General
3766 results found
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Mark Invoice as Sent
Would love to see the ability to mark an invoice as sent/emailed without actually having to send it via email. Alternatively, being able to specific an alternative email address when sending an invoice would also help. We have a few clients who we email invoices to on a regular basis that require more interaction than an automated email. So we download the PDF and attach it a regular email. But it would be nice to reflect that by marking the invoice as sent.
16 votesWe will be adding a custom destination address field so it will be easy to send to yourself/etc shortly. Thanks!
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MORE Triggers for Customer Reply - Actions/Events to ALERT us on Dashboard
We're constantly using the customer-reply feature, since it updates our ticket dashboard and lets us know to "take action" on specific tickets. It's a very powerful alert system, and we would love for more things to trigger alerts to the dashboard, on behalf of customer reply events. The difficult part is deciding what kind of event constitutes a reply alert, verses just a comment/note. There may be more ideas to add to this over time, but for now, here's a couple ideas:
-Replies to an estimate or invoice (should post ON the ticket as a CR, in ADDITION to the…
1 vote -
MORE Automatic Comments inside Tickets - ALL Actions/Events need an Audit Trail
I think almost everyone understands that Tickets are truly the "container" of the majority of information/events in RS. They link together all communication, estimates, invoices, appointments, payments, forms, etc. The issue is that there is lots of missing change details inside Tickets that could/should be added by the RS app AUTOMATICALLY. Sure, techs could be responsible for adding every little update, but we all know that anything that can be automated - should be automated.
Here are examples of AWESOME automatic private ticket comment posts already created by RS:
-Estimate approvals (including on behalf of conversions)
-Inbound phone calls from…7 votes -
Square label per product
It would be great to have an additional button available when viewing a product item. Currently their is the sticker pdf option but not an option to print a square version of the label which would be very handy to have as we label all parts individually.
1 vote -
Payment type buttons on Invoice payment
We have an issue when taking payments for invoices. If our techs are in a hurry, they sometimes miss the payment type drop-down. And it never fails, someone will make a mistake.
Since we sync to Quickbooks (and it the sync happens quick) we have huge issues when it comes time to do a deposit. We then have to dig through invoices and TRY to figure out what transaction is hosed up. Then we can fix it in RS but it doesn't automatically fix it in QB, so we then have to fix that one. On a bad week, it…4 votes -
Make possible to re-arrange Assets fields in drop-down
At the moment new items in the Assets fields drop-down gets at the bottom of the list, but we don't always want the new items to be at the bottom, some times at the top and some times in another position in middle of the list. It would be great to be able to re-arrange the drop-down list in the Assets fields :)
Thanks in advance,
Aldrin3 votes -
History Improvement.
While reviewing tickets and the state they are in I noticed that there is no place that provides a history of what may have been done external to the ticket for a particular customer. I ticket may have a unit that is determined un-repairable or not worth repairing. We than may provide an estimate to replace that unit. This is not a part but a complete unit(history showing parts ordered on history would be nice). I would like to see a section on the tickets that has a history not for the ticket but for the customer so you can…
1 vote -
Kabuto version that customers can self install
There should be a version of kabuto where customers can install it & the wording is designed for them like enter their details not your customers details.
3 votes -
Book appointments for different calenders
In the appointments app you should be able to create different widgets attached to different calender's. You should also be able to set different appointment variables for different calendar's.
I.E can have a calendar for Out-Calls & one for In-Calls with different parameters.
13 votes -
Red "New Customer Contact" Badge for Estimates, Tickets Tabs
Take the red badge that marks new leads and add it to the estimates and tickets tabs so you can see new customer activity in these areas. Add the Unread Replies box that shows at the top of customers to those areas as well.
1 vote -
When ordering a part in a ticket, have ticket status change when parts arrive
It would be nice if when you order a part, the status would automatically change to "waiting on parts".
when the parts come in, and you mark them as "Arrived" in the parts module, it would be nice if the ticket automatically updated to something like "parts arrived".Currently, this is an entirely manually process, having to change the ticket status manually when you order them, and again when they come in.
16 votes -
Add tab (like feedback tab) listing resently viewed screens
I often am working on a ticket and need to order a product for a different customer, and than check status on another ticket, and perhaps create a ticket for another customer. I find myself jumping around in may different screens. It is than cumbersome to get back to the ticket I was working on. I would like a way to have a recent viewed screens to quickly get back to what I was originally working on.
1 vote -
Create and Send Recurring invoice before its due or charged to CC
I had a request from a client to send them recurring invoices before they are charged to their card. (say 7 day, or 14 days in advance). Currently there is no option for this.
It would be nice to have something like "Creation date" when it could make the invoice and email it. and then a separate "charge date" when it would charge the card on file. Or some sort of option like "create and send invoice X days before charging".
3 votes -
Office 365 Calendar Adding an Appointment without Ticket/ Hiding Private Appointments
It would be really nice to be able to create an appointment within RepairShopr calendar WITHOUT creating a ticket for it. Often we are on the phone with a customer and want to create an appointment quickly without having to go through the ticket process. At that point, it would be nice to be able to tie an appointment to a customer in our system and have it pull the address so that we can verify the customer's address right there and change if needed.
Also, it would be nice to be able to click on a time slot within…2 votesGood idea about the private appointments, we’ll look into that.
The other suggestion is done, you can make an appointment from the customer detail page already..
thanks!
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Change where email replies come in
Currently if you send an appointment to a customer, if they reply (yes that's great, see you then etc) the reply comes in as a new ticket. in our business, we do not need a ticket for every job - we only use tickets for jobs that come in the workshop. If an engineer goes out to a customer, we hope to solve the problem off site therefore we don't need a ticket. I would like these replies to come back to my email address, not a new ticket
4 votesShouldn’t you just put the invite on your calendar directly, and use the 2way sync for that even to appear on the calendar in RepairShopr?
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Make Export Customer to CSV - Gmail Contacts version
Create a csv format from RepairShopr contacts that easily imports into Gmail Contacts without any heading altering. Could be an easy way to have contacts sync'd 'ish.
4 votesThanks for the suggestion. Do you have a reference for the format needed for this kind of import?
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Email Status on invoice
It would be nice on the invoice if it showed in BIG letters somewhere if it's been emailed yet or not.
1 vote -
Separate identity for each shop in a big chain
We have 3 different shops and want to share the customer database and parts list between shops, but each location needs to have its own identity.
I have logged in as a customer with the ticket and surname, but this does not show the location in the top black bar relating to the shop they booked into which could be confusing to the customer if the shops names are not all the same.
I know the alternative would be to have 3 separate RepairShopr accounts, but this will not allow ticket sharing and parts sharing.
4 votes -
Automatic Printing for Specific Ticket Types
Would be great if we could select a set of Ticket Types or Custom Ticket Types to have automatically print.
i.e. We do a lot of Helpdesk (remote) jobs which we have no need to print ticket receipts. But for jobs that come into the Workshop we would give a ticket receipt. Although it is very easy to forget to print one.
12 votes -
Send receipt for payment on automatic triggered mailing
Send automatic mailing 1-2 days after payment form has been completed - thanks for payment, follow us on social media, contact details etc. Can we automatically attach the receipt for the payment to the auto email?
1 vote
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