General
855 results found
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Tax and Reports
We have an issue that all reports and screens show a subtotal including tax, then the tax total and finally the Grand total including tax. This is very confusing and causes us complaints. What should be the correct format would be Subtotal Excluding tax, then the tax total and finally the grand total.
It is also not clear what screens are asking for tax free prices or including tax prices, there does seem to be any consistency which causes us issues.
15 votesWe updated tax reports a while back. Should be set when used in combination with bundles.
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WooCommerce Integration
Would love to see this integrate with WooCommerce, possible a plugin for woocommerce to export or import customers directly to the shop. What you guys think?
8 votesThis is complete – thanks!
It’s beta right now, but we’ll be improving it as we learn what people are trying to do with it.
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Add visual notifiers of membership accounts
Basically, we have one type of membership account for residential clients, and three kinds of business membership accounts. I'd love it if we could always see that a customer belonged to one of these accounts, and see their services charged accordingly (the latter less important at the moment).
So if Mrs. Wong calls, I can create a ticket for her - and a visual notification (maybe a star?) will indicate her membership status to me or anyone else seeing her ticket.4 votesWe just launched icons for this! You can find them under Admin > Customer Custom Fields.
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When you click on a ticket in the dashboard it opens in a new tab.
It would be nice that when you click on a ticket in the dashboard it opens a new tab. Right now it stays in the same tab.
1 voteThe new dashboard is doing this now.
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Has Customer read a ticket?
Has the customer read the ticket? I came from using the HESK ticket system and they had a really nice feature that would show if the customer had read the ticket or not. Since the customer had to login to the ticket system to see an update, it would show if they had logged in since the last ticket message was updated.
This type of feature was real handy to see if the customer was just not checking their email or if they checked it and were dragging their feet on replying.
9 votesThis is live for beta testers – anyone notice?
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Z-Report to be more like the original Daily Sales REport
At the end of the day I like to print the Daily sales report instead of the Z-Report because it shows my customized payment types and the Z-Report doesn't. But techs don't have access to reports.
Can you make Z-Report show the values of "Totals by payment method" for that register closing date
Example:
Expected Cash: $#.##
Expected Check: $#.##
Expected Debit: $#.##
Expected Visa: $#.##
Expected Master Card: $#.##
Expected American Express: $#.##
Expected Discover: $#.##
Invoice: 10001 Inv Total: $#.##
Invoice: 10002 Inv Total: $#.##
Invoice: 10003 Inv Total: $#.##
instead of:Tendered Cash: $#.##
Expected Check: $#.##…6 votesNew POS features and z-report are live! Look forward to further feedback.
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Ability for techs and other security group users to have access to Reports
I'd like for techs and sales reps to be able to view certain reports only such as Daily Sales Report, Sales Detail Report, Employee Sales Report and Time Clock Report with out giving them full Administration access.
I think adding those features to the Security Group Manager's check list would be the best way to add access to specific user groups.
29 votesJust an update, we’ve added granular permissions for most reports, you can grant/deny access to the reports with an asterisk by their name.
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Need to be a way to Duplicate an Invoice.
There needs to be a way to duplicate an invoice. I bill my contract customers quarterly and a duplicate invoice button would be great since i could duplicate the previous quarters invoice and not spend all the time recreating them. I also use the duplicate invoice in other situations but this is the best example.
0 votesYou can now clone invoices and create recurring invoices.
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Scan UPC to add parts to inventory
I would like the ability to scan (with phone camera preferably) an item upc into the upc field under "parts". Typing in the UPC just seems a bit out date considering all the current apps that are capable of doing it. So maybe just have some way of linking that field to use an existing app to scan the UPC?
5 votesYou can currently scan UPC’s with any USB scanner. Are you looking for a different integration?
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Customer check-in form
When customers are mailing in their device for repair, after we have raised a ticket in RS it would be great if we could have a button that would email them a summary of the job ticket with ticket number, device, customer name etc that they could print and enclose with their device for posting so when we receive it we could easily match it up to the ticket.
