855 results found

1. Technician printable end of day report...

   I have two pc repair shops and just started using the software. We also don't use cash registers or point of sale systems at this time.

   Our current work order software allows the employees to print an end of day report which groups by:
   - Payment Type (Cash, check, credit card)
   -- Store Name (East or West)
   --- Each payment with date, customer name, check #, amount, invoices, unapplied.

   The employees deposit checks, cc, and cash. My employees save this to PDF each night into dropbox so the bookkeeper can compare bank statements and deposits against this report.

   The z-report may do something like this, however it's very important to our business that the employees have permissions to run this report. I realize this is a new feature and just making a public post to get any other feedback.

   I also saw another post regarding more detailed reports between stores. I agree that's important for our company as well. In our current software, we have the ability to create custom reports for various categories such as Payments, Customers, Products, and Sales.

   I have two pc repair shops and just started using the software. We also don't use cash registers or point of sale systems at this time.

   Our current work order software allows the employees to print an end of day report which groups by:
   - Payment Type (Cash, check, credit card)
   -- Store Name (East or West)
   --- Each payment with date, customer name, check #, amount, invoices, unapplied.

   The employees deposit checks, cc, and cash. My employees save this to PDF each night into dropbox so the bookkeeper can compare bank statements and deposits against this report.

   The z-report… more

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   completed  ·  Robert Reichner responded

   I believe the current Z-Report handles this.

2. Add ability to sell Serial Number Products in RepairShopr! Antivirus, Backup Software, etc

   Serial Number Products! Please vote all! This could be HUGE!

   This is an integral part of our business and I'm surprised others haven't needed this feature or requested it yet -

   Here is the idea:

   It would be great to have a product type that supported Serial Number Sales.

   Any product that you carry such as:

   1. Microsoft Office
   2. Antivirus Software
   3. Backup Software

   This would be great to have in RepairShopr. Currently we are storing all of our serial numbers either in an excel spreadsheet or in their original physical boxes... both are unsecure and not reliable... but we've made it this far!

   Imagine... no more spreadsheets for tracking serial codes! AWESOME!

   The way I've seen this done...

   Inventory Side:

   Add a product, set as "has serial numbers". It will ask for the "buying price" of the antivirus software.

   IMPORTANT NOTE it is extremely important that this "buying price" be associated with the antivirus key codes that are put into the "restock" of the product. We often see the price of these products go up and down. So to be accurate in accounting... every restock of the same product should have accurate tracking of the purchase price of the restocked item...

   In another text box area... you could put each serial code on each line of the text box... Each serial code could be separated even by the line itself or by a comma (or other identifiable separator).

   Click "restock" and now you have more codes available for purchase!

   The great thing is that Repairshopr already has a "low inventory" alert so when the keys are running out, you can great an alert! Brilliant!

   Example:

   Product: Webroot Antivirus 2014 Secure Anywhere
   Has Serial Numbers: Yes
   Serial Numbers: 10 remaining (Restock button) (View Button - only viewable based on granular permissions)
   Restock Alert: 5

   Restock button section (only viewable based on granular permissions)
   Purchase Price: $15
   Serial Numbers: 1234-1233-1233-1233, 3jfd-3423-2343-yir0
   (Add Stock Now Button)

   This would add the date of the "restock" and correctly track the price of the restock for accurate accounting and profit tracking.

   Restock button section (only viewable based on granular permissions)
   Purchase Price: $20 (PRICE INCREASE)
   Serial Numbers: 1234-1233-1233-1233, 3jfd-3423-2343-yir0
   (Add Stock Now Button)

   Both Restock scenarios would go to the same product but would have different costs based on which keys are added into the POS.

   POS Side

   This part is really simple. All the staff/techs have to do is simply find the software in the POS system and add it to the ticket. The ticket will automatically grab the next "unused" key from the product key area (text box area described earlier).

