Dashboard Reminder Screen needs to be more informative & interactive
The Dashboad Reminder Screen offers no real value or use with the exception that you know 'something' has to be done.
Hey, we have a link to the new dashboard from the old dashboard – it’s beta right now, but I’m going to mark these as complete because it’s really usable as of right now.
If there are VERY specific things you think we missed, feel free to comment here – but it might be better to start a new suggestion with very detailed examples of what should be added.
Give it a shot, instead of /tickets/dashboard, it’s tickets/dashboard_new
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Ryan (CTO, Pinellas Computers) commented
Please reference this post for additional details and input: http://feedback.repairshopr.com/forums/165658-general/suggestions/5455401-change-dashboard-colors
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Ryan (CTO, Pinellas Computers) commented
@Jason
There are already other posts mentioning customization of the dashboard colors. I think this topic is more about the actual information and details that are displayed on the screen...
With that said, I think the most logical way to handle status AND time periods on the same screen is to have a LIGHT and DARK version of each color. ie. Light green means invoiced in the last 2 days, dark green means invoiced over 2 days ago. Light yellow is awaiting customer response for less than 2 days, dark yellow means awaiting customer response for over 2 days, etc. Blue would stay customer reply, dark blue if you haven't responded after 1 day. Purple is diagnosed but not approved, dark purple is awaiting approval for more than 2 days. Etc...
Customizing the colors would be great, but I'm sure very difficult for the RS dev team.
IMO, tickets turning red are effective enough. If something/anything isn't updated every 2 days, it's old. If a part is on order and turns red, you need to check the tracking info and update the customer/ticket with the status. Even if it's something like "parts are coming in from CA and are scheduled to arrive tomorrow or the next day". Communication is a wonderful(ly annoying) thing.
As far as weekends, that also is another topic in itself that already exists...
As far as onsite/scheduled tickets - I agree. If the status is "scheduled" I don't think the ticket should change colors.
As far as the eyeball icon - I LOVE THAT IDEA! Very clever. @Troy - You must concur, the genius!
As far as the job board - I like. Please make this a new topic with more detail.
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Jason Miller commented
I would really like to see an Improvemetn to the dashboard as well... It could be way better. All you get is Red, Yellow, or Blue
What i would like to see is the ability to assign colors to statues.... For example New = White, In Progress = Purple, Customer Comments = Blue, Computer In Progress or New for X amount of Days = Red, Scheduled Service Call = Cyan, Waiting on Customer = Yellow, Waiting on Parts = Dark Blue, Ect... You get the ideal
So Basicly have it to where you could define the color based on the Status of the ticket, And also have a Field where we can define change color to something if past so many days,
The problem we are having right now is Waiting on Parts, and Waiting on Customer usually ends up turning Red, So my techs feel like they arent doing a good job since they have a ton of Red.
Also something else to consider is Weekends. We arent open. So if you check a lot of computers on Thursday and Friday by Monday we have a Sea of Red on our Display TV. So maybe something to omit weekend days?
Also I would like to see the status of the Service Call Tickets/ Onsite tickets Not Change Color if they are scheduled. Sometimes we have people scheduled a week or more out.and of course they all turn red.
One other feature you could put in is a Eye Ball Icon on the Box on the screen if a Customer has looked at the Ticket via the online profile as well. Also a status on the ticket screen as well would be good.
Something to keep in mind for the future would be a Job Board as well. Maybe Take a 1/3 of the screen so that we could have some sort of Job Board to post jobs that need to be done and list them on the screen so they aren't forgotten and can be picked up by a tech with down time. This would be especially helpful with our contract customers for things like maintenance items ect. Of course I know this part would require a Job Board to be made in RS. But forward looking.
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Ryan (CTO, Pinellas Computers) commented
I think I got you. I actually have another post up about making that "charts" screen more informative and intuitive: http://feedback.repairshopr.com/forums/165658-general/suggestions/5788467-make-admin-overview-smaller
But that wouldn't be something to put up on the screen like a dashboard, that's more private owner info. Are you saying you have a facebook window up on your TV in addition to a todo list, etc? Are you currently using those instead of the RS dashboard?
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180 Degrees IT commented
Hi Ryan,
Thanks for your reply.
Currently, we have oversized buttons, a todo list that doesn't allow you to view any information, and a facebook status log.
An example would be to that our Dashboard of our current PSA is similar to the RS 'Charts' screen. Every time I log in, I can see all of the information that as an owner - I need to know.
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Ryan (CTO, Pinellas Computers) commented
Can you provide more details on what you'd like the dashboard to do? Do you just want animations, or do you want something like the "blocks" to display the most recent comment? We just leave our dashboard up on a 50" TV on the back wall.