General
3764 results found
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Able to select products in Purchase Order in which to print labels for.
Half of our items now don't need our labels on it. Therefore a simple Check Box per Line Item, and a Check All at the top, would be great to identify which labels will be printed.
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Opt-Out Check Box for E-mail Addresses
We want to keep e-mail address as a required field when creating a new customer/creating a ticket,etc, as we feel that it may be missed when a technician is originally checking in the customer otherwise. It would be nice to have a check box for a person that does not want to give us their e-mail address. The check box would satisfy the "e-mail required" feature so that we would know that the person checking in the customer at least asked. Right now, to go around this, we are having to enter fake e-mail addresses for customers that do not…
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On recurring invoices, show the current tax status on the existing line items
currently, when you add an item to the invoice template, you do not have a way of knowing if you added it taxable or not nor is there a way to change it. Small detail, but would be helpful.
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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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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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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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Unlock API
I was just taking a look at a demo. One thing that I have found very useful is he has added a simple API integration for your unlock code supplier.
I just tell the system, through settings, what type of API it is, my account and the API key and voila!
Now, when I want to sell an unlock I just search the unlock service as I would if I were on our unlock code suppliers site, add it and it automatically submits it with the IMEI I have recorded on the customers ticket.
It tracks my balance with my…0 votes -
Allow Admins to remove saved ticket lists
Sometimes our saved ticket searches need a clean out. As an admin there is no way to delete searches created by other users.
It would be great is admins or global admins can delete searches created by anyone.
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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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Third Party Accounting Integration or Data Transfer
Integration to accounting software would be awesome. I thought that since there is integration for Zero and Quick Books, there might be an option for a custom report creation to facilitate integration into other accounting packages. I have found a company who can transfer csv files to Simply Accounting, however the required data is in several reports. With custom reporting the required fields could be selected to form a report to make ready for the 3rd party program, integration and/or transfer of data could be almost seamless.
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Change to Green Checkmark Under Took Payment Column
Can you change the grey check mark to green under the Took Payment column for invoices
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grouping of charges on recurring invoices
We utilize the recurring invoice feature a lot. Throughout the month, we open, work on, and resolve tickets for a client on a per incident basis. We put charges on the tickets, then they get accumulated to the recurring invoice that runs on the first.
My feature suggestion is that the invoices be formatted so that charges from those tickets get grouped and labeled according to the ticket number and name. This way when a customer gets an invoice with 20+ charges grouped by ticket and not just jumbled up. I know that we can put descriptions on the charges,…
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Flag low inventory for a particular category or sub-category
It would be wonderful if I could flag a specific category or sub-category as being low on parts.
We purchase quite a few items from NewEgg when they go on sale from various manufacturers. This results the shop stocking 2-5 different manufacturer's products that go in the same sub-category. For example, we have multiple inventory parts under DRIVES > 2.5" SATA HARD DRIVES. As a manager/owner, I may not necessarily care if we run out of a specific 2.5" hard drive, but do care if we are running low on 2.5" SATA HARD DRIVES in general. So, if we get…
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Add link to customer location on Map
The map report is great but it would be good if the customer account had a link to show on that customer on a google map. Ideal for printing off directions.
0 votesOn the Customer page you should be able to click the address and have it open Google maps. Is that what you mean?
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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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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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Attachments size
Can we request to add file size near the each and every attachments. this will support to identify quickly unwanted attachments such email signature images.
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Sortable Labor on Ticket Charges
Right now, we're going to create a new Labor field for our tickets to trim down our labor types, but if we can somehow not have to do that and can pick or sort what labor types appear next to the add charges to ticket, that would be phenomenal.
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Need a Return Button on Asset Custom Fields
When you add an Asset Type and edit the custom fields, there is no way to get back to the list of asset types without going back to admin and choosing Asset Custom Fields.
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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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