855 results found

1. Calendar & Scheduling Improvements

   1. The calendar should be able to show or hide the various technicians schedules.

   2. The calendar item should clearly show the Client Name / Suburb in the view so that jobs can allocated depending where the tech will be at that time of day.

   3. The calendar should be able to be used to add a ticket / Field Job. A typical workflow is:

   4. Client calls.

   5. Inform us of their issues that need assistance with.

   6. They as when are we available.

   7. We can the calendar and recommend days/times based on when the tech is in their area (to avoid excess travel time etc).

   8. We book the job in via the calendar by dragging the cursor to highlight the start & duration time.

   9. Job screen is display allowing you to put in the job / ticket information.

   10. Job is dispatched to the tech!

   11. That's it!

   1. The calendar should be able to show or hide the various technicians schedules.

   2. The calendar item should clearly show the Client Name / Suburb in the view so that jobs can allocated depending where the tech will be at that time of day.

   3. The calendar should be able to be used to add a ticket / Field Job. A typical workflow is:

   4. Client calls.

   5. Inform us of their issues that need assistance with.

   6. They as when are we available.

   7. We can the calendar and recommend days/times based on when the tech is in their area (to avoid excess travel time… more

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   completed  ·  Rajesh Agarwal responded

   This has been out for a couple months:

   http://www.repairshopr.com/blog/posts/feature-friday-calendar-scheduler-view

2. Invoice Management?

   First - A simple idea really. The ability to select paid invoices and "hide" them from the invoices that are already paid. - OR - a simple tick box at the top of the invoice screen that can switch from Open Invoices and Paid Invoices.

   Second - On the min Invoice screen, show the amount owed instead of having to select the individual invoice then looking there. It would streamline everything a lot better and you wont have to leave a customer on hold for an additional 10 seconds while you look for the balance on the individual Invoice. Just have all the balances owed right on the invoice screen.

   First - A simple idea really. The ability to select paid invoices and "hide" them from the invoices that are already paid. - OR - a simple tick box at the top of the invoice screen that can switch from Open Invoices and Paid Invoices.

   Second - On the min Invoice screen, show the amount owed instead of having to select the individual invoice then looking there. It would streamline everything a lot better and you wont have to leave a customer on hold for an additional 10 seconds while you look for the balance on the individual Invoice. Just… more

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3. Transfer From Ticket

   We have new appointment button, part ordering, and part status. How about a Transfer button?

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   completed  ·  Robert Reichner responded

   This can be done from the Logistics module.

4. Sales Reporting on Invoice Date

   Could sales related reporting be based on invoice date not when paid

   If it is important to see sales based on when the invoice was paid, could "date paid" be the option?

   Once/when an invoice is produced you have a sale; payment is a completely different function/issue.

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   completed  ·  Rajesh Agarwal responded

   I would just export your invoices to CSV – that should get you what you need.

5. Add notes on invoice

   Hi

   I'm sure i've mentioned this before but i cannot find it anywhere..

   At the moment you only get the option to add "Entire" ticket notes which adds absolutely everything you add to the ticket on the invoice this can be rather messy and makes the invoices look well...ugly...

   What i'd like is to be able to customise what goes on the invoice for e.g you could have the ability to add {ticketcompletednotes} as part of the invoice template editor - using the above would only add completed notes - that alone is a perfect example...

   That is the way i would prefer it but if that wasn't possible, perhaps make it possible for the "tech notes" section of the invoice to be inputted onto the invoice?

   The reason i want this so much is because we like our customers knowing what they have paid for on the invoice, our previous CRM software did this and now what we don't have it, i find people calling up and actually asking, what was included in this cost?

   Just to give you an example of what we'd use it for

   A customer calls up and we make a booking, we either go out or they come in... Once its been all fixed and resolved, we create the invoice from the invoice would state on the bottom what we did..... so just as a example

   • Serviced PC
   • Removed Battery
   • Tested Battery
   • Remove Malware
   • Checked start-up settings
   • Replaced Hard Drive
   • Install Windows
   • Windows Updates
   • Installed Essential Applications

   Now when they receive the invoice, they see what they have paid for...

