855 results found

1. Quickbooks Online Two Way Sync

   We would like to see true 2 way sync with Quickbooks Online (QBO). In particular, we would like Invoice payments to sync both ways between RS and QBO to save the current manual double handling of payments etc.

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   completed  ·  Rajesh Agarwal responded

   We added two-way payment sync, will mark this as complete. If you need more things to sync two-way please start a new suggestion on the forum. Thanks!

2. 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 another. Currenly, if you select a canned response it will override whatever is in your text box. A checkbox like "add to end of message but before signature" or "add to beginning of message" or "Add to message (where the cursor is) would be awesome.
   4. Have a checkbox stating "add signature to end of message" to have signatures in our responses. We type this in manually right now. Really slowwwwwww, annoying for all, and is inconsistent.

   Maybe some more fresh ideas could be out there? Right now... I'm glad to have canned responses but to be honest adding them and using them is rather "beta/initial release" feeling.

   Example:

   1. If you click "Modify" or try to add a canned response - The canned response is added in the middle of all the canned responses previously created. Then after you click the button you are brought to the top of the screen so you have to scroll down and search for your "tucked" away new canned response. Along with that, it is difficult to find/search through this page as it is difficult to read/view. It would be nice to be able to manage this area better.

   Thanks for listening as always

   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… more

   75 votes

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   completed  ·  Rajesh Agarwal responded

   We shipped a major update to this a few weeks ago – in case you missed it.

   https://www.repairshopr.com/blog/posts/feature-friday-canned-messages-are-now-searchable-and-can-be-categorized

3. 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

4. European General Data Protection Regulation (GDPR) compliance

   European General Data Protection Regulation (GDPR) compliance

   Anyone one with clients in Europe will need to ensure compliance for GDPR before May 18.

   1: Amazon's cloud platform will be backed by certification for the standards required and or having a separate uk based server should bring it closer.

   2:Then prominent "opt" in boxes clearly labelled for consents and automation's to seek 12 month renewals to items such as marketing. You have already a means to enable us to opt out a client from marketing.

   3: A feature to "part delete a client" - Archive (so still accessible)

   4: Reporting of each user and searches/access to data logged/stored.

   5: Alert of data breach

   These are just a few i could think and no doubt has missed many considerations. Hope you are already working on solutions to enable us in Europe to continue with you. From what i understand the US is having a revised data protection policy too which will likely be closely built to the new standards being adopted in many places.

   Fingers crossed, if you need access to more information on GDPR and what would be involved let us know.

   Thank you! Joe.

   European General Data Protection Regulation (GDPR) compliance

   Anyone one with clients in Europe will need to ensure compliance for GDPR before May 18.

   1: Amazon's cloud platform will be backed by certification for the standards required and or having a separate uk based server should bring it closer.

   2:Then prominent "opt" in boxes clearly labelled for consents and automation's to seek 12 month renewals to items such as marketing. You have already a means to enable us to opt out a client from marketing.

   3: A feature to "part delete a client" - Archive (so still accessible)

   4: Reporting of… more

   69 votes

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   completed  ·  Rajesh Agarwal responded

   You may have heard about the General Data Protection Regulation (“GDPR”) that took effect May 25, 2018.

   We have released many tools for GDPR to help you be compliant and remain compliant and are open to feedback on the subject.

   See our GDPR help page for all the details.

5. android

   We would like to have an android app. Thank you!

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   completed  ·  Rajesh Agarwal responded

   We are going to mark this done as the initial beta is released. There are still a few things to get added to be at feature parity with iOS – worksheets/intake form/etc that will come in the next couple weeks.

   Once those are released we’ll start adding features to ios/android simultaneously going forward.

   For new suggestions please start new threads.

   Thanks everyone for being so patient!

6. Integrate E-commerce Platforms with RS - Sell Services & Products in Sync - BOOM!!

   This idea is an excerpt from the ever popular "Add ability to sell Serial Number Products in RepairShopr! Antivirus, Backup Software, etc".
   This is a new thread so the previous idea can be marked as complete (awesome!).

