General

  1. Better Sorting and filtering

    I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.

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  2. Allow image uploads in Documentation

    Documentation has made huge improvements lately. To "finish the job" for us, we would love to see an easy image/file upload option instead of just the URL link. This would save a lot of steps. It could simply upload it to the customer page as well.

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  3. Bug: Customer Setting: Required Field when creating ALSO Required on Edit

    We're requiring referral on creation of customers. Considering this wasn't always the case we have some customers with no referral type. Due to the limited scope of the referral report this is creating false statistics as we can no longer edit existing customers without the newly required referral type.

    In the meantime I've made a selection called "legacy" but this is just a workaround. At the end of the day, the implementation is poor and I hope bringing it to your attention allows you to address it.

    All the best!

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  4. Payment method assigned Quickbooks account

    It would make things a lot easier if you could assign the Quickbooks account to each payment method. Quckbooks online does not have this feature yet.

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  5. Clone Custom Widgets

    It would be nice if we could clone custom widgets if we are going to create a few that are similar to each other. For instance I'd like to add an appointment booking module to my website with the ability to book the following time slots and type and they are all very similar to each other but I don't want to build them all from scratch
    * 15 minute phone call with Matthew
    * 30 minute phone call with Matthew
    * 1 hour Remote appointment with Matthew
    * 1 hour Onsite appointment with Matthew
    * 2 hour Onsite appointment…

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  6. Appointment calendar for client drop off/pickup

    Would be great to be able to have the ticket allow a calendar event for a client pickup or drop off of equipment. I work by appointment only so this would be very helpful.

    To be clear, also send a calendar invite to the client so it will add it to common calendars like outlook, google, ect.

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  7. A suggestions or Reminders area on Invoices for customers to see any advice or directions we are giving them

    A suggestions or Reminders area on Invoices for customers to see any advice or directions we are giving them

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  8. Ticket created if recurring invoice fails

    You can have a ticket created if a subscription fails but not a recurring invoice. It would be nice if all the same options were available for both.

    There could really be a lot more management capabilities for subscriptions and recurring invoices. For example - to view by subscription type, have different subscription types, be able to manage each with different global settings and make it easier to keep track of things.

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  9. Add punctuation to custom fields

    Add the ability to include punctuation in custom fields types when naming custom fields. (I.e. "has this device been repaired before?)

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  10. add a field in recurring invoices for Stored Credit Card

    When stored credit cards are updated, they do not update on the recurring invoice. It would be very helpful if you could go to the recurring invoices list and there was a field that showed whether a recurring invoice had a stored credit card file selected or not. We have had so many times where someone updated the stored credit card but did not go into the recurring invoice to update the recurring invoice to point to that new card. It would be nice to see from a glance if there are any recurring invoices that are not going to…

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  11. Easier data review

    reviewing data/reports is cumbersome, would be nice to streamline the process or have the data more easily available.

    ie: Month to Date Stats -> being able to click on job type or referral -> Seeing data for review ie: which customers...

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  12. Report to TRACK phone calls for callers who are NOT already logged as CUSTOMERS

    @Troy: I know this seems redundant, but it would be super helpful to have a quick and easy report to reference for all of the CID lookups RS does which DON'T return a result. Would be great to see a log with a search and filters like date/time. Sometimes we write a number down wrong for a customer, and this log would greatly assist in finding incoming calls that were written/typed incorrect.

    I know the HTTP query returns [nothing] when there's not a match with the CID lookup, but could you please just dump those "no results" numbers into a…

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  13. Ticket Automations - One run option

    It would be nice if in Ticket automations there was an option to run only once/ticket. or on the first run only to a given status change. We want to prevent clients from getting the same info over and over. With a check box like this, this automation function could become more widely used. Their could be a custom message for every status to create a very nice touch point with clients.

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  14. New Email template

    A email template specifically for when a customer submits a ticket on the embedded website widget

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  15. Tax rates for recurring invoice

    In CT we have a different tax rate that applies to most of our MSP services. We want our default tax rate to remain the sales tax, but recurring invoices we want to be the separate MSP tax rate. Can we set which tax rate per item in the recurring invoice?

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  16. custom widget

    The custom web widget is a great Repairshopr feature but it lacks the ability to send a customer a custom email when a ticket is created using the widget. Please add !!!!!

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  18. New Ticket email template

    The new email ticket template is great but it would be even better if we could turn it on for all new tickets that are generated. Not just Technician generated on a customers behalf.

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  19. Disable payment methods

    We need the ability to disable to remove payment methods for individual clients. We don't want to take a check from a client who has bounced one in the past (And they eventually paid up.), but we would still take cash or credit. We don't want to disable this for everyone though.

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  20. Ticket Automations

    Would it be possible to add to it a function that when we create a appointment for on site work we can change the status to schedued instead of new

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