   Hope it all makes sense...

   Dan

   Hi

   I'm sure i've mentioned this before but i cannot find it anywhere..

   At the moment you only get the option to add "Entire" ticket notes which adds absolutely everything you add to the ticket on the invoice this can be rather messy and makes the invoices look well...ugly...

   What i'd like is to be able to customise what goes on the invoice for e.g you could have the ability to add {ticketcompletednotes} as part of the invoice template editor - using the above would only add completed notes - that alone is a perfect example...

   That is… more

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   completed  ·  Rajesh Agarwal responded

   We have the templates setup so that you can include ticket comments on the invoices, that actually should be the default when you setup your account.

   In the scenario you describe, it really sounds like those notes could be on an invoice line item, or on the attached ticket, and that history will be available to everyone.

6. Canned Responses Categories - Need to Organize/Cleanup

   We have 24 canned responses (currently and adding all the time) ranging from greetings to ready for pickup messages. It has become increasingly difficult to select the right canned response quickly.

   Here is some feedback/requests:
   1. It would be VERY nice to have the ability to select a drop down or have some other way to go to the right drop down. This should be on the ticket screen.
   2. It would be great to include variables in the canned responses (similar to your template system) like %firstname%, %initialproblem%, etc...
   3. Have the ability to add canned responses 1 after another. Currenly, if you select a canned response it will override whatever is in your text box. A checkbox like "add to end of message but before signature" or "add to beginning of message" or "Add to message (where the cursor is) would be awesome.
   4. Have a checkbox stating "add signature to end of message" to have signatures in our responses. We type this in manually right now. Really slowwwwwww, annoying for all, and is inconsistent.

   Maybe some more fresh ideas could be out there? Right now... I'm glad to have canned responses but to be honest adding them and using them is rather "beta/initial release" feeling.

   Example:

   1. If you click "Modify" or try to add a canned response - The canned response is added in the middle of all the canned responses previously created. Then after you click the button you are brought to the top of the screen so you have to scroll down and search for your "tucked" away new canned response. Along with that, it is difficult to find/search through this page as it is difficult to read/view. It would be nice to be able to manage this area better.

   Thanks for listening as always

   We have 24 canned responses (currently and adding all the time) ranging from greetings to ready for pickup messages. It has become increasingly difficult to select the right canned response quickly.

   Here is some feedback/requests:
   1. It would be VERY nice to have the ability to select a drop down or have some other way to go to the right drop down. This should be on the ticket screen.
   2. It would be great to include variables in the canned responses (similar to your template system) like %firstname%, %initialproblem%, etc...
   3. Have the ability to add canned responses 1 after… more

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   completed  ·  Rajesh Agarwal responded

   We shipped a major update to this a few weeks ago – in case you missed it.

   https://www.repairshopr.com/blog/posts/feature-friday-canned-messages-are-now-searchable-and-can-be-categorized

7. Add ability to sell Serial Number Products in RepairShopr! Antivirus, Backup Software, etc

   Serial Number Products! Please vote all! This could be HUGE!

   This is an integral part of our business and I'm surprised others haven't needed this feature or requested it yet -

   Here is the idea:

   It would be great to have a product type that supported Serial Number Sales.

   Any product that you carry such as:

   1. Microsoft Office
   2. Antivirus Software
   3. Backup Software

   This would be great to have in RepairShopr. Currently we are storing all of our serial numbers either in an excel spreadsheet or in their original physical boxes... both are unsecure and not reliable... but we've made it this far!

   Imagine... no more spreadsheets for tracking serial codes! AWESOME!

   The way I've seen this done...

   Inventory Side:

   Add a product, set as "has serial numbers". It will ask for the "buying price" of the antivirus software.

