General

  1. Create an "Order" module

    Instead of just having invoices and tickets, also have a "Order" option that allows you to place an order, take a deposit, link to a PO, then when a product arrives, convert the Order to an Invoice, which satisfies the General Ledger account. Basically the "Parts" option, but with inventory tracking. This way orders for computers, accessories, etc, aren't blended in with your Tickets, and aren't "Invoiced" before the product arrives or leaves your store (which thus removes out of your GL acct)

    6 votes
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  2. Add Notes or Reason Why the customer declined the estimate

    Adding a pop-up box, when the customer presses the decline button on an estimate from the customer portal. Allowing them to give a reason why they declined the estimate.

    13 votes
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  3. Inventory Product Analysis-Show product history IN and OUT

    To audit a product/sku (see a products history in and out by date) - I have to manually add the totals from all Purchase Orders- then manually count the SOLD invoices from Product Instances. The export to CVS feature should have a qty field so a auto-sum could quickly add them. Most desired is a Export to CVS or Report listing a product/sku Begining with On hand total then a list showing Dates Received and Sold together sorted by date- You can see the history of the product flowing in and out. Very helpful to us when looking for errors.

    1 vote
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  4. Change Watchman Monitoring on customer portal

    For watchman monitoring customer portal is it possible to get that renamed to “Monitoring” or “Company Name Monitoring”

    The reason is because giving out Watchman Monitoring gives out our secret and of course for Watchman we can rebrand it to a company name. If a customer sees Watchman and searches it they can buy the services themselves.

    I believe it would be best to rename it to monitoring or company monitoring.

    Thank you

    2 votes
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  5. Please make lists alphabetically sortable

    Hello,

    I have requested this several times and here I go again. I'm speaking specifically about the Device Repair Widget. When I create a new widget device, I would like the options list to be sorted alphabetically. I'm always coming up with new problems to add and I would like it to be sorted appropriately after being added to the list. This would also give customers who use the widget a cleaner, easier way to find their specific problem they are having with their PC rather than looking through a mess of problems in random order. Make sense??

    Thank you…

    1 vote
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  6. Clone Lists in worksheets

    I love how customizable the worksheet are but they are a pain to build. I know you can clone the entire list, but it would be nice to be able to clone each drop down question and just rename it.

    1 vote
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  7. Add Inventory to Stock Take Lists via

    I have stock take lists created for various sections of the store.

    When im adding in inventory, i would like a feature to be able to add it to a stock take list as well from with in the product window.

    Now what i am doing is adding the inventory and then adding it to the stock take list manually, to be able to avoid missing an item off the list, i think it would be handy to be able to see and do this from the product page.

    Regards

    1 vote
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  8. Add invoice aging to scheduled reports

    I would love to be able to automatically send me the invoice aging report every Friday. We currently use the invoice reminders feature, but when the open invoice goes past 60 days it needs to be called on.

    1 vote
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  9. Suggestion Ticket Printing

    I would like an option to choose Dymo label printers for different users. If I print out, it will be sent to my Dymo, and if a Co Worker prints out, it goes to his printer. Would that be possible?

    Thanks in advance

    1 vote
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  10. Add Integration for Zoom Meetings

    We use Zoom for remote meetings and screen sharing. It would be great to have a Zoom option in the "Remote Assistance" section of the tickets, and to be able to generate and send the Zoom links via RS. Thanks!

    0 votes
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  11. Sticky ticket history notes

    It would be a good idea to be able to create a/or sticky ticket note(s).

    This would allow any ticket note to be marked sticky so it sits at the top of the ticket history. The reasons for this would be varied, but in our example, we often have customers sending a ticket note to use a different delivery address, or, some other important info that we do not want buried.
    I was thinking maybe having an option to make any history entry as sticky, a check box so it can be made sticky and they released if and when…

    3 votes
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  12. Add Supplier Ratios to Inventory

    Every Inventory Management System should have this option:
    allow the user to input a Supplier Ratio value which will calculate appropriate quantities and costs for inventory that is purchased or sold in differing quantities.

    For example:

    I just placed an order for a product that comes in a 10 pack. We sell them individually. Each time I order this item, I must recalculate the numbers for what my individual cost per item is, and also adjust my quantity appropriately.

    If, instead, I had a Supplier Ratio value, I could input into a PO that I purchased 1 (pack) at its…

    3 votes
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  13. Be able to mark up a part or line item by a specific %

    I so badly want to be able to select my line item of 'Parts for Customers', enter the cost of what we paid, and then enter the % of what I want the mark up to be.

    Almost every piece of hardware we order for our customers is unique and custom. We have zero fixed costs as our prices change daily.

    Need an easy way to mark up parts without busting out the calculator.

    This should be a very easy addition! Please add it.

    61 votes
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  14. Widget flow

    When creating a widget flow, in the "Customer Info" step, it would be nice if the Business Name and Phone fields could be hidden with the tick of a box like some of the other fields. I have a booking widget setup for residential clients and they don't need to see the Business Name field. Thanks!

    1 vote
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  15. Due Date according to Business Hours

    Since we have now the new feauture Business Hours, just enable to have Due Dates according to Weekly Closing Days and Holidays

    6 votes
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  16. Send emails based on client asset age

    Hello,

    Would it be possible for Marketr to be able to email clients when their computers hit certain ages? I was thinking this could be tracked using the asset management ability of Repair Shopr, and that as certain assets age Marketr could email the client about that specific asset (for example "Your Thinkpad E590 is 3 years old and is now due for a hard drive check up.")

    Thank you for all you and your team do.

    Have a great day and stay safe!

    Sincerely,
    - PotterVilla Applied Technology

    3 votes
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  17. Sort issue categories

    I've been asking for years... Can you please alphabetically sort issue categories, especially in the device repair widget? This makes it much easier for a client to find the issue they are having. I think all categories should really be sorted alphabetically. Thanks for your consideration.

    1 vote
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  18. Additional templates for tickets

    Repairshopr already has the additional templates for invoices. This gets assigned to the customer. I need this same functionality applied to tickets. I would like to create a ticket template and assign it to customer. We have online repair affiliates that have their customers direct ship to our lab. We then will repair the device and ship back to the customer with the ticket as a record. It would be great to edit the ticket so that it was branded to reflect the original seller.

    3 votes
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  19. Security Changing Product Cost

    Perhaps there is a misunderstanding regarding edit products and view costs. If I select only view product costs, staff are unable to see look up product details nor see costs UNLESS Global Admin is turned on and with this turned on, they are able to "edit" costs. My understanding that Global Admin gives full access and ignores all security settings. Currently there is no way to monitor changes to product costs if all salespeople are global admin. Isn't security for situations like this. So if you could clarify how we can give salesman security levels where they can look up…

    0 votes
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  20. sorting by ticket status: always put "resolved" at the end of the list.

    When I sort by ticket status, it sorts alphabetically. It's nice that "ATTENTION" and others jump to the top, but then I have to scroll way past all those "resolved" to find the status "waiting on Customer" or "waiting payment."

    How about this instead: When you click to sort by ticket status, don't just alphabetize the status! Put resolved last, even perhaps by the date it was resolved, as a bonus. But in any case, put ALL types of UNresolved tickets at the top of the list--THAT is what I want to see at a glance!

    1 vote
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