General

  1. Remove the Duplicate reference to "Payment Method" in [Change Invoice Details]

    We've had some confusion when trying to edit payment history for Invoices, in regards to the payment method used. If a payment is entered incorrectly (like we say they paid in cash, but they actually paid by check) certain users have the ability to go back and fix that entry. The problem is that there are two ways to adjust payment details:


    1. You can click on the payment date link on an invoice, which brings you to the /payments/ page, then click the "Edit" button and then change the drop-down called "Payment Method".


    2. You can click on the "Change' button…

    1 vote
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  2. Appointment calendar for client drop off/pickup

    Would be great to be able to have the ticket allow a calendar event for a client pickup or drop off of equipment. I work by appointment only so this would be very helpful.

    To be clear, also send a calendar invite to the client so it will add it to common calendars like outlook, google, ect.

    0 votes
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  3. Create a Client Option...

    Hi Everybody, if there is a way around this please do let me know but currently I do not think there is.

    We carry out repairs for large clients such as insurance companies and manufacturers but suspect this option will still be wanted by the RS community?

    We receive work from these clients but have to liaise with and update our mutual customer who owns the product and not the client.

    Currently we have each client set up as a customer so that the invoice raised is for the client and not our mutual customer, we can monitor the number…

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add items to PO via SKU

    Being able to add items to a purchase order via SKU would be amazing. Also being able to create items and add the vendor/sku via the quick add on purchase orders would be great as well. Possibly even have a full fledged item add button.

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add button to collapse all categories in inventory

    Add link or button to be able to collapse categories under Admin > Inventory Preferences for the category editor.

    1 vote
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  6. 7 votes
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  7. Limit IP address, for companies with a Dynamic IP this feature will not consistently work.

    I would ask you to to work with dynamic host companies like DYNDNS, so the changing IPs are no longer a problem with this feature

    1 vote
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  8. Asset Custom Fields - Date Fields

    Is it possible to make the date fields in Asset Custom Fields a calendar pop-out like the Custom Field Type (date_field) in the ticketing section?

    Thanks.

    2 votes
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  9. Do not pre-fill the note field / timer field on a ticket. It leads to wrong data entries and confuses the user as to why content is in there

    the timer note field is prefilled with the last entry a user made. This is confusing. Maybe have a ticket timer option where a user / admin can enable / disable this feature system wide.

    2 votes
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  10. Recurring ticket

    Can you add more option to create Recurring tickets as show here.

    https://www.dropbox.com/s/ucn58mjfmxtq3nb/Capture.PNG?dl=0

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Dashboard thats Usefull

    The Dashboard
    The ticket list view gives you a much better overview of the status of your repairs.

    Before we had RepairShopr we had our own type of Dashboard on a separate screen in the workshop that was useful to the technician. It had a list of the tickets the progress status "In Progress" "New" ect. It was Color coded for a quick Progress status
    However it also had “usefull info” pulled from the ticket detail
    So when the tech was looking at a machine he could see that the password was “X” and the problem was “Y” and he…

    4 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. technicians certificate and licence attachments

    i would like to ask you to add option to attached technicians documents such certificate, licences, CV and other persona documents. this will be help when customer ask about technician experience as well as to proof how our team expert in the industry.

    1 vote
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  13. ETA on Parts

    I use the notes field to insert ETAs for parts, but it would be nice to have a field like order date that can be displayed on the parts list page to quickly glance at ETAs of all parts.

    Also, when auto bill is setup, it will bill parts that have not arrived. Holding parts from invoices until marked as arrived would save from having to explain to customers that their part is coming and "the system" just billed you before it came in.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Re-arrange drawer count fields

    When we go to count the drawer, we start from the biggest bills first, working our way down. However, to count in RS the TAB order is lowest to top. Not huge deal, but a pain in the butt.

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Free Account for White Label Support Companies

    Hi Team,

    This request may be a bit out of scope but wanted to see if any potential suggestions could be given on how we can approach this. As a single technician under the "One Man Army" plan has been great for me at the current price since it matches our volume coming in. However, like other single technicians I use a white label tech support company to help assist my clients via phone, review ticket updates, etc. Even though they use very few features of the CRM system to help assist us unfortunately this involves an additional cost of…

    4 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. have Marketr campaign option to send emails to alternate contacts instead of the default

    Some of our default contacts are not the correct person in a company to send Markting details to.
    having an option in a marketer campaign to specify an alternate email address would be helpfull.

    1 vote
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  17. Add a checkbox to say yes or no to charging VAT

    Some companies will not be VAT registered and so don't need to show VAT on invoices.

    The recent change to have VAT settings hard coded into receipts makes for me our stationary look terrible.

    I used to be able to choose an invoice template without VAT but since recent changes they are hard coded into the template and can't be removed.

    What would be good is a checkbox in setup, are you VAT Registered? if it's not ticked then all tax options are turned off and a different invoice template is used without the VAT amounts, click the box and…

    7 votes
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  18. Email with attachment

    Hi team!
    could we please implement a feature when we have the option of attaching a document/photo to the comment box and it gets emailed to the customer?
    it would be useful to help in explaining customers when diagnosing problems or sending information about parts, or even an options document.
    i understand we can already attach an attachment to a ticket, so can the system be then tweaked so that it generates an automatic URL to this attachment so that it can be included in the email?

    that would be great!

    many thanks for an awesome support!
    Shai

    7 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Links in Tickets

    It would make sense to have the Auto Generated Links open in New Window

    1 vote
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