centre who handle my calls, from HulloMail emailing me VM transcriptions - these all feed into Leads. Very few of…
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allow invoices numbers associated with a deleted invoice to be recycled.
When an invoice is deleted our system does not use that number nexts so our invoices have gaps in the numbering if a duplicate or blank invoice isnt used. Even a void option to show the invoice as null and not in use would be great.
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allow serial numbers to be added in the inventory section
For situations where your adding inventory that you already have to repair shopr or haven't been using the purchase order option itd be nice to be able to add serial numbers directly in the items inventory section.
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Discount while adding line items or RRP feature
It would be great if in the add/view charges area of the ticket we could have discount where the cost and price information goes in. This would make it much easier to add discounts per line item as we build up a bill.
Alternatively if there was an option for price and RRP so the customer can see what they are saving on full rrp prices.
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Autofill customer name on new appointment summary instead of "Appointment"
The default verbiage of "Appointment" auto-filled into the New Appointment box for the summary makes it difficult to see which customer is being serviced by just glancing at the calendar by our staff. In order to remedy this problem, we end up copying and pasting the customer's name into the summary section for each new appointment. It would be nice to have an option to have the customer's name autofill instead of the default "Appointment". Also, it would be wonderful to have the customer's phone numbers attached to a created Appointment. We end up manually having to copy this information…
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Tracking Number of Existing/Return Customers
The referral source system, unless im missing something, doesnt track return customer numbers. I want/need to be be to see how many of my exisitng customers are coming back each month, having imported 10000 clients into RS I now have no way of effectively tracking who's already in my database and is coming back.
Referral source should be set ONCE when the client is created say "google", or "passing traffic". Subsequent tickets from that client should add a +1 to the "existing customer" count for referral reports and not the original referral source.
This is really going to screw with…
1 vote -
Wiki access on customer portal
Simply adding the option to allow a customer to see their Wiki would be helpful. Would like to use it for some customer specific self help info.
1 vote -
Automated emails
I set the status to "waiting for pickup". I wanted to automate this status as an email to our customers so I configured it to do so. Typically we email or call on MWF. Since that option was not available, I though the surly this would email once a day. Nope, every hour. What a nightmare. It would be very helpful to automate emails based on status and time. This automation is why we chose repair shopr, unfortunately, it doesn't do what it was explained to me it would do.
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Add Line Items to the ticket page, instead of estimate, this is find will save time for both customer and staff
i would suggest the ability to add line items to the ticket creation page, this i find would save time, it would greatly help the sale staff
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Add line item to invoice subtotal area reflecting total discount.
Currently the invoice display the original and discounted amount per line item. It would be nice to have the total discount (total discount of all line items) reflected in the subtotal and total area at the bottom of the invoice.
1 vote -
tracking damaged inventory items and RMA Rejected
Is there a way to pull a monthly report of the items that have been listed as damaged or RMA rejected. There is no way I can find to track the inventory items damaged and rejected with a $$ amount so we know what to write off each month as damaged.When you pull an item in the returns manager and select "damaged" it just goes to a list...no report to be found. We also track damaged items by location and by technician so we know if/when there is a problem
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Calendar hard to use on smart phone or tablet.
So let say you want to create a calendar appointment in RR, Well that little slider that you select your time you know the one that you move left or right.
Well it is a pain to try to move it when on an android or IOS device.
And with pop up keyboards it make it hard to manually enter it in the text area because the popup date selector thing gets in the way. This should be improved. On a desktop it is fine but not on a mobile device.
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Allowing products to be in multiple catagories
It would be helpful if products were able to be listed in multiple categories as many of our parts and accessories are compatible with several handsets.
1 vote
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