   Administrator Side

   For the products that are specified as "Has Serial Numbers", they should always be a check and balance system to help track "when the key was used, what client it went to, what employee added the key to the transaction, what transaction number the key is assigned to, and how much it was sold for". This is important to prevent theft of these keys but also to provide clear auditing of software sold to clients.

   Serial Number viewing/logs should be accessible only by those allowed using the new granular security system implemented recently. Employees do not need to see all keys or how many are left. They simply need to sell and install the software with the correct key. Management of the keys should be handled by a manager (parts manager, order manager, etc...)

   Marketr Side

   If the product is assigned a certain "type" such as serial number that needs yearly renewals... They could get an automatic email based on this product type and Marketr campaign. Might be an easy assignment! I know the software currently has this feature but I have not had time to really explore and utilize this (as I should though because its lost revenue each time someone doesn't renew through us).

   If this was auto set based on the product, such as a field labeled "Marketer Campaign". You could assign a campaign to the product itself. Maybe this is already possible - I'll have to research. Love some help on this!

   Potentials for the future.

   Ability for clients to request a new product key using the leads section when their yearly renewal is due. They could get a link in their email like:

   Subject: Your antivirus is about to expire!!! 3 Days remaining

   "Click here" if you want a "tech" to contact you with a new key. Don't wait for your Antivirus to Expire. Be safe... don't be sorry.

   They click the "click here" link and repairshopr automatically creates a lead stating that they need a new key and that someone should contact them to resell them a new key.

   Maybe at a later point, even have a way for the client to repurchase the key themselves? Auto add to their account and have them pay through the portal?

   Potential Concerns

   1. When should an employee be able to see a product key? Should they be able to see it before the transaction is paid for? I'd assume yes because they need to install it. But... what would stop them from clicking the software.. writing down the key... and then deleting the software from the transaction?

   What are some ways around this? I'd love to see some ideas and thoughts about this. How to keep it secure... how to keep it efficient... and to keep our businesses growing without all the "manual" tracking and work.

   Thanks for reading all of this!

   Please vote and have a great day all!

   -Chuck

   Serial Number Products! Please vote all! This could be HUGE!

   This is an integral part of our business and I'm surprised others haven't needed this feature or requested it yet -

   Here is the idea:

   It would be great to have a product type that supported Serial Number Sales.

   Any product that you carry such as:

   1. Microsoft Office
   2. Antivirus Software
   3. Backup Software

   This would be great to have in RepairShopr. Currently we are storing all of our serial numbers either in an excel spreadsheet or in their original physical boxes... both are unsecure and not reliable... but we've made it… more

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   completed  ·  Robert Reichner responded

   Hello Everyone — Wanted to make sure you all knew that we’ve launched Serialized Inventory! Here’s our article on it: http://feedback.repairshopr.com/knowledgebase/articles/262782-can-i-add-serial-numbers-to-my-inventory. Chuck (one of our power users) has created an additional thread for the ecommerce parts of the previous serialized thread. Feel free to comment and log your votes here: http://feedback.repairshopr.com/forums/165658-general/suggestions/6162772-integrate-e-commerce-platforms-with-rs-sell-serv. Thanks!

3. export customers to QB Desktop

   The ability to add a new customer is RS and export that information to QB. Also be able to update in RS and have it update in QB as well.

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   completed  ·  Robert Reichner responded

   Customers will automatically sync to Quickbooks Desktop when you create an invoice with a Payment. The Quickbooks API does not allow updates without this, unfortunately. If we implement the Quickbooks SDK in the future, this may be possible.

4. Appointment Type & Appointment name tag for email

   It would be awesome to be able to make a drop down to select the appointment type when creating one. Such as Remote, On-site, Phone Support, etc...

   Also to have the ability to include the appointment name (ex. Remote - Computer Tune-up & Install virus protection) that would all be custom and come from the name when you create the appointment.

