General

  1. Create a module for tracking customer contracts with renewal date alerts

    We are a MSP company with service tiers, email, cloud, firewall, antivirus services with annual contracts. It would be nice to integrate something like Monkeybox into Repairshopr. Be able to assign contracts to a specific contract manager, due dates would then be sent to contract manager to manage client contracts and new contracts be sent on time so no lapses occur, etc.

    2 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We are going to mark this as complete based on our contracts module, you could create one for each of those with expiration dates – and tie those to recurring invoices.

    If there is a critical missing piece – please comment!

  2. send appointment or field job reminders

    It would be a great feature to have a email reminder sent to customers and the techs the day before their appointment that way they remember and can quickly reference their appointment etc. Sometimes we schedule a week or 2 out and it would be nice for the system to automatically provide a reminder after the confirmation email has been sent when the appointment/field job was created.

    49 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Print Open Ticket List

    It would be useful to be able to print the list of open tickets at any given time.

    It could be used for auditing tickets vs. machines.

    14 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Integrate E-commerce Platforms with RS - Sell Services & Products in Sync - BOOM!!

    This idea is an excerpt from the ever popular "Add ability to sell Serial Number Products in RepairShopr! Antivirus, Backup Software, etc".
    This is a new thread so the previous idea can be marked as complete (awesome!).

    Here are the goals:


    1. Sync Inventory with a shopping cart platform.
      a. Allows to sell services, client purchases, and all inventory that is in RS on an shopping cart platform
      b. Ability to turn configure visibility of a RS product on the ecommerce site like a checkbox stating “Show on E-commerce Site” or “Don’t show on E-Commerce Site”


    2. Sync past purchases/invoices between both…

    65 votes
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    21 comments  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Sarah responded

    I’m going to mark this complete with the caveat that we haven’t completed the subscription portions, or delivering of serial numbers – but we’ll keep working toward it!

    This is live for beta testers, live for everyone in a week or two.

    Please note that WooCommerce is the only E-Commerce platform we’re supporting at the moment.

  5. Purchase Order Printing and Vendor Details

    Printing a PDF of a purchase order would be useful to to support the paper documents from the vendor as well as digital purchase details. Recording the Vendor invoice number with the receive would also be very useful for RMA purposes.

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. PBX Prefixes for CID

    Hey guys,

    LOVING the PBX integration for caller ID lookup (now that I figured out how to get it working - updating the lookup source in the incoming routes). However, most caller ID screens, including ours, only display a max of 14 characters.

    So, on our phones, when a caller that is in the system calls in, we only can sometimes see just a partial bit of the status, and often NONE of the actual name. Very annoying. For example, this is some of the recent CID's that show up on our phones:

    In Progress: J
    Awaiting Parts
    Invoiced: Robe …

    3 votes
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    21 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Email communication options to enable/disable in Admin panel

    Can you please add options in the admin section to disable the default email notifications for specific alerts? For instance, our techs would prefer to NOT be emailed every single time an estimate is approved, considering they already have a constant visual of their tickets and the dashboard - which both indicate this very well.

    I actually prefer to not be emailed at all regarding RS updates. My whole day revolves around keeping a constant status check on ticket replies, estimate approvals, and invoice payments. I generally notice the event before I event get the email relay. It would be…

    1 vote
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Bookings Feedback

    The way I run my repairshop is to try and book appointments for people to bring their device in for repair - more so for repairs to mobile devices where people require a quick turn around for example.

    Using the appointments feature would be ideal for this but here is some things I think would be better

    1) Allowing different opening times on a "per day" basis. My weekend opening times are different to during the week.

    2) Ability to change the default appointment length to say half hour rather than an hour as it currently is.

    3) On the…

    14 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Paypal and credit card surcharges

    automatically add custom / predefined surcharge to invoice when payment type is selected.

    3 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The payment type selection comes after the creation of the invoice so we won’t be able to implement that. However, this is currently support via inventory. You can enter a negative number in the Discount – Percent field on an an Inventory item (which you could call “Credit Card Surcharge”) and add this as an item to invoices. We’ll get some articles on this going in our Knowledge Base soon.

