General
855 results found
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Need a checklist
We use a "checklist" for our initial diagnostic tests. Because sometimes, testing RAM and hardrive etc takes hours. One tech may start and another may pick up in the middle. There needs to be a way for one tech to find out exactly where the other left off. This needs to be an option that can be turned on for all tickets.
Right now, we've used the custom ticket fields, but this doesn't save the checkmarks when you switch to another custom field type and save data in it. It only saves the current data in the current custom field.…
30 votesBecause the title of this is “Need a checklist” – and we have checkboxes that can easily be a list on ticket custom fields, we are marking this as complete. If a few people wanted “Multiple Checklists on a Ticket” a separate idea for that would be good
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Solve all custom report requests - Give us the Ability to Create our Own Reports!
It would be awesome to be able create our own reports.
Give us all the variables and then let us create our own custom reporting just like you have given us the flexibility to create our own templates (email and other)
This would create a flexible reporting system where we create what we want to see. It would also put us in charge of all design/math/and labeling.
30 votesDomo is now live in the RepairShopr App Center. This provides much more power for running reports, applying date filters, exporting to various formats (Excel, Powerpoint, PDF), drilling down into additional cross-sections of data, and downloading more raw data. While not all customization is available, we can now iterate very quickly to generate additional reports. Let us know what you’re looking to see!
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Need the ability to merge records, especially customers. Employees make mistakes, and have duplicate or multiple copies of customers is det
Need the ability to merge records, especially customers. Employees make mistakes, and having duplicate or multiple copies of customers is detrimental to an efficient system. Merging should allow no loss of ticket and asset history without having to go back and manually enter everything.
30 votes -
Disable ticket creation from customer portal
We'd like to have the option to disable customer's from creating tickets from their customer portal. This disrupts our ticket flow and causes issues with our techs either missing some of those tickets or us needing to fix a ticket with more information than customer's provide before techs can work on it.
30 votesI’m happy to announce that there is now a Advanced setting to disable the ability for Customers to create tickets in the Ticket Portal!
Navigate to Admin > Ticket Preferences > Advanced > “Prevent Customers from creating new Tickets in Customer Portal” > Save
Once the option is checked, there will no longer be a “Create Ticket” button in the Customer Portal.
Thank you for the feedback on this and we hope you enjoy the new super power :)
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POS referred by
so we do a lot of repairs "on the spot" and thus use the POS for many sales. though when we are taking people's data there is no "referred by" option, this option would save us heaps of time & help us immensely with our marketing campaigns.
30 votesThis feature has been completed. Now when creating a customer from the POS tab you will be able to choose from your list of Referred by options.
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Ability for techs and other security group users to have access to Reports
I'd like for techs and sales reps to be able to view certain reports only such as Daily Sales Report, Sales Detail Report, Employee Sales Report and Time Clock Report with out giving them full Administration access.
I think adding those features to the Security Group Manager's check list would be the best way to add access to specific user groups.
29 votesJust an update, we’ve added granular permissions for most reports, you can grant/deny access to the reports with an asterisk by their name.
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Zapier. Oh God... Open the Zapier Floodgates. AUTOMATE ALL THE THINGS.
You want to mark 'COMPLETED' to a huge percentage of ideas in this feedback forum? Open the Zapier floodgates.
There are some conversations around here talking about getting Zapier to do stuff with other things like Contacts, Slack, etc. While nice... those things only scratch the surface and only help those of us that use those specific services.
What about using Zapier to integrate Repairshopr WITH REPAIRSHOPR.
The possibilities are absolutely endless.
Trigger:
- New ticket created by ABC Company.Possible Actions:
- Email the customer saying a new ticket is opened. Right now, if email is selected, when creating…29 votesWe’ve got a few new triggers in place – continue commenting on this thread if you have other requests and we’ll see about adding them!
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POS enhancement
We will find it extreamly useful to be able to use the POS module to ring out customers which computers were repaired. it would be great to scan the client's ticket within the POS module and for the total due amount to comeup so we can complete the transaction quicker and the proper tech checking out the costumer can get credit for the sale. I hope it kind of makes sense what I am trying to say.
28 votesYou can now pull up a customer from the POS screen by scanning their invoice or typing their phone number, and you can also attach a POS transaction to an existing customer!
have fun
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Default Ticket Due Date
Hello
We would like the default ticket due date to be editable in Ticket Preferences. The current default is 3 days so if the person entering the ticket details does not change the due date then the job does not become obvious to the assigned technician until the due date arrives.
Our preference is for the default to be today or tomorrow, then the tech can see the ticket early and bump the due date as required with the appropriate notification to the customer.
Thank you
28 votesDone- There is a setting available in Admin, Ticket Preferences
Thanks!
