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  1. When deleting a ticket / invoice / estimate...

    Right now, if we delete a ticket, invoice, or estimate... the following screen takes us to the ALL tickets-invoices-estimates screen.

    However, in almost all cases, when we're deleting something from a user's profile... we are still actively needing to do work within that profile.

    In our opinion; it would be more efficient that once an item is "deleted" from a user profile, the following action would be to shoot back into the active profile being worked from.

    Having the tickets-invoices-estimates, when deleted, go to the general ALL location, is somewhat disorienting, as it'll require the editing user to have to…

    6 votes
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  2. Add an "In-Stock" Search Filter for Inventory

    It'd be nice to have the option to filter the inventory list for part that have a quantity greater than 0.

    So you could search for "network switch" and only show network switches that you currently have in stock.

    1 vote
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  3. SMS: Forward SMS to tech's mobile number

    It would be aweseome if, when a customer sends a text to the RepairShopr number asking for a status update, if that text could be forwarded to the tech's mobile. Then tech could reply to the text, which RepairShopr would then forward to customer.

    3 votes
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    1 comment  ·  Admin →
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  4. Tracking Number of Existing/Return Customers

    The referral source system, unless im missing something, doesnt track return customer numbers. I want/need to be be to see how many of my exisitng customers are coming back each month, having imported 10000 clients into RS I now have no way of effectively tracking who's already in my database and is coming back.

    Referral source should be set ONCE when the client is created say "google", or "passing traffic". Subsequent tickets from that client should add a +1 to the "existing customer" count for referral reports and not the original referral source.

    This is really going to screw with…

    1 vote
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  5. Autofill customer name on new appointment summary instead of "Appointment"

    The default verbiage of "Appointment" auto-filled into the New Appointment box for the summary makes it difficult to see which customer is being serviced by just glancing at the calendar by our staff. In order to remedy this problem, we end up copying and pasting the customer's name into the summary section for each new appointment. It would be nice to have an option to have the customer's name autofill instead of the default "Appointment". Also, it would be wonderful to have the customer's phone numbers attached to a created Appointment. We end up manually having to copy this information…

    1 vote
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  6. Purchase order customer assigment

    It would be great if we could assign stock to a customer when we are receiving it into stock, on a purchase order.
    It would need to be on an individual line item basis, as we often receive stuff for stock and customers at the same time.

    That way we could run a report and see if stuff that had been ordered for a specific customer had in fact been invoiced out.

    3 votes
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  7. Discount while adding line items or RRP feature

    It would be great if in the add/view charges area of the ticket we could have discount where the cost and price information goes in. This would make it much easier to add discounts per line item as we build up a bill.

    Alternatively if there was an option for price and RRP so the customer can see what they are saving on full rrp prices.

    1 vote
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  8. Allow sorting of Leads other than by date

    As above really. It would be really useful to click on the header columns and sort them by that column, rather than just descending date order. By email is the one I really need, but maybe its useful to sort by name or email subject also.

    I have sometimes 20+ pages of leads and i'd like to block select and action. Most of my leads come from the same sources, they come from emails from iTechnician, from my outsourced call centre who handle my calls, from HulloMail emailing me VM transcriptions - these all feed into Leads. Very few of…

    1 vote
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  9. Change Customer (aka Transfer) on Payments, Estimates and Invoices

    Today I rang up a customer for a sale and after the invoice was paid found out that he was an existing customer. I was hoping for a method of transferring the invoice for the WALKIN customer to the actual customer profile.

    1 vote
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  10. Allow Device book in through Customer Portal

    When a customer put in an inquiry through the Portal, they should be able to directly book in a device. Otherwise, we have to manually copy all the device details to a ticket when they want to book the job in.

    Also as a sub note, the customer portal should NOT attempt to autofill customer names. This will give the entire database of customers as a suggestion. This is a terrible idea. Currently, the only way to disable this, is to turn it off for all tickets. There should be a separate option for the customer portal to turn it…

    4 votes
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  11. Deposits as a category locked

    When the "deposit" category was deleted we were no longer able to collect deposits under new category labor. Suggestion should be to lock "deposits" as category.

    1 vote
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  12. Microsoft Project like feature

    Just an Idea for a new feature. Since I work primarily on contracts I would be willing to pay a little money if you had a Project-like feature. where you can do gantt charts as well as progress timelines. Similar products are celoxis as well as Microsoft Project.

    1 vote
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  13. Name CC

    The new Vantiv saved credit card feature does not list the last four digits of the card. This makes it hard to know and tell a customer what card is on file. We need a way to name the card to keep track of for reference to customers.

    1 vote
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  14. When PO Number is entered on a Payable Invoice, have it added to the PDF.

    When we e-mail customers their payable invoices, they like to have the PO # that is associated with the repair/invoice.

    1 vote
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  15. Retain attachment file name

    Currently when you download an attachment from a ticket, it saves with a name like "RackMultipart20170206-17-e6n69t.pdf". The correct file name is shown in the ticket, so why can't that be retained when downloading it?

    1 vote
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  16. Have "If Then conditions" on ticket worksheets

    It would be nice to have a flow to the ticket worksheets where we can have fields conditionally popup. For instance, if there was a drop down field that asked "Laptop or Desktop" depending on which one you pick it would populate more fields below. This is extremely useful for checklists that have the same core fields, but need a few different ones depending on certain scenario's.

    When computers come into my shop regardless of what it's for they get cleaned. So if I were to use the ticket worksheet as a checklist for what to clean I'd naturally have…

    2 votes
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  17. ability to change the item a serialized item is under such as ATT Phone to Unlocked Phone and ability to delete item completely not trashed

    ability to change the item a serialized item is under such as ATT Phone to Unlocked Phone and ability to delete item completely not trashed

    4 votes
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  18. When you take a payment using the app on an invoiced ticket.

    Automatically Close the ticket when it is invoiced and you take a payment through the app. Instead each time I get an email LATER to do it.

    1 vote
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  19. Worksheet large textbox/memo field

    I have a worksheet which is a data transfer checklist on a computer repair, most options are tick boxes, but the last needs to be a "notes" field for any further data to transfer than arnt covered by the tick boxes. I know I can use a text field, but the visible area on the screen is tiny. Could you add a memo field which can hold more data and be more visible on the screen.

    1 vote
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  20. Enable Authy 2FA Support

    Please add support for more 2 Factor Authentication services - namely Authy.

    This would be as simple as allowing us to see the long code that's represented by the QR code. Whether it's displayed in addition to the QR code, or maybe a small button to add manually.

    3 votes
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