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James Moore

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  1. 10 votes
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    James Moore supported this idea  · 
  2. 185 votes
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    67 comments  ·  General  ·  Admin →
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    James Moore commented  · 

    Yeah would really like to see an update on this. Contact and Locations really need an overhaul.

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    James Moore commented  · 

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

  3. 3 votes
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    James Moore shared this idea  · 
  4. 0 votes
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  5. 3 votes
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    1 comment  ·  General  ·  Admin →
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    James Moore commented  · 

    So FYI I think there's already a rental request ticket. You might got more mileage by just adding your votes to that one.

    Link is here: https://feedback.repairshopr.com/forums/165658-general/suggestions/12259308-rentals

    James

  6. 6 votes
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    James Moore commented  · 

    ABSOLUTELY LOVE this idea. We have tons of situations where we'd prefer a combo box, and right now we just need to leave them as text entry fields.

    Combo box availability for worksheets and custom fields would be incredible.

    James

    James Moore supported this idea  · 
  7. 11 votes
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    James Moore supported this idea  · 
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    James Moore commented  · 

    I'm adding a vote to this as I'd really appreciate it, and I think it would tie in really really well with my request on adding product category discounts to Contracts.

    https://feedback.repairshopr.com/forums/165658-general/suggestions/36782557-apply-contract-pricing-discounts-to-product-catego

    I think the two kind of go hand in hand, as we're trying to accomplish similar goals here. Properly discounting products based on the Category and how much margin we have available on the items.

    James

  8. 11 votes
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  9. 9 votes
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    James Moore commented  · 

    Couldn't it just say "Price per Contract" and it would solve all of this?

    James

  10. 7 votes
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  11. 0 votes
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  12. 176 votes
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    23 comments  ·  General  ·  Admin →
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    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.

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    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.

  13. 4 votes
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  14. 288 votes
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    under review  ·  Rajesh Agarwal responded

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

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    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

  15. 18 votes
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  16. 24 votes
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    under review  ·  Robert Reichner responded

    Just to clarify, is the idea here that you could create an invoice in RepairShopr as a draft and then choose when to manually sync it to Xero? This is the feedback we’ve heard recently from others.

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    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?

  17. 0 votes
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    James Moore shared this idea  · 
  18. 52 votes
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    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.

  19. 22 votes
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    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.

  20. 8 votes
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    5 comments  ·  General  ·  Admin →
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    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,

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    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.

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