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New Ticket Email Template
When a ticket is created, regardless of how (email, manual, etc) , there should be a specific New Ticket email template that is fired off.
If the "Don't Email" checkbox is removed during manual ticket creation, an email is delivered to the client using the ticket comment template which can be very confusing for the end user.
When a ticket is opened, we want our customers to be notified that, in fact, a ticket was JUST opened. We can then write up the New Ticket Email template to cover things like the ticket subject, ticket description, a short description of…
28 votesWe just shipped what we call “Ticket Autoresponders” – mainly attached to Mailboxes. Check out the KB page here:
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REORGANIZE Ticket Buttons and Linked Information
Just my opinion: Tickets are starting to get WAY too busy with information, buttons, links, drop-downs and options thrown all over the place. I know RS is a work in progress, but it's obvious that things have been added in that were never thought of initially. I'd like to see the Tickets module re-worked with some sort of grouping and organization that is more cohesive.
Right now, there are buttons at the top that do some things, other buttons in the title bar of information boxes , and more added at the bottom of information boxes. There's links for Appointments,…
28 votes -
Separate Space Billing / Shipping Address
Since we operate a .com we need a space to enter billing and shipping
27 votesThis is completed – on the customer edit screen you can add as many addresses as you like.
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Tech Notes on estimates
Tech notes in estimates that will appear on the estimate for my customer to view before approving. Including in PDF
I see there is some kind of provision for it up the top but no box to input them27 votes -
More advanced Timer System - Track Billable and non-billable time
Hi,
Currently, in beta, I see there is a basic timer system. GREAT!!! Now let's enhance this system so we can have the following:
Billable Time and Time Worked option (sometimes time spent on a ticket is not billable because someone left the timer running or because and employee didn't know what they were doing -- EEEK)
Be able to assign these times to a specific employee. Employee x inputted 2 hours of billable time on 12/17/2013. Employee z spent 2 hours of non-billable time on 12/18/2013. Total time worked is 4 hours - Billable time is 2 hours.
Have…
26 votesThis is live by request, ping us if you want to try it
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Ring Central Integration
I think it would be awesome to somehow integrate with Ring Central allowing calls from customers to be documented on their online profile. I know I have had a few clients claim we didn't call them, or vice versa. All of our calls are recorded as well, so I think it would be cool to have all of the conversations uploaded to the account.
Currently, I have to manually login to my Ring Central dashboard, look for the customers phone number, and find logs that way. I think there's alot that can come from an integration.
26 votesYou can use Zapier to integrate at this point.
You can see example ideas at the bottom of this page: https://zapier.com/zapbook/repairshopr/ringcentral/
We will have some pre-made zaps coming shortly.
One example would be using the ringcentral triggers to fire a webhook GET request to the callerid api in RepairShopr. Then it would behave exactly like our other PBX integrations.
Example coming soon!
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Ability for Clients to Filter "Resolved" and "Unresolved" Tickets.
Some of our clients have 80+ tickets and the client portal has now become unusable from a ticket management standpoint.
It is absolutely necessary for our clients to have the ability to filter what is done vs what is not done.
Even a tab system like "Resolved" "Un-Resolved" would be great. It should always default to "Un-Resolved" as this is what most clients want to see.
It is frustrating our clients to not have to sort through ticket statuses one by one...
26 votesThis is live!
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multiple contacts per ticket for notifications
Many times we need to keep multiple people in the loop on tickets that involve multiple contacts. The ability to attach multiple contacts to a ticket so that they all receive notifications when updates occur on a ticket would be amazing! That way if any of them reply to the ticket notification it updates for any of them.
I know this could be addressed with distribution groups, but each ticket that comes in won't always necessary fall into one of those particular groups.
26 votesWe added a simple CC field to Tickets, with more coming in 2017
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Printing Price Labels
Like most stores, we need to print pricing labels to mark shelves in store with prices for products. RS could really do with a good system for customising label sizes and styles so that we can make good quality pricing labels.
26 votesToday we released the ability to customize labels in RepairShopr. You can add things like Price and change the font size as you see fit. Labels can now also have their size changed as well. More info below.
https://www.repairshopr.com/blog/posts/feature-release-custom-label-templates-have-arrived
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Worksheets - option to make them required
As it currently stands there is no way to make the worksheet required before ticket progress which defeats the purpose of post checklist repairs as techs could just forget to do it.
26 votes -
Improve Logo print quality
Please improve the logo print quality on invoices, tickets etc..
(As reference see the print quality for the same logo image used in, for instance, Xero Accounting)
25 votesWe did this a few weeks ago for everyone by default we use the full size logo on the pdfs now instead of a downscaled 100px version.
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