General

  1. 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
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 new ticket is created.

    2. Great for…
    15 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 mobiles, as email

    20 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. purchase order re-order lists populated from product categories

    When creating a purchase order, you can populate a list of low stock items from all stock or from a specific supplier. It would be very useful to be able to select a product category or several categories even. For instance i purchase inks from 3 different suppliers, the winning order generally goes to who ever has the best pricing and the most items in stock.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. CID Phone Log Report

    New Report Idea:

    We use the CID lookup feature with our Asterisk PBX phone server and it is amazing. The only thing that would make all of that data even better is if there were a daily reports with all CID lookups that were issued (aka every customer who called in).

    It could simply be a table with the following columns:
    Date, Time, Customer Name (as a link), Phone Number, Related Ticket (if any) (as a link), and Ticket Status.

    I know some of this data is already mixed in with the Communication Log Report; but that also has tons…

    4 votes
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    planned  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Google Address Lookup feature for exisitng customers and creating appointments

    The new Google address lookup/selection feature is AMAZING when creating a new customer! It's so quick and helpful, and halfway allows us to finish peoples addresses when they begin to recite them. Bravo!

    The only issues is that it currently only is available when creating a NEW customer. This is such a helpful feature and should absolutely be available when adding/editing an address for an EXISTING customer.

    Also, when creating an Appointment for a customer, sometimes (as we all know) the appointment address is different than the address we have on file. The Google Address Lookup feature should also be…

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integration with LogMeIn Rescue Remote Support Software

    LogMeIn Rescue is long standing Remote Support Software used by many companies both small and large. They have an API available here https://secure.logmeinrescue.com/helpdesk/integration/apis.aspx for integration. This would allow the data between LogMeIn Rescue to be synched into RepairShopr for quicker, easier management of clients. I think this would be a great addition to RepairShopr and in my case make it a completely fluent streamlined system.

    20 votes
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    under review  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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