James Moore

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      0 comments  ·  General  ·  Admin →
      James Moore shared this idea  · 
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        0 comments  ·  General  ·  Admin →
        James Moore shared this idea  · 
      • 117 votes
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          17 comments  ·  General  ·  Admin →
          James Moore commented  · 

          Finally freed up some votes to give this. Would be thrilled to have a rental ticketing type of system. Would allow me to get my rentals out of Assets and properly organized. Currently we have to do lots of shuffling of assets on and off customers to make them appear on job tickets, and billing is a pain.

          Troy, I know I'm on a request frenzy, but take them as you're able. The improvements your team has been making are great.

          James Moore supported this idea  · 
          James Moore commented  · 

          Our business would greatly appreciate this as well. Knowing which Assets are "rental" units, what shape are they in (did the customer bring it back dinged up and it needs a repair ticket?) and that sort of thing would help us a lot with scheduling. We could even use the intake form for terms and conditions!

          I'm out of votes, but when some of the projects I voted on are completed I'll move my votes here.

        • 109 votes
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            planned  ·  25 comments  ·  General  ·  Admin →
            James Moore supported this idea  · 
          • 8 votes
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              0 comments  ·  General  ·  Admin →
              James Moore shared this idea  · 
            • 3 votes
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                0 comments  ·  General  ·  Admin →
                James Moore supported this idea  · 
                James Moore shared this idea  · 
              • 69 votes
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                  30 comments  ·  General  ·  Admin →

                  This is more like, additional people can subscribe/follow for updates right?

                  You can’t “assign” something to more than one person..

                  Would “follow” with notifications get you what you are after?

                  James Moore commented  · 

                  I'll second Paul's comments below. I'm running in to this now. I have a Rep out of state who creates tickets, but I have a person in house doing the work. They both need to be able to access and view the ticket, but I don't want them both to be accessing everyone's tickets.

                • 181 votes
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                    49 comments  ·  General  ·  Admin →
                    James Moore commented  · 

                    Hey Troy,

                    Out of curiosity, what is the big feature that this was behind? I'm just wondering if that roadblock has been finished yet.

                    Best,

                    James

                  • 10 votes
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                      0 comments  ·  General  ·  Admin →
                      James Moore shared this idea  · 
                    • 150 votes
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                        61 comments  ·  General  ·  Admin →
                        James Moore commented  · 

                        The OP's post is spot on, that sounds great.

                      • 101 votes
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                          36 comments  ·  General  ·  Admin →

                          Would everyone please add a comment to this and give a sentence or two about how they would like the integration to work?

                          - Eg, is it with a cloud shipping service?

                          - Do you download a file which some desktop app is able to open to make a label?

                          - Please let us know in the comments how this could work in your situation so we can get an idea what is involved

                          James Moore commented  · 

                          Hey Troy,

                          Been a minute since I've been in here. Wanted to give some feedback. We've been on Shipstation for about a year now, and there's no going back for me. If we had a "Ship via shipstation" button where it sent the item over to Shipstation with the customer's address info and the ticket number, it would handle it just fine. I can set things like my shipping options in Shipstation. Can even key it to react to a word in the order lines like "rush" and auto set the shipment to a next day air option.

                          Bottom line, they have webhooks enabled and integrate phenomenally well with Zapier. I'd check them out. We currently have them integrated with:

                          Xero via Zapier
                          Shopify
                          Squarespace
                          Amazon
                          eBay

                          Right now we take manual orders and input them into Xero, then zap them over to Shipstation if they meet certain criteria. I'd rather do this is from RepairshopR, but it's not really feasible to trigger it yet that I can see. I DO Zap some shipments from Shipstation into RepairShopr as work tickets.

                          Hope this helps, I'm open to showing you the guts on our end if you want to take a look as well.

                          Best,

                          James

                          James Moore commented  · 

                          This would be a heck of a lot easier on the guys to integrate with ShipStation (my favorite) or Shiprush, or EasyShip, which are all valid. Pushing the shipping out like that means a heck of a lot less internal code I'm sure.

                        • 20 votes
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                            18 comments  ·  General  ·  Admin →
                            James Moore commented  · 

                            Hey guys,

                            We're trying to have invoices sent out through one system at the shop, is it possible to have these go through as Drafts? WorkFlowMax did this through an option. Would it be super difficult to do on your end?

                          • 0 votes
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                              0 comments  ·  General  ·  Admin →
                              James Moore shared this idea  · 
                            • 31 votes
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                                5 comments  ·  General  ·  Admin →
                                James Moore commented  · 

                                Yeah, I'll second the worksheet features, would be great to have in refurbs.

                                Major one for me is that I can't see the SNs of the units in refurbs, so no one has any idea what they're working on without going in to the customer purchase itself for every unit to find the one you're refurbishing. Putting the SN in the table for refurbs would go a long way.

                              • 14 votes
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                                  2 comments  ·  General  ·  Admin →
                                  James Moore supported this idea  · 
                                  James Moore commented  · 

                                  I could REALLY use the tickets functionality here. We use the worksheets as part of our standard calibration process, so all jobs (internal or external) need to have a ticket number assigned. Even an easy way to create a ticket that uses our own info as the customer would help.

                                • 7 votes
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                                    3 comments  ·  General  ·  Admin →
                                    James Moore commented  · 

                                    And maybe the best case here isn't to change the categories, but to introduce "tags" like many other systems out there use. This would allow us to use categories for one type of organization such as for whether it is a part or service, and tags would more correspond to which units the part is compatible with,

                                    James Moore commented  · 

                                    I would love this. We have sensors that work in multiple units. Keeping inventory of these is a pain because if we make multiple SKUs the inventory won't track correctly. Our overall goal is to link categories of inventory items for repair to the Asset Type field somehow. I would be happy short term with a way to hold inventory items in Multiple Categories.

                                  • 25 votes
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                                      under review  ·  6 comments  ·  General  ·  Admin →
                                      James Moore commented  · 

                                      I'd like to completely customize the field names for this. We don't repair cell phones, we repair gas detectors, and this thing is just sitting here taunting us at this point because we can ALMOST use it without confusing customers but not quite.

                                      Best,

                                      James

                                    • 11 votes
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                                        2 comments  ·  General  ·  Admin →
                                        James Moore commented  · 

                                        Actually, should have mentioned this as Ship Station so it comes up with the other shipping ideas.

                                        Shipstation covers: UPS, USPS, DHL, Fedex, etc. It's incredible. If you haven't used it before it will rock your world when you look at it. Takes in orders from almost every system out there (excepting Repairshopr) and handles all of the annoying parts of shipping.

                                        James Moore shared this idea  · 
                                      • 3 votes
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                                          2 comments  ·  General  ·  Admin →
                                          James Moore shared this idea  · 
                                        • 4 votes
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                                            1 comment  ·  General  ·  Admin →
                                            James Moore supported this idea  · 
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