General
3766 results found
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make it possible to require Custom Fields for new customers.
Under Customer Settings we can assign required fields for new customers. I'd like to be able to make a custom additional field a required field.
For example, we would like the program to prompt the employee creating the new customer record to assign the customer as either residential, contract, or business. We have the custom field created but we are finding it difficult for our employees to remember to assign each new customer as the appropriate type because it's in a different tab from where we enter all the other information for a new customer.14 votesWe’ll continue to look into ways to do this, right now we didn’t want the required fields on the second tab to trip people up – since they aren’t in view.
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Receipt printing with customer purchases
I'd like to have an auto receipt print feature in with customer purchases similar to receipt printed when selling something to a customer.
15 votes -
More Marketing Tags
It would be nice to have additional tags to use in marketing emails to help be more specific on what it is referring to.
Be able to say something like:
Hey {{customerfirstname}}, we closed your ticket {{ticketnumber}}. If you have any other problems with {{ticketdescription}} just contact us.It would help customers who have several tickets within the marketing period to know what you are checking up on.
5 votes -
Recurring Statements
It would be nice to make it so that statement can be scheduled just like recurring invoices.
Maybe even have option on recurring invoice to attach statement of account.
I know the invoice reminder does this in a way, but some customers like to see a list of open invoices to print.89 votes -
Ticket Linking for Project Management and Better Diagnosis - Similar to Invoice Progress Bar
Why not have the ability to link tickets and then put them in the Diagnostic box. Similar to how the invoiced box works with multiple invoices?
This may be an easy way to provide a starter solution to project management and to provide easier diagnosis without searching through tickets.
6 votes -
Need a write-off or RMA summary function
I like the fact that there is an RMA module in repairshopr, but is there any plans for adding functionality for items that are write-offs? This way if we get promotional items or left overs that cannot be sold, they technically would not be RMA items because we could write them off in our books. Are there any plans for a function like this? We plan to franchise out and need to keep the books for each store as up-to-date and accurate as possible, and I feel that using the current RMA system and manually doing such write-offs would cause…
17 votes -
4 votes
We might do a rules engine for this, but currently we don’t want it automatically changing – enough people want this to work differently that we’re going to just leave it for now.
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Support payment integration eWay Australia
Hi All,
Authorize.net just released themselves on to Australia, and not only is it WAY too expensive, support is horrible. We use eWay Australia, and its recurring payments for our credit card processing here, and it would be super helpful to have it integrated with RS. They have a stellar API and sandbox environment and a lot of code repositories. Better still, its only around 300 a year to attach it to your IMF. Please vote this up so we have a reliable and cheaper option for card processing here in Australia.
25 votes -
Auto-fill device type after IMEI is inserted
There is a database for mobile phones, your competitors use it. It's a great time saver.
After you scan or type cell phone IMEI number it finds you the model.
Many of websites who buy used mobile phones have this integrated:
http://www.fonebank.com/sell_mobile_phones_cash.aspx
http://www.mazumamobile.com/sell_mobile_phones.phpSome sites that check if your iPhone is locked give you even more information based on your Apple IMEI:
http://iphoneimei.infoiPhone 4
16GB Black
IMEI: 01xxxxxxxxxxxxxx
Activated: Yes
Find My iPhone: Off
Telephone Technical Support: Expired
Repairs & Service Coverage: Expired
Estimated Purchase Date: June 20, 2011
Contract: Expired
Carrier: Check Carrier
SIM Lock: Locked11 votes -
Update Subject in New Ticket Comment
When doing a new ticket comment it would be great to be able to add to the subject. I like to add notes after talking to the customer about who the repairs or going. Ideas of some things I would like to add are (new note, repair update note, etc.) or maybe add 2 or 3 items that we could customize to are needs.
31 votes -
Allow parts ordered to be auto inserted into Estimates
We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.
However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.
We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be…
1 voteWe’ve updated this so line items on an Estimate are transferred as ticket charges when you create a ticket. Does this speak to what you’re looking for?
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Import non-stocked items from estimates to parts tab
We only keep a small number of parts on hand to help keep overhead costs low. Consequently, a lot of our parts are special order. Would there be a way to have non-stocked parts entries from an estimate automatically populate into the Parts tab once the estimate is marked approved?
As it stands now, when the technician receives an approved estimate, he/she has to then hand enter the non-stocked parts from the estimate onto the parts tab. If they populated automatically, we could sometimes cut a whole day out of the repair timeline as this wouldn't be defendant on the…
13 votes -
Test Email Template
It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.
1 voteDoes the preview functionality work for this?
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Asset Manager
Could you please look at adding, or changing the Asset Name field, to auto generate an Asset number?
Also can we modify what/how the asset label is printed out?
We are wanting a way of uniquely identifying every asset without having to have a manual system of doing so (ie giving every device a name). The reason this has come about is that we have businesses with multiply assets and when searching assets to add to a ticket you can only search by name and this can be problematic if the names are not unique. We want to be able…32 votes -
Field Job/appointments - adding tags for forms
Would be nice to have access to the following tags to add to forms for "field appointments":
Field appointment date and time
Tech allocated to appointment
site location (could be different from customer billing address)1 vote -
Add Yelp to social media in Marketr
Please add Yelp to the social media in Marketr
11 votes -
Integration with LogMeIn Rescue Remote Support Software
LogMeIn Rescue is long standing Remote Support Software used by many companies both small and large. They have an API available here https://secure.logmeinrescue.com/helpdesk/integration/apis.aspx for integration. This would allow the data between LogMeIn Rescue to be synched into RepairShopr for quicker, easier management of clients. I think this would be a great addition to RepairShopr and in my case make it a completely fluent streamlined system.
20 votes -
Need to be able to change Ticket Problem and Referral types without losing information
Because the ticket problem and referral types are done by a list, you cannot edit any of them and preserve the information that has been linked to those "types." Because of this, you cannot correct spelling errors or change the name of types for accuracy, unless you also want to loss that information or have a duplicate or similar item.
Also, there is no way to organize these lists. It may not sound like a big deal, but being able to select an item in alphabetical order is much better than having to search for it in a drop down.
6 votes -
Require reason for not charging tax in customer profile
I would love to require a reason for not collecting taxes from a customer in their profile. When another shop purchases an item from us we generally would not charge taxes if they have a sales tax certificate, I would like to indicate that as the reason for not collecting taxes and require their tax certificates and a means of indicating the expiration date.
As a work around of course we try to remember to set them up as a tax free customer and use custom fields for the tax cert and expiration date but honestly many times we do…
5 votes -
Please Organize Custom Fields
Most everything in RS is laid out very nice and clean, but the Ticket Custom Fields is definitely lacking. We use a lot of custom fields for our tickets in order to have specific information readily available and to basically summarize our logs with specific details. However, because these custom fields are not organize very well (they are pretty much packed in a small space as close to each other as possible) it makes it more difficult to find the data you are looking for. It would be ideal to be able to have different sections for different custom fields…
6 votes
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