Although we do not use this much as its not a very good feature right now this is a good idea. Repairshopr is lacking some needed reports.
Yes, and there is another suggestion that we have the ability to use other templates if the schedule item was for remote service that it would not send an email to the client about coming to their location when we are remoting it. So having the option to select which template to use when re sending the email would be great. (BTW: we should be able to create custom templates that can be assigned to anything.
Could you use the Deposit feature for this? http://feedback.repairshopr.com/knowledgebase/articles/278074-can-i-create-a-deposit-in-repairshopr
I like the idea of the request because we have run into situations where someone has requested prepayment of services 2 hours at 100 per hour but then decided they wanted to do something different with the money. We then have to back everything out and delete things to get this gone and then reapply the payment to something else. It would be nice to have the value so it could be applied to not only service but other things like products..
I HATE that the repairshopr system does NOT show credits at the top of the customers detail page. If the customer has any unapplied payments it should show that up there as -$40.00 or something even if it says unapplied credits since it could be that someone has not applied the payment to he invoice correctly either.
My Suggestions ::http://i.imgur.com/80cbZQ0.png
I like the idea but the problem I see is that we have customers send us email and if they do not respond to the ticket email that we sent them and just shoot an email to our repairshipr address it will go to the lead and not the ticket correctly, so we have to manually move their email details to the proper ticket. I would hate for them to get a canned response automatically that is not what they are expecting.
Do you have a suggestion on how this would be done in repairshopr? Do you have an idea for the workflow?
How about this.... When you do that it will come up ASKING you if you want to include the items in the add view charges section to the estimate... I like that.
Yes, good idea. Although we do not use it much we still have customers that do not want emailed invoices.
I like it – thanks Ryan
Sounds like based on comments it needs to be (another) setting..
We’ll think about this further.
I don't like this idea. What I could counter suggest is disallow tickets to be resolved if there are un applied charges!!
Invoices show in the invoice center that are due. We are working on using the status section to show how long it takes to complete service and if we cannot resolve and close a ticket because of an unpaid invoice that would make thins more difficult to keep the service times down (in repairshopr)
If this is implemented please make it an option in the settings for those that do not want this.
This would be nice. Something similar to what Repairtech software can do but we are not looking for what is has.. we just want basic computer information on the system sent and speccy would be great!
I think this would help as well. It may be more posting on a bunch of different areas but is VERY handy.
Appreciate the suggestion. Is the main change that you’d like to see everyone’s reminders in one place? Or would this be a different feature all together?
We find slack is a good integration!
Dropdown checkbox?? Would that work?
We have to run a payment on 0.00 invoices to show paid! For example. Customer comes in with equipment. We charge upfront/deposit of $40 for a diagnosis. If they approve the recommended repair that $40 can be applied to the actual repair costs. Well.. if this customer declines a repair we add the $40 diagnosis charge to the add view charges. click create invoice. then its 0.00$ because of the deposit/prepayment but we have to make a cash payment of 0.00$ to get it to show paid!!!
Why should we have to do this... happens to much.. even with a prepayment on other services where there is no additional cost when they pickup.
YES YES and YES. Save LOTS of time and estimated are almost NEVER without an expiration anywhere. IE the terms at the bottom we say 30 days but can change depending on product and market fluctuations
Hey there -
Can you just sign up for a free surveymonkey account and put the link in a Marketr campaign?
My feeling is this already works, and we probably don’t need to build anything
@Troy this is something that I have been talking with Pam and another person on and it does NOT do this as I was originally told. Its not possible. The wording was even changed because it was not doing what it said. We attempted to send out emails to clients (within a certain search criteria to not email bomb our clients that we are frequently at) after 2 weeks after service was completed but it will ONLY do the first ticket on the account and will stop sending them emails after that.
We also attempted to setup marketr to send out emails to clients through marketr if the client has not opened a new ticket or had an invoice on their account for XX amount of days.
The system currently does NONE of that. Not good. BUT i will be clear that I am off subject a little as the submitter is talking about an actual survey but I am talking about general feedback from the client.
This is totally a no-brainer, except, there are tons of implications. If we allow some HTML, what is the subset? Most of the formatting stuff? colors?
Once colors and sizing is allowed, does that carry through to the mobile view, to the template system?
It would take 5 minutes to put a wysiwyg on the ticket comment – but much much more consideration to do it really well in all the places ticket comments show up.
Keep voting and commenting..
I don't like the idea of combining the private and public. We like to make sure its a private noc regarding the ticket and we know the one side is private and we can type quick and not have to worry about a drop down box or a checkbox to make sure its private. That could be a very bad mistake depending on the situation. I like the idea of cleanup but not sure this is right and surely not for us. I DO like WYSIWYG