General
3766 results found
-
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 -
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 -
Add Yelp to social media in Marketr
Please add Yelp to the social media in Marketr
11 votes -
partner with a developer that allows you to check the status of a device when entering the device IMEI/MEID when purchasing a device.
When purchashing a device from the product, we enter a unique ID such as the IMEI or MEID. There should be a way to check the device to see if it is blacklisted, reported stolen, or locked to a network. Also, after purchasing a device from someone, if the device comes back as stolen or black listed, we should be able to block that customer from selling devices to our store again.
3 votesIf you can find an API for it, we would be interested in looking into it – thanks!
-
Would be great to add comments to any order, parts order
Would love to be able to add comments to order, parts orders, ect.. Ideally it would also be nice to specify how we pay for items. Love the new purchase order entry. Great job.
2 votes -
4 votes
We might do a rules engine for this, but currently we don’t want it automatically changing – enough people want this to work differently that we’re going to just leave it for now.
-
More Marketing Tags
It would be nice to have additional tags to use in marketing emails to help be more specific on what it is referring to.
Be able to say something like:
Hey {{customerfirstname}}, we closed your ticket {{ticketnumber}}. If you have any other problems with {{ticketdescription}} just contact us.It would help customers who have several tickets within the marketing period to know what you are checking up on.
5 votes -
Customizeable Dashboard widgets
Would like to see the ability to customize the widgets on the dashboard with custom criteria and to be able to drag and drop and arrange them.
And example of this is Brightgauge.com
7 votesTry our new dashboard, and also our Domo integration. I’m pretty sure our domo integration gets you something similar to brightguage.
-
Change list "types" to auto-fill drop downs
Hey guys,
I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases.
Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.
I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're…
6 votes -
Add "signatures" based on the user logged in.
It would be handy to have something similar to an email signature that can be used when technicians are updating the customer through the ticket. Some of our technicians have different contact information or credentials/certifications they would have listed in their signature.
5 votes -
Ticket Linking for Project Management and Better Diagnosis - Similar to Invoice Progress Bar
Why not have the ability to link tickets and then put them in the Diagnostic box. Similar to how the invoiced box works with multiple invoices?
This may be an easy way to provide a starter solution to project management and to provide easier diagnosis without searching through tickets.
6 votes -
Add purchase orders to logistics
Just something to add to the non-critical list. It would be great to have a more intuitive PO module. POs are actually logistics and should show on that screen too. Also, it would be nice to have a place to add tracking numbers and links. PO's should have a link to the vendor's profile. Basically, the whole vendor/PO system should have a make-over. They are related and should be re-built around each other and link to each other. When everything else is done, of course ;)
2 votesA PO make-over is up soon once serialized inventory is live. Hope to include some of these aspects in that pass!
-
Ticket Stats Report
Hi Guys,
administration/alltimeticket_stats - is an absolutely amazing report.
However I'd love to be able to export this report to HTML or Word or Excel
Could you make this possible?
It'll be great to send this to our employees to motivate them to "Improve" their sales...
For e.g one would assume by myself working in the office would have LESS invoices then a field tech... however for this month.. this isn't the case! - sending the techs this report may help boost there performance... :)
1 vote -
Calendar
Would be usefull to block out time tech needs fort workshop repairs
0 votes -
Add a 'Date' input field as a Field Type option
Having the ability to add a date to a field would be fantastic for reporting and searching purposes.
6 votes -
bundling or packaging items on the fly
preparing a bundle in advance for sale is nice maybe if you are selling flowers or coffee. in our business we often group several items together on the fly when creating an estimate for a customer. you should be able to select two or more items create a package. you should be able to view your cost and then insert a sale price for the package. when you print or email the quote the customer would see only the package price not the individual line item pricing.
37 votesWork has been underway on this and it’s nearing it’s release window of March 2021 (this month) pending final QA.
-
Add part orders to reminders
As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.
1 voteWe have the ability to send a reminder email when a parts order is placed to serve this purpose. Does that work for you?
-
Selling a new PC/Notebook etc
When you sell a customer a new PC/Laptop/Whatever with a serial number shouldn't it automatically get added to their assets list?
0 votes -
Allow parts ordered to be auto inserted into Estimates
We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.
However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.
We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be…
1 voteWe’ve updated this so line items on an Estimate are transferred as ticket charges when you create a ticket. Does this speak to what you’re looking for?
-
Test Email Template
It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.
1 voteDoes the preview functionality work for this?
- Don't see your idea?