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3766 results found

  1. Disable payment methods

    We need the ability to disable to remove payment methods for individual clients. We don't want to take a check from a client who has bounced one in the past (And they eventually paid up.), but we would still take cash or credit. We don't want to disable this for everyone though.

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  2. Be able to tie in assets after ticket creation.

    After ticket information is entered for a customer, there is no way to tie in an asset into it.

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  3. Option to open Dashboard by default

    It would be helpful to be able to choose in Settings the option to open the Ticket Dashboard by default when clicking on the "Tickets" tab.

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  4. PROPER Payments Report with FILTERS for Location, Date Range, and Payment Type

    Are we the only ones who believe /payments/ is NOT a report? We need a fully functional report much like the Gateway Reconciliation report, but which shows ALL payment types, including Cash, Checks, Credit Cards, and other custom payment types.

    Ideally it would have filters for individual (or multiple) locations, date periods (including custom ranges), and individual (or all) payment types.

    Currently, the "Payments report" in /reports/ just links you to /payments/, which is almost completely useless from an auditing and reconciling standpoint.

    Halp plz!

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  5. Add refunded to Invoice/receipt PDF/Receipt.

    Add refunded to Invoice/receipt PDF. We have clients that are required to submit a refunded/returned invoice for accounting purposes. However when sending them their invoice, it shows the amount paid, not if it has been refunded or returned.

    Also would like to be able to show partial refunds, or if part of the invoice has been refunded.

    Thank you!

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  6. A cancellation Feature for recurring customers

    This feature can cancel the order and notify customers cancellation has been processed. Be able to apply cancellation to take affect manually or schedule it.

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  7. Better Remote Assistance flow in Tickets

    Have ScreenConnect Session now available in ticket area, but it would be great if:
    1. Combine function of "Create ScreenConnect Session" and "ScreenConnect Supporter Link" Why can't single button open the app and create the support instance?
    2. Having something that clicking "Send to Customer" would automatically email the customer the link/code to connect and generate a line item in the ticket.

    Process seems a little more then it needs to be.

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  8. UPGRADE Recurring Tickets to Allow Creation WITHOUT an Existing Ticket

    Ticket Schedules are next to useless right now. We REALLY want to use the feature, but there are a ton of missing parts needed to make them something we can use, including:

    1. A security group to allow users access to the module!?
    2. The ability to create a new ticket schedule without an existing template.
    3. After creating a schedule from a Ticket, return us to the Ticket Schedule page to finish setup!
    4. Allow us to change/edit the initial comment for the Schedule.
    5. Option to set who "created" the Schedule, vs who will be the "assigned" tech.
    6. Let us mark Ticket as…
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  9. Quick entry of Internal Comments

    On the Tickets tab when you have all tickets showing, a simple pop up box just for internal comments. Saves going into the ticket and scrolling down. Then back out of ticket to update others. So for technicians who are on the go consistently, this will speed things up no end!

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  10. who is using the woocommerce intergration?

    considering to move from magneto to woo-commerce for the integration with Repairshopr. Any with their opinions, pros/cons, and examples would be appreciated

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  11. Automated and Enhanced ScanCircle Cloud Diagnostic Integration

    Great web app with powerful features, inexpensive and useful. Developer did a lot of work already - would love to see more!

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  12. Add "Last Quarter" to the SALES TAX REPORT

    In the US, we pay quarterly sales tax in the month following the end of the quarter. So, it would be great to have the option of selecting "Last Quarter" on the SALES TAX REPORT so that I do not have to enter in a custom range each time.

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  13. Add notes for Manual items on Invoices or Estimates.

    We do a lot of one-off parts with our customers. When adding a manual item it would be nice to have a hidden field where we could put notes or URLs. Currently I'm using Tax Notes to accomplish this in the short term but it would be nice to have a dedicated or properly titled space to put notes. Alternatively an easier way to link parts to a estimate would be good.

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  14. Add attachments to Payments

    Hey folks, in Xero I always used to scan copies of checks I've received (80% of my payments are checks) so that I could use them later for accounting verification and reconciliation. Could was please have a spot for adding attachments to Payments so I can scan my checks in?

    Thanks!

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  15. Ticket Automations - use canned text

    This is such a great feature. So many things that can be done to make things work better with automation.

    Something that would be handy, would be if when making a ticket automation to add a public comment, you could choose already existing canned text there.

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  16. Add Ticket Dashboard to the Security Group

    Could you add the Ticket Dashboard to the Security Group. I am looking at creating a user that I can use to log in as on a TV or Tablet that will only show the Ticket Dashboard.

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  17. Report to TRACK phone calls for callers who are NOT already logged as CUSTOMERS

    @Troy: I know this seems redundant, but it would be super helpful to have a quick and easy report to reference for all of the CID lookups RS does which DON'T return a result. Would be great to see a log with a search and filters like date/time. Sometimes we write a number down wrong for a customer, and this log would greatly assist in finding incoming calls that were written/typed incorrect.

    I know the HTTP query returns [nothing] when there's not a match with the CID lookup, but could you please just dump those "no results" numbers into a…

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  18. Make tabs full width

    I'm using a widescreen monitor and have plenty of space left for tabs before they get stuffed into the "+ More" section. Can we make that header a bit wider, and be responsive to wide screens?

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  19. Tag techs using @techname in private comments

    then it flags their attention via a notification.

    Simple yet powerful.

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  20. Allow Custom Text/Links in Customer Portal Area

    We have a few different services that we offer to clients - It would be nice to put additional Support Links or Other Content in the Portal so that the Client has easy access to all of their information in one location. Maybe a custom HTML area, or somewhere we can put custom text.

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