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   completed  ·  Rajesh Agarwal responded

   This is done, and there is a new tag that we implemented called {{appointment_email_instructions}} where you can put anything you want in for that type of appointment.

   There is a link to all of this on the appointment email template edit screen.

5. Text and Interface Polishing

   I really like the newly added features to RepairShopr, but I feel like the UI needs some polishing. For example "SMS: true" or the way you make changes by clicking on the dynamic drop down boxes to change a status on a ticket. I would really love to see RepairShopr take on the little things to polish them and perfect them.

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   completed  ·  Robert Reichner responded

   Updated code on column widths to allow wrapping and added full screen mode as well!

6. Add labor selection to ticket timers

   Instead of just having one default labor sku attached to the ticket timers. It would be nice to be able to select which labor sku you want when starting the timer. In my instance I charge different amounts for remote work and onsite work.

   It would also be nice to have rules for rounding to the nearest hour or half hour after the time is charged. Most shops have a min of 1 hour.

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   completed  ·  Robert Reichner responded

   This was added as part of the Toggl integration.

7. Assign multiple techs to a field job

   We have multiple on-site techs. Before using RS, we'd use MS Exchange and "invite" all the available (non-booked) techs to a new appointment, and whichever one accepted the appointment first got to take it. Essentially, we would "put it up for grabs" so that techs' could choose what jobs they wanted to take.

   It would be nice to have a way to do this, and for jobs that require multiple techs', to invite two or more to the same appointment.

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   completed  ·  Rajesh Agarwal responded

   We added this to what we call “Appointments” – we enabled that for everyone recently! Look for the new appointment button on the ticket

8. Save filtered ticket settings

   It would be great to save your filtered settings in the ticket screen. It's unproductive to keep changing the filtered settings each time I go back to the screen. Keep up the great work! Thanks.

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   completed  ·  Rajesh Agarwal responded

   Hey – we added saved searches this summer.

9. We would like some additional reports

   As a district manager over three repair shops and two other departments, having in depth and intuitive reports are key to decision making and team leading. Having quick and easy access to more in depth reports would be extremely helpful and the reason we almost went with a competitor. Some of the reports that would be extremely useful and helpful would be..
   -Average gross per invoice VS average net per invoice company wide, store wide, and per employee.
   -Number of ticket creations by company/store/tech
   -Number of invoices made by company/store/tech
   -Number of estimates made by company/store/tech
   -Number of comments/updates made by tech (to ensure everyone is pulling their weight)
   -Items sold or added to invoice by company/store/tech (first thought for things like incentive programs to sell certain items and services)

   Just the ones of the top of my head, and it would be great if I could at a glance see Month-To-Date but also have the ability to sort by dates selected.

   As a district manager over three repair shops and two other departments, having in depth and intuitive reports are key to decision making and team leading. Having quick and easy access to more in depth reports would be extremely helpful and the reason we almost went with a competitor. Some of the reports that would be extremely useful and helpful would be..
   -Average gross per invoice VS average net per invoice company wide, store wide, and per employee.
   -Number of ticket creations by company/store/tech
   -Number of invoices made by company/store/tech
   -Number of estimates made by company/store/tech
   -Number of comments/updates made… more

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   completed  ·  Robert Reichner responded

   The Overview and Performance reports cover most of this so we’ll close for now. Please add additional suggestions here for more specifics!

10. Login with short username at correct portal address

    We have 3 computers shared by 3 technicians in the store and constantly need to login and logout.

    It's neat that if you are at the standard RepairShopr portal and you enter your email, it automatically finds your correct portal URL for you. But if you're at you own portal (mysubdomain.repairshopr.com), it would be really convenient to be able to login with a shortname/username.

    Like instead of myname@mylongdomain.com, I could just login with myname, because I'm already at mysubdomain.repairshopr.com and it knows that I'm only going to be using one of my account's usernames.

