General

  1. API integration - Add attachment to customer and invoice

    Currently the API integration allows for attachments to tickets, but not on customer or invoice.

    It would be great if we could do the same for invoices and customers, and also publish them, so customers can see them on the portal.

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  2. GoCanvice

    I use GoCanvice for intakes when I am in the field. It would be great to import the data so I don't have to enter it twice.

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  3. Failed Payment of Recurring Invoice

    We have dozens of customers we have on a yearly recurring invoice. They aren't really worth setting up individual contracts for as it is a one time charge per year.

    There currently is no way to receive notification if the payment fails (there is for contracts).

    It would be great to have this feature.

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  4. Scrolling to part look up when adding charges to a ticket.

    When looking up a part number to put onto a ticket or anywhere you can search for parts. It would be really helpful if instead of only showing the amount of parts that your screen can display based on the resolution.

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  5. Add manual item to estimate via csv or text

    As we always have bulk list of items to enter manually which cost time (as general service business), it will be more easy to insert manual items to estimate via csv file if you can provide import option some were in the estimate page.

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  6. Please add an option in customer portal to create new ticket from asset

    In this option, customer can click on asset to create new ticket and ticket will create under particular assets. (it will be more easy to customer, instead of collecting all details from machine for the inquiry )

    other thing is we can convert same link to QR code and stick in the asset that will support customer to request work with correct machine details intently.(if the portal with password it will ask for it , other ways ticket will be generated immediately.

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  7. Better Sorting and filtering

    I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.

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  8. Better leads to ticket process

    The way leads are processed is backwards in my opinion.
    My frustration is that you have to press save as you edit each field or you loose the last one.
    Also my techs will assign a lead to me then create a ticket giving me 2 notification rather than just one.
    Here is my suggestion:
    We should not have the option to edit any fields, yes add notes, and yes send messages, and have the emails to and from on a lead front and center. Have a nice Create Ticket button that would allow you to change all of the…

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  9. Allow image uploads in Documentation

    Documentation has made huge improvements lately. To "finish the job" for us, we would love to see an easy image/file upload option instead of just the URL link. This would save a lot of steps. It could simply upload it to the customer page as well.

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  10. Assets create date and who is create missing

    please include assets history like who is created and when it has been created. also keep record if any modifications done.

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  11. Add Card-On-File Capturing Option in Custom Widgets

    Currently, the only way to obtain card information from the client is either by manual entry into their customer account (via swipe or key) or having them log into ther customer portal. When we have someone signing up for services, we want the ability to capture card information as part of the sign-up process (similar to how Recur captures it for Kabuto) so we can offer more subscription services with a retained card without the need for asking.

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  12. Allow Custom Text/Links in Customer Portal Area

    We have a few different services that we offer to clients - It would be nice to put additional Support Links or Other Content in the Portal so that the Client has easy access to all of their information in one location. Maybe a custom HTML area, or somewhere we can put custom text.

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  13. Tag techs using @techname in private comments

    then it flags their attention via a notification.

    Simple yet powerful.

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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. Setup to allow discounts to be added by product group to a customer group. Eg laptops cost+5% to all customers set as reseller.

    We need options to add doscounts by group and product range. Both rrp less % and cost plus.
    This is a must.

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  20. Easier data review

    reviewing data/reports is cumbersome, would be nice to streamline the process or have the data more easily available.

    ie: Month to Date Stats -> being able to click on job type or referral -> Seeing data for review ie: which customers...

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