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  1. Add Custom Field Filtering to the API

    In the customers.json endpoint it should be possible to filter the results by filtering on a custom field.

    [properties] => stdClass Object
    (
    [CustomField] => 123
    )

    With this added, It can reduce the number of API requests when you only need to search for specific customers who have a custom field set.

    1 vote
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      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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 →
      • 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 →
        • Sending invoices to xero as drafts not as approved invoices

          The integration to xero works well. Though it would be better to push the invoice to xero drafts, so that can be edited easily or deleted or approved before going to the final invoice to the client.

          20 votes
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            19 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 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 →
            • Receipt printing with customer purchases

              I'd like to have an auto receipt print feature in with customer purchases similar to receipt printed when selling something to a customer.

              12 votes
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                under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Import non-stocked items from estimates to parts tab

                We only keep a small number of parts on hand to help keep overhead costs low. Consequently, a lot of our parts are special order. Would there be a way to have non-stocked parts entries from an estimate automatically populate into the Parts tab once the estimate is marked approved?

                As it stands now, when the technician receives an approved estimate, he/she has to then hand enter the non-stocked parts from the estimate onto the parts tab. If they populated automatically, we could sometimes cut a whole day out of the repair timeline as this wouldn't be defendant on the…

                10 votes
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                  under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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 →
                  • 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 →
                    • Ability to sort drop down menus or at least have them alphabetised

                      It would be nice if dropdown lists such as "Inventory Category", or ticket updates etc. could be auto-sorted into either alphabetised order or allow us a choice of say: A-B, B-A, Numerical, Importance etc etc.. currently, they only drop down in order that they have been created on the system admin, which means when you add new items,/categories etc. it can take ages to find the one you want

                      14 votes
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                        under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Custom Fields - Parts

                        It would be nice if we could add custom fields to the "Parts" section. It would also be nice to add vendors to this section and be able to track all items purchased from specific vendors.

                        18 votes
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                          under review  ·  10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • We want only certain custom fields and checkboxes on the ticket receipt to give to the customer, and all of them on the full ticket print ou

                          We would like the option to not show custom text fields such as Computer Password: on the ticket receipt, but still to allow it to print on Ticket (full) print/PDF.

                          We want only certain custom fields and checkboxes on the ticket receipt to give to the customer, and all of them on the full ticket print out.

                          We hand the ticket receipt to the customer on job receipt, and print a full ticket to stick on the equipment and use as a paper copy (we always keep a paper copy and often work from it).

                          13 votes
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                            under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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 →
                            • 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 →
                              • 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 →
                                • 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.

                                  • 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)

                                    • 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 →
                                      • 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 →
                                        • Estimates created from the ticket screen should use parts on the ticket

                                          When working on a ticket clicking the [Make Estimate] button should use the items already added to the ticket from the Add/View Charges section, much like the [Make Invoice] button does.

                                          Lets say a new ticket is created for a customer and is mostly for diagnostic work. Once the diagnosis is complete I'd like to present my customer with what we found and cost to repair, this is an estimate and have them review it. If the customer approves the work and accepts the estimate, once the work is completed we just convert the estimate to an invoice.

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