   IMPORTANT NOTE it is extremely important that this "buying price" be associated with the antivirus key codes that are put into the "restock" of the product. We often see the price of these products go up and down. So to be accurate in accounting... every restock of the same product should have accurate tracking of the purchase price of the restocked item...

   In another text box area... you could put each serial code on each line of the text box... Each serial code could be separated even by the line itself or by a comma (or other identifiable separator).

   Click "restock" and now you have more codes available for purchase!

   The great thing is that Repairshopr already has a "low inventory" alert so when the keys are running out, you can great an alert! Brilliant!

   Example:

   Product: Webroot Antivirus 2014 Secure Anywhere
   Has Serial Numbers: Yes
   Serial Numbers: 10 remaining (Restock button) (View Button - only viewable based on granular permissions)
   Restock Alert: 5

   Restock button section (only viewable based on granular permissions)
   Purchase Price: $15
   Serial Numbers: 1234-1233-1233-1233, 3jfd-3423-2343-yir0
   (Add Stock Now Button)

   This would add the date of the "restock" and correctly track the price of the restock for accurate accounting and profit tracking.

   Restock button section (only viewable based on granular permissions)
   Purchase Price: $20 (PRICE INCREASE)
   Serial Numbers: 1234-1233-1233-1233, 3jfd-3423-2343-yir0
   (Add Stock Now Button)

   Both Restock scenarios would go to the same product but would have different costs based on which keys are added into the POS.

   POS Side

   This part is really simple. All the staff/techs have to do is simply find the software in the POS system and add it to the ticket. The ticket will automatically grab the next "unused" key from the product key area (text box area described earlier).

   Administrator Side

   For the products that are specified as "Has Serial Numbers", they should always be a check and balance system to help track "when the key was used, what client it went to, what employee added the key to the transaction, what transaction number the key is assigned to, and how much it was sold for". This is important to prevent theft of these keys but also to provide clear auditing of software sold to clients.

   Serial Number viewing/logs should be accessible only by those allowed using the new granular security system implemented recently. Employees do not need to see all keys or how many are left. They simply need to sell and install the software with the correct key. Management of the keys should be handled by a manager (parts manager, order manager, etc...)

   Marketr Side

   If the product is assigned a certain "type" such as serial number that needs yearly renewals... They could get an automatic email based on this product type and Marketr campaign. Might be an easy assignment! I know the software currently has this feature but I have not had time to really explore and utilize this (as I should though because its lost revenue each time someone doesn't renew through us).

   If this was auto set based on the product, such as a field labeled "Marketer Campaign". You could assign a campaign to the product itself. Maybe this is already possible - I'll have to research. Love some help on this!

   Potentials for the future.

   Ability for clients to request a new product key using the leads section when their yearly renewal is due. They could get a link in their email like:

   Subject: Your antivirus is about to expire!!! 3 Days remaining

   "Click here" if you want a "tech" to contact you with a new key. Don't wait for your Antivirus to Expire. Be safe... don't be sorry.

   They click the "click here" link and repairshopr automatically creates a lead stating that they need a new key and that someone should contact them to resell them a new key.

   Maybe at a later point, even have a way for the client to repurchase the key themselves? Auto add to their account and have them pay through the portal?

   Potential Concerns

   1. When should an employee be able to see a product key? Should they be able to see it before the transaction is paid for? I'd assume yes because they need to install it. But... what would stop them from clicking the software.. writing down the key... and then deleting the software from the transaction?

   What are some ways around this? I'd love to see some ideas and thoughts about this. How to keep it secure... how to keep it efficient... and to keep our businesses growing without all the "manual" tracking and work.

   Thanks for reading all of this!

   Please vote and have a great day all!

   -Chuck

   Serial Number Products! Please vote all! This could be HUGE!

   This is an integral part of our business and I'm surprised others haven't needed this feature or requested it yet -

   Here is the idea:

   It would be great to have a product type that supported Serial Number Sales.

