Could you use the Deposit feature for this? http://feedback.repairshopr.com/knowledgebase/articles/278074-can-i-create-a-deposit-in-repairshopr
Rather than prepaid hours, it sounds like what some of us need it simply store credit for such prepaid labour. So you don't count hours, just the value in "store credit" (also known as adjustment note or credit note in some jurisdictions).
If the store credit worked like it does in typical book keeping systems it would track prepaid hours easily as a negative or credit invoice. See my suggestion here: https://feedback.repairshopr.com/forums/165658-general/suggestions/38189884-enhance-store-credit-with-use-of-adjustment-credi
Re the Admin's response "Could you use the Deposit feature for this?" This is not ideal, because deposits have to be attached to a ticket, but if a customer regularly buys prepaid labour then a ticket doesn't necessarily exist, especially if it's the book keeper adding the prepaid sale.
I agree that prepaid hours should have an option for total value rather than units of labour. My reasons are the same as the OP, if you have different labour rates depending on the type of work done then tracked by units doesn't work.
If done by value, then the custom would buy say $2000 of services and receive whatever discount we provide, then the discount would apply to the sell price of those serivces at time of invoice, and then be offset against their existing prepaid amount balance.
The response I received from support didn't indicate any way to change this, so it must be baked in.
RS support response: "The link that you see is the link that RepairShopr uses in emails that it has sent to check if the link is clicked. It is a valid and OK link. Email sent via RepairShopr will always change an active link."
As we already know if the ticket comment email is opened, why do we need to know if a URL link in the ticket comment email is clicked as well? I see it as some unintended effect of the email engine / wrapper that RS uses. Please turn it off.
Yes please - for consistent branding and avoiding the dreaded SSL name mismatch errors that customers see. We spout "security" all the time to clients, then they see we use a security feature that looks poorly setup.
Agree - not all primary contacts (business owners, managers, etc) want to receive the invoice emails directly or via CC. They almost always ask to sent invoices to accounts@....
The problem is if one sets the invoice to be sent to a contact, the primary contact still receives it!
Complete - needs to be deleted!
This is an excellent suggestion, and would be useful when involving third parties in a ticket. Similar ticketing systems that I have seen with this are RequestTracker and ZohoDesk.
The fact that quantities cant be changed on an invoice makes for huge frustrations, because this feature is a given in all invoicing systems I've ever seen.
If you are printing the invoice from within RS. Why not just email it at the same time as printing it for hand delivery etc, which will invoke the "invoice sent" status.
Same here. Contract pricing does not always mean a discount. Currently if a customer has a contract, the ticket charges are all prefixed with "Discounted per Contract:", which I currently have to manually delete all the time, because this customer, due to being a PITA, actually has slight price increases.
One solution is to:
Add a field in each contract that has default wording in it, say "Discounted per Contract:" which can be modified or deleted as needed.
This should be a field in the customer's contract where this desc
I think this request can be closed, because it looks like the feature is already/now there! See Assets - Manage - Change Asset Type.
For anyone with this issue of not being able to edit asset types, maybe the better option is to have just one asset type, but use a custom field drop down list with your asset types in it. At least they are then editable.
This makes good sense, because imagine as years go by, you likely don't want all the old records clogging your spreadsheet. Simple solution is a date range, which should be available on all reports.
Good suggestion. **ALL** REPORTING SHOULD HAVE DATE OPTIONS WHERE LOGICAL.
Yes - selectable by client (one or all) and by data range (from this date to that date). Then ***group by ticket***, with all charges with relevant detail listed under each ticket.
This is a very highly sought after report and is one that is typically found in all IT support based billing systems.
We have a beta of this, if you are a beta tester go to Reports and try out Customer Detail report and let us know what you think it needs.
It should be available for non-beta testers in a few weeks.
Agree, this is sorely needed.
The current Customer Detail Report is not what is needed. Michael Miller below nailed it.
The report should look like this for a given time period:
charges ie Date, time, comments
Note that it's *** grouped by ticket ***
Think about what the end user, they want to know exactly and easily what time was charged on the various requests. Not a chronological list of all charges from all tickets.
If only this could be incorporated into the invoicing.
Agree. There is not enough emphasis on reporting that can be used to support billing. As Terry said, it should be date selectable, and show any *charges* on the tickets, and most importantly grouped by Ticket #.
It's hard to believe that this hasn't been implemented by default already. A standard feature in any ticketing system, MSP or not.
This suggestion should be closed, because I can change the purchase order date as easily as I can change the due date. Case closed.