40 results found

1. Select customer “Ship to” on Estimates and Invoices

   It’s great that you can add multiple locations in each customer, but unless for us if we cannot select the ship to for Estimates and Invoices.

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2. Inventory Aging: Location Filter and Category Column

   The Inventory Aging reports are good but seem to be missing a location filter so I can see what hasn't sold where and they do not have a category column for me to organize by section. Would love for these to be added to the feature. It would be super helpful.

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3. Mobile App Feature Request

   1) Any Printed Ticket/Invoice/Customer Purchase #/Refurb Invoice (that should be a thing) needs to have a barcode.
   2) Open up Repairshopr Mobile App (ios or android)
   3) Click a 'barcode icon' within the app to open up a quick scanner
   4) Scan the work order to instantly pull up that ticket (customer purchase, refurb, work order, et. al.)
   5) On mobile app be able to take photos of the device you are working on to quickly add them to a ticket

   This should take less than 20 seconds total.

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4. Automated Assets

   Would you all be able to consider adding invoiced computer purchases from the customers to their assets in their customer profile? Specifically for computers and mobile devices. We have several customers who purchase multiple computers at a time. It would be great if we could have the option to add it to assets, in case another company you service doesn't want to utilize the feature.This feature would be very helpful if they ever brought the device back into the shop for repair. The information would already be in the system.

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   planned  ·  Rajesh Agarwal responded

   Definitely planned, hopefully coming after some big Q1 projects.

5. Printing serial number on small receipts.

   When we sell an item on the POS, for example a Apple MagSafe charger, which is a serialised item, the serial number does not print on the small receipt?

   I checked the advance settings under the template for Receipt Template and could not see a checkbox to allow serial numbers to be shown?
   It does show on the full blown receipt/invoice.
   Any way of adding it to the small receipt?

   10 votes

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6. LEADS Module OVERHAUL - UPGRADE Inboxr and UNIFY Features

   The Leads module is in need of some serious TLC. It's had dozens of tweaks and changes all kind of "patched in" and now is really a mess of a feature. You can use Inboxr as an upgrade, but it can't be set as default. Leads has a link to the customer, but Inboxr has the ability to reply to emails in a typical email fashion. You can't mark as read in Inboxr, nor can you specify location; but it’s the only place you can do bulk selections. It's kind of like two halves of a Frankenstein feature. As of current, I don't even have the Leads module enabled for techs because it's really unusable.

   With that said, I'm putting together a list of changes to make the module actually work. I've gathered these notes from other feedback submissions, as well as struggles we've had internally:

   1. Make it ONE module. Inboxr seems to be the "upgrade" and looks to have more features. Let's use that.
   2. Add a link to the customer’s profile from Inboxr.
   3. Automatically mark messages as “read” after we read them. And add option for “mark unread”.
   4. Let us view lead statuses (won, lost, in negotiation, etc) by viewing the “folder” of that status.
   5. Enable signatures of tech’s responding to the lead. (This is a feature missing all over RS)
   6. Add attachments to lead responses (another feature missing all over RS)
   7. Enable HTML or rich text visualization (seriously! WTF is the deal with plain text?!)
   8. Build in a search box, like every other email reply system has
   9. Add all the “patched in” features into the lead detail view (merge, attachments, notes, etc)
   10. Add a basic spam filter and block list. (so simple)
   11. Separate Leads from Kiosk mode. They should be different but have the option to talk to each other.
   12. Add canned responses to leads (this should be in everything!)
   13. Be able to process a lead into an Estimate or Invoice (as well as a Ticket currently)
   14. Add a history feed (audit log) to the bottom of each lead (this should be in everything!)
   15. Enable leads to have their “location” changed (if big chain account)
   16. More security group permissions (list/search, view detail, edit, email/reply, process, delete)

   To sum it up, Leads really should function like a “Pre-Ticket” in every fashion. After all, the module is meant to convert into Tickets or a sale of some kind. There are over 80 separate feature requests for the Leads module in the forum right now. This module should be a focus for a week and can be completely fixed.

   @community: Please add any other tweaks missing from my list.