   Any product that you carry such as:

   1. Microsoft Office
   2. Antivirus Software
   3. Backup Software

   This would be great to have in RepairShopr. Currently we are storing all of our serial numbers either in an excel spreadsheet or in their original physical boxes... both are unsecure and not reliable... but we've made it… more

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   completed  ·  Robert Reichner responded

   Hello Everyone — Wanted to make sure you all knew that we’ve launched Serialized Inventory! Here’s our article on it: http://feedback.repairshopr.com/knowledgebase/articles/262782-can-i-add-serial-numbers-to-my-inventory. Chuck (one of our power users) has created an additional thread for the ecommerce parts of the previous serialized thread. Feel free to comment and log your votes here: http://feedback.repairshopr.com/forums/165658-general/suggestions/6162772-integrate-e-commerce-platforms-with-rs-sell-serv. Thanks!

8. Customer Created Ticket Notification

   Need a notification option for when a customer creates a ticket for "New Support Request" in their portal. That would help elevate the delay in noticing it on board or ticket screen.

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   completed  ·  Rajesh Agarwal responded

   Can you use the notification center for this now?

9. Postcode/zip code finder

   I would love to see a postcode/zip code finder for quickly adding a customers address . It is so much more quicker and plus avoids having misspelt addresses and correctly capitalized letters etc. looks so much more professional on invoices/estimates when the correct address is used.

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10. Ticket Comments can not only be deleted by a Global Admin and should be assignable in Security Groups.

    Deleting Ticket Comments should be assignable in Security Groups. This way a senior/managing employee can have that right without being a global admin.

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    completed  ·  Erik responded

    Thank you for this suggestion! In a recent update we’ve added Security Group settings for deleting ticket comments!

11. Report a Service Disruption Option

    This is just a follow-up to a few inquiries we've put in recently. A few times, we've had to put in a support ticket for a critical issue, and we we're sure if it was just us or everyone. The two most recent issues:
    1. Authorize.net API was down for 2 hours (for everyone)
    2. RS app load times were slow (due to your host issues)

    It would be really helpful if RS users could submit an alternative contact option other than "Contact Support" or "Give Feedback". Specifically, a "Report Critical Service Disruption" where RS users could alert the dev team if there's a problem they think is effecting other users. Then if it's just that one user, you could convert it to a normal ticket. But if it is a global issue, you could quickly throw up one of the extremely helpful app alerts at the top of the pages.

    In the case with Authorize.net being down, we didn't know if it was just us or everyone until we called our bank, our merchant provider, and Authorize.net; on top of putting in a support ticket to RS.

    Better yet, make it an option for admin's to have the authority to add a global alert like you guys to do the top of every page (for users on our account only, of course). It's a lot easier for multi-location companies than putting in a bunch of calls or emails, especially when it's directly related to the app.

    This is just a follow-up to a few inquiries we've put in recently. A few times, we've had to put in a support ticket for a critical issue, and we we're sure if it was just us or everyone. The two most recent issues:
    1. Authorize.net API was down for 2 hours (for everyone)
    2. RS app load times were slow (due to your host issues)

    It would be really helpful if RS users could submit an alternative contact option other than "Contact Support" or "Give Feedback". Specifically, a "Report Critical Service Disruption" where RS users could alert the dev… more

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    completed  ·  Rajesh Agarwal responded

    We have added a status page where we are reporting any system wide, or service wide, or major 3rd party issues we see.

    It’s at http://appstatus.repairshopr.com/

    When you see an error page, there is also a link to this page (the last couple months or so)

    We’ll be looking into inner company chat and messaging again pretty soon, but it’s not next up quite yet.

12. Add a quickjump search function to splash page after login for quick ticket jumps

    We have paperwork where we associate the ticket number to the device, and it would be quicker to jump to a ticket right after login rather than waiting for tickets page to load. Would save an average of 5 seconds a ticket :)

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    completed  ·  Rajesh Agarwal responded

    Can you just use a barcode scanner in the upper search box from your tickets/labels? That should save you even more time !