   Here are the goals:

   1. Sync Inventory with a shopping cart platform.
      a. Allows to sell services, client purchases, and all inventory that is in RS on an shopping cart platform
      b. Ability to turn configure visibility of a RS product on the ecommerce site like a checkbox stating “Show on E-commerce Site” or “Don’t show on E-Commerce Site”

   2. Sync past purchases/invoices between both platforms
      a. See all invoices through either the client portal in RS or the “My Account” page on the E-Commerce Platform

   3. Utilize Marketr between both platforms to…
      a. Remind clients about upcoming maintenance services
      b. Remind clients to renew their AV subscription easily though a website
      c. Remind clients to renew any subscription based products (Either clients do this themselves or they ask for assistance from us) – Product Subscription examples would be data backup, AV, VIP programs, Web Site Hosting, and MSP programs.

   Here are some of the ideas on E-Commerce Platforms (Hosted and Self-Hosted Solutions). They must support the REST API system for RS to integrate well (maybe some input from the RS development team on these requirements?)

   Best Self Hosted Options I’ve Found (PHP/MYSQL based): Magento, Prestashop, WooCommerce, Volution , and X-Cart.

   Easiest to Setup and Theme, in order, from my experience (I’ve never setup Volution but I hear it’s a popular platform)
   1. Prestashop
   2. WooCommerce
   3. X-Cart
   4. Magento

   Considerations: Addons/Extensions/Themes/Developer Costs

   Approximate Startup Costs ($0 to $1000): PrestaShop, WooCommerce, X-Cart
   Approximate Startup Costs ($1000 to $5,000): Magento
   Cloud Hosted Options ($30 to $500+ per month): Shopify

   What would you like to see?

   This idea is an excerpt from the ever popular "Add ability to sell Serial Number Products in RepairShopr! Antivirus, Backup Software, etc".
   This is a new thread so the previous idea can be marked as complete (awesome!).

   Here are the goals:

   1. Sync Inventory with a shopping cart platform.
      a. Allows to sell services, client purchases, and all inventory that is in RS on an shopping cart platform
      b. Ability to turn configure visibility of a RS product on the ecommerce site like a checkbox stating “Show on E-commerce Site” or “Don’t show on E-Commerce Site”

   2. Sync past purchases/invoices between both… more

   65 votes

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   completed  ·  Sarah responded

   I’m going to mark this complete with the caveat that we haven’t completed the subscription portions, or delivering of serial numbers – but we’ll keep working toward it!

   This is live for beta testers, live for everyone in a week or two.

   Please note that WooCommerce is the only E-Commerce platform we’re supporting at the moment.

7. 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

   64 votes

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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!

8. Microsoft Teams Integration

   Microsoft just released a collaboration and chat platform. Would be nice to have integration similar to what we have for slack.

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   completed  ·  Rajesh Agarwal responded

   Thanks for the feedback and votes everyone, marking this as done.

9. Ninja RMM integration

   Integrate with Ninja RMM

   64 votes

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   completed  ·  Rajesh Agarwal responded

   http://www.repairshopr.com/blog/posts/announcing-the-repairshopr-ninjarmm-integration

10. Inventory Count (stock take module)

    It would be nice to have an option for the store manager to conduct a blind inventory count. They could enter in skus and the number of the inventory they have and it could generate a report of it compared to what is supposed to be on hand. It could then give the option to generate adjustments in the inventory.

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    completed  ·  Rajesh Agarwal responded

    Hey – thanks for voting on this everyone, we have a beta of this out and the final will probably be live for everyone around December 1st 2015.

    If you are a beta tester, please find the new link to Stock Take on the admin page, or inventory page. Try it out on a small subset of products.

    There are a couple modes for entry currently. You can just barcode scan from mobile or laptop/etc, you can search for a product and type in how many you have, or you can use the onscreen keypad (ipad?).

    Let us know if there is another method you’d like to see to speed things up!

    The FAQ page will be ready shortly.

11. I would like to see integration with xero.com

    I would like to see integration with xero.com as this is what I use for my accounting needs.

    57 votes

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    completed  ·  Rajesh Agarwal responded

    Thanks for your patience everyone, this is live for everybody now!

    Please let us know how it goes

12. Late Fees

    After an computer has been invoice for 5 Days & Is still sitting in shop, we charge $2 day late fee. Something to keep track of this automatically would be cool.

    53 votes

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    completed  ·  Rajesh Agarwal responded

    Live!

