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  1. Be able to mark up a part or line item by a specific %

    I so badly want to be able to select my line item of 'Parts for Customers', enter the cost of what we paid, and then enter the % of what I want the mark up to be.

    Almost every piece of hardware we order for our customers is unique and custom. We have zero fixed costs as our prices change daily.

    Need an easy way to mark up parts without busting out the calculator.

    This should be a very easy addition! Please add it.

    22 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Being able to mark a invoice as bad debt

    When you have a client that does not pay you need to be able to mark the invoice as bad debt so that the invoice can be closer but accountants can see and tell that the invoice is a bad debt. This will help for tax time as this is a write off. But not being able to mark the invoice makes it extremely hard for accountants to know what's going on with the invoice. Many other CRM's have this functionality. This would be a great feature and I'm sure many will agree.

    32 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integration with payment system available in Europe

    Integration with payment system available in Europe.
    I'm currently using Izettle app and it makes tkaing payments very painful.

    I was contacting Izettle and they confirmed that they have API to make integration. They are available in: Brazil, Denmark, Finland, France, Germany, UK Great Britain, Italy, Mexico, Norway, Spain, Sweden, Netherlands

    Check on Izettle.com

    There is also one more system called Sumup (sumup.com)
    They also have ready API to connect: developer.sumup.com/rest-api

    They are available in: Austria, Belgium, Brazil, Bulgaria, Chile, Cyprus, Chech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Norway, Poland, Portugal, Slovakia,…

    15 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automatically add a trip charge when an onsite visit is scheduled

    We'd like to be able to leverage ticket automations to add a trip charge (defined as a custom field in the customer) any time an onsite appointment is scheduled. This way our scheduling team does not have to manually enter a trip charge on the ticket for each ticket that has onsite appointments scheduled. This would help ensure that the trip charges always get added to tickets when onsite visits are scheduled.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Email multiple people on estimates

    On tickets and invoices there's the option to email multiple people with updates. Not so with estimates. It would be nice to enable multiple CC's of estimates.

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Turn On/Off Customer Portal, or at least define what they see.

    There are some areas in the Portal that we will not be using, and thus don't want to confuse our clients. It would be great to be able to turn off the portal altogether, or at least be able to decide what we do and don't want clients to see.

    16 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Checkout Module for our own assets

    The idea is we would have things like our van, ladders, toolkits, etc. as assets in this module and we could add them to field tickets/appointments as necessary and the quantity would reflect that for the duration of the appointment but be available both before and after.

    Just a QoL module that will help keep us from scheduling service calls where those assets are needed over the top of one another.

    26 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mark Invoice as Sent / Tick Box

    I would really like to have a tick box that I can tick when I send an invoice outside of RS/Hand Deliver etc. that will put the little envelope to let everyone know said invoice has been sent or delivered to the customer please.

    41 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Recur Billing -Proration/Extension Billing options for NEW subscription/devices added to existing subscriptions

    So the problem I see lies with the way recur adds new devices to an existing customer then bills yearly at a specific date based on the then current quantity regardless of rather each device/subscription was active a year.

    Example, We sell our current client a yearly MAV subscription on a service call, setup yearly auto billing per their request. Three months later they request one more device be added at another yearly fee, then 2 months later 1 more and so on (our yearly fee is charged upfront each time). The problem is unless I extend and billing out…

    22 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. ADD SERIALIZED INVOICED ITEM TO CUSTOMER ASSET LIST

    It would be time saving to be able to add a major serialized item directly to the purchasing customers Asset list at the time of purchase. Either via an (add to Assets) checkbox or button beside the line item in the invoice. This would allow us to keep customer asset lists up to date more readily for all major purchases.

    22 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Enable DKIM support

    Setting up DMARC for my domain after getting a spoofed email from my "support" address that was obviously not legit. While I've added RS to my SPF record, there's no DKIM signature for those emails, therefore they don't comply with DMARC. I've got it set to only monitor, but the idea is to eventually lock that down. Any thoughts on putting this in place?

    11 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. User - Modification

    Allow deletion of disabled users

    Allow email accounts for disabled users to be used for a new user without creating a dummy email to over ride.

    Allow email accounts in users to be the same
    ---Technicians group can all share tech@.....com

    Do not force email account for new user

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add support for Markdown

    It would be very helpful to have more options in the text entry fields (specifically in tickets) for text formatting. Markdown is supported in many other applications, so many users may be familiar with it already. https://daringfireball.net/projects/markdown/

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Apply Contract Pricing Discounts to Product Categories

    Hey everyone, lets talk about Contract Pricing and discounts.

    I have a ton of items in product categories, and some of my customers get a discount based on the product category, which we try and handle through Contracts.

    Here's a scenario:

    I have a customer that resells small cylinders of gas that we manufacture in house. My margin on these is decent, so they get 30% off our list pricing of any gas. The problem is that there are something like 300 SKUs easily in this category. I can't add all of these manually every time we get set up…

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Stock Take List filters/groupings

    In the Stock Take Lists page, you are able to see all of your Stock Take Lists you have made.

    As of right now, there are no ways to group similar stock takes together, they just save randomly in the list. My suggestion would be to give us a way to filter or group these stock takes together. Either by name, or location set for the stock take would help us navigate the Stock Take Lists page much easier!

    18 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Improve the ticket issue types

    We want to get super granular on the causes of tickets to help us with training, blogging, product development etc.

    The current implementation isn't very good - an unordered , unstructured list which is time consuming to navigate.

    Can you please update the ticket admin preferences screen to utilise the same structure as the inventory category editor?

    The control already exists so I hope it wouldn't be too difficult to use the same structured, ordered, alpabetized list type in the ticket preferences as currently used in the inventory category editor.

    It would really help in managing and therefore drilling down…

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. I would like to have some integration with Review Trigger

    It would be nice to automate the review process. After I invoice someone, it would be good to have the system tie in with my review trigger account and send out a review request a few days later.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Shopify already!

    This was brought up before, but I think needs revisiting since the last post was marked complete "questionable).

    Integrate Shopify. Shopify is too big to continue to ignore. Sure Woo still dominates but Shopify is now running close second after passing Magento in 2018. (source: https://www.cloudways.com/blog/top-ecommerce-platforms)

    Many RS subscribers need two-way sync with RS inventory, POS and eCommerce. Both APIs from RS and Shopify are out there ready for action. RS is a great product and we love it's diversity, but it really falls short ion this area. Zapier is limited for RS as well.

    It's time!

    9 votes
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  19. Make tickets resolved report sortable by type

    it would be useful to have the "Tickets Resolved" report sortable by ticket type. (Say, in-store, on-site, remote support).

    Right now I have to export all tickets, sort by ticket type, then ticket status.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow Creation and Edit of Appointment "END DATE"

    Our appointments are almost always more than 8 hours. Most last more than a few days. We would like to see another field (Date Picker) for appointment "End Date" when creating or editing an appointment. I don't know the actual database record contents but I believe it calculates an "End Date" & "Time" from the duration slider or from calendar adjustments. We just want to be able to pick the date/time when creating the appointment. Right now we have to create the appointment, link to google calendar, adjust it in google calendar, then let it sync back. it gets really…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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