13. better notifications

    Each section of the site should show a little red number bubble, just like the leads section, to notify us of things. For instance;

    1. IF there are some low inventory items that require reordering, a bubble should appear in the Inventory nav button drawing our attention.
    2. IF a customer replies to a ticket comment, a notification should popup on the tickets nav button, or if a ticket is past due or something as well.
    3. If a customer approves an estimate, the estimates nav button should have a red popup.

    These are just a few examples that would be helpful

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    completed  ·  Rajesh Agarwal responded

    Hey, I know we didn’t do it exactly this way, but I think the notification center sort of gets you this.

    You can enable in-app notifications for those things, and you’ll get a red indicator in the upper right of the screen. Try that out!

14. Collapse or condense items in the customer detail page

    Hey guys,

    In the customer details page (the internal side, not the public side) we're starting to get a ton of entries piling up since the beginning of time. Some customers have 50+ tickets that have been resolved, others have 100+ communication records. It's starting to get crazy to scroll and search through all of the entries.

    Why not show only the 10 most recent entries, and collapse the remaining ones as "hidden"? Then, just have a button that says "Show older entries" to expand that field when necessary. I think it would really help clean up customer detail pages for regulars who have a lot of history.

    Hey guys,

    In the customer details page (the internal side, not the public side) we're starting to get a ton of entries piling up since the beginning of time. Some customers have 50+ tickets that have been resolved, others have 100+ communication records. It's starting to get crazy to scroll and search through all of the entries.

    Why not show only the 10 most recent entries, and collapse the remaining ones as "hidden"? Then, just have a button that says "Show older entries" to expand that field when necessary. I think it would really help clean up customer detail pages… more

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15. Checkbox for "Require Serial Number" to Assets

    Our shop relies heavily on device serial numbers. I would like an Admin option to force the entry of the serial number field (the unique identifier) for every asset.

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    completed  ·  Rajesh Agarwal responded

    We did this a couple weeks ago, thanks!

16. Add estimate # to customer portal

    Just realized we've always been contacting customers and informing them about the differences between the multiple estimates we make. However, it just came to our attention that customers have no way to reference an estimate number on the customer portal. They have to look through every single one (sometimes 10+ if there are multiple tickets) to find the one we are referencing.

    Can you please add the estimate number in portal view like there is for tickets and invoices. Not sure why this was never added?

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    completed  ·  Robert Reichner responded

    This is live!

17. Add the ability to search by portal user under tickets.

    It would be very beneficial if we could sort by portal user's. This would make handling some of our bigger clients easier since they have multiple points of contact.

    Following up with these points of contact would be easier then since we could simply filter by portal user rather than digging through a mass of tickets that may or may not pertain to that user.

    Thanks!
    Sean

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18. Invoice Page

    Can the invoice page have a view to only see unpaid invoices?
    If I have 10 unpaid and continue to make new invoices, I have to scroll through to see the ones not showing paid, where it would be easier to have a filter to see only unpaid. Thank You.

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19. If you change the custom field title to correct a spelling mistake you lose all the data in all the tickets under that custom field!

    If you change the custom field title to correct a spelling mistake you lose all the data in all the tickets under that custom field!

    Fortunately I only had a few tickets on RS as we have just started. There should be a warning. Please put in a warning or make it so it doesn't loose the data.

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    completed  ·  Rajesh Agarwal responded

    We’ve added a warning, we’ll change the way it was built in the coming months as well.

20. Add a Black List Option

    Is there a way to add a black list feature to this program. The black list feature would be for customers that have had a balance that was never paid, or equipment that was never picked up after a long period of time. It can also be for customers that have had checks returned or any other reason that you don't want to open up another job for a particular customer.

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    completed  ·  Robert Reichner responded

    You can use the Customer Custom Fields and create a customer type for this, then assign an icon as well: http://feedback.repairshopr.com/knowledgebase/articles/295874-can-i-capture-more-information-on-my-customers-c