   The Leads module is in need of some serious TLC. It's had dozens of tweaks and changes all kind of "patched in" and now is really a mess of a feature. You can use Inboxr as an upgrade, but it can't be set as default. Leads has a link to the customer, but Inboxr has the ability to reply to emails in a typical email fashion. You can't mark as read in Inboxr, nor can you specify location; but it’s the only place you can do bulk selections. It's kind of like two halves of a Frankenstein feature. As of… more

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7. Make due date customizable on /tickets page

   We are working on implementing due dates better in our workflow but it is challenging to have to go into the ticket to change a due date. It would be really awesome if clicking on the due date would bring up maybe 4 quick change options such as, now, 1 hour, 24 hour, 7 days.

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8. More Options For Marketr. Allow multiple Email Templates for Multiple Repairs

   Obviously, customer retention is something that everyone should be focusing on and Marketr does help in the respect, but only for the first repair. We should have the ability to have templates set up for multiple repairs.

   For instance.

   First repair:

   3 Day Checkup: Template 1

   14 Day Checkup: Template 1

   Second Repair:

   3 Day Checkup: Template 2

   14 Day Checkup: Template 2

   and so on.

   The idea is that the customer never receives the same message twice, making it sound as natural as possible.

   Plus, we shouldn't just be sending out an email only after the first repair. When focusing on customer retention, you should be continually touching base with your customers on a regular basis and after each repair. Otherwise, you may not have too many repairs from that customer to worry about.

   Anyways, I can't imagine that this would be too terribly difficult to implement and it would be infinitely valuable to everyone.

   Businesses who increase customer retention by 5% can increase profits from 20% to 100%, which means that RepairShoprs customers are more likely to be able to pay their subscription and stay in business, increasing RepairShoprs retention rate and thus RepairShoprs profits.

   Obviously, customer retention is something that everyone should be focusing on and Marketr does help in the respect, but only for the first repair. We should have the ability to have templates set up for multiple repairs.

   For instance.

   First repair:

   3 Day Checkup: Template 1

   14 Day Checkup: Template 1

   Second Repair:

   3 Day Checkup: Template 2

   14 Day Checkup: Template 2

   and so on.

   The idea is that the customer never receives the same message twice, making it sound as natural as possible.

   Plus, we shouldn't just be sending out an email only after the first repair. When… more

   2 votes

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   planned  ·  Rajesh Agarwal responded

   I like it – thanks.

   We had planned on allowing a mailer to go “multiple times” – but hadn’t thought of specifically numbering them, I think a rules engine that allowed that would give some pretty cool control over the whole thing.

9. 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 votes

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   planned  ·  Rajesh Agarwal responded

   We will be adding a custom destination address field so it will be easy to send to yourself/etc shortly. Thanks!

10. 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 the calendar to create the appointment.

    Also, sometimes we use our Outlook calendars for appointments that we mark private. When in Outlook, others can't see the details of the appointment (it just says "Private Appointment"). However, it RepairShopr's calendar, those appointment details are visible. We would like to show the person as busy without showing the details when an appointment is marked as private within Outlook/Office 365.

    Thank you!

    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… more

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    planned  ·  Rajesh Agarwal responded

    Good 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!

11. Single Use / One-Time Use - UNIQUE Inventory Module - PARTS

    [This was previously a sub-feature of a topic that was recently marked as Completed]

    This idea is really the “in between” of Inventory (parts you regularly keep in stock/track) and Logistics (parts that you special order on demand). It’s perfect for all the miscellaneous parts/accessories/components you have on hand (and want to sell), but never plan to keep a regular stock of. You want to have them in the RS system for sale, but you don’t want them mixed up with regular inventory you keep a steady stock of. This would work hand-in-hand with anything entered as a “Customer Purchase”, and would function more like a "pool" of unique items for sale.

    To do this, you need to be able to reference what exactly is available, where you bought it from, how much you paid for each item, how much to sell that item for, where the item is located, etc. The main difference is that all items would be unique. Once you sell an item, it wouldn’t be “low/out of stock”, it would simply be removed from your list of Parts. This is most ideal for used and refurbished items with varying conditions; including computers, laptops, cell phones and tablets.

    Imagine being able to part-out a laptop and keep track of the good parts you pulled from it. You could easily search (by keyword, category or location) and find exactly what you have, how much you paid for it (if anything), how much you want to sell it for (or need to make to break a profit), and where it’s located specifically. I know we have hundreds/thousands of used power chargers, LCD screens, batteries, bezels, lids, motherboards, laptop parts, and other peripherals. If you can’t easily/quickly answer these questions, you need this: “Do you have a power charger for an Asus Q302L laptop?”, “How much did you acquire it for?”, “How much should it sell for?”.

