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.

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.

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)?

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.

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.

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.

When checking a customer out via the web app have the second screen app open square and allow the customer to swipe in the same way as Repairshopr lite. This would finally give square users a terminal like experience we have wanted with a customer facing device. We can throw the ipad in a square stand or other locking stand facing the customer and have a professional looking full solution for display+signatures+card

Having a return key combination that enters information into the ticket window communications.

Ex: "[shift]+[enter]"

"Machine is ready for pickup. [shift + enter]" <--- Publishes Note

Ultimately I would like to see more integration of keyboard shortcuts instead of mouse clicks.

When a purchase order is created and emailed, it is automatically sent to the main contact for that vendor. As the email address is for the Accounts department (Linked to xero) of that vendor we need a way of selecting a different contact for the vendor to receive purchase orders.

It would be very nice to have the option to configure different outgoing emails for each of my locations.

We'd like to be able to leverage ticket automations to add a trip charge (defined as a custom field in the customer) any time an onsite appointment is scheduled. This way our scheduling team does not have to manually enter a trip charge on the ticket for each ticket that has onsite appointments scheduled. This would help ensure that the trip charges always get added to tickets when onsite visits are scheduled.

I love giving comments to techs in there, but they have no way to reply easily. They have to send an email and then their replies are not in the ticket thread any more.

We sometimes have to make multiple trips on-site for a particular issue/ticket. It would be helpful to have a customer sign off on Every time we are on site as we have had customers try to say that we were never on site to help them, etc. to get out of paying their bill. We want to acknowledge every single on-site visit. In our environment, we are not using Customer Portal, our customers call in to the shop to start tickets, so I want them to sign on our phone/Field Tablets that they acknowledge the appointment times, notes, etc.

Could we possible have different Estimate Templates and be able to select which Template to use (like say from a dropdown list) while filling an estimate form?

This will be super handy for different types of customers(one for commercial custs and one for residential custs for example).

We have vendors that give us a credit for items we have returned to them under warranty. I would like to be able to record the credit under the vendor and be able to apply it to a purchase order.

I would like to see a section on the intake form for the devices pattern lock, password or pin. This would also be a great integration for the possecondscreen app as the customers can enter it themselves.