General

  1. Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting

    Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting. It looks messy when printing/PDF as it changes the source formatting. For example : -

    Custom field 2. RAM Check currently changes to 2. ram check

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sales Detail Report

    Be able to pick an item to run the report. Include the link to the invoices as well. Thanks.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. GoToAssist Integration

    Would love to see integration with Citrix's GoToAssist Remote Support. They have great API's!

    11 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Need a open quotation reminder please :)

    Please can you guys add the same reminders for quotations as you have for invoices. I want the system to tell customers that we have sent them a quotation and we have not received a go ahead or response on their quotation yet. And that if we have no response in 30 days we will assume that they have abandoned their machine.

    Please guys the same as the open invoice reminder but just for quotations.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    21 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Customers to Update Their Billing Info

    I would love for my customers to be able to log into their profile and view/edit any of their contact information, especially as it relates to billing. It would also be great if they could view/edit/add payment methods (PayPal, credit card(s), ect).

    As a bonus it may also be cool to see a simple check box of "save card on file" when customers are paying their invoices via credit card online.

    18 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Followup - To Do system for entire staff

    Hello~

    It would be great to be able to keep an entire team up to date on any special "to-do's" or "follow-ups" that are required. Think of it like a pin up/sticky note system that your entire staff can easily see and update.

    Currently, we can only setup reminders for ourselves... as good as we all are... sometimes having other's be able to see these reminders can help get task done if someone falls behind.

    The more collective we are... the better we are~ Kind of like the Borg :)

    13 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reminder button in ticket and customer view.

    This button would allow reminders to be place on the calendar and in the reminder section. Allowing for easy follow ups without creating ticket just yet.

    This can also be merged with the Appointment button, but with an options menu; appointment or reminder or followup.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ticket title on the dashboard description

    It would be very helpful to have the ticket title apart of the dashboard short description. (Email isn't helpful at a glance if space needs to be made)

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. field jobs info disappears

    When hovering over field jobs, the information pop up disappears almost immediately. Would be better if the information stayed up until the mouse was no longer hovering over the appointment.

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to sync Google Tasks with dashboard reminders

    I am sure the Google Tasks API is just an extension of the Calendar API - It would be great if I could have all of my reminders/tasks in one place (especially on my mobile/tablet). How easy would it be to implement this?

    5 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make restricted inventory items for only authorized users

    Loving the new "merged" inventory system! It was such a pain having to choose which location the inventory item was at. However, there was one nice feature:

    I have 10 techs, 3 managers and 1 district manager, plus me. With the old inventory system, we were able to add items like "manager discount" to a non-standard location, and only allow managers to "log in" to that location. That way, only a manager could issue a "managers discount" line item.

    With all inventory items available to all users, there are no items available to specific users. Also, there is no work…

    4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Customizable Templates

    It would be nice if we could create custom templates using the foundation already in place with the invoice template features. I am thinking along the lines of custom letters, proposals, etc using the same tags already being used on the invoice templates. We often send letters to customers or potential customers introducing ourselves. It would be nice if we could create a template for that type of thing using the tags already in repairshopr so that it automatically populate name and address information. Maybe even create a tag for ticket or asset name so we could refer to that…

    11 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Setting up reports to auto run and email to employees

    Looking to have the payment report sent automatically every night to our closing employees who do not have admin rights and also having a way to only run and send this for a specific date range

    14 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow tickets to be re-associated with different customer

    When someone other than the owner of a machine drops it off, we need a way to switch the ticket over to the owner when we get their information. I don't see a way to do this now, so we've had to create a new ticket and reference the old ticket. This works, but is tedious. Since the database is relational, could a simple "Change Customer" option be added to tickets?

    1 vote
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Quick Email to existing customers

    Once in a while we just want to send a quick email message to a customer, but still have it appear through their portal (to be able to track it with their account).

    For instance, someone wrote "please update our billing email address to xxxxxx@yyyy.com" on a piece of paper along with their mailed in payment this month. It would be cool to make a quick email in their account that says "Hey. We just updated your email as requested. Thanks!" Without creating a ticket, and still have everyone know that it was taken care of.

    Not to replace…

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Workshop Appointment confirmation

    To be able to put appointment in calendar if its a client coming to workshop confirm date and time of appointment and directions

    5 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Combine 'Update Type' in ticket comments with ticket 'Status'

    In order to provide transparency with the customer, as well as making ticket management easier, wouldn't it make sense to combine these two fields? eg. PC has been fixed, ticket for that job is marked as 'Resolved' and it sends an email/SMS out to the customer notifying them of that, as well as a custom message sent on the technician's behalf.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Change "Assets" from button to a field

    I like the check-in process for a new ticket, except the asset button. Everything else is a field that I can view, but the asset button hides all the info in a new window. You should be able to see the attached assets at a glance and add/remove them in the same window. I don't mind the new window to add a new asset, but it seems silly to hide information as important as that.

    Also, I don't use field jobs yet, but I imagine it would be helpful for that too. Bottom line, everything being visible decreases the ability…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks Ryan – these are obvious improvements we have just put off because of the time involved – it’s more difficult to put these types of complex things inline in the form sometimes, and in the interest of getting a feature out we sometimes do so with a less-than-perfect UI.

    We are very aware of these types of things, and it’s on our list!

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