    Examples of scenarios for where this module would be perfect to use:

    1. You buy and sell phones. How do you keep track of how much you paid for each one, and how much to sell each one for? What about different colors, carriers, storage capacities, models, features, conditions, etc? Are you really going to make separate inventory items and sale prices for all 500+ combinations of iPhones alone?

    2. You part out an ultra-high-end Alienware laptop with a dead CPU/Mobo. From it you can salvage a used 480GB SSD, 8GB DDR2-1200, a 760GTX GPU, and a rare oversized 18.5" laptop LCD that is extremely expensive and hard to source. Surely you’re not going to make inventory items for all those random things? What happens after you sell the 18.5” LCD? Does it stay showing in inventory as “low/out of stock” forever?

    3. You purchase a used/working Toshiba laptop with upgrades in good condition for $150. It has a 256GB SSD, and 16GB RAM. You’re never going to buy those exact specs in that exact model laptop ever again. Do you add it to your inventory list forever? How to you differentiate it from the other 27+ different Toshiba laptops you’ve sold/stocked in the past?

    4. A customer abandons their equipment past your “holding period”. The equipment now becomes store property and you can resell it to re-coop your loss of time/labor spent fixing it. You need a way to show that you are invested (parts and time) into this unique item, and have it show as available until sold in RS. Do you make an inventory item for this used repossessed item?

    5. You have multiple stores and sell refurbished laptops of all makes/models/specs. At any given time, you may have 20-30 different refurbished laptops in stock and ready for sale across all of your locations. Let’s say someone wants to know what selection you have available. Can you reference all specs/prices without being physically in the store or having someone on the phone to relay details?

    All of these scenarios would be best handled as one-time-use Parts that are tracked and reported just like regular items; but in a different module than Inventory. Just like regular inventory items, you could search by keyword, or sort by category, or sort by location. This would make it very easy to keep track of every random part each store has, and be extremely useful when looking for a specific part before ordering it. It would almost completely cut out any need for stores to collaborate about parts on hand.

    Everything would have a category type, an extensive description, acquisition cost (sometimes nothing for abandoned/recycled), sale price, location, and unique SKU. It would also make selling the parts quicker, as the price would be defined and the specs/descriptions would already be entered into the item’s description. When someone wants to buy something from the Parts module, you add it to an invoice, and that specific item gets removed from the list of 1-time-use inventory and no longer exists in the list.

    Okay, so you know how I love making mock ups…

    Here’s a glimpse of the old, inferior way we were trying to do this (and failed miserably at): http://i.imgur.com/LOVmfoH.jpg

    Here's my new concept of what the "One-Time Use Parts" module would look like:
    http://i.imgur.com/K4lJp5T.jpg

    In the new mock up, you’ll see that “Item name” is not the link where you can edit information and details. This is because it would be possible to have parts one time and then never again after the one is gone (like a Sony slim-line BD drive, or something) while other parts would be somewhat common (like an HP 65w charger). Therefore, there may be duplicate parts, but not necessarily duplicate descriptions.

    Next, costs would be able to be set by any technician (security group add rights), but once added and saved, the cost would NOT be editable (unless global admin or security group edit rights). The same thing would go for price. This would be a security feature so if we buy a part for $15, it wouldn’t/couldn’t be sold for less than what we bought it for.

    Condition and area would be able to update by anyone, why not, right? Location would be set to the location where the person adding the part is currently checked in. Then, you could use logistics to transfer the part from one store to another. You can see in the search box that these would be the results displayed if you searched for “HP laptop DV6”.

    And instead of “View Disabled”, you would have the option to view the history of parts that were available, but since became sold or deleted. Also, the option to “Disable” is replaced by “Delete”, because these parts are one-time use, and once they’re gone, they’re gone. Therefore, if a part because damaged or lost, you’d simply delete the part from the list.

    Lastly, I feel like this would be its own module – just like Inventory. I think “Parts” is very fitting for the module name, because parts are really just miscellaneous items; whereas “Inventory” is more appropriate for stocked items. The only issue is that “Parts” is already what RS uses in place of “Logistics” for non-big chains. In my opinion, Logistics is the same for small shops as it is for big; it’s for transfers and special ordered parts. Whereas “Parts” are on-hand items that you do not plan to re-stock; kind of a mix of Inventory and Special Orders.

