General

  1. Add more or customizable sortable fields on the Customers Tab

    In particular it would be nice to be able to sort our customers based on the amount of money spent in our shop thus-far. I could also see uses for sorting the customers based on region (Marketr emails, etc).

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Display customer number on customer details page and invoices/tickets

    Many accounting firms want my customer numbers, which I currently have to pull from the customer details page URL. Please display this on the customer details page, and create a tag for it in invoices, tickets, estimates, and statements

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. make it possible to require Custom Fields for new customers.

    Under Customer Settings we can assign required fields for new customers. I'd like to be able to make a custom “additional field” a “required field.
    For example, we would like the program to prompt the employee creating the new customer record to assign the customer as either residential, contract, or business. We have the custom field created but we are finding it difficult for our employees to remember to assign each new customer as the appropriate type because it’'s in a different tab from where we enter all the other information for a new customer.

    13 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We’ll continue to look into ways to do this, right now we didn’t want the required fields on the second tab to trip people up – since they aren’t in view.

  4. purchase order re-order lists populated from product categories

    When creating a purchase order, you can populate a list of low stock items from all stock or from a specific supplier. It would be very useful to be able to select a product category or several categories even. For instance i purchase inks from 3 different suppliers, the winning order generally goes to who ever has the best pricing and the most items in stock.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. CID Phone Log Report

    New Report Idea:

    We use the CID lookup feature with our Asterisk PBX phone server and it is amazing. The only thing that would make all of that data even better is if there were a daily reports with all CID lookups that were issued (aka every customer who called in).

    It could simply be a table with the following columns:
    Date, Time, Customer Name (as a link), Phone Number, Related Ticket (if any) (as a link), and Ticket Status.

    I know some of this data is already mixed in with the Communication Log Report; but that also has tons…

    4 votes
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    planned  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Google Address Lookup feature for exisitng customers and creating appointments

    The new Google address lookup/selection feature is AMAZING when creating a new customer! It's so quick and helpful, and halfway allows us to finish peoples addresses when they begin to recite them. Bravo!

    The only issues is that it currently only is available when creating a NEW customer. This is such a helpful feature and should absolutely be available when adding/editing an address for an EXISTING customer.

    Also, when creating an Appointment for a customer, sometimes (as we all know) the appointment address is different than the address we have on file. The Google Address Lookup feature should also be…

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Do not Generate $0 Recurring Invoices

    I have some blank recurring invoices that I use to invoice any time not billed to customers on tickets. Some months I do not have any time to bill a customer, but the recurring invoice sends them a $0 invoice that I have to explain to ignore and then I have to delete or "pay" to get it to not bug the customer of an open invoice.
    A simple check of if invoice total is equal to $0, do not generate for that recurring period.

    19 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integration with LogMeIn Rescue Remote Support Software

    LogMeIn Rescue is long standing Remote Support Software used by many companies both small and large. They have an API available here https://secure.logmeinrescue.com/helpdesk/integration/apis.aspx for integration. This would allow the data between LogMeIn Rescue to be synched into RepairShopr for quicker, easier management of clients. I think this would be a great addition to RepairShopr and in my case make it a completely fluent streamlined system.

    20 votes
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    under review  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. allow other information to show up on ticket page.

    It would be great if we could have other bits of information on the ticket page list such as a location line which shows where the phone currently is, the phone number, the password, or other things that could make the master ticket list easier to view.

    Even if those things showed up on the dashboard that would be great as well.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Need a write-off or RMA summary function

    I like the fact that there is an RMA module in repairshopr, but is there any plans for adding functionality for items that are write-offs? This way if we get promotional items or left overs that cannot be sold, they technically would not be RMA items because we could write them off in our books. Are there any plans for a function like this? We plan to franchise out and need to keep the books for each store as up-to-date and accurate as possible, and I feel that using the current RMA system and manually doing such write-offs would cause…

    14 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Inventory Vendor Purchase History

    It would be very helpful to get vendor purchase history on inventory items. This way you can see which vendor you have purchased from in the past, the price you paid, and date of past purchases.

    5 votes
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  12. Add Custom Field Filtering to the API

    In the customers.json endpoint it should be possible to filter the results by filtering on a custom field.

    [properties] => stdClass Object
    (
    [CustomField] => 123
    )

    With this added, It can reduce the number of API requests when you only need to search for specific customers who have a custom field set.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Time clock CSV download

    I would like to be able to download the time clock data to a CSV file so I can see the notes and the hours in a spreadsheet and sort them.

    The reason is that I have two different pay rates based on the type of work, and currently I have to manually add up the hours for each type.

    Thanks!

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. add the ability to snail mail an estimate

    Just like the invoice screen, I have quite a few luddite customers who rarely check email and would love to be able to use your snail mail feature to send an estimate. Thanks

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Need to be able to change Ticket Problem and Referral types without losing information

    Because the ticket problem and referral types are done by a list, you cannot edit any of them and preserve the information that has been linked to those "types." Because of this, you cannot correct spelling errors or change the name of types for accuracy, unless you also want to loss that information or have a duplicate or similar item.

    Also, there is no way to organize these lists. It may not sound like a big deal, but being able to select an item in alphabetical order is much better than having to search for it in a drop down.

    6 votes
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    planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Receipt printing with customer purchases

    I'd like to have an auto receipt print feature in with customer purchases similar to receipt printed when selling something to a customer.

    12 votes
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  17. Import non-stocked items from estimates to parts tab

    We only keep a small number of parts on hand to help keep overhead costs low. Consequently, a lot of our parts are special order. Would there be a way to have non-stocked parts entries from an estimate automatically populate into the Parts tab once the estimate is marked approved?

    As it stands now, when the technician receives an approved estimate, he/she has to then hand enter the non-stocked parts from the estimate onto the parts tab. If they populated automatically, we could sometimes cut a whole day out of the repair timeline as this wouldn't be defendant on the…

    10 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Set default qty for inventory items

    We have several services that have specific qty values every time. Some of them are very hard to remember (especially labor times/qtys) and we have to remember to check the item descriptions to see what the "estimated time/qty" is.

    It would be really helpful (and I think easy) to add an option for "default qty" in the inventory item details. That way, each item added would populate with a unique qty when added.

    Please and thank you. You know it will be easy! AHHHHH!!!!!

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please Organize Custom Fields

    Most everything in RS is laid out very nice and clean, but the Ticket Custom Fields is definitely lacking. We use a lot of custom fields for our tickets in order to have specific information readily available and to basically summarize our logs with specific details. However, because these custom fields are not organize very well (they are pretty much packed in a small space as close to each other as possible) it makes it more difficult to find the data you are looking for. It would be ideal to be able to have different sections for different custom fields…

    6 votes
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    planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Yelp to social media in Marketr

    Please add Yelp to the social media in Marketr

    11 votes
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    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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