1 voteMakes sense! You should be able to point them to the customer portal where their full ticket is accessible.
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Transfer multiple inventory items in logistics
Logistics is great for fulfilling purchase orders from a warehouse to individual stores, but it's a huge pain making multiple logistics orders - one for each inventory item.
Can you make it so you can add multiple inventory items to a single logistics transfer? Kind of like when you're creating a PO? Otherwise, stores making PO's would also be a (preferred) solution.
10 votes -
Canned Responses Categories - Need to Organize/Cleanup
We have 24 canned responses (currently and adding all the time) ranging from greetings to ready for pickup messages. It has become increasingly difficult to select the right canned response quickly.
Here is some feedback/requests:
1. It would be VERY nice to have the ability to select a drop down or have some other way to go to the right drop down. This should be on the ticket screen.
2. It would be great to include variables in the canned responses (similar to your template system) like %firstname%, %initialproblem%, etc...
3. Have the ability to add canned responses 1 after…75 votesWe shipped a major update to this a few weeks ago – in case you missed it.
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Ability for Clients to Filter "Resolved" and "Unresolved" Tickets.
Some of our clients have 80+ tickets and the client portal has now become unusable from a ticket management standpoint.
It is absolutely necessary for our clients to have the ability to filter what is done vs what is not done.
Even a tab system like "Resolved" "Un-Resolved" would be great. It should always default to "Un-Resolved" as this is what most clients want to see.
It is frustrating our clients to not have to sort through ticket statuses one by one...
26 votesThis is live!
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Show invoice emailed status in Invoice Manager
This would be quite handy when tracking unpaid/unsent invoices instead of clicking each one and looking for emailed status.
2 votesThis should be live!
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Categorize Inventory as Services vs Parts
Any chance you have plans to make services and parts have different fields in the inventory module. What I would imagine is having a drop-down before creating a new inventory item to choose "part" or "service". Depending on which you choose, there would be different available form fields.
As it is now, services need to have a blank quantity on hand to work properly. Also, parts need to use features like UPC code, vendor and bin#, but services don't need any of that. It would also be nice to have subitems and categories for inventory parts to help keep them…
24 votesI think the combination of sub-categories, Inventory tabs, and granular fields should speak to most of the requests here.
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Email Intake Form
The intake form concept can come into use for many different scenarios which is nice but for us it would be even better if we could somehow email the intake form within RepairShopr to the client. We offer onsite pickup and drop off for our clients and this could serve as a form of receipt that we are taking their device.
5 votesThis is live!
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Please add the option to add custom fields to the kiosk mode and also make the email or phone number required but not both
Please add the option to add custom fields to the kiosk mode and also make the email or phone number required but not both, some of our customers don't have a phone number and some don't have an email address and are unable to use the kiosk for express check-in.
8 votesWe now drive the email and phone requirements off your Customer Preferences requirements for this. We’re not currently planning custom fields for Kiosk Mode but did add a page of PHP code if you want to build your own form using our API: http://feedback.repairshopr.com/knowledgebase/articles/379711-custom-web-form-code-leads-api.
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pictures on printed ticket
Hello, I know you guys can do this in the customer portal or what not... but is there any way to get the attachments made public to show up when we print a ticket?
12 votesThere is a tag for this now!
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Better User Portal Integration
I really like the Portal Users option which is now available, but I think this should be taken a step further and integrate a user login system based on the email address we setup during the "New Customer" flow.
I would say maybe have a switch to be able to turn on "Online Account" access which would trigger an email with steps to create password or send a temp password.
Another way to accomplish this is to have a "New User Activation" front end script for clients to be able to access their account by entering their email address and…
13 votesThis is live, you’ll see a checkbox on the New Customer form to send an invite.
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Additional reports
Would like a report that shows unused prepaid hours similar to the unused misc credits report.
Would also like a report for the customer showing a summery of their usage history for prepaid hours or for credit used.
1 voteWe added a Prepay Hours Report a while back and also now show the history of changes to prepay hours at the bottom of the Customer Detail page.
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