General

  1. Lead updates customer record

    It would be nice if the customer address/phone number would update when a new address/phone number is entered by an existing customer using a custom widget flow, or at least a prompt to change it, similar to the prompt that happens if an address is entered by an existing customer that doesn't yet have an address set up.

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  2. Status should auto to Scheduled after setting an appointment

    It would be beneficial to have ticket status to automatically update to "Scheduled" after setting an appointment that is connected to a ticket.

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  3. UPGRADE Recurring Tickets to Allow Creation WITHOUT an Existing Ticket

    Ticket Schedules are next to useless right now. We REALLY want to use the feature, but there are a ton of missing parts needed to make them something we can use, including:


    1. A security group to allow users access to the module!?

    2. The ability to create a new ticket schedule without an existing template.

    3. After creating a schedule from a Ticket, return us to the Ticket Schedule page to finish setup!

    4. Allow us to change/edit the initial comment for the Schedule.

    5. Option to set who "created" the Schedule, vs who will be the "assigned" tech.

    6. Let us mark Ticket as…
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  4. Add more FILTERS to RECURRING SCHEDULES List

    We would like to be able to sort/search/filter by the following:


    • Location

    • Employee who created

    • Has CC on file = true

    • Set to email PDF = true

    ALSO, we really need to be able to track the commission of INDIVIDUAL LINE ITEMS, and not just the entire schedule. We often have techs who "create" the initial schedule and line items, but then another tech sells an upgrade/add-on and they cannot be tracked for SPIFFs, since only one tech can be assigned.

    Lastly, a search box would be nice too...

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  5. Tech/admin Modes

    To go with the POS mode idea would be a Tech mode. Similar idea. Techs do not need access to contracts, the customer list, More items, or the reports.

    Admins need to see settings, reports, contracts and other things Techs don't even need to know exist in the system. This may clean up the view a bit and make things appear a little simpler.

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  6. Add notes for Manual items on Invoices or Estimates.

    We do a lot of one-off parts with our customers. When adding a manual item it would be nice to have a hidden field where we could put notes or URLs. Currently I'm using Tax Notes to accomplish this in the short term but it would be nice to have a dedicated or properly titled space to put notes. Alternatively an easier way to link parts to a estimate would be good.

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  7. Option to open Dashboard by default

    It would be helpful to be able to choose in Settings the option to open the Ticket Dashboard by default when clicking on the "Tickets" tab.

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  8. Link to invoice created in ticket comments

    Currently, there is no way to get to an invoice linked to a ticket from the ticket itself. Is it possible to create a comment (or hidden comment) with a link to the invoice when its created?

    We are set up as an MSP shop type, so we don't have the workflow window at the top, middle of the ticket where this would normally show the invoice. (picking the MSP type was the only way to remove the workflow window form the customer portal.)

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  9. Multiple Invoice Payment Receipt

    I would suggest that when multiple invoices are paid, the RECEIPT SHOW ONLY the invoice number; amount paid for each invoice and a grand total of payment received.

    Currently the receipt shows several lines of each invoice paid. I not sure why these details were selected - I think a summary of the payment information would be more than acceptable.

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  10. add a link to recurring tickets on the tickets screen.

    Seems like a fairly simple addition to the tickets page. Currently you have to dig through admin to get to "recurring tickets". Can a button be added to tickets similarly to the "Recurring Invoices" on the Invoice Screen.

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  11. Allow Custom Text/Links in Customer Portal Area

    We have a few different services that we offer to clients - It would be nice to put additional Support Links or Other Content in the Portal so that the Client has easy access to all of their information in one location. Maybe a custom HTML area, or somewhere we can put custom text.

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  12. Improve Warranty Reporting and Destroy functions.

    There needs to be a way to run a report of upcoming warranty expiration, as well as destroy Expired warranties in bulk. I use this to manage who needs Antivirus renewals and send Marketr emails. I need to be able to quickly and efficeintly destroy warranties so customers do not continue to get AV expired after they have renewed.

    When I destroy a warranty either from a customer page or warranty list, it returns me to page 1 of warranty list and I must navigate back to the page... It is very time consuming. I would love to see a…

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  13. Add an area for tracking voicemails

    For shops that receive copies of their voicemails in email form with sound-byte attached. It would be nice to direct those emails to Repairshopr to have an area that shows all new voicemails. In this area we should be able to create a ticket directly from it and link it to a customers account.

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  14. Time clock for APP (second screen)

    We started using an ipad in our reception kind of like a kiosk ipad. Would love the techs to be able to sign in with their pin # as they walk in or out of the office. Is this something that could be incorporated into the ipad app of Repairshopr?

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  15. RepairShopr-Zapier-Google Docs integration

    Please consider the integration changes below:


    1. Populate dropdown items with the values specified (e.g Yes or No) and not a number (e.g. 106461), depending on the answer.

    2. Also adding individual worksheet items as variables.

    3. Simplified date and time-variable display e.g. 2019-07-26T10:25:00.748+02:00 (current) to 2019-07-26 10:25:00 +0200.

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  16. Payment report CSV same as on-screen report

    Could the payment report that is displayed on screen also be exported to csv with the same details. Currently the report displays customer name. When exported the report displays the Repair Shopr Customer account number.

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  17. be able to view inventory in tree view

    It would be very helpful to view the inventory in a tree view where we could rename and edit items in general right there. The current view requires us to go to 2 different places to make changes to the structure and such. a tree view would let us pick for a list instead of having to know the name etc.

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  18. vendor inventory returns

    Would like to be able to record inventory returns back to vendor. Currently the PO part does not always except negative items. In a pinch, I manually remove the items from inventory, however this is no thread or comment field available to document why the inventory was adjusted.

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  19. Integration with IBM Dr Watson API

    Hey, I didn't know if you guys had ever seen or considered IBM's Watson API's for reporting integration. They make a lot of bold claims, and it sounds really cool. May not be suited for this application though, I couldn't say.

    https://developer.ibm.com/watson/

    Just thought I'd throw it out there. Thanks for your consideration.

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  20. Add attachments to responses on Ticket Updates

    It would be nice for clients to be able to add attachments to their responses when replying to a ticket update email.

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