So the problem I see lies with the way recur adds new devices to an existing customer then bills yearly at a specific date based on the then current quantity regardless of rather each device/subscription was active a year.

Example, We sell our current client a yearly MAV subscription on a service call, setup yearly auto billing per their request. Three months later they request one more device be added at another yearly fee, then 2 months later 1 more and so on (our yearly fee is charged upfront each time). The problem is unless I extend and billing out on the existing subscriptions as I add new ones recur will bill this customer in less than a year for ALL 3 devices based on the quantity it sees and the date I set. I'd rather not leave money on the table at the time of sale by prorating new services. So, I'm forced to look up the existing schedule then figure up the extra months on existing plans and upsell /justify the extra charges OR balance the subscription costs manually and bill on the appropriate date based solely on what they paid (a headache! either way). One could say well that's easy, just set up a new customer & subscription for each year plan but that's a logistical nightmare for us and the customer! Think about how that syncs with Kabuto

I feel this needs to be addressed within recur billing. One customer and options to bill newly added devices/subscriptions on different dates or bill for extensions of dates on existing devices at setup...ie if I change the billing date to 3 months later then each month I add to each device=? a simple division based on price with a prompt to bill this amount now would be nice?. Or a setting that could be checked to auto bill existing customers for extensions and change date one year from a quantity change date for clients adding their own devices.

Most users don't care to be billed more than once a year for security - its just how they are used to functioning. Obviously, this isn't such an issue for monthly billings.

Hey everyone, lets talk about Contract Pricing and discounts.

I have a ton of items in product categories, and some of my customers get a discount based on the product category, which we try and handle through Contracts.

Here's a scenario:

I have a customer that resells small cylinders of gas that we manufacture in house. My margin on these is decent, so they get 30% off our list pricing of any gas. The problem is that there are something like 300 SKUs easily in this category. I can't add all of these manually every time we get set up a new distributor. In addition, we add to this list of cylinders all the time, so we would then need to add the new pricing to each and every distributor individually.

Other items, like parts, I get much less margin on, so their discount may be 5% across the board. Again, there are TONS of SKUs here, so it's difficult to add them all individually.

What I'm asking for is a way to add a discount in the contract, by percentage, to a CATEGORY of product. For instance, you could set all items within a category to get 30% off, and it would apply to all tickets, invoices, and estimates.

This would be a MASSIVE help to keeping everyone's pricing straight. In industrial B2B world, it's pretty standard to discount based on product category, so my customers tend to expect it of me.

James Moore

Add an option to set due date (x) BUSINESS days after ticket creation.
This option would bypass the default (x hours until due) default.

Use case: My store is open M-F 9a-6p. We have a 3 business day turn around time. We have tried setting due dates using the automated system but only calculates hours. When we come back in on Monday, the whole system thinks we are behind by 2 days. We could manually set due dates but this would add an extra step where I think it could be avoided.

If this was added, we could start utilizing many tools that we currently can't because we simply must ignore due dates most of the time.

Been trying to use the ticket dashboard for 2 years for project management of all the repairs and flow of executing the repairs daily, however it just seems to not click for me. Perhaps I'm unaware of something else to use, or different way to use the dashboard, but recently came across trello, and started using this for both companies I own and operate daily. Had a lightbulb when I I was using this repair board I made for hte shop, that it'd be insane awesome addition to this already amazing CMS ticketing and more system. Would be one more killer feature of repairShopr over all other competing repair CMS software. Thanks for all the hard work thus far, keep up the great work!

thank you for your time,
Scott

This is kind of a 2-parter, offering a solution to an existing problem:
It would be very handy if the minutes/hours entered on a ticket, posted to the technician's calendar.

Personally, I like to visually see me and my technician's appointments on the Calendar, primarily because it helps to get a quick idea of how busy (billable) we are without building a report, and it also helps each of us remember exactly what job we were on and what day.

Before I realized adjusting existing calendar events caused the appointment to be cancelled and re-created (which also cancels the event in Outlook/Google Calendar if integrated), and also cancels and re-invites on the customer's end (causing confusion), I would go and adjust the appointment to match the time spent on a ticket.

Ex: Appointment created from a Ticket for 10am-11am, job lasts until 12:30p, after updating the ticket, go to the appointment and adjust the time from 10am-12:30pm.

If the ability to add time to the calendar were available, then we wouldn't have to worry about our customer's appointment invites cancelling and re-sending (maybe also have a toggle option to send/not-send an email when time is entered, but definitely Off by default)