General
855 results found
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Z-Report to be more like the original Daily Sales REport
At the end of the day I like to print the Daily sales report instead of the Z-Report because it shows my customized payment types and the Z-Report doesn't. But techs don't have access to reports.
Can you make Z-Report show the values of "Totals by payment method" for that register closing date
Example:
Expected Cash: $#.##
Expected Check: $#.##
Expected Debit: $#.##
Expected Visa: $#.##
Expected Master Card: $#.##
Expected American Express: $#.##
Expected Discover: $#.##
Invoice: 10001 Inv Total: $#.##
Invoice: 10002 Inv Total: $#.##
Invoice: 10003 Inv Total: $#.##
instead of:Tendered Cash: $#.##
Expected Check: $#.##…6 votesNew POS features and z-report are live! Look forward to further feedback.
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pictures on printed ticket
Hello, I know you guys can do this in the customer portal or what not... but is there any way to get the attachments made public to show up when we print a ticket?
12 votesThere is a tag for this now!
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Customer Detail
At the top where you have Invoices, Tickets, and Spent, you need to add Balance. That way you can easily see what outstanding balance a customer has.
1 voteThis should be live!
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Edit reminders
The reminders feature is really nice, but it's lacking features to edit and add to an existing reminder. All it lets you do right now is add and clear. It would be cool if you can attach reminders to more than just a customer name, too. Like associate a ticket/estimate/invoice...
16 votes -
Create Computer Repair Wizard similar to Mobile Device Wizard
I tested out the mobile device widget, and put it on our site on our "Phone Repairs" page. I am in the process of doing a complete redesign of the site, and I would love to see a wizard that does the same, but for computer problems. Listing common problems as options like: 1. Desktop or Laptop? 2. Virus? Slow Computer? Not Turning On? etc. etc. 3. Operating System? 4. Brand and Model?
Does this make sense? Ultimately, I would like to see an all in one solution that can be put on our home page and customize the colors..something…
24 votesThis is live! Check in Admin > Device Widget Customization.
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Change "From" name in outbound emails
Right now, the outbound email updates just come from the full email address of whatever your URL is (ie. ticketupdate@yourwebsite.com). It would be nice to have a custom "name" field like normal emails have. That way, email updates would show as:
From: Your Company ticketupdate@yourwebsite.com
Subject: Ticket Update (id: 407665)2 votesThis should be live!
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Include CRM Features for RepairShopr
If RepairShopr included a handful of CRM features, I would not have to examine other CRM solutions, such as Insightly, etc. Features such as:
1. Leads to Opportunity tracking, including stakeholders, probability, status (qualifying, closed, etc)
2. Ability to tie tasks to said leads and opportunities, such as a task for calling Sally tomorrow at noon. Or enter notes from the phone call or email that was sent or something like that.
3. An "activity feed" showing tasks around an opportunity or lead for item #2 above.
4. A tie in to the Inventory module, where quoting may be possible…9 votesWe just shipped a number of updates to Leads and Estimates. A number of these features are also on the Contract Manager. We’re going to mark this as complete now and welcome further update suggestions.
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Separate Inventory From POS
Provide ability to mark only certain items to appear in the POS screen. For example we might have parts or services that aren't generally sold to the public so they don't need to populate the POS view. Additionally I think allowing better control over button placement, size, tabs and overall layout would be great (i.e go full screen and only show POS buttons/options).
14 votesThe new categories system should allow you to manage this in a powerful way now: http://feedback.repairshopr.com/knowledgebase/articles/714060-can-i-create-an-inventory-category-or-nested-categ
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Invoicing - I would like Recurring Invoices to be displayed on their own tab instead of being co-mingled with the standard invoices.
Recurring Invoices separated from the Standard Invoices. (With Stripe and Paypal Integration) The payment integration is already part of another request.
1 voteWe just did an update so recurring invoices are now indicated in the invoice list with an icon. Is this what you were looking for?
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Second tax rate for invoices
Hello,
I'm doing an invoice for a business customer.