  10. Require Time Clock

    Is there a feature yet to require users to clock in whenever they log on the system. If not, do you think this might be a good feature? Better time tracking

    19 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ticket Cloning

    Add the ability to clone tickets, identical to Invoice Cloning Feature. This is particularly useful when the leads module creates the ticket in the wrong customer

    12 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Live Ticket Counter/Queue Counter

    It would be great if there was a feature for having a live ticket counter on display on a TV in our store, counting up tickets everytime we create a new one.

    Is there possibly an embedded link we can use for something like this? Would look great, and help to explain to customers that there device will be in a queue.

    0 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Register balance setting

    Hi,
    There needs to be a setting for the register that sets the desired cash amount for the register. Then in the report, to take out the dollar amount in cash that leaves a balance among the change and bills.

    5 votes
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    completed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Register Close Receipt

    It would be nice if after closing the drawer for the day we could have a .PDF document generated that would show what the count was for that day (Ie: 24 pennies, 15 nickles, 10 dimes, etc).

    1 vote
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    completed  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automatically calculate markup

    We (like many other repair shops) use a standard markup strategy and pricing chart. It would be awesome to have an option in inventory to use a set markup rate, or use a pre-selected markup option.

    By this, I mean you could have a few price ranges with corresponding markup rates, like: Parts that cost $1-$25 have a 100% markup, parts $26-50 are 60%, $51-100 is 30%, and $100+ are 20%. The other option (if not global like previously mentioned) would be item #65484 has an auto-markup of 25%, or alternatively $15.

    This would take almost all of the work…

    74 votes
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    29 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Quick Product Category View

    If you've got loads of products it's a bit tricky to get to categories of products by scrolling through pages.

    It would be great if you could add some kind of filter or drop down to quickly access your categories.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allows attachments in more areas

    It's really great being able to attach documents directly into the RS system for customers. Very helpful for referencing related paper docs, signed agreements, etc. However, there are way more instances attachments could be used for:

    Vendors - applications, license agreements, contracts, bills, etc.
    Purchase orders - PO print outs, packing slips, hand written notes, etc.
    Parts orders - invoices, sales receipts, etc.

    Further, while it is nice to see all attachments related to a specific customer all in one place (the customers page), it would be nice to have certain attachments (for instance, a parts order) attached and linked…

    6 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Linked Estimates with Tickets should show estimate's line items

    Currently if you make an estimate for someone, then make a ticket, then link the ticket to the estimate, the estimate's line items do not show up under "Add/View Charges on ticket"

    If you link a ticket to an estimate, the line items in the estimate should transfer to the ticket it has been linked with.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Permit New Inbound Email-to-Ticket to include attachments

    When an existing customer (or new client) sends an email to your 'helpdesk' email (subdomain@reply.repairshopr.com) to open a new ticket request, permit them to attach screenshots (jpg or png). We use GFI RMM, and use a feature that includes the ability to send an email with a screenshot, but currently RepairShopr does not have the ability to include the attachment/screenshot with the new ticket request.

    7 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ring Central Integration

    I think it would be awesome to somehow integrate with Ring Central allowing calls from customers to be documented on their online profile. I know I have had a few clients claim we didn't call them, or vice versa. All of our calls are recorded as well, so I think it would be cool to have all of the conversations uploaded to the account.

    Currently, I have to manually login to my Ring Central dashboard, look for the customers phone number, and find logs that way. I think there's alot that can come from an integration.

    26 votes
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    38 comments  ·  Flag idea as inappropriate…  ·  Admin →

    You can use Zapier to integrate at this point.

    You can see example ideas at the bottom of this page: https://zapier.com/zapbook/repairshopr/ringcentral/

    We will have some pre-made zaps coming shortly.

    One example would be using the ringcentral triggers to fire a webhook GET request to the callerid api in RepairShopr. Then it would behave exactly like our other PBX integrations.

    Example coming soon!

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