This is a biggie. We should not be able to actually delete an item from a list, just mark it as inactive. Would still show in old jobs where it had been selected but not in new ones. Little "if active=true" would solve this problem. Also being able to organise lists its required (referral source, job type etc)
1 voteKen Peddie shared this idea ·
i cant believe this isnt a thing already! A shocking oversight, how am i supposed to track return custom easily. Easy way to do it would be to move the referral source into the ticket. First ticket you create for a customer goes as say "google" any return visits it automatically gets filled as "existing customer". This has to be addressed else I may just move away from repairshopr as its such a stupid thing not to be doing.
Messaging and status needs to be combined and simplified and indeed a simple, send a customer a one off update via sms button. Our old, in house system had this and its something im missing.
Its also got a list of statuses, and checkboxes to choose whether that status sends a default SMS and/or email. It works really well, removes most of the need to use canned responses and cuts down on button clicks significantly. Also, when looking on the ticket page, you see a ticket is on a certain status and know exactly what message a customer has received.
"Waiting on customer ex media" for instance, sends them a message reminding them to take in the drive they promised to bring in. At the moment I would need to make that status, set it to that status and then remember to send them a separate message on both email and sms boxes.
I see you can trigger emails on certain statuses but that seems to send multiple messages on an hourly basis (which will just annoy customers), but theres no option for sms messages.
If you could improve the triggering system to include sms and also set an option for a one off or hourly remind(why you would want this i dont know) that would solve part of my issue.
This would definitely be useful to have an option to enable a warning