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project management - Upcoming Jobs

I really would like to see some sort of Project Management... I need something for all the TO DO or upcoming jobs. Mabe like a job board that Field techs can pick from when they have a down time to work on projects or jobs. I keep having a hard time managing all the TO DOs out there. Stuff that really doesn't need a ticket until we go to do it..

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    Jason Miller shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    14 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        As great of a solution as RepairShopr is I am really surprised that this is not already a feature that has been developed and published especially as many subscribers are asking for it since March 2014. We definitely need a way to keep up with all the micro details that go in to a project plus the ability to assign them to the tech with that skill set, all while tracking the time to a project work order.

        Having this info centralized in RepairShopr means we won't be looking at other 3rd party solutions that drive us away from our core business app for managing time, work orders, estimates and invoices. Hope to see this soon!!

      • Lee commented  ·   ·  Flag as inappropriate

        we would like to see project management asap. we use pancake at the moment would like to see something like that integrated

      • Howard Abram commented  ·   ·  Flag as inappropriate

        Just want to throw in my support and encouragement for a PM solution in RS. Would love to see some basic features and progress bars. Easy inclusion of files from GDrive etc would be nice and an integration with the RS calendar would rock. :-)

      • Nancy Sabino commented  ·   ·  Flag as inappropriate

        I would like to see tasks that can be created within tickets so that you can check off items that needed to be done within the ticket (project). This way the tasks can be added as items are planned for and can be checked off by technicians at the time of implementation.

        We currently do this using comments on the tickets but having tasks that can be created and added would be a lot more streamlined and beneficial.

      • August commented  ·   ·  Flag as inappropriate

        I was thinking that offering a third option in Customer Purchases would be great to add to this idea. Sometimes we get a phone that we are not ready to put into inventory and we need to create a ticket to do something with it first. Adding a project management element would truly make RS complete for our repair tracking needs.

      • Richie Schut commented  ·   ·  Flag as inappropriate

        At this point I would just like to see an integration made for insightly. We are doing so much with it now, I really dont want to switch. However I need RS and my CRM in one box or talking to each other.

      • Nick Lenius commented  ·   ·  Flag as inappropriate

        Tops on my wish list now that subscriptions and SLA's/Contracts are in the works! We do a lot of cable jobs, web designs, graphic and print designs and a real project management feature set would be great. Something we can attach files, due dates, tasks and assign to either a tech, customer service rep, contractor or client as the next step. We currently use 5pmweb.com but would really like to see it integrated in RS, just much more convenient.

      • Richie Schut commented  ·   ·  Flag as inappropriate

        Project management is one of the main reasons we are still looking at other solutions. I understand the concept of using tickets and sub tickets however I would rather see RS stick with CRM naming conventions with Projects and Tasks as steps in the project, and keep tickets seperate. Checkout pipelines in Insightly as well.

      • Kevin Kindle commented  ·   ·  Flag as inappropriate

        I do a few large projects each year, these are quite vast in scope and involve numerous people at different stages. While RepairShopr does most everything I need, this is the one area I do miss ConnectWise for!

        I could input a project and then assign various "stages" to the project. Each stage is one or more tickets, so more or less you're pre-creating tickets that will hit the board once the previous ticket is closed/resolved.

        As the project moves along various people take on different roles without having a ton of tickets sitting open in the queue. I had numerous projects last year that had more than a dozen tickets behind them and the projects were 3 to 6 months implementation! I'd be inconvenient to have a bunch of tickets sitting open in the queue for months waiting for their turn!

        So the ticket and linked/sub-ticket idea would work as long as the tickets could be "timed" or hidden until it's turn was up. Some of the tickets were for anywhere from a week to a month after the previous ticket to review performance and make adjustments.

        It also had the ability to optionally invoice at the end of phases, but that isn't a priority as much as timed/linked tickets.

      • Chuckles (Instigator, RS User) commented  ·   ·  Flag as inappropriate

        We have the same issue Jason. We found a way to make it work.

        We created a single "Project Ticket" and then listed all the areas/parts of the project. Then we added a ticket reference at the end of each segment of the list. We then leave this ticket open and update as we complete the other "sub-tickets".

        Works OK and gets the job done for us.

        All that RS would need to do is create a way to "link" tickets to other tickets easily. Linked tickets could be put in the "Diagnostic" Progress bar. Since this area could be used for diagnostic reference to pertinent tickets.

        I think the functionality is there since "linked" invoices are put in the "Invoiced" progress bar. Estimates are "linked" in the Work Approved Progress Bar.

        That would at least solve a way to easily connect tickets and make them linkable.

        Thoughts?

      • Jason Miller commented  ·   ·  Flag as inappropriate

        This is one area we are always having a hard time keeping up with. A job Board of sorts would save us a ton of headaches....

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