General

  1. Inventory Customer Purchase History

    It would be helpful to have the ability to see which customers purchased inventory items. Perhaps, something is on sale, you sold some, however to find out who purchased during the campaign is not available. Drill down to the actual sale invoice would be another great benefit too.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customer Profile Request

    An environment variable that we can put in the canned responses or marketr campaigns that insert the customer online profile link.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Admin: New Ticket Settings

    On this screen when entering Ticket Problem Type there should be a way to sort these. This way I can place the most common problems at the top or list them alphabetically. By default there should be an "Other" problem type. When selected a free text dialog box would appear to enter that other problem.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ticket Detail Screen

    On the Ticket Detail screen, at the top labeled "Ticket Detail". This information comes from the New Ticket Subject. You might consider having the customers last name and then the subject. Often times, techs will work on several computers at the same time thus there are multiple tickets open on Shopr. Having the the customers name followed by the subject will make it easier to distinguish each ticket.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make Commission Report Show Business Name instead of Customer Name

    I would like to see the commission report (as well as everywhere else) show the business name instead of the Customer name.

    I know in the templates you have a variable for "customer_business_name_or_customer_full_name" which I've changed all my templates to use. I suggest you use this same method for the commission report. This way it will show the business name but if there is no business and it's just an individual it would show the customer name.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Rearranging of Dashboard Tickets

    It would be incredibly helpful for me to be able to arrange tickets how I want (prioritize tickets) so that while I'm out of the office the tech's working at the shop have a better idea of where to prioritize.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customer purchase order # on Ticket

    It would really help if we could enter the customer purchase order # on the ticket and not just the invoice.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to Link Tickets to Each Other (Just Like Invoices and Estimates)

    Here's the overview of the idea:

    1. Have ability to link tickets to each other for easy reference.
    2. Linked tickets could go in the "Diagnostic" Progress box just like Invoices go into the "Invoiced" Progress box and estimates go into the "Work Approved" Progress Box.
    3. A link ticket button or reference would need to be added so tickets could be linked together.
    4. You could link as many tickets together as you wanted.
    5. The linked tickets would be clickable just like invoices and estimates currently are.

    Why add this idea?

    1. Great for warranty/redo work when a…

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Expandable/Collapse PO's

    When looking for items that have been ordered it would be nice to be able to have a quick look/expandable option to show what items are on the PO on each line item.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. trade

    I have customers who trade their old machine in for for $$$ off their new machine. I would like to be able to scan/enter the serial # of the machine they traded in so that i have record of it. I have a button for trade ins but It would be nice if i could keep record of the serials.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Assign Stock to customer at check in

    Hi,

    It would be great if, when entering / checking in stock, we could assign it a customer at that point, so that when you go a customer to do a ticket or invoice we get a prompt saying that they have this stock available and do you want to add it to the ticket/invoice.
    Quickbooks did something like this and it helped us not to miss putting items onto customers invoices/tickets.

    Thanks

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Customize the "Triggers" that affect Statuses

    We really want to change the triggers that happen when making certain comments. Like, it makes sense that after a "Parts Order" comment, that the status switches to "Waiting on Parts". However, other things don't necessarily work best with our workflow, and it really messes up the way we work. Further, techs always seem to forget to "double check" that the status on the ticket is what it should be.

    Here are some examples of what we'd like to be able to change ourselves. Maybe under Tickets>Custom Settings.

    'Diagnosis' comment > Triggers > 'Waiting on Customer' (because we need approval…

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. tech ticket comments via email

    option to allow staff to email ticket comments in via email
    allows techs to report notes back to base.
    I would think it would need emails to be sent from a RepairShopr user email(s) and have a ticket number in the subject.

    Also, if possible, allow more text capturing (like the subject from:) like:
    type:<update type>
    private:<yes|no>
    email:<no|yes|default>
    all the rest of the body would be captured as "body"

    email has large advantages:
    # syncing protocol - sends when internet comes online (offline mode!)
    # no login required - secured by only accepting RepairShopr user emails.
    # works better on…

    20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Enable custom coloring on the Ticket Menu

    It would be nice if we could create a separate color when "Waiting for Parts" or "Waiting on Customer" etc.. that way if we have 40+ Tickets open we will be able to quickly determine what we have parts for and are able to fix right now or if we are waiting on something or someone and cannot complete the job at this time, it would speed up the process for determining how to prioritize jobs better

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Being able to Verify Returning Customer Information on the New Ticket like you guys have it on New Check-In

    You guys need to allow us to verify Returning customer information to make sure it's up to date when clicking on the NEW TICKET button, the same way you guys have it on the NEW CHECK-IN button. It allows us to make sure the information on the NEW TICKET is gonna have updated info without having to take extra time and go to the customer tab first.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to process multiple payment types on an invoices

    Would love the ability to process multiple payment types on an invoice or deposit.

    Sometimes a customer needs to split their payment between for example cash and credit card. It would be great if each payment type we accepted were loaded right into the payment screen complete with the amount field for each... we could the enter the amount of cash, then click a process button which would update the balance then do the same for their credit card.

    Maybe a little over kill but I would even rather list each credit card as their own payment type in case…

    38 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    21 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Parts Order Tracker

    This is a very useful tool especially for companies placing unique PO's all the time. Once I view completed items can you please insert a button so that I can return to Parts Order Tracker Main Page? Also Once the part is in could there be away to auto update the ticket?

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Re-order item list in custom fields

    Hi guys,

    Custom Field Types already allow us to change the order of the fields, but don't allow us to change to order of the options for each field (in the case of drop down items). Can you please add the buttons to re-arrange items for drop downs?

    Thanks

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add more or customizable sortable fields on the Customers Tab

    In particular it would be nice to be able to sort our customers based on the amount of money spent in our shop thus-far. I could also see uses for sorting the customers based on region (Marketr emails, etc).

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Display customer number on customer details page and invoices/tickets

    Many accounting firms want my customer numbers, which I currently have to pull from the customer details page URL. Please display this on the customer details page, and create a tag for it in invoices, tickets, estimates, and statements

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base