General
3766 results found
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Better Sorting and filtering
I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.
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Better leads to ticket process
The way leads are processed is backwards in my opinion.
My frustration is that you have to press save as you edit each field or you loose the last one.
Also my techs will assign a lead to me then create a ticket giving me 2 notification rather than just one.
Here is my suggestion:
We should not have the option to edit any fields, yes add notes, and yes send messages, and have the emails to and from on a lead front and center. Have a nice Create Ticket button that would allow you to change all of the…0 votes -
Allow image uploads in Documentation
Documentation has made huge improvements lately. To "finish the job" for us, we would love to see an easy image/file upload option instead of just the URL link. This would save a lot of steps. It could simply upload it to the customer page as well.
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Assets create date and who is create missing
please include assets history like who is created and when it has been created. also keep record if any modifications done.
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Add Card-On-File Capturing Option in Custom Widgets
Currently, the only way to obtain card information from the client is either by manual entry into their customer account (via swipe or key) or having them log into ther customer portal. When we have someone signing up for services, we want the ability to capture card information as part of the sign-up process (similar to how Recur captures it for Kabuto) so we can offer more subscription services with a retained card without the need for asking.
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Allow Custom Text/Links in Customer Portal Area
We have a few different services that we offer to clients - It would be nice to put additional Support Links or Other Content in the Portal so that the Client has easy access to all of their information in one location. Maybe a custom HTML area, or somewhere we can put custom text.
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Tag techs using @techname in private comments
then it flags their attention via a notification.
Simple yet powerful.
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Make tabs full width
I'm using a widescreen monitor and have plenty of space left for tabs before they get stuffed into the "+ More" section. Can we make that header a bit wider, and be responsive to wide screens?
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Add notes for Manual items on Invoices or Estimates.
We do a lot of one-off parts with our customers. When adding a manual item it would be nice to have a hidden field where we could put notes or URLs. Currently I'm using Tax Notes to accomplish this in the short term but it would be nice to have a dedicated or properly titled space to put notes. Alternatively an easier way to link parts to a estimate would be good.
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Better Remote Assistance flow in Tickets
Have ScreenConnect Session now available in ticket area, but it would be great if:
1. Combine function of "Create ScreenConnect Session" and "ScreenConnect Supporter Link" Why can't single button open the app and create the support instance?
2. Having something that clicking "Send to Customer" would automatically email the customer the link/code to connect and generate a line item in the ticket.Process seems a little more then it needs to be.
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Option to open Dashboard by default
It would be helpful to be able to choose in Settings the option to open the Ticket Dashboard by default when clicking on the "Tickets" tab.
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Right Click Custom Search
We often have to look for parts from different suppliers. I wanted a way to keep from having to type things a lot and also a way that, once we found the part number once, we could easily search multiple distribution points. We use Google Chrome so I downloaded the "Context Menu Search" Add-on to Google Chrome from here https://chrome.google.com/webstore/detail/context-menu-search/ocpcmghnefmdhljkoiapafejjohldoga?hl=en. Once you install the add-on you can then customize your own search option when you highlight then right click a piece of text in RepairShopr. Once we highlight a part number for instance we can now simply click on…
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Setup to allow discounts to be added by product group to a customer group. Eg laptops cost+5% to all customers set as reseller.
We need options to add doscounts by group and product range. Both rrp less % and cost plus.
This is a must.0 votes -
Easier data review
reviewing data/reports is cumbersome, would be nice to streamline the process or have the data more easily available.
ie: Month to Date Stats -> being able to click on job type or referral -> Seeing data for review ie: which customers...
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Payment method assigned Quickbooks account
It would make things a lot easier if you could assign the Quickbooks account to each payment method. Quckbooks online does not have this feature yet.
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Give the ability to print returns.
The person who handles returns for me isn't a technician. I envision a workflow where the technician creates the Return with all relevant details. Then prints a tag (this is the feature that is currently missing), then puts the item in the RMA cue all labeled and ready for my RMA person to take care of and move it along through the RMA process.
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Create recurring invoices ONLY if there is an amount due.
It would be great to have a setting to only create a recurring invoice if there is unpaid line items/amount due.
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Add mobile number in widgets
On the customer detail page in a widget, could you add either an extra box to add a mobile? You could state, if you would like to be contacted by SMS add your mobile here.
Or change the phone number in the contact page to be a mobile number able to accept SMS or, be dynamic and know when a mobile is entered and assign it as a mobile on the customers profile page.
At the moment we have the majority of all customers entering their own details in by a widget to create a ticket. Then for us to…
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Drift Chat Integration
I'd love to have an integration with Drift chat for lead creation / management from my website as well as ticket creation etc.
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Make customer automation
It would be nice to trigger events on specific customer tasks. i.e. When a customer signs up for our monthly service subscription. Trigger welcome email, change their customer type, etc...
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