General

  1. Time clock CSV download

    I would like to be able to download the time clock data to a CSV file so I can see the notes and the hours in a spreadsheet and sort them.

    The reason is that I have two different pay rates based on the type of work, and currently I have to manually add up the hours for each type.

    Thanks!

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. add the ability to snail mail an estimate

    Just like the invoice screen, I have quite a few luddite customers who rarely check email and would love to be able to use your snail mail feature to send an estimate. Thanks

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Need to be able to change Ticket Problem and Referral types without losing information

    Because the ticket problem and referral types are done by a list, you cannot edit any of them and preserve the information that has been linked to those "types." Because of this, you cannot correct spelling errors or change the name of types for accuracy, unless you also want to loss that information or have a duplicate or similar item.

    Also, there is no way to organize these lists. It may not sound like a big deal, but being able to select an item in alphabetical order is much better than having to search for it in a drop down.

    6 votes
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    planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Set default qty for inventory items

    We have several services that have specific qty values every time. Some of them are very hard to remember (especially labor times/qtys) and we have to remember to check the item descriptions to see what the "estimated time/qty" is.

    It would be really helpful (and I think easy) to add an option for "default qty" in the inventory item details. That way, each item added would populate with a unique qty when added.

    Please and thank you. You know it will be easy! AHHHHH!!!!!

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Please Organize Custom Fields

    Most everything in RS is laid out very nice and clean, but the Ticket Custom Fields is definitely lacking. We use a lot of custom fields for our tickets in order to have specific information readily available and to basically summarize our logs with specific details. However, because these custom fields are not organize very well (they are pretty much packed in a small space as close to each other as possible) it makes it more difficult to find the data you are looking for. It would be ideal to be able to have different sections for different custom fields…

    6 votes
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    planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Yelp to social media in Marketr

    Please add Yelp to the social media in Marketr

    11 votes
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    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. partner with a developer that allows you to check the status of a device when entering the device IMEI/MEID when purchasing a device.

    When purchashing a device from the product, we enter a unique ID such as the IMEI or MEID. There should be a way to check the device to see if it is blacklisted, reported stolen, or locked to a network. Also, after purchasing a device from someone, if the device comes back as stolen or black listed, we should be able to block that customer from selling devices to our store again.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Would be great to add comments to any order, parts order

    Would love to be able to add comments to order, parts orders, ect.. Ideally it would also be nice to specify how we pay for items. Love the new purchase order entry. Great job.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We might do a rules engine for this, but currently we don’t want it automatically changing – enough people want this to work differently that we’re going to just leave it for now.

  10. Queues for different tickets

    Would like to see Queues implemented, wherein tickets can be assigned to different groups/queues, etc.

    This allows techs to be responsible for their Queue and for things to be escalated, moved around, etc.

    This is different than status. It is a holding box that the ticket resides in.

    For example:
    -Level I queue
    -Level II queue
    -Dispatch queue
    -Bench queue
    etc

    16 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Could you just use the ticket custom field types in conjunction with saved ticket searches to get this?

    I understand those aren’t really queues – but they kind of are. You can have multiple users in that list, assign between them, etc etc

    Comment with details if you think it’s very different, so we know what is missing. (details)

  11. More Marketing Tags

    It would be nice to have additional tags to use in marketing emails to help be more specific on what it is referring to.
    Be able to say something like:
    Hey {{customer_first_name}}, we closed your ticket {{ticket_number}}. If you have any other problems with {{ticket_description}} just contact us.

    It would help customers who have several tickets within the marketing period to know what you are checking up on.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Customizeable Dashboard widgets

    Would like to see the ability to customize the widgets on the dashboard with custom criteria and to be able to drag and drop and arrange them.

    And example of this is Brightgauge.com

    7 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Canned Response Variables

    It would be nice to be able to use variables in the canned responses. Variables like customer name, ticket number, invoice amount, ext.

    13 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. an "Open Hours" setting to better track days between updates.

    Right now the system tracks on a standard clock. Open a ticket on Saturday, reply to it on Tuesday, the system says it's been 4 days since the last update. But we're closed on Sunday, so there's only really been three days. If we could set the "Open Hours" for our business and have the system track off of that, it would be very helpful.

    27 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Change list "types" to auto-fill drop downs

    Hey guys,

    I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases.

    Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.

    I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're…

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add "signatures" based on the user logged in.

    It would be handy to have something similar to an email signature that can be used when technicians are updating the customer through the ticket. Some of our technicians have different contact information or credentials/certifications they would have listed in their signature.

    5 votes
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    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ticket Linking for Project Management and Better Diagnosis - Similar to Invoice Progress Bar

    Why not have the ability to link tickets and then put them in the Diagnostic box. Similar to how the invoiced box works with multiple invoices?

    This may be an easy way to provide a starter solution to project management and to provide easier diagnosis without searching through tickets.

    6 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add purchase orders to logistics

    Just something to add to the non-critical list. It would be great to have a more intuitive PO module. POs are actually logistics and should show on that screen too. Also, it would be nice to have a place to add tracking numbers and links. PO's should have a link to the vendor's profile. Basically, the whole vendor/PO system should have a make-over. They are related and should be re-built around each other and link to each other. When everything else is done, of course ;)

    2 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ticket Stats Report

    Hi Guys,

    administration/all_time_ticket_stats - is an absolutely amazing report.

    However I'd love to be able to export this report to HTML or Word or Excel

    Could you make this possible?

    It'll be great to send this to our employees to motivate them to "Improve" their sales...

    For e.g one would assume by myself working in the office would have LESS invoices then a field tech... however for this month.. this isn't the case! - sending the techs this report may help boost there performance... :)

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Trigger customer labels based upon fields entered at ticket creation

    When we book equipment into the workshop we always record if there was a power supply, a bag, software etc.

    It would be great if RS could print a label for each item that was recorded on the ticket.

    i.e.

    Customer books in laptop with power supply but no bag

    RS prints a customer label for the laptop and power supply - one is affixed to the laptop and the other to the power suply

    Customer books in a laptop with a bag plus a Software DVD, no power supply

    RS prints a label for the laptop, the bag and…

    3 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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