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  1. Turn Appointments Into Tickets

    We would find it really useful if we could turn appointments into tickets - sometimes an onsite visit/meeting ends up with equipment being bought back to the workshop.

    At the moment we either have to create a ticket and add an appointment to it or create an entire new ticket when the machine is brought back to the office.

    6 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Drop down menu on conditions

      An option for pre-set conditions drop down menu when entering in the condition of an items.

      9 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Descargar base como archivo

        buen día, seria buena opción que se pudiera descargar la información de mis clientes en una base de datos para poder exportar a otros archivos.

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Estimate and Invoice BE the actual Email (No PDF attachment)

          Would love to have the option to have the estimate or the invoice BE the email with a link to pay or approve. Right now with the invoice or estimate as a pdf attachment it's not as easy to find. I tested it on myself and in apple mail it does not show up at all, just shows a long screen of blankness. You have to figure out how to find the attachment so see the pdf. In gmail it shows it very small at the very bottom. Would just come across better to the customers if there was a…

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements

            The default ticket invoice entry without customization looks like this:

            Ticket Work: {{ticket_timer_tech}} {{ticket_timer_date_and_times}} {{ticket_timer_notes}} from Ticket # {{ticket_number}}, Subject {{ticket_subject}}

            I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

            Ticket #{{ticket_number}} {{ticket_timer_date_and_times}} FOR: {{ticket_subject}} - {{ticket_timer_notes}} BY: {{tech_name}}

            I get this example on the invoice:

            Ticket #6 {{ticket_timer_date_and_times}} FOR: Assist with preparation of database import - {{ticket_timer_notes}} BY: Fred Flintstone.

            It would be fantastic if these tags could be used on invoice customizations rather than just Tciket Timer Charges:
            {{ticket_timer_date_and_times}} {{ticket_timer_notes}}

            3 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Purchase Order Note Field On Main PO Screen.

              We have started to heavily use the purchase order module. On any given day we can have 15-20 new purchase orders generated and have 20-50 open purchase orders.

              As items arrive, it is very difficult to match the item that has arrived with the purchase order. Especially on eBay and secondary market purchases where you most likely will not get an invoice or anything in the package that you can match the total up with.

              The current PO screen shows the PO number, vendor, ETA, price, but no indication as to what the item is.

              A custom note or the…

              4 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Add the ability to select ticket items individually and send to invoice

                Instead of "Make Invoice" pushing all unbilled ticket items to an invoice, it would be very helpful to have the ability to tick the items you want to bill and then push to invoice. I realise that I can currently edit the new invoice and push line items back to unbilled on the ticket, but we have some tickets that have hundreds of hours on them and to be able to select the line items to be invoiced before "Make Invoice" would save a lot of time removing the unwanted line items from the new invoice.

                4 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Tickets and sorting options divided more clearly

                  Tickets, invoices, and the sorting options aren't separated very clearly, making it hard to read across the line on one item or find a sorting option

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Change comment category

                    I'd love to have a drop down box for the comment categories once the comment has already been made. I can't count the number of times I've accidentally clicked the wrong category or made multiple comments in succession and the previously selected category isn't correct. It would be great if the drop down was still available on comments that have already been made.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Care of

                      Add a "In Care of" section on invoices. One of my clients has clients of their own who we go out to, but have to bill in care of so-in-so. If there was another line when making invoices per customer, that'd be SO helpful.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow a default service type for tickets for a customer

                        It would be nice to be able to have a default ticket type based on a customer or contract.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          2 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Employee task checklist

                            This is in two parts. First there is an under review on employee scheduling that several people upvoted. We agree. I would love it to send me an alert if an employee tries to clock in more than 30 minutes early or if they are staying over more than 30 minutes. I'd also like to assign daily checklists to employees for each shift -- i.e. cleaning duties, paperwork responsibilities, opening and closing checklists. etc.

                            4 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add customer purchases to notification center.

                              Add a notification for customer purchases. This way I can add a webhook to print out labels.

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Seperate Invoice and Refund Templates

                                It would be good to be able to have separate templates for invoices and refunds to prevent confusion when an invoice goes to a Companys Accounts Department

                                6 votes
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                                  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Customer Attachment security

                                  Keeping the attachments the way they are, but adding attachments to security group manager. to allow a high level of confidentiality. We have client account information we want to keep on repairshopr and the ability to restrict or grant access to.

                                  Adding Admin attachments.
                                  Keeping customer, ticket and public attachments.

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • We are constructing canned responses of tasks that we perform in order to minimize typing by our field technicians. Having canned response

                                    We are constructing canned responses of tasks that we perform in order to minimize typing by our field technicians. Having canned responses available on the mobile applications would be very helpful.
                                    Thank you, Dave

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Customer Details: ABN details

                                        Hi Team
                                        Can it please be added to the customer (& supplier / vendor) as a default that we can add an ABN into the customer / vendor card.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I would like the mobile website to be more friendlier.

                                          Such as the Customer Portal, it is not that friendly for mobile use with most of our customers using the link we sent them through SMS. Just a thought.

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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