General

  1. Add part orders to reminders

    As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Mobile & Phone number in calendar

    I would like to see the mobile and phone number listed in description when synced to Google Calendar as well...

    At the moment it will only show the customers "phone" quite often, we may need to contact the customer on there mobile, and it's easier for the field agents to have access to these details within the calendar..

    Would this be possible?

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Selling a new PC/Notebook etc

    When you sell a customer a new PC/Laptop/Whatever with a serial number shouldn't it automatically get added to their assets list?

    0 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Estimates created from the ticket screen should use parts on the ticket

    When working on a ticket clicking the [Make Estimate] button should use the items already added to the ticket from the Add/View Charges section, much like the [Make Invoice] button does.

    Lets say a new ticket is created for a customer and is mostly for diagnostic work. Once the diagnosis is complete I'd like to present my customer with what we found and cost to repair, this is an estimate and have them review it. If the customer approves the work and accepts the estimate, once the work is completed we just convert the estimate to an invoice.

    11 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to sort drop down menus or at least have them alphabetised

    It would be nice if dropdown lists such as "Inventory Category", or ticket updates etc. could be auto-sorted into either alphabetised order or allow us a choice of say: A-B, B-A, Numerical, Importance etc etc.. currently, they only drop down in order that they have been created on the system admin, which means when you add new items,/categories etc. it can take ages to find the one you want

    23 votes
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    under review  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Change list "types" to auto-fill drop downs

    Hey guys,

    I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases.

    Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.

    I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're…

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Trigger customer labels based upon fields entered at ticket creation

    When we book equipment into the workshop we always record if there was a power supply, a bag, software etc.

    It would be great if RS could print a label for each item that was recorded on the ticket.

    i.e.

    Customer books in laptop with power supply but no bag

    RS prints a customer label for the laptop and power supply - one is affixed to the laptop and the other to the power suply

    Customer books in a laptop with a bag plus a Software DVD, no power supply

    RS prints a label for the laptop, the bag and…

    6 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Easier data entry of Custom Fields

    We would like easier data entry of Custom Fields if possible.

    Option 1 - Make it so you can change the data in the Additional Information box - specifically the custom fields data/ check/uncheckboxes straight from the ticket screen. Have button to "save changes" in Additional Information box.

    Option 2 - Keep as is, to change you must click on 'edit custom fields' but move the 'save' button from the bottom of the list to the window next to Cancel as users keep forgetting to press save as it is out of view at the bottom of the list.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a 'Date' input field as a Field Type option

    Having the ability to add a date to a field would be fantastic for reporting and searching purposes.

    6 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. We want only certain custom fields and checkboxes on the ticket receipt to give to the customer, and all of them on the full ticket print ou

    We would like the option to not show custom text fields such as Computer Password: on the ticket receipt, but still to allow it to print on Ticket (full) print/PDF.

    We want only certain custom fields and checkboxes on the ticket receipt to give to the customer, and all of them on the full ticket print out.

    We hand the ticket receipt to the customer on job receipt, and print a full ticket to stick on the equipment and use as a paper copy (we always keep a paper copy and often work from it).

    16 votes
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    under review  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Option to print/show on PDF for individual Custom fields including checkboxes

    Option to print/show on PDF for individual Custom fields including checkboxes. Eg. We like to print a Ticket Receipt and give it to the customer when they drop off a job to confirm what we have received from them.

    This includes custom fields such as Charger checkbox, laptop bag checkbox, other equipment text field.

    Checkboxes don't show up on a ticket receipt (I guess they would all show up if they did which wouldn't be good for us). Id like the option of showing only selected checkboxes on the ticket receipt.

    4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting

    Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting. It looks messy when printing/PDF as it changes the source formatting. For example : -

    Custom field 2. RAM Check currently changes to 2. ram check

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add purchase orders to logistics

    Just something to add to the non-critical list. It would be great to have a more intuitive PO module. POs are actually logistics and should show on that screen too. Also, it would be nice to have a place to add tracking numbers and links. PO's should have a link to the vendor's profile. Basically, the whole vendor/PO system should have a make-over. They are related and should be re-built around each other and link to each other. When everything else is done, of course ;)

    2 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add ability to book stock, parts etc. out to the store for personal/store use

    There are many occasions where we end up booking out stock to use in-store. Currently, the only way I can do this is to create a customer as the store but this means that we also have to pay the bill at the end which gets a bit of a headache with discounts etc.
    Perhaps there is a way that the store could book out items without all this messing about?
    Perhaps a screen we can go to - scan the item, click confirm and the system does the rest?

    4 votes
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    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add "signatures" based on the user logged in.

    It would be handy to have something similar to an email signature that can be used when technicians are updating the customer through the ticket. Some of our technicians have different contact information or credentials/certifications they would have listed in their signature.

    5 votes
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    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Need a open quotation reminder please :)

    Please can you guys add the same reminders for quotations as you have for invoices. I want the system to tell customers that we have sent them a quotation and we have not received a go ahead or response on their quotation yet. And that if we have no response in 30 days we will assume that they have abandoned their machine.

    Please guys the same as the open invoice reminder but just for quotations.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Customizeable Dashboard widgets

    Would like to see the ability to customize the widgets on the dashboard with custom criteria and to be able to drag and drop and arrange them.

    And example of this is Brightgauge.com

    7 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Queues for different tickets

    Would like to see Queues implemented, wherein tickets can be assigned to different groups/queues, etc.

    This allows techs to be responsible for their Queue and for things to be escalated, moved around, etc.

    This is different than status. It is a holding box that the ticket resides in.

    For example:
    -Level I queue
    -Level II queue
    -Dispatch queue
    -Bench queue
    etc

    19 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Could you just use the ticket custom field types in conjunction with saved ticket searches to get this?

    I understand those aren’t really queues – but they kind of are. You can have multiple users in that list, assign between them, etc etc

    Comment with details if you think it’s very different, so we know what is missing. (details)

  19. Custom Fields - Parts

    It would be nice if we could add custom fields to the "Parts" section. It would also be nice to add vendors to this section and be able to track all items purchased from specific vendors.

    19 votes
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    under review  ·  10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sales Detail Report

    Be able to pick an item to run the report. Include the link to the invoices as well. Thanks.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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