General
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appointment duration
Now that appointments have to have a start and end date and time, is it possible to set a default start time and/or default duration?
For example, almost all of our appointments are 7am starts. And they are also almost always 8 hour shifts. So, could a preference be created that appointments default to a set time (in our case 7am) and run for a default length of time (in our case 8 hours)?
9 votes -
Being able to mark a invoice as bad debt
When you have a client that does not pay you need to be able to mark the invoice as bad debt so that the invoice can be closer but accountants can see and tell that the invoice is a bad debt. This will help for tax time as this is a write off. But not being able to mark the invoice makes it extremely hard for accountants to know what's going on with the invoice. Many other CRM's have this functionality. This would be a great feature and I'm sure many will agree.
104 votes -
Add Notes or Reason Why the customer declined the estimate
Adding a pop-up box, when the customer presses the decline button on an estimate from the customer portal. Allowing them to give a reason why they declined the estimate.
12 votes -
Be able to mark up a part or line item by a specific %
I so badly want to be able to select my line item of 'Parts for Customers', enter the cost of what we paid, and then enter the % of what I want the mark up to be.
Almost every piece of hardware we order for our customers is unique and custom. We have zero fixed costs as our prices change daily.
Need an easy way to mark up parts without busting out the calculator.
This should be a very easy addition! Please add it.
61 votes -
Credit Card Convenience Fee
As I roll into 2020 and review my previous year, one of my large expenses is credit card processing fees. I've renegotiated my Vantiv contract as well as looked at alternatives. Regardless, I've left over $6,000 on the table in fees.
I've noted that a lot of my customers and local businesses (restaurants, gift shops, smaller hotels) are all now starting to charge a "Convenience Fee" on credit card transactions to recoup the ever increasing fees that are paid to process the card.
After a lot of review, there are no Federal restrictions and this is handled on a state…
6 votes -
Bulk download selected invoices in PDF
Hello,
can you add a feature to download multiple selected invoices in PDF?
4 votes -
Stop reformatting (rehashing) URLs in ticket comments
I sent my customer a ticket reply with a URL to a web site in it. The link was copied straight from my browser, but when the customer received the ticket comment email they called me to ask what I was sending them and if it was safe, because mousing over the link showed that it was taking them to this page, which looks like nothing to do with the original link I pasted, and actually looked like this :
In this day of ransomware etc I encourage all my customers to be cautious, and to see the above…
11 votes -
Email Template for New Tickets
This suggestion was found twice already in other suggestions. Both times the suggestions were marked "Completed" but according to RS Support, this is not possible...??
In my business I offer a pickup and delivery service for computer repair. When a customer calls, I capture their information and create them as a customer in RS, I then use the button "Create Customer and Ticket".
When a ticket is created this way, I want my customers to be notified that, in fact, a ticket was JUST opened. This way I can write up the New Ticket Email template to cover things like…4 votes -
Change appointment times back to 15 minute blocks or give the option to remove minute by minute granularity
We are now able to set appointments by the minute instead of 1/4 hours. Though maybe some people like this it just adds to the length of time it takes with the customer and is really more of a pain than a help.
Can you give us the option to change it back so it's in 15 minute increments?5 votes -
Statements do not show any payments the customer has made
When I am sending out statements it only shows outstanding invoices and amounts. Customers need to see all payments displayed also.
2 votes -
General feeling of submitting ideas to Repairshopr
I would just like to ask fellow users of Repairshopr how they feel about the level of support and feedback given to them in relation to submitting ideas
My experience is that it seems we generally ignored in relation to submitting ideas as 90% of the posts go unanswered from staff which is unfortunate and kind of makes the idea of having this functionality seem questionable when all we are doing is trying to help make a better product and experience.
4 votes -
Quoting vs. Estimate
Our business is quite interested in going ahead with RepairShopr as it ticks a lot of boxes for us, expect for one major (to us) feature. At the moment the Estimate system available within RepairShopr seems to be locked into the start of the workflow, and not much ability to be used at any other point in it.
Our business is majority focussed on repairs and currently receive around 100 jobs a week. Of the non-warranty jobs from these we need to quote the repair before completing work, so quoting is a fairly big part of our work.
The process…
13 votes -
Email multiple people on estimates
On tickets and invoices there's the option to email multiple people with updates. Not so with estimates. It would be nice to enable multiple CC's of estimates.
27 votes -
Ability to add tags to customer accounts
The ability to add custom tags to customer accounts. For example, the ability to add the tag "Customer" or "Installer" to different accounts, allowing techs and admins to run reports and filter the customer module based on tag types.
13 votes -
Being able to rearrange credentials for a client
I'd like to be able to drag the different credentials I have added to a client.
For example workstation username/passwords, I'd like to keep them together so if I add a router log in and the next day I add another new computer I want to be able to drag the router to the bottom of the list.1 vote -
Add Integration for Zoom Meetings
We use Zoom for remote meetings and screen sharing. It would be great to have a Zoom option in the "Remote Assistance" section of the tickets, and to be able to generate and send the Zoom links via RS. Thanks!
0 votes -
Pull inventory from another location
In our shops repair shopr, we have multiple locations for our road guys and our main shops inventory. I would like to request a feature for when adding parts to a ticket in a location that does not have sufficient inventory. When you add the part to the ticket, a pop up would show up and say "Insufficient inventory in this location, pull inventory from another location?" and then it would show inventory in other locations and we could select which location to pull the inventory from instead of having to do a logistics transfer which takes much more time.
1 vote -
Add the option in Contracts Manager to download in CSV
To be able to download to CSV would be a simple function to add, but it would be useful as there is no option for notes to be added in contracts Manager.
Example: when chasing contract renewal.1 vote -
Customer submitted tickets have a default assignee
When a client submits tickets from their customer dashboard, it has a blank value for who the ticket is assigned to, which means no one gets notified. If we create a notification for all new tickets for someone, they get swamped with noise.
It would be really great if tickets submitted through the customer dashboard could actually have a default user they get assigned to!
3 votes -
Give the ability to change due date from main ticket screen
Give the ability to change due date from main ticket screen. It would be nice to be able to change the due date on the main ticket screen ( like we are able on the status) instead of having to open ticket and edit due date and save it.
2 votes
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