    I guess I'm just used to MS Exchange OWA. When I'm at my portal remote.mywebsite.com, I only need to enter my username, and not the whole email address or domain info. Just a little convenience.

    We have 3 computers shared by 3 technicians in the store and constantly need to login and logout.

    It's neat that if you are at the standard RepairShopr portal and you enter your email, it automatically finds your correct portal URL for you. But if you're at you own portal (mysubdomain.repairshopr.com), it would be really convenient to be able to login with a shortname/username.

    Like instead of myname@mylongdomain.com, I could just login with myname, because I'm already at mysubdomain.repairshopr.com and it knows that I'm only going to be using one of my account's usernames.

    I guess I'm just used… more

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    completed  ·  Robert Reichner responded

    We added the PIN-driven login for this purpose! http://feedback.repairshopr.com/knowledgebase/articles/510777-quick-switch-users-pin-login

11. Make estimate approval trigger dashboard update

    Love it when customers approve estimates via their online portal and save us a phone call or follow up. The issue is, when they approve an invoice, we have no way to know they did without manually checking their ticket.

    Technically, an estimate approval is a customer update, so we think it should trigger a blue "customer reply" notification on the dashboard, and add an envelope icon next to the ticket with a "customer reply" note that says "Estimate approved via portal".

    Need it...

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    completed  ·  Robert Reichner responded

    This is live!

12. Allow regular users to delete blank invoices

    It's a really great security feature to not allow regular users to delete invoices. It's especially helpful that the invoice tracks changes. The annoying part is when tech's accidentally make a blank invoice, don't add any charges, and then create another invoice with charges, leaving the original blank invoice unused.

    It would be great if tech's could deleted blank invoices that have never had any charges added to them. Obviously, if tech's could just delete any blank invoice, it would be possible to delete all charges and then delete an invoice that originally had charges on it - and that would be a problem.

    Basically, it would eliminate the head-scratching on tickets that have multiple invoices (some of which are blank, never modified).

    It's a really great security feature to not allow regular users to delete invoices. It's especially helpful that the invoice tracks changes. The annoying part is when tech's accidentally make a blank invoice, don't add any charges, and then create another invoice with charges, leaving the original blank invoice unused.

    It would be great if tech's could deleted blank invoices that have never had any charges added to them. Obviously, if tech's could just delete any blank invoice, it would be possible to delete all charges and then delete an invoice that originally had charges on it - and that… more

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    completed  ·  Robert Reichner responded

    Should be part of Security Groups now.

13. 1 click to MY TICKETS

    It's a pain to click tickets and then do a search for my tickets. Can you just add a button for My Tickets so it's a 1 click? Then maybe it can show how many tickets are assigned to you at the same time!

    That would be awesome. If we could be notified when tickets are also assigned... that would be beyond awesome!

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    completed  ·  Robert Reichner responded

    These are all contained the URL so we recommend you bookmark the page for your own tickets in the browser. You can then access this quickly from wherever you are in the app.

14. Allow the option to move a Lead to a company

    Sometimes an employee will fill out a lead form. It would be nice if we could convert that into a ticket under the existing business/customer instead of having it create a new customer with the employees info.

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    completed  ·  Robert Reichner responded

    Just added this!

15. Topaz signature capture device support

    Would anyone be interested in buying a topaz signature capture device if support was added?

    The base model is about $100USD on amazon, please vote if you would buy one - assuming we added support (Windows firefox/chrome it seems)

    http://www.topazsystems.com/products/standardindex.html

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16. Field Job locations

    Having the ability to associate a field job and ticket with a specific customer location would be valuable.

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    completed  ·  Rajesh Agarwal responded

    We have multiple addresses now, and we have appointment types, the ticket address will be the default for an “Onsite” type appointment.

    Play with it and let us know!

17. Special order parts.

    Currently it appears the only way to put in a part order is to have it tied with a ticket. There are parts and products that are ordered only once, and that either don't require installation, or the the customer chooses to install themselves. This means no need for a ticket. It would be nice to associate a part order to customer, but not require a ticket.

