General
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Changing the way Marketr trigger works
At the moment, Marketr will send out follow up emails after a set amount of time when the invoice/ticket as been completed. What I'm proposing is to change it so it works when the customer last visited.
So lets say, I've got Marketr set to send 3 month follow up. A customer visits my place in August and then again in October. At the moment Marketr will send a 3 month follow up in November and then another 3 month follow up in January.
If Marketr is changed so it only sends reminders based on when the customer last used…
44 votes -
Apple Pay Integration
We would love to be able to use Apple Pay as a form of payment.
23 votesThis does work with Vantiv and has for a long time, we missed this suggestion but it’s updated now!
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Asset Attachments
It would be nice to have the ability to have attachments specific to assets
21 votesAt some point last year we added this and didn’t realize this wasn’t marked as complete!
https://www.evernote.com/l/ADmlBczepzhGKq58VwiwsLOXNrnSbAzc_Qc
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Self generating unique ID for customer Asset. Some systems we get in don't have a unique ID/serial number, such as custom builds
Can we have a self generating unique ID for customer Asset? Some systems we get in don't have a unique ID/serial number, such as custom builds. This unique ID could then be printed in a barcode as the unique asset tag.
11 votesThis has always worked – if you leave the serial number field blank there is a barcode label that does have a unique identifier built in.
You could scan that to get the barcode value into another system.
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Inventory Fill
It would be nice if there was a way to instead of pull inventory when you invoice something manually be able to click on a fill button, sometimes I have to order a part and it isn't in stock but then when I re stock the item has already been invoiced so it throws my inventory off..
with a fill function this would be avoided since I physically would have to click on the fill button to pull it from inventory, this is also good for when things get pulled for a ticket but haven't been paid for or invoiced…
9 votesIf you are at 0, and you add an item to the invoice, the item goes to -1 using the backorder system. Then when you receive that item it prompts you to fulfill that backorder automatically. This is done with a prompt and 1 extra click automatically.
If you have backorders disabled you won’t be able to use this – go to Admin, Inventory Settings, and make sure backorders are enabled.
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Delete Multiple Customers due to import error.
We need to have a tick button or bulk action for multiple removal of un-needed accounts. I have 5000 of the same name's "SucureTec Australia" we need to remove these items. Having someone on the system for 2 weeks gong into the account and then action delete it to time consuming. Please can this be added.
Also maybe add a bulk action of disable the account.
6 votesYou can do this via csv already. Please write support and they can help you through it easily.
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Allow billable/chargeable time from App
It would be great if our techs could mark the time they spend on a ticket as chargeable/billable from the App.
We've implemented the Square app so Techs can take payments when they do a site visit for a client. However, when they add time to the ticket it currently is NOT added to the total cost of the invoice. The tech needs to use the web interface to mark the time as billable, which in essence makes the app pointless.
It would be much easier and greatly beneficial for the system to automatically add time recorded on the ticket,…
4 votesYou can add a comment in the app, input the number of minutes spent, and toggle the “Charge Time Now” to bill for time in the app!
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Add a field so that customers tax ID can be stored along eith exemption status.
When a customer is Tax Exempt, we would like to be able to record their ID number for future reference, like when the state tax department comes to call.
4 votesYou can add a customer custom field for tax exempt id and store it there, as well as add a popup or icon – check out the doc on custom fields:
http://feedback.repairshopr.com/knowledgebase/articles/295874-customer-custom-fields
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Signature Reminder
I would find it very handy to have a reminder or field to accept digital signature when/after taking payment.
This is especially true now that we're using the integrated credit card payment system through RS, instead of through a credit card terminal. It is important for potential chargebacks (I've dealt with a couple of these in the past, though not yet with the new processor, authorize.net) to have some sort of signature on file relative to the credit card transaction.
This was also suggested in a comment on another thread, but I never saw a new thread started on it. …
3 votes -
to add a new distribution method - Self install
We need to have the abilitie to create a self install for new customer visiting the web site who want to install the kabuto by themselves
3 votesHey there! I’m sure by now you have heard about Recur. Recur pretty does exactly what you were looking to do. Check out the below link for more info.
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Create new customers with HTTP web submission form
We have a contact form on our website where customers can submit their name, email address and phone number to automatically get an informational email from us. Right now, this just forwards to a mailbox where we have to manually enter in the customers information into RS.
