Douglas Bradshaw

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  1. 1 vote
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      0 comments  ·  General  ·  Admin →
      Douglas Bradshaw shared this idea  · 
    • 3 votes
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        0 comments  ·  General  ·  Admin →
        Douglas Bradshaw shared this idea  · 
      • 31 votes
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          9 comments  ·  General  ·  Admin →
          Douglas Bradshaw supported this idea  · 
          Douglas Bradshaw commented  · 

          Here is the design guidelines for the Office365 webhook
          https://docs.microsoft.com/en-us/outlook/actionable-messages/card-reference
          Using this you could add Teams integration very easy.
          You could even allow the @Mention to come through on teams. This would be awesome. We could setup a teams channel for private notes, then when we mention a tech by name it will notify them on that channel. We could carry on that conversation in teams.

        • 213 votes
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            under review  ·  60 comments  ·  General  ·  Admin →
            Douglas Bradshaw commented  · 

            I reached out to solarwinds and ask them to try to push you guys along a little too.

            Douglas Bradshaw supported this idea  · 
            Douglas Bradshaw commented  · 

            Troy, Congratulation on the new little one :)
            Glad to here it is still a planned expansion. But I understand and respect the back-end database priority. Let me know if you need a tester when you do get something going n-able.

            Douglas Bradshaw commented  · 

            n-able 11 has just released with the custom PSA option. I am now using it and wishing repairshopr was integrated.

          • 1 vote
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              1 comment  ·  General  ·  Admin →
              Douglas Bradshaw commented  · 

              This is important. My votes are all used but I support this. However I feel that invoices should not be assigned a number until charges are applied. Have gaps in the invoice numbers is bad but having them out of chronological order is just as bad.
              My accountant wants us to keep all $0 invoices just so there are no gaps. but $0 invoices do not sync to QB.

            • 1 vote
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                0 comments  ·  General  ·  Admin →
                Douglas Bradshaw shared this idea  · 
              • 10 votes
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                  under review  ·  4 comments  ·  General  ·  Admin →
                  Douglas Bradshaw commented  · 

                  This is an ongoing frustration and I have a great suggestion to solve.

                  When doing a Estimate there needs to be another option rather than convert to invoice.
                  Perhaps Send to charges. At this point it would bring up a screen listing items with checkboxes to for in stock. Non inventory items that are not in stock then go to parts orders.

                  I don’t like to invoice the customer until the work is done or when I go onsite. So if there are special items to order I have to create part orders. Then sometime the estimate gets converted to an invoice and double charges them.

                  I have had items go to a ticket when creating a ticket from an estimate, but I usually have a ticket first.

                  Douglas Bradshaw commented  · 

                  What would be nice is to have on the estimate a way tell the estimate that it would be a special order, giving you more fields like URL and then putting it on the parts order when the estimate is approved.

                  Douglas Bradshaw supported this idea  · 
                • 28 votes
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                    1 comment  ·  General  ·  Admin →
                    Douglas Bradshaw commented  · 

                    It would be awesome if you could have a drop-down menu with the list of staff members that you can select via checkbox to email a internal comment to. then have the ability to let them respond to the comment in the email and have it come right back to the ticket and notify the staff member that send it via email then they in turn can respond and so on. This would be great when having a conversation about a ticket.

                    Douglas Bradshaw supported this idea  · 
                  • 3 votes
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                      3 comments  ·  General  ·  Admin →
                      Douglas Bradshaw shared this idea  · 
                    • 11 votes
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                        under review  ·  4 comments  ·  General  ·  Admin →
                        Douglas Bradshaw commented  · 

                        Yes, Autosave, but have a history log of changes. At the least make it so when you edit multiple fields you can press save on one to save them all, or a save all button appear next to save.

                      • 3 votes
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                          1 comment  ·  General  ·  Admin →
                          Douglas Bradshaw commented  · 

                          May I recommend that your move your votes here

                          http://feedback.repairshopr.com/forums/165658-general/suggestions/7721709-automatically-apply-credits-to-invoice

                          This feature is pretty important and your 3 votes would make this other request 18.

                        • 6 votes
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                            2 comments  ·  General  ·  Admin →
                            Douglas Bradshaw commented  · 

                            I was just going to ask that we make it so I can create store credit for a customer on a reoccurring invoice. This seams like the way to do it.

                          • 0 votes
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                              1 comment  ·  General  ·  Admin →
                              Douglas Bradshaw shared this idea  · 
                            • 23 votes
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                                1 comment  ·  General  ·  Admin →
                              • 21 votes
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                                  8 comments  ·  General  ·  Admin →
                                  Douglas Bradshaw supported this idea  · 
                                  Douglas Bradshaw commented  · 

                                  Yes. Please this is essential. I have customers pay bills ahead of time sometimes and it makes it hard to manage.

                                • 2 votes
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                                    1 comment  ·  General  ·  Admin →
                                    Douglas Bradshaw supported this idea  · 
                                  • 4 votes
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                                      3 comments  ·  General  ·  Admin →
                                      Douglas Bradshaw commented  · 

                                      This would be great! would be nice if you can set a reminder on a ticket that is triggered by time or status change. That way the reminder can pop up when someone completes or after a set time.

                                    • 0 votes
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                                        0 comments  ·  General  ·  Admin →
                                        Douglas Bradshaw shared this idea  · 
                                      • 27 votes
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                                          4 comments  ·  General  ·  Admin →
                                          Douglas Bradshaw supported this idea  · 
                                        • 2 votes
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                                            0 comments  ·  General  ·  Admin →
                                            Douglas Bradshaw shared this idea  · 
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