I have labour at 13.5% and hardware at 23%.
Standard tax regulations here in Ireland.
It may be my mistake, but how do I get the second / multiple tax rate working !?Thanks in advance.
Regards1 vote -
Technician printable end of day report...
I have two pc repair shops and just started using the software. We also don't use cash registers or point of sale systems at this time.
Our current work order software allows the employees to print an end of day report which groups by:
- Payment Type (Cash, check, credit card)
-- Store Name (East or West)
--- Each payment with date, customer name, check #, amount, invoices, unapplied.The employees deposit checks, cc, and cash. My employees save this to PDF each night into dropbox so the bookkeeper can compare bank statements and deposits against this report.
The z-report…
1 voteI believe the current Z-Report handles this.
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Add labor selection to ticket timers
Instead of just having one default labor sku attached to the ticket timers. It would be nice to be able to select which labor sku you want when starting the timer. In my instance I charge different amounts for remote work and onsite work.
It would also be nice to have rules for rounding to the nearest hour or half hour after the time is charged. Most shops have a min of 1 hour.
8 votesThis was added as part of the Toggl integration.
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Field Job locations
Having the ability to associate a field job and ticket with a specific customer location would be valuable.
9 votesWe have multiple addresses now, and we have appointment types, the ticket address will be the default for an “Onsite” type appointment.
Play with it and let us know!
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Filter in Invoice Tabe
Within the invoice tab, I would like to be to filter unpaid. I see where we can filter paid, sync to Quickbooks, etc. I think it would be helpful to the tech or personnel that don't have report access to be to filter open invoices.
1 voteThis is live!
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marketr
I would like to be able to send a canned, branded welcome email to new clients through marketr. If we get a new client, be nice to send an email with hours of operation, account manager, rates etc.
0 votes -
Please add the option to add custom fields to the kiosk mode and also make the email or phone number required but not both
Please add the option to add custom fields to the kiosk mode and also make the email or phone number required but not both, some of our customers don't have a phone number and some don't have an email address and are unable to use the kiosk for express check-in.
8 votesWe now drive the email and phone requirements off your Customer Preferences requirements for this. We’re not currently planning custom fields for Kiosk Mode but did add a page of PHP code if you want to build your own form using our API: http://feedback.repairshopr.com/knowledgebase/articles/379711-custom-web-form-code-leads-api.
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Knowledge Base for staff and clients
It would be nice to have an internal knowledgebase for staff and an external knowledgebase for common questions from our clients. This would be an easy way to build staff knowledge and be more efficient with our clients. Just like your knowledgebase, it would be great to say - "please go to your customer portal and search for maintenance tips".
Thanks guys!
33 votesThe wiki should cover this!
(and maybe an external wiki like mediawiki if you want one for your customers to visit.)
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Make estimate approval trigger dashboard update
Love it when customers approve estimates via their online portal and save us a phone call or follow up. The issue is, when they approve an invoice, we have no way to know they did without manually checking their ticket.
Technically, an estimate approval is a customer update, so we think it should trigger a blue "customer reply" notification on the dashboard, and add an envelope icon next to the ticket with a "customer reply" note that says "Estimate approved via portal".
Need it...
0 votesThis is live!
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Allow the option to move a Lead to a company
Sometimes an employee will fill out a lead form. It would be nice if we could convert that into a ticket under the existing business/customer instead of having it create a new customer with the employees info.
5 votesJust added this!
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Convert estimate into a ticket instead of an invoice
I think estimates should ONLY be able to be turned into a ticket, not an invoice. Why bill for something if you may end up changing the final bill (especially when standard tech's don't have the privilege to delete invoices). After all, an estimate is just that; an estimate. Plus, how do you properly track an invoice with no ticket? Here are the two scenarios:
Customer wants a quote for a repair, before bringing in their equipment. You make them an estimate and they leave. They are happy with the estimate and come back with their equipment, you pull up…
7 votesThis has been live for a while.
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