Brett Smith

My feedback

  1. 7 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Brett Smith commented  · 

    It would also be nice to be able to add a CC or change the To address for one comment instead of changing it on the overall ticket. This along with attachments would help keep all of the emails within RepairShopr.

    Brett Smith supported this idea  · 
  2. 6 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Brett Smith shared this idea  · 
  3. 19 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Brett Smith commented  · 

    I know this is an old thread, but I just asked support about this and they suggested that I create a Feedback Request for this!

    Right now: 1st of the month --> run a "Pending Ticket Charges Report" --> Create a new invoice for each customer on that report and add all pending charges.

    What I would like to see: 2nd of the month --> go to Invoices and verify that new invoices were generated and sent out on the 1st.

    I don't mind 0$ invoices if there are tickets associated, what I don't want is 0$ invoices sent out without any tickets or line items on them. That just looks like you made a mistake.

    Brett Smith supported this idea  · 
  4. 10 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Brett Smith commented  · 

    I would actually love to see the two almost combined. Along with the option to change the ticket status. I constantly find myself adding notes with time then going to the labor log and editing the text to something more "invoice friendly", and setting the ticket status. Like:

    Email Note: Bob, I took a look at that file permission error of yours and made some adjustments on the server. After you Log off of your computer and log back on you should have access to the accounting folders.
    Private Note: Verified with Ben that Bob should have access to the accounting folders. Added Bob to the "Accounting" security group in AD.
    Labor Log: Remote Service, Added Bob to the Accounting SG per Ben
    --15 Minutes Charged to customer
    Ticket Status: Resolved

    I don't always enter the private note section if there is enough details in the public note or email, but when there is billable time I ALWAYS want to enter text into both the public notes and the Labor Log.

    It would be great I could type all of these in one form, that way I know The client will know what is going on when they go into the Customer Portal or read their email, The technical details are entered, and the client won't complain that their invoice is complicated

    Brett Smith supported this idea  · 
  5. 102 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    32 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    What if any appointment that had a location specified we could calculate the road-miles from your office to there, and put that in a report?

    A little simpler than doing real vehicle/person tracking, still gets you pretty good data – and would be more realistic for us to quickly build.

    Let me know in the comments..

    Brett Smith commented  · 

    It would be nice to have this built in, but here is what I have decided to do for now:

    -I created a new inventory item called "Miles Traveled" with a description of "On-Site Service: date", a price of $0 (I don't charge for local travel), and a product category of "Note"

    -Each employee is expected to record their mileage as soon as they arrive onsite before going into the customer's office.
    -They open the ticket and add a new line charge "Miles Traveled" and change the word date to the current date then enter a quantity of the number of miles they just traveled.

    -Then at the end of the month I run the "Employee Sales and Commission Report" filtering the Product category of "Note"

    It's a bit of a kludge but it works.

    Brett Smith supported this idea  · 

Feedback and Knowledge Base