General
3766 results found
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Add additional RMM Agent support
For a Recur setup or an automated email response, allow the attachment of an RMM Agent installer.
1 vote -
Search Field for Kabuto
There needs to be a search field to filter customers with Kabuto and those that do not have. That way we can target marketing campaigns more to those that do not currently have the service.
1 vote -
Ability to Remove Item Number & Keep Description on Tax Inclusive Invoice
When customizing an invoice using {{lineitemsunitpriceastaxinclusive}}, I need to be able to drop the item number but keep the description.
1 vote -
Vanilla widgets & custom CSS styles
Frankly, whats the point in widget sitting inside a website that looks like it doesn't belong there and particularly is completely out of line with your type styles. Typography is probably the most important factor in your brand and useability of a website, especially considering the different screen sizes about.
Widgets allow a custom html step, but this whole step cannot be used to inject inline css into the other steps.
IDEALLY
Widgets should be available as vanilla html and provide the ability to submit your own css styles.1 vote -
Allow estimate emails to attach files from linked ticket
Currently when creating an estimate from a ticket the two are linked. However when I then go to email that estimate to my customer any documents that have been attached to the ticket are not available to be attached to the estimate.
Currently to have the document attached we must save the file attached to the ticket then attach it to the estimate and then send the email. Is there anyway to have documents that are attached to a ticket also be attached to any linked estimates?
1 vote -
offline cc transaction
We sync RepairShopr with QB online. When we take a credit card we process it through QB which automatically marks the invoice or sales receipt as paid in QB. I have been unable to find a way to make it paid in RepairShopr without creating an extra payment in QB that I must delete or it creates a credit in the clients account. I have tried offlice CC, which was suggested by tech support, but I still end up recording the payment twice in QB. Any suggestions?
1 vote -
Rework for a resolved ticket not showing initial/ issue on the intake form
When opening a rework ticket for a resolved ticket we have noted that the initial/ issue is not being displayed on the intake form nor can we edit it.
Basically, when our client's sign we would like them to see the issue(s) that they are signing for.
If its a rework then we would like this section to reflect the "issue" described by the client when checking in the device.
Could you please add this feature?
1 vote -
Allow "Progress" section on tickets to have customization like adding a field to show "Date paid"
Allow "Progress" section on tickets to have customization like adding a field to show "Date paid"
1 vote -
Deny - Estimates (While in DRAFT | PRIVATE)
Drafting estimates, has been godsend! Thank you... Still hoping that eventually we'll get that setting to be a default.
However; another feature requested based off that one, would be having ESTIMATES 'while' in DRAFT - MODE, still be able to be Denied.
We create a lot of estimates for clients, small-medium-high, depending on the scenario. However, we'd still like to KEEP and estimate in a clients portal, private (eg DRAFT), but w/ a Denied Status. Right now, we have to PUBLISH the estimate, then DENY it.
Which leaves the estimate open for the client to see it in their portal.
…
1 vote -
Purchased vs Customer-Facing Inventory
In the inventory module, I would like to see a means of distinguishing between tare quantity and item quantity. For exampke, let's say I order and maintain a supply of screen protectors for my repair service. I purchase them in packs of ten, but I sell them individually to my customers. Right now I have to maintain two separate inventory items -- one for the ten-packs that I buy from my supplier, and one for the individual items that I sell to my customers -- and there's no way to connect the two or otherwise have them relate to one…
1 vote -
Vendor-facing vs Customer-facing Item Description
I would also like to see the inventory/SKU system tweaked a bit. Let's say I have an inventory item of "Tempered Glass Screen Protectors, iPhone 7" but I'm purchasing product from different vendors who have different SKUs and item descriptions. I would like the ability to put my distributor's SKU and description in the existing SKU section, but have my own inventory description of it. That way, when I create vendor POs the descriptions are appropriate to each vendor, and when customers buy the product from me I can have my own description/verbiage for that item.
1 vote -
Contact form and response system
One thing this system is lacking is a contact form (name, address, email, short message) with a response system that's built into the leads module. I may not want to turn the lead into a customer as yet but will need to answer their questions back and forth within the repairshopr system first. Those conversations are logged and tracked so I can see the threads. Then when he is indeed "qualified" as a lead to become a potential customer, they can be changed into a ticket or a customer creation within the system. Those previous conversations are then transferred into…
1 vote -
Estimates - More detail line templates
It would be nice if you can add more detail line templates. According to this article,
you have 4 templates.
Our estimates are always Tax Incl and it would be great if you can add another template as follows:
Item | Description | Quantity | Ammount Incl | Line Total Incl
Would this be possible? If my request is not clear enough, please let me know.
1 vote -
CSV file export
Export drop-down custom fields using the field description and not the database record value e.g. Categories:7600 should rather be Categories:Category Description.
1 vote -
Reoccurring invoices page (gross and net total)
Love how you show how many reoccurring invoices we have at the bottom and an estimated total. However could you make this a bit more granular?
IE:
Gross total: Gross amount of money made on these invoices overall.
Net total: Net amount of money made on these invoices minus cost of goods.
Total cost of goods: Self explanatory.1 vote -
RS customer info has mobile come up first If I fill in mobile number in RS then when RS syncs to QB the number is placed in Phone in QB Wh
On July 02, 2017 at 6:35 AM bdrvcenter bdrvcenter@gmail.com wrote:
in RS all phone numbers save like this 4357890744
in QB the phone numbers save like this (435) 789-0744
Please have RS save their format of phone number the same as QB.
QB phone number format is much easier to read and use
1 vote -
Attachment Comments / Captions
Just uploading some attachments to a job ticket and i was thinking wouldn't it be useful if we can add some notes to the attachment itself. Either comments or as a caption perhaps.
1 vote -
Parts Order - Ticket Search Improvement
When ordering a new part that is associated with a customer ticket, you have to use the drop down list to find the ticket. This gets very time consuming as we grow our service work and now have to scroll through all the tickets to find what we are looking for. It would be nice to either have a workflow or Aciton out of the ticket to automatically associate the ticket to the parts New Item, or it would be nice for the tickets field to be searchable like other things in RepairShopr are. Loving the tool, and has already…
1 vote -
Colour code feature request
Colour code feature request when looking in customer details, all the tabs are grey and its not quick and easy to find invoices etc, possible to colour code the tabs for efficiency
1 vote -
Make email popup box adjustable
It would be great if the pop ups for emails was adjustable in size. Having to scroll back through what I am writing can be a bit tedious.
1 vote
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