General

  1. Be able to take payment under customer, prior to first invoice.

    We do not use your deposit as a separate line item options. Currently I take payment and leave that "credit" on account open until invoicing. With a new customer, I am not allowed to "take payment" until I make a zero invoice as a work around.

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

    If you go to the Customer Detail page, Click New > Payment you will be taken to the payment page and can enter the amount of the payment you want to collect and the type without having to choose an invoice or create one. The resulting payment is unassociated to anything and will show as credit.

  2. Keep doing themes like this holiday one

    Loving the holiday theme you guys added. You should implement more of that kind of aesthetic stuff!

    Happy holidays to everyone at the RepairShopr team!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Turn On/Off Customer Portal, or at least define what they see.

    There are some areas in the Portal that we will not be using, and thus don't want to confuse our clients. It would be great to be able to turn off the portal altogether, or at least be able to decide what we do and don't want clients to see.

    25 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Customer name color coding or customized icon

    Hi All,

    We have searched and not found any help for a problem we have,

    I think either a color coded name or a symbol at the beginning of the name in every area that the clients name is used, that can be customized.

    Red for bad payers etc..
    Green for Managed service clients
    Blue for general business

    We run a manged service and have no way to tell if a client calling in is on a managed or priority service. We have customized fields on with a checkbox that says there a managed client but it only shows on…

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Holiday Dark Mode

    Like the Holiday dark mode. I find it easier to read. Hope they keep this as an option for the new year. :)

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow us to change default communication in tickets

    Can you allow us to change the default communication type in the beta? Right now it defaults to sending emails unless told otherwise, and always switches back after a non-email communication is added.
    This is fairly annoying since we primarily use private or public notes so we don't show typo laden notes to our customers, and if we make a pub note, we can quickly delete it and replace if there is a typo, unlike any email.

    Though I don't know what purpose it serves, I know that this change was put into the beta for a reason, so, in…

    18 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The default behavior for Ticket Comments will be to email the customer if an email is present. There is an option called “Ticket Comments – default to Internal instead of External” in the Ticket Preferences section that will make the system post internal ticket comments instead of emailing the client if that’s what you are looking to do.

  7. Add the outtake form to the iPad APP

    Add the outtake form to the iPad App

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. The initial email sent when a new ticket is created doesn't make sense

    When I create new tickets, my customers always get an email along the lines "#companyname - Comment made to Ticket #4475 (message id: ######)". The body of the email says "You have an update from #companyname for your ticket 4475". When customers see this for the 1st time, they always ask "what's that".

    I suggest changing the initial email sent to something like "Hello #user, a new ticket has been created for/by you by #company_name". This will make more sense to the majority of the end users.

    1 vote
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    already works  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Delete Multiple Customers due to import error.

    We need to have a tick button or bulk action for multiple removal of un-needed accounts. I have 5000 of the same name's "SucureTec Australia" we need to remove these items. Having someone on the system for 2 weeks gong into the account and then action delete it to time consuming. Please can this be added.

    Also maybe add a bulk action of disable the account.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Option to set opening hours

    We are located in europe and have different openings hours en days so it will be great to have a option to set openings hours and days. Time option to 24 hours will be great too instead am and pm.

    22 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow posting ticket updates from Slack

    Would like to be able to respond to a ticket in Slack to update it.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Hide Cost from Screen View so nosy people don't see

    People are nosy and they look at your screen. It would be nice if I had an option to hide cost unless I click to view the cost. This is even worse when you're working on location from a laptop or iPad. If somebody happens up behind you and see your cost it can be a bad thing. Even very old inventory systems I used had cost codes or hidden costs, it wasn't just plainly displayed on the screen.

    3 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Auto Lock User Session

    The Lock feature is great and gets used a lot but there needs to be an auto lock option if there is no activity within a given amount of time. We are finding that under busy situations, most employees forgot to lock out their session leaving their permissions available to anyone.

    43 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Customer portal customatization

    It will be great to have customer portal customization. For example, we work as warranty provider so we are not charging our customers for labor or parts, but we want to keep record for internal use. So customers do not need to see any kind of charges when they log in their account.

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. {{ticket_date}} ignores timezone preference in settings

    Recently while trying to create an automation that displays Ticket info in Slack, I discovered that the template tag I was using to print the time and date of the ticket ignores my timezone preference.

    As of the time of writing this, it's Monday, 12:08PM the first of November 2016. {{ticket_date}} output "Sun 10-30-16 03:08 PM". My timezone preference in the general settings under the admin tab is GMT +12

    I can only conclude that the template tag ignores my timezone preference when they pull the time of ticket creation.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Sync POs with QB

    Once a PO is made in Repair Shopr, it would be nice if it would sync up with the "Enter Bills" section of Quick Books. Our old software for parts did that for us. Now I have to enter it manually whenever we purchase an item that is being sold. Takes a lot more time. It would be great if that could be done. :)

    9 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Holiday Calendar Integration

    I would love to see the internal calendar sync the Holidays in the US (or other countries) calendar that google offers.

    Being able to see in the internal calendar that a day is a federal holiday and should have appointments would be useful.
    If there is a way to mark a day as "shop closed - no appointments" that would also be very useful.

    14 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. AUTOMATICALLY make Estimates EXPIRE after a CONFIGURABLE Time Period & DECLINE if a Ticket is Resolved WITHOUT that Estimate being APPROVED

    After several existing posts related to Estimate expiration/decline, RS implemented a "one-time" option to manually mark all estimates older than 30 days to become declined. This was helpful, but that meant that 2 days later, the estimates that were 29 days old (that would now be 31 days old) would AGAIN need to be manually declined. Tasks like this have to be done repetitively and can cause tons of issues if not maintained on a constant basis.

    My proposed upgrades to this process:
    1. Make estimates AUTOMATICALLY become expired after a pre-specified number of days; vs having to manually click…

    19 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Invoicing before you have the serial number

    We very often charge for items on order before they arrive to ensure we are going to get paid for larger items we have to buy in. Many of these are serialized but I cannot generate an invoice until the serial number is entered. Is there a way I can email an invoice for an order prior to me creating the PO and adding serial numbers? When I create the line item in an invoice there is a zero value until a serial number is selected, meaning I cannot send out the invoice with the correct prices on if the…

    16 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This will work if you have the Back Order system enabled in Admin > Inventory Preferences > Additional Settings > Enable Back Order. You will then be able to add the product to a invoice and there will be a price you can charge the customer. From there it will hit your Pending Orders page where you can add it to a PO.

  20. Editable Portal Page

    We would like when the customer logs into the customer portal using their ticket and last name that it go directly to the view all tickets page.
    is there anyway to edit the customer portal or what the customer sees there?

    16 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hey there – We added Customer Portal Permissions which controls what the Customer/Contact is able to see or do within the Portal. There isn’t a plan to add the ability to force the portal to go the Tickets page, but you can at least make it so they only see the Tickets Section in the Portal.

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