    This is actually an idea I had a long time ago, but never was able to successfully implement before we had RS. We tried to make it happen with a shared Google spreadsheet, but things constantly weren't deleted or updated, and it became futile to try. This would make a huge difference in keeping track of miscellaneous parts.

    I really think this is a majorly hopeful idea that would be reasonably easy to implement; as it is based on existing inventory system. Another RS user (Chuck) and I have had conference calls discussing the thousands of dollars of miscellaneous parts we both have at our stores, and how we have NO IDEA exactly WHAT we have (but we do know that it's worth SOMETHING when we finally get around to classifying and reselling it).

    THIS IS ONE OF MY BEST IDEAS AND ANYONE WHO DISAGREES IS WRONG - BECAUSE REASONS! PLEASE PLEASE PLEASE!

    [This was previously a sub-feature of a topic that was recently marked as Completed]

    This idea is really the “in between” of Inventory (parts you regularly keep in stock/track) and Logistics (parts that you special order on demand). It’s perfect for all the miscellaneous parts/accessories/components you have on hand (and want to sell), but never plan to keep a regular stock of. You want to have them in the RS system for sale, but you don’t want them mixed up with regular inventory you keep a steady stock of. This would work hand-in-hand with anything entered as a “Customer Purchase”,… more

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12. Allow us to hide "Pending total value" and "project value" from the top of Contract Manager for non admin users.

    One thing about contract manager I noticed is that there isn't anyway to hide the "Pending total value" and "projected value" of the contracts in contract manager for non admin users. They either have access to contract manager, or they don't.

    Is it possible to move this spot of contract manager into Admin so its not easily viewable by every tech? (or alternatively, allow a way to turn this off for non admin users). I don't like the idea of my regular techs being able to easily see exactly how much recurring money we are bringing in every month.

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    planned  ·  Rajesh Agarwal responded

    I like it – we’ll just hide that for non-admins

13. Ability to add "Parts" to a "Purchase Order"

    Currently Parts and Inventory are completely separate areas of RS
    - This is great, except we often buy One off parts (Parts) and inventory (Purchase Order) on the same Supplier Order.

    In a part order - would be awesome to have a drop down menu (totally optional) of purchase orders (that have not already been ordered) that a part can be added to
    - so the totals on the purchase order match the supplier invoice.

    45 votes

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14. Add {{tech_created}} to show up who created the ticket under the current user for templates

    we print tickets for every device on intake, but we dont like how you can "assign the ticket" but not know who created the ticket, i really need to know who really created the ticket , so i know who assigned it to whom(from reading the printed ticket)

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15. UPGRADE to the PROGRESS PANEL on Tickets to show any DEPOSIT and/or PAYMENT

    We heavily use the “Progress” panel (on tickets) to see where we’re at on a job. But two big things are missing: who’s the tech that did that step (diagnosis, invoiced, etc) and was there a deposit and/or payment taken? We’re constantly having to scroll down just to reference the tech who made a specific comment. And, we take deposits on repair work, which is about 75% of our tickets, so it would be nice to see a Deposit bar on the Progress panel, too. I’ve made some simple additions to the Progress panel that I think would really help everyone. Link to mock-up: http://i.imgur.com/Kzyw57k.jpg

    1. All progress bars would indicate the tech that made that specific update. For instance, this would be much easier to see which tech took the payment, rather than clicking the linked invoice, then clicking the linked payment, and then looking for who created that payment. Same with Diagnosis. Much easier than scrolling through tons of ticket comments, just to find out which tech made the Diagnosis comment. And if multiple techs were involved (eg. Multiple invoices or multiple diagnosis comments), there could be a link to “See all”. This would keep the progress bars clean and tight.

    2. Deposit Taken – This could be turned on or off depending on if your store takes deposits. Further, deposits would post to the customer’s account, rather than to the ticket as a pending charge. This would allow estimates to reflect any deposits on the account for more accurate quoting that would include a “total” and “balance total” line.

    3. Payment Received – This would be a new line because tickets are generally not resolved until payment is made. RS already prompts you to resolve after payment, so why not make that a final step in the progress bar? This would only show as yes when all invoices are paid in full.

