Jason Miller

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  1. 18 votes
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      5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      Jason Miller commented  · 

      I agree as well...need this to share our ticket system with a company that has inside IT that way we can keep all the support under one ticket system instead of two...and I can't have them seeing all our customers.

    • 163 votes
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        35 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

        Thanks for the votes everyone, we have been watching this thread for a while and are only holding off because this seems like it will have to be a really deep/technical integration to provide the right level of value. It will probably take a ton of development time away from big things like QuickBooks/Xero integrations. We just need to wait for the right time.

        Jason Miller commented  · 

        Looking at IT Glue and will be pulling the trigger for it soon... Would love to have this integration!

      • 4 votes
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          1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
          Jason Miller commented  · 

          We do this with the popup message in custom fields. It works great.

        • 1 vote
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            2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
            Jason Miller commented  · 

            We do this with custom fields and make them required so you can't continue without putting something in the password field. We also edited our intake form template to have the password print on the paper we tape to the computer so it's easy to get in faster.

          • 3 votes
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              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
              Jason Miller shared this idea  · 
            • 1 vote
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                0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                Jason Miller shared this idea  · 
              • 0 votes
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                  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                  Jason Miller commented  · 

                  Something as simple as the scroll left and right like in the other parts of repairshopr would fix this.

                  Jason Miller shared this idea  · 
                • 14 votes
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                    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                    Jason Miller commented  · 

                    I second this.... We have 4 tech vehicles and we have about 30 parts worth 1000 dollars in each car. It would be great to see this added so you could track inventory per car.

                    Jason Miller supported this idea  · 
                  • 1 vote
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                      2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                      Jason Miller commented  · 

                      You can edit the templates for emails of different types to include a lot of info.

                    • 44 votes
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                        6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                        Jason Miller commented  · 

                        +1

                      • 39 votes
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                          8 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

                          Just for clarification, we have multi-location inventory but this suggestion is to make it more granular “per-location” to have different settings per locations as far as what’s tracked/etc.

                          Jason Miller commented  · 

                          Just make the field blank then click Save. It will put a dash in that field and then it won't alert you for that location.

                        • 63 votes
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                            under review  ·  8 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                            Jason Miller commented  · 

                            We would like this feature as well.

                            Jason Miller supported this idea  · 
                          • 13 votes
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                              3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                              Jason Miller supported this idea  · 
                              Jason Miller commented  · 

                              I agree... We have a business with 7 locations. So we have setup 7 customers / profiles since each of the business are owned by one parent company but they are all different independent businesses and they want the accounting to be separate. We really need the ticket emails to go to the managers at each location with a copy sent to the main parent company's general manager to keep up with what is going on. Also, we need the estimates to go1 to a parent company contact as well. However, they don't want the invoice going to the managers, They want the invoices to go to the accounting department at the main location. So right now the manager at each location gets them and the accounting department gets them.

                              So it would be super nice to be able to send the invoices to just the accounting email, and the tickets just to the general manager.

                              It's almost like we need the individual settings for each of the types of contacts.

                              Also, it's really hard sometimes when we have an Owner that has multiple company or a manager over multiple locations and RS only allows one customer profile to have that email address.

                              This has my vote!

                            • 122 votes
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                                under review  ·  16 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                Jason Miller commented  · 

                                I posted a comment about this before. They have an API for Amazon Business Accounts.

                                Here is what i posted before...

                                Amazon Business Integration

                                https://www.amazon.com/gp/help/customer/display.html/ref=b2b_faq_apfaq?nodeId=201738140

                                for amazon business accounts

                              • 3 votes
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                                  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                  Jason Miller shared this idea  · 
                                • 2 votes
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                                    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                    Jason Miller commented  · 

                                    f your techs have google accounts all they have to do click on their username at the top and on my cals to link the google cal to RS.

                                    Make the ticket for the service call first, Set the appointment by using the ticket appointment button when making the ticket and it will show up on your google cal with all the details.

                                    Also, use the ticket timer to track your time while onsite.

                                  • 7 votes
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                                      0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                      Jason Miller shared this idea  · 
                                    • 1 vote
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                                        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                        Jason Miller shared this idea  · 
                                      • 58 votes
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                                          under review  ·  9 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                          Jason Miller commented  · 

                                          Also i think it would be good if the prepaid hours would allow a negative balance since we bill overages at the end of the quarter. This way the customer can see how many hours they are in the negative. Right now after we reach 0 we just leave the extra hours in the shopping cart and bill it at the end of the quarter since we bill quarterly for our managed services.

                                          Jason Miller commented  · 

                                          This would help us a lot as well. We get request for this information a lot. It would also helpt to be able to display the remaining prepaid hours on the customer portal as well. However, it would be nice to have a button to turn on and off the display of the prepaid hours for each customer. Kindof like the public/private on attachments.

                                          Jason Miller commented  · 

                                          This would greatly help us as well! we get request for this information a lot! I would also like to have a Prepaid hours displayed in the customer portal as well. However, I think it would be good to have it where you can turn the prepaid hours display on or off kindof like the private/public on the file attachments.

                                        • 141 votes
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                                            14 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

                                            Planned means we want to do it, not that it’s scheduled for a dev to work on yet.

                                            Keep voting..

                                            We just scheduled a few tasks that had 70+ votes, we can’t do this before those.

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