General
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Tag techs using @techname in private comments
then it flags their attention via a notification.
Simple yet powerful.
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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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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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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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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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Right Click Custom Search
We often have to look for parts from different suppliers. I wanted a way to keep from having to type things a lot and also a way that, once we found the part number once, we could easily search multiple distribution points. We use Google Chrome so I downloaded the "Context Menu Search" Add-on to Google Chrome from here https://chrome.google.com/webstore/detail/context-menu-search/ocpcmghnefmdhljkoiapafejjohldoga?hl=en. Once you install the add-on you can then customize your own search option when you highlight then right click a piece of text in RepairShopr. Once we highlight a part number for instance we can now simply click on…
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Payment method assigned Quickbooks account
It would make things a lot easier if you could assign the Quickbooks account to each payment method. Quckbooks online does not have this feature yet.
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Create recurring invoices ONLY if there is an amount due.
It would be great to have a setting to only create a recurring invoice if there is unpaid line items/amount due.
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Drift Chat Integration
I'd love to have an integration with Drift chat for lead creation / management from my website as well as ticket creation etc.
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Make customer automation
It would be nice to trigger events on specific customer tasks. i.e. When a customer signs up for our monthly service subscription. Trigger welcome email, change their customer type, etc...
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Air Print
since you are rolling out IOS and Android apps, Air print seems like a good logical step. Being able to print ticket labels from the field and in the shop from our mobile RS devices would be a help.
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Inventory Categories need more intuitive editor!
Yikes - the way we have to edit Inventory Categories is really awkard and clunky. It's impossible to add a bunch of categories quickly, I get update errors and have to refresh the page, then collapse each level so I can see the one I'm working on more easily. I realize this might be a big change, but it would be SO much easier to have the option to 'add new category' from the category drop-down list in the Inventory item screen, or just a more intuitive, cleaner interface. The current system drives my OCD batty.
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Allow the ability to grant permissions to groups to edit Ticket Issue Type and Ticket Custom Fields.
I would like the ability for another one of my techs, who is exposed to the day to day residential tickets to be able to add / edit the Ticket Issue Types and Ticket Custom Fields. It is a tedious process, and I do not have the time nor the direct exposure to the bench work any longer to know what needs to be there for my technicians.
In short, please make this a group-assignable permission.
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Google Drive - Have live backups made of your data to your Dropbox account.
I have always been curious of why it is that we don't have Google Drive integration in the way that DropBox is done in Apps.
Why is that?0 votes -
Add Notification Center Event when a Marketr Campaign runs
It would be very helpful if there was a way to notify certain users when a Marketr Campaign runs.
We have a Marketr template that emails customers when their Anti-Virus or other subscription is expiring; we also would like for a staff member to call the customer and follow up as well.
Perhaps an event option in the Notifications Center for "Marketr - Campaign ran" that we can activate to notify a group of Users when the Expiration Renewal Marketr campaign runs?
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Support Canadian Tax Rate
Please support Canadian multiple tax rates or just enable the same fix as you did for Ireland. Works the same.
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LINK Customer Purchases and Payment Payout to Customer Detail Page and Tickets
We almost always reference the Customer Detail page before making any ticket/invoice/payment to verify there is nothing old that needs to be completed. The Customer Detail page contains all related data of every person in our database, so it's generally our most visited page for each customer. The only thing missing from this record of customer purchases and the payouts for said purchases.
Please add a Customer Purchases section to the Custom Detail page, and link any equipment purchases and the record of payment payout. We want to know how much money we're billed AND paid out to every customer,…
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Cancel Recurring Invoices On Edit Screen
While viewing a recurring invoice, I should be able to not only pause it, but also cancel it.
If I'm at a customers page and click Recurring Invoices, and then click on the invoice to view/edit it, I'm only able to edit or pause once there. I then have to co to invoices, recurring invoices (or Admin, recurring invoices) in order to cancel it.0 votes -
Default Billing contact
When dealing with companies we usually have a single point of contact for tech issues. But a different person for getting invoices. I see the Invoice CC emails option but I don't want the technical contact getting ANY invoices.
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0 votes
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