    Admin, Payment Terms

13. No Diagnostic Needed in tickets

    We would like to have checkbox for "Diagnostic Not Needed" just above "Is work approved to proceed?" Many times when a ticket is created we already no what the problem is and there is no need to do a diagnostic.

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14. Customize Labels
    52 votes

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

    Custom Labels has released today! More info in the link below!

    https://www.repairshopr.com/blog/posts/feature-release-custom-label-templates-have-arrived

15. Allow Users to Lock Session

    The Switch User with PIN screen is very handy, but it would be good if this screen could become more of a Lock Screen.

    This would allow the terminal to be 'signed out' but not 'logged out' fully.

    Eg, a Manager could finish on a terminal and hit Switch User.

    The next user to come along can use either their PIN number or full login, but not be able to click close and resume the session with the permissions of the last user.

    51 votes

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    completed  ·  Robert Reichner responded

    New POS features and z-report are live! Look forward to further feedback.

16. Edit Ticket Receipt Template

    Please add edit of regular and small receipt ticket template. Thank you for your time and all hard work thus far, significantly superior software folks. Thank you.

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    completed  ·  Rajesh Agarwal responded

    We just launched the ticket receipt editor feature this week – you can read about it here: https://www.repairshopr.com/blog/posts/feature-friday-we-ve-added-a-ticket-receipt-template-configuration

    Let us know if there is anything we can add or change to that in the comments here.

17. ScreenConnect API Integration

    ScreenConnect is an alternative to LogMeIn/Teamviewer, and almost GFI Max. It doesn't provide as much info as GFI Max does, however it is much cheaper. The fact that it costs $300 per lifetime, and you get to run your own remote server that doesn't cost you anything more, is a huuuge plus. We made the jump when Logmein free went away, and I've loved it ever since. Super easy customization showing our logo, bizname/etc. Don't mean to get too carried away here, but it really has been a huge help since we found it, and I feel if more people used it, there would be a better chance to get an API in here.

    Would be neat to be able to create a screenconnect private session through the ticket page(it'll email the customer the link/etc), and track remote sessions more easily. The screenconnect server has the option to create a private session and send them an email to get started. I'm guessing that would be available.Their information can be found at http://www.screenconnect.com/OEM-Integration-Solutions
    Searching their forum that is linked on that page made several mentions of a rest API. Let me know everyones thoughts on this.

    ScreenConnect is an alternative to LogMeIn/Teamviewer, and almost GFI Max. It doesn't provide as much info as GFI Max does, however it is much cheaper. The fact that it costs $300 per lifetime, and you get to run your own remote server that doesn't cost you anything more, is a huuuge plus. We made the jump when Logmein free went away, and I've loved it ever since. Super easy customization showing our logo, bizname/etc. Don't mean to get too carried away here, but it really has been a huge help since we found it, and I feel if more people… more

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    completed  ·  Rajesh Agarwal responded

    Hey everyone – we have updated the help page to explain that you need to create an API key on both sides that match.

    Also – we are not requiring SSL now – although you probably should still add it (if possible) to your server.

    http://feedback.repairshopr.com/knowledgebase/articles/738423

18. Ability to schedule appointments with non-customers or without a ticket (like a vendor or non-income meeting)

    Sometimes we need to block time out of the schedule for things like interviews or meeting with a potential vendor, or 'personal time' on the calendar. Can we have the ability to schedule things that are not attached to a ticket or customer?

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    completed  ·  Rajesh Agarwal responded

    You can do this from the calendar page now.

19. send appointment or field job reminders

    It would be a great feature to have a email reminder sent to customers and the techs the day before their appointment that way they remember and can quickly reference their appointment etc. Sometimes we schedule a week or 2 out and it would be nice for the system to automatically provide a reminder after the confirmation email has been sent when the appointment/field job was created.

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

    This was released over the summer and can be sent on a schedule of your choosing!

20. Create packing slips from invoices

    When a customer buys hardware, we need something for them to sign when the equipment is delivered stating they received it. We need a way to do that when it's just a straight sale and not related to a ticket. It would be helpful to be able to do this from the invoice screen. On some occasions our customers receive the equipment before they issue a payment, so a receipt would not work for us.

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