It would be awesome if there were a website integration that could take the submitted form data and add those fields into our customer database. We could obviously have "website form" as a static value for the "referred by" section. Does this sound like something that would be possible?
3 votesThe entire leads concept was designed to handle this. From the widgets you can put on your site, to the API that allows you to create leads. We have sample code that creates leads in our KB – here is an example:
https://feedback.repairshopr.com/knowledgebase/articles/379711-repairshopr-api-leads
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Hide Cost from Screen View so nosy people don't see
People are nosy and they look at your screen. It would be nice if I had an option to hide cost unless I click to view the cost. This is even worse when you're working on location from a laptop or iPad. If somebody happens up behind you and see your cost it can be a bad thing. Even very old inventory systems I used had cost codes or hidden costs, it wasn't just plainly displayed on the screen.
3 votesThis is how it has behaved by default for years. There is no cost showing:
http://i.imgur.com/CBdqUxj.png
Is there another specific screen you are using when onsite that you are referring to?
UPDATE: Presently there are not plans to hide the cost from the Add/View Charges or the Product Detail screen.
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Invoice only
Currently when I send out an invoice it is accompanied by all the tickets that comprised the invoice (and all the data from each ticket).
I'd like to send only a one or two page invoice without the backup. If there is a question about an invoice we can THEN send the backup.
Thank you,
dp
3 votesI think the way to do this is go edit your Invoice Template to not include the ticket, then if they want the detail – you can go to the Ticket manually and send them the PDF of the whole ticket.
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create ability for multiple appointments on a ticket
Quite often we have to attend a customer site multiple times for 1 reason. it would much easier to create multiple appointments on that 1 ticket so that we can track every time we have attended.
We use the calendar as a historical resource to look back and see where someone was and for how long so altering an appointment on a ticket really messes this up.
I also don't want to have to create a ticket for every visit for 1 issue, because then techs would need to trawl through tickets to get info on diagnosis' and work already…
2 votesThis totally works! You can make an appointment from the ticket with “New → Appointment” or from the calendar page.
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Check in check out in app adds comment to ticket
The app adds a comment for each check in and check out - can that be removed? I would like to only add a comment if I do a custom check in.
1 voteThis is there in the app already – go to “Timer Entries” and click start. That will not add a comment to the ticket, it’ll just run the timer like the web app.
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notification
Would like a way to send notifications to certain users email when something in a category sells.
For instance I have a physical store, but I also have a different department that handles only online sales(ebay, etc).
When something say in my "Phone Sales" category sells it would be nice for an email to automatically be sent to my employee in charge of my online store so they instantly know to take the item down from all online markets.
1 voteThis can be accomplished with the Zapier integration. You’d need to setup a trigger for invoice or payment – and filter for the category you want. I bet you could find someone online to help with it if you get stuck. Good luck!
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Customers to be able to add pictures to tickets or a lead.
I run a jewellery repair business in the UK. On my website, customers are able to "order a prepaid envelop" and snap a quick pic of their repair. Either to request a quote or just to attach to their job for a record. Can clients (either in 'leads' or in 'create new ticket' in their portal) upload a picture straight to that lead or ticket while embedded in my site?
1 voteThis can be achieved through the Customer Portal already. The Customer can click the “New Ticket” button on their portal dashboard. They can then enter their details and on the second screen there is a Attachments button where they can upload a file.
It is also possible for them to attach a file after a ticket has been created as well. In the portal, they simply navigate to the ticket and click the ‘Add Attachment’ button to upload.
Regards,
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Indicate where inventory was used
I suggest in the item inventory screen you show more than just who and when took stock out of inventory. I suggest that you also list which ticket or invoice an item was added to. This will help with tracking where an item is used.
1 voteWe added this last fall, on any maintain stock products edit screen you can click “QTY Details” and see every instance.
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Allow posting ticket updates from Slack
Would like to be able to respond to a ticket in Slack to update it.
1 voteHey Dan – this already works! See the bot setup help article on the app card page.
It allows you to setup a slash command to talk to your account.
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Please let us get notifications for paid invoices
It would be so useful to me if I could get notified when customers pay their invoices
1 voteThis works, you can go to notification center and enable “payment – made in portal”
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