General
855 results found
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Technician printable end of day report...
I have two pc repair shops and just started using the software. We also don't use cash registers or point of sale systems at this time.
Our current work order software allows the employees to print an end of day report which groups by:
- Payment Type (Cash, check, credit card)
-- Store Name (East or West)
--- Each payment with date, customer name, check #, amount, invoices, unapplied.The employees deposit checks, cc, and cash. My employees save this to PDF each night into dropbox so the bookkeeper can compare bank statements and deposits against this report.
The z-report…
1 voteI believe the current Z-Report handles this.
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Additional reports
Would like a report that shows unused prepaid hours similar to the unused misc credits report.
Would also like a report for the customer showing a summery of their usage history for prepaid hours or for credit used.
1 voteWe added a Prepay Hours Report a while back and also now show the history of changes to prepay hours at the bottom of the Customer Detail page.
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Customer check-in form
When customers are mailing in their device for repair, after we have raised a ticket in RS it would be great if we could have a button that would email them a summary of the job ticket with ticket number, device, customer name etc that they could print and enclose with their device for posting so when we receive it we could easily match it up to the ticket.
1 voteMakes sense! You should be able to point them to the customer portal where their full ticket is accessible.
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When you click on a ticket in the dashboard it opens in a new tab.
It would be nice that when you click on a ticket in the dashboard it opens a new tab. Right now it stays in the same tab.
1 voteThe new dashboard is doing this now.
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Making Estimates Inactive
I would like a way to make estimates inactive after a certain period (ie 30 days) of time or by a manual change. I do not want to delete them as this is I still want to see the history, but I do not want them to be able to go into their portal months or years after the estimate and approve it at that time.
I would also like to be able to mark them as no or something in the event that we know we did not receive the estimate (such as a bid) or they choose someone…
1 voteThis is live!
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Filter in Invoice Tabe
Within the invoice tab, I would like to be to filter unpaid. I see where we can filter paid, sync to Quickbooks, etc. I think it would be helpful to the tech or personnel that don't have report access to be to filter open invoices.
1 voteThis is live!
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Invoicing - I would like Recurring Invoices to be displayed on their own tab instead of being co-mingled with the standard invoices.
Recurring Invoices separated from the Standard Invoices. (With Stripe and Paypal Integration) The payment integration is already part of another request.
1 voteWe just did an update so recurring invoices are now indicated in the invoice list with an icon. Is this what you were looking for?
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Customer Detail
At the top where you have Invoices, Tickets, and Spent, you need to add Balance. That way you can easily see what outstanding balance a customer has.
1 voteThis should be live!
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Recurring Invoices
You need to make it so we can use a template attached to recurring invoices instead of using a previous invoice. Customers that add services, like email accounts, make you have to clone the invoice, and then go to recurring invoices and change to new invoice.
1 voteWe just released an update to recurring invoices so you can create them from a template instead of just an existing invoice. You can see this in Admin > Recurring Invoices.
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Use "stored credit card" as option for payment
I know that you've already made mention that "saved credit cards are currently only able to be used with recurring invoices", but this would be a very nice feature to have finished.
It's a real time-saver having credit card numbers on file for regular clients. When someone has a non-recurring invoice and we ask them to pay it, they always say "you have my card on file, just charge that one." Then we have to explain we only can use that for certain invoices, they don't understand, and we look dumb.
This idea would simply add "Stored CC" as an…
1 voteHey – exciting – this is done, and works with authorize.net and stripe
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Tracking number email to customers
Hello I am a repair tech at a small shop and we like to call customers when the part comes in however calling can interrupt the repair process. It would be awesome if there was an automatic notification that sent an email to the customer. Maybe there is a feature like that?
1 voteYou could write a canned response for this and send it through the ticket comment system. Have you looked at trying that? That’s currently supported with this feature.
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Link to Google Drive would be great!
Yes you can back up to Dropbox but my company uses Google drive i would like to back to my google account
1 voteWhen you set up Cloud Print you’ll automatically get Google Drive integration. You can then automatically save any document RepairShopr document you create to Google Drive.
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Employee/Technician Tag
Would be nice to have a tag for the employee name to add to forms. If there is ever a question on the printed job/invoice, quickly you can tell which employee worked or sold items on the record.
1 voteThe {{tech_name}} tag is available in places where we can be sure it will be added correctly.
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Feature Sugestion - Payment Recieved Date
When I'm making a payment it would be very useful to have a date field. For example I usually do my accounting once a week and input all of my checks into this system as well as deposit them in the bank. It would be great if I could also have a record of when the check was received. It's not a dealbreaking feature, would just be a nice addition.
1 voteThis should be available now.
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Recent Upgrade
Loved what you recently did with your current website updates. I was wondering when giving customer estimates or invoicing customer. I would like to keep a history of invoices and estimates given but canceled because client decided to go else where. At the same time want to have that information available in the future to recall what I charged them and if they were quoted before.
1 voteDeclined status for Estimates is now live.
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Make the time clock usable on smart phone.
It's just not there on mobile and on the full site the pop up is mostly off screen. So maybe fixing the pop up to be centered properly on a smaller screen would be cool. Thank you.
1 vote -
Better Tax Wizard and Reports
Here in Florida there is a state tax of 6% but each county may or may not have a discretionary surtax. What I'd love to see is a means of accurately collecting and reporting sales tax.
The former accounting software I used got this almost right in terms of setting up the tax rates but no so much as far as the reports.
How it worked is that we created the States sales tax (Florida 6%), then added each county and their surtax (Broward 0%, Dade 1%, Monroe 1.5%, etc.). Each customers tax rate was based on their county and…
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Change default "sort" list in tickets
Can you make it so clicking "Tickets" at the top menu will bring you to the list of tickets, sorted by default to only tickets assigned to you? That way it's like "My tickets" instead of "All the tickets at my location.
I know you can pick your name from the drop-down, but it seems like the default is to look for only "your" tickets.
1 voteThe search and sort criteria for this is contained in the URL so you can bookmark a specific search if you want to use that consistently.
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Add custom Subject and body lines for e-mail.
We've had people respond back to paid invoice e-mails thinking we're re-sending the bill. Would it be possible to allow us to personally edit the subject and body of the email in order to clarify whether or not the bill has been paid.
1 voteWe’ve added the ability to add a custom message (though we probably won’t make the subject editable).
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Emails With customer replys!!
When I get a response from customers it says customer activity on ticket #.... is it possible to have it also pull the customers name into the email. that way i do not have to go to the website "an extra step" to see what name it is associated with. Just a thought that would help out ALOT.
Thanks,
Andy1 voteThis should be live.
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