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    completed  ·  Adminbobby (Customer Support Director, or Executive, RepairShopr) responded

    You can generate Invoices directly from Part Orders! Head here for more info!

    https://www.repairshopr.com/blog/posts/feature-friday-generate-invoices-directly-from-part-orders

18. Include CRM Features for RepairShopr

    If RepairShopr included a handful of CRM features, I would not have to examine other CRM solutions, such as Insightly, etc. Features such as:
    1. Leads to Opportunity tracking, including stakeholders, probability, status (qualifying, closed, etc)
    2. Ability to tie tasks to said leads and opportunities, such as a task for calling Sally tomorrow at noon. Or enter notes from the phone call or email that was sent or something like that.
    3. An "activity feed" showing tasks around an opportunity or lead for item #2 above.
    4. A tie in to the Inventory module, where quoting may be possible for said leads/opportunities.
    5. Other CRM-ish features generally available should be considered. Although a massive effort, this can tie in to your vision for supporting MSP models and truly capture more market share since RS can become PSA-ish.

    If RepairShopr included a handful of CRM features, I would not have to examine other CRM solutions, such as Insightly, etc. Features such as:
    1. Leads to Opportunity tracking, including stakeholders, probability, status (qualifying, closed, etc)
    2. Ability to tie tasks to said leads and opportunities, such as a task for calling Sally tomorrow at noon. Or enter notes from the phone call or email that was sent or something like that.
    3. An "activity feed" showing tasks around an opportunity or lead for item #2 above.
    4. A tie in to the Inventory module, where quoting may be possible… more

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    completed  ·  Robert Reichner responded

    We just shipped a number of updates to Leads and Estimates. A number of these features are also on the Contract Manager. We’re going to mark this as complete now and welcome further update suggestions.

19. Bypass intake form for MSP Contract Customers (per account)

    For business customers, if the Intake Form is enabled, have the ability on a per account basis to specify whether or not the intake form will be used. For example, the IT MSP company ABC Tech, Inc. has a managed service contract with Hi Ho, Inc. When a new ticket is created for Sally over at Hi Ho, the Intake Form is bypassed, since there is an existing contract and the intake form is no longer required for each ticket.

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    completed  ·  Rajesh Agarwal responded

    Done!

    Go to your Ticket Custom Field editor to find a new subsection.

    You can setup custom terms and conditions per ticket type, or skip the intake form per ticket type.

20. Automatically calculate markup

    We (like many other repair shops) use a standard markup strategy and pricing chart. It would be awesome to have an option in inventory to use a set markup rate, or use a pre-selected markup option.

    By this, I mean you could have a few price ranges with corresponding markup rates, like: Parts that cost $1-$25 have a 100% markup, parts $26-50 are 60%, $51-100 is 30%, and $100+ are 20%. The other option (if not global like previously mentioned) would be item #65484 has an auto-markup of 25%, or alternatively $15.

    This would take almost all of the work out of techs having to calculate markup, sometimes incorrectly.

    We (like many other repair shops) use a standard markup strategy and pricing chart. It would be awesome to have an option in inventory to use a set markup rate, or use a pre-selected markup option.

    By this, I mean you could have a few price ranges with corresponding markup rates, like: Parts that cost $1-$25 have a 100% markup, parts $26-50 are 60%, $51-100 is 30%, and $100+ are 20%. The other option (if not global like previously mentioned) would be item #65484 has an auto-markup of 25%, or alternatively $15.

    This would take almost all of the work… more

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    completed  ·  Adminbobby (Customer Support Director, or Executive, RepairShopr) responded

    We just released a Feature Friday covering the new Inventory Markup update. Find more here:

    https://www.repairshopr.com/blog/posts/feature-friday-percentage-markup-available-within-inventory-module