    We heavily use the “Progress” panel (on tickets) to see where we’re at on a job. But two big things are missing: who’s the tech that did that step (diagnosis, invoiced, etc) and was there a deposit and/or payment taken? We’re constantly having to scroll down just to reference the tech who made a specific comment. And, we take deposits on repair work, which is about 75% of our tickets, so it would be nice to see a Deposit bar on the Progress panel, too. I’ve made some simple additions to the Progress panel that I think would really help… more

    29 votes

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    planned  ·  Rajesh Agarwal responded

    I like it! Thanks Ryan :)

    Probably a couple months out, we have some big stuff coming for PO, RMA, stock check, etc etc coming first

16. Make SMS able to not send messages during time windows

    Make it so you can define your work hours or define hours when SMS will not send messages and either automatically sends when next window begins.

    (I.E. make SMS only able to send from 8am-8pm and after 8pm it sends at 8am next morning)

    I know we have times where we work late to get caught up or I audit system from home and always have to make sure to disable SMS so customer does not get text messages at 11pm-1am.

    23 votes

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17. Feature request: A chronological view of everything associated with a customer with links to each ticket, note, invoice, etc.
    10 votes

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18. Calendar Improvement

    It would be awesome to have when booking an appointment if it can be done by service.

    On the backend (Similar to Bookeo's booking software) You can configure certain times a service is available. For example, If I want someone to book me for an Onsite field job. I would like only 6PM-11PM to be available for my customers. Where if i would want them to drop off a laptop at our office we are only available for an appointment 8:30-5:00PM.

    Of course this can be used for all types of services, such as mobile repairs, data recovery, etc. Just a thought as you guys improve the Calendar feature.

    It would be awesome to have when booking an appointment if it can be done by service.

    On the backend (Similar to Bookeo's booking software) You can configure certain times a service is available. For example, If I want someone to book me for an Onsite field job. I would like only 6PM-11PM to be available for my customers. Where if i would want them to drop off a laptop at our office we are only available for an appointment 8:30-5:00PM.

    Of course this can be used for all types of services, such as mobile repairs, data recovery, etc. Just… more

    5 votes

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19. Device Selector

    Let's face it we all work on the same devices why not make a central database with images and model specs on these devices so it they can be added to inventory or created into assets. There is not sense in typing in the same info again and again.

    I imagine it would be used this way. A new device comes into the market one person adds that device and shares it with the community by selecting a checkbox to share the device. We populate the info as a community or the first person can populate the info.

    For example. Iphone 6, Manufacturer Apple. Release date 2014, Internal Memory 64gb, 128gb colors: blue, white, red. Model Numbers A123 -> GSM -> Carriers Altel, Sprint, Verizon.

    The idea is that the info in this database can be relational. So if you have an iphone from a customer select that model to start then start filling in fields in any order and it will eliminate all models and start populating the data for this particular device. Say if you select Verizon as a carrier but they only support two model numbers you would only see those two in the list to choose from.

    These same devices can be looked up in the same database to add them as an asset or for sale as a product. Pictures would be in a central database and we won't have to each find an image for an iphone 6 again and again.

    The idea is similar to how media servers look up data about a particular movie. Images, Release dates and descriptions do not need to be created again and again.

    Access to this database can be licensed to third parties too.

    Let's face it we all work on the same devices why not make a central database with images and model specs on these devices so it they can be added to inventory or created into assets. There is not sense in typing in the same info again and again.

    I imagine it would be used this way. A new device comes into the market one person adds that device and shares it with the community by selecting a checkbox to share the device. We populate the info as a community or the first person can populate the info.

    For example.… more

    12 votes

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20. Add the ability to change the Device Widget sections headings to be suitable for computer repairs.

    The Device Widget is great, but things like colour, network aren't really applicable to PC in takes. Same for console repairs. We have the icons ready to go, but not the right section headings. This has been mentioned before but was marked as complete:

    http://feedback.repairshopr.com/forums/165658-general/suggestions/5411212-create-computer-repair-wizard-similar-to-mobile-de

    Can this be re-addressed?

    42 votes

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    planned  ·  Robert Reichner responded

    This is something we plan to update. In the meantime, if you leave those sections blank in the device widget setup, it will skip those steps (though not hide them from the progress bar currently).