General
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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 voteIf 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.
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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 voteHey thanks! I’m working on convincing them of some other themes to do. Appreciate the feedback!
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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 votesYou can use the Customer Portal Permissions to customize what your client can see in the Portal. Check out the KB for more info on that!
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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 businessWe 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 votesWe do have Customer icons in the Custom Customer Fields that will put a little icon next to their name almost everywhere they are listed.
Specifically the Drop down type has a selection box where you can select from a ton of icons to use.
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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 voteThere is a an option for Dark Mode year round now! Click on your name in the top right, and in the menu drop down, you should see Dark Mode as a toggle there. Sadly there’s no snow, but the rest is great!
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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 votesThe 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.
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Add the outtake form to the iPad APP
Add the outtake form to the iPad App
1 voteThis should be addressed. If not, open a ticket with the support team at help@repairshopr.com
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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 -
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 votesWe recently added in Business Hours so that you can have your Appointments and Custom Widgets reflect when people can reserve time at your businesses or onsite appointments.
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Allow posting ticket updates from Slack
Would like to be able to respond to a ticket in Slack to update it.
1 voteHey Dan – this already works! See the bot setup help article on the app card page.
It allows you to setup a slash command to talk to your account.
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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 votesThis is how it has behaved by default for years. There is no cost showing:
http://i.imgur.com/CBdqUxj.png
Is there another specific screen you are using when onsite that you are referring to?
UPDATE: Presently there are not plans to hide the cost from the Add/View Charges or the Product Detail screen.
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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 votesHey there! There is a feature that will do this that can be found by heading to Admin > Employee Preferences > “Timeout users after inactive minutes”
This will end the session after there has been no activity after the specified amount of time in the field.
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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 votesWe added Customer Portal Permissions in 2019 that allows you to restrict a Customers view in the Portal. This would make it so that you could choose to hide the Invoice section for some clients should you want to.
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{{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 votesThis should be resolved. If it is not, please notify the support team at help@repairshopr.com
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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 votesPO’s will sync over to QB Online automatically and a Bill will be created when setting the PO status to Finished.
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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 votesHi there – We recently added in Business Hours and Holiday Calendar updates that head in this direction. We don’t currently have plans to tie in to Google Calendar more in this way, at least for now.
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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 votesThere is an option in Estimate Preferences to Expire Estimates after X number of days. There is also a button to force expire all pending Estimates as well in Estimate Preferences.
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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 votesThis 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.
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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 votesHey 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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Asset Attachments
It would be nice to have the ability to have attachments specific to assets
21 votesAt some point last year we added this and didn’t realize this wasn’t marked as complete!
https://www.evernote.com/l/ADmlBczepzhGKq58VwiwsLOXNrnSbAzc_Qc
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