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  1. field jobs info disappears

    When hovering over field jobs, the information pop up disappears almost immediately. Would be better if the information stayed up until the mouse was no longer hovering over the appointment.

    1 vote
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      under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to sync Google Tasks with dashboard reminders

      I am sure the Google Tasks API is just an extension of the Calendar API - It would be great if I could have all of my reminders/tasks in one place (especially on my mobile/tablet). How easy would it be to implement this?

      5 votes
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        under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Make restricted inventory items for only authorized users

        Loving the new "merged" inventory system! It was such a pain having to choose which location the inventory item was at. However, there was one nice feature:

        I have 10 techs, 3 managers and 1 district manager, plus me. With the old inventory system, we were able to add items like "manager discount" to a non-standard location, and only allow managers to "log in" to that location. That way, only a manager could issue a "managers discount" line item.

        With all inventory items available to all users, there are no items available to specific users. Also, there is no work…

        4 votes
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          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Customizable Templates

          It would be nice if we could create custom templates using the foundation already in place with the invoice template features. I am thinking along the lines of custom letters, proposals, etc using the same tags already being used on the invoice templates. We often send letters to customers or potential customers introducing ourselves. It would be nice if we could create a template for that type of thing using the tags already in repairshopr so that it automatically populate name and address information. Maybe even create a tag for ticket or asset name so we could refer to that…

          11 votes
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            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Setting up reports to auto run and email to employees

            Looking to have the payment report sent automatically every night to our closing employees who do not have admin rights and also having a way to only run and send this for a specific date range

            14 votes
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              under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow tickets to be re-associated with different customer

              When someone other than the owner of a machine drops it off, we need a way to switch the ticket over to the owner when we get their information. I don't see a way to do this now, so we've had to create a new ticket and reference the old ticket. This works, but is tedious. Since the database is relational, could a simple "Change Customer" option be added to tickets?

              1 vote
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                under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Quick Email to existing customers

                Once in a while we just want to send a quick email message to a customer, but still have it appear through their portal (to be able to track it with their account).

                For instance, someone wrote "please update our billing email address to xxxxxx@yyyy.com" on a piece of paper along with their mailed in payment this month. It would be cool to make a quick email in their account that says "Hey. We just updated your email as requested. Thanks!" Without creating a ticket, and still have everyone know that it was taken care of.

                Not to replace…

                1 vote
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                  under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Workshop Appointment confirmation

                  To be able to put appointment in calendar if its a client coming to workshop confirm date and time of appointment and directions

                  5 votes
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                    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Combine 'Update Type' in ticket comments with ticket 'Status'

                    In order to provide transparency with the customer, as well as making ticket management easier, wouldn't it make sense to combine these two fields? eg. PC has been fixed, ticket for that job is marked as 'Resolved' and it sends an email/SMS out to the customer notifying them of that, as well as a custom message sent on the technician's behalf.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 4 votes
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                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Change "Assets" from button to a field

                        I like the check-in process for a new ticket, except the asset button. Everything else is a field that I can view, but the asset button hides all the info in a new window. You should be able to see the attached assets at a glance and add/remove them in the same window. I don't mind the new window to add a new asset, but it seems silly to hide information as important as that.

                        Also, I don't use field jobs yet, but I imagine it would be helpful for that too. Bottom line, everything being visible decreases the ability…

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

                          Thanks Ryan – these are obvious improvements we have just put off because of the time involved – it’s more difficult to put these types of complex things inline in the form sometimes, and in the interest of getting a feature out we sometimes do so with a less-than-perfect UI.

                          We are very aware of these types of things, and it’s on our list!

                        • Calendar

                          The calendar is proving to be difficult to navigate.

                          Here are some suggestions.

                          From the ticket screen:
                          Be able to add or edit appointments from the ticket screen with a similar interface as when the ticket was originally created.

                          be able to attach multiple appointments to the same ticket.

                          from the field jobs screen:
                          ability to locate tickets in the drop down in some kind of organized manner (alphabetically, by ticket number, something). Currently I am not sure how that list is organized but we have something like 70 tickets in it and it is really difficult to find the…

                          7 votes
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                            planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • Create Quick Ticket

                            Often I am on site with a client and I get a call from another client who I tell I have to call back. Generally I listen to the problem to make sure a server isn't down, etc. Would be nice if we could email into repairshopr with a subject similar to "Printer not working - domain.com"

                            It would then create a ticket under the client domain.com

                            7 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • More Robust Contact Management (Vendors / Customers / Contactors / etc)

                              It would be nice if there was a "Contacts" section that stored your Vendors / Customers / Contactors / etc. I would just like to see more options for keeping track of relationships with much more than just customers!

                              1 vote
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                                7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add an option to show an Asset as no longer in shop possession.

                                Currently the system allows asset tracking for clients, but does not show whether the asset has been returned to the client or is still in shop possession.

                                For example, we have a client that has turned 60 tablets into our possession but needs them returned as they are done. So we currently have 47 tablets in our possession, and have already returned 13. Rather than open each individual asset (and leave room for error) would there be a quick or easy way to mark the asset as returned?

                                Thank you.

                                6 votes
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                                  under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Customizable Payment Confirmation Page

                                  Allow for full layout and text customization on the confirmation page. For example changing "This transaction has been approved." to something a little more friendly like "Thanks, $Customer firstname$ We've received your payment." And then a button to both view/download the PDF with the PAID on it along with automatically emailing a copy of the PDF with the PAID on it anytime a invoice is paid (from here or inside the system) - using the thank you/paid email template - so instead of the 'Print this page for your records' it could say 'download this PDF for your records -…

                                  3 votes
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                                    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Links Tab

                                    (so we could add links to other sites, like our databackup portal, GFI, etc. it would be nice if it could be a shared list and user list) - We try to limit the number of software platforms we use but not all platforms talk well with each other when it comes to integration. I would like to have all of our employees live in repairshopr as base! So a links tab that an admin could maintain would be nice. That way employees don't have to go looking or asking each time they need to look at GFI, or backups,…

                                    7 votes
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                                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow common/favorite parts to be saved in Parts section

                                      It would be very helpful to be able to store information for parts we need to order all the time and generally do not keep in stock. For example, when creating a Part Order for a ticket, it would be great to be able to either manually type in the part information (as you can now) and select from a drop down menu of common parts. Kind of like the Inventory section, but instead of saving info for parts you have in stock, simply bookmarking/earmarking common part info to be used repeatedly when creating Part Orders.

                                      3 votes
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                                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add Source Description to Vendor Profile

                                        It would be nice to have a primary reference note for each vendor in the system. Some vendors have dumb names and it's hard to remember what we use them for. I'd like to make their primary field identify what we use them for - like ABC Manufacturing Inc (Laptop Chargers).

                                        1 vote
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                                          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Rotate monthly totals on admin page.

                                          I would like to see this months totals on top and last months on the bottom.

                                          1 vote
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                                            under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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