General
289 results found
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Statement of Account for Customers
Kindly consider incorporating this common accounting report.
A statement of account is a detailed report of the contents of a customer's account. It is sent mainly to corporate clients (periodically), showing billings to and payments from the customer during a specific time period, resulting in an ending balance.
The following items are included in the statement for a specific period;
- Invoices issued
- Credit notes raised
- Payments received
- Withholding (WHT) tax deducted
14 votes -
PENNY ROUNDING
The ability for the POS to round the change due to the nearest penny.
Since Canada, New Zealand, Australia, Netherlands, Finland, Sweden, etc. no longer uses pennies.
Example - The change due of 14.68$ would be rounded up to 14.70$. And 14.66$ would be rounded down to 14.65$.
IMPORTANT for accounting : On the end of the day report, a section with ROUNDING ADJUSTMENTS should indicate the amount of loss or gained from this.
Here's a link that would further explain: https://www.mint.ca/store/mint/about-the-mint/phasing-out-the-penny-6900002
13 votes -
Marketing Automation!
Marketing Automation!In this feature it is good if we can control which customers we want to send to them, if it is possible to create any advertising campaign or marketing and then add and send them, in other words control this feature more
13 votes -
Edit Expenses!
Ok so I love being able to track expenses but we need to be able to have the option to edit an expense after it is “posted”! I have had a few now that get changed or a mistake has been mad but the expense has already been posted. Frustrating you can not edit!
13 votes -
Let us control the quantity of parts in repair bundle.
Some repairs require more than one of the same part. At the moment I can only add a part once to a repair bundle but if I am repairing a battery PACK, it may need multiple batteries which we stock individually.
The only way to add multiples is to edit the ticket after the repair, but if we can control the quantity of parts required in a bundle it could be automatic, as well as tell the technician exactly how many parts he needs before opening.
12 votes -
Add search by partial matching
When searching for items / customers / anything.
If the search engine was able to search parts of words from any part of the item, customer name etc.
For example:
iPhone 5 Display - Black - OEM
- Currently I have to type part of the full phrase exactly as it is, from the start, to find it.
On my old system I could type a few letters of key words:
- iPh 5 oem bla
- OR: OEM Iphone (to find all iPhone OEM screens)The makes it much easier for techs to find what they need rather than…
12 votes -
Estimates - Cancelling and Filters
Estimates - ability to cancel, add more filters e.g. Customer Organisation and add the Created By column in the table.
There's currently no way to cancel an estimate.
I also cannot filter the estimates on specific information like the repairs or invoices modules. It would be great if we could filter on the Customer Organisation, the Created By field or Device etc.
Please add the Created By field into the table so we can see who created the estimates quickly.
12 votes -
Is iT possible to ADD a mark when you sent people the e-invoice? So that at invoice you see ho you already sent invoice to
Is iT possible to ADD a mark (checkbox) when you sent people the e-invoice? So that at invoice you see who you already sent invoice to
12 votes -
Repair Shop Live Chat
Hello,
I would like to introduce an idea. A Live chat that can be accessed through multiple repair locations or with in the staff in one location. So that staff can communicate with other staff or if one has a question about a repair it can be asked. or other day to day work with out having to go from one side of the store to the other.
12 votes -
create a random code ID such this G78-64S-TTS2 for customer online tracking
a customer can check the status of his repair, replay to a ticket, approve a repair etc.
if you guys would like to see this feature in action let me know, one of the best tools my company has implemented.
im on a trial version and this is one of the features that is keeping me from being with your software, i have it with my own ticket system and this works like magic.
12 votesSounds like a great idea. We’ve started working on customer portal where customer can track repair status and approve work orders as well. I will keep you posted with the progress
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organisation of items
Thought of something about RepairDesk. Apart from the other things I need in the software how about organisation of items. I.e. Able to put repairs in your own order of importance. Also put models in order of importance. There are lots of models of Samsung for instance but we would never see them. Would be nice to put the most regular models at the start
11 votes -
Repair/Customer tracking - Improve workflow
Currently when a customer comes in we go to the POS screen lookup or enter a new customer then start the process of selecting the device, serial number\IMEI problem part etc. The new screen allows the customer to fill some of this in. But we have repeat customers it would be nice when you enter the customer to see the devices purchased from us or repaired in the past by us then allow you to enter a new device or use an existing. Doing this we see the history of the device, not have to ask/enter the same information again…
11 votes -
Appointments Booking Widget
Would be great if we could add our own CSS file, to designed for our needs.
10 votes -
PLEASE: Integrate RepairDesk with eBay for Sales and Inventory
The number one shortcoming for RD is that it does not integrate with eBay (where we sell 90% of our phones). Currently, the only way to get accurate sales figures is to MANUALLY enter the 'Sold' amount from ebay on the RD inventory record, then MANUALLY transfer that item from 'In Stock' to 'Sold online'. Super Tedious ...
Solution: I can use the RD ITEM ID (which is unique for every phone) as my 'Custom SKU' on ebay when I list each phone. Then, when the phone is PAID FOR by the customer, an API is generated which notifies RD…
10 votes -
Add a dark mode option for web GUI.
Under settings or as a toggle option under the sandwhich menu having the ability to switch to a dark mode color scheme for the entire web GUI.
10 votes -
Name and Signature on Refunds
Add a form for Refunds/Exchanges where a customer name/signature gets required with an optional phone number. This will give the manager proof someone really returned something and that its not employee theft and so we can follow up with customer for customer service.
10 votes -
Add a battery health field to the trade in items for capacity and cycles
Currently I have to put a note of the battery health in the description. I think it would be better to have a dedicated field for this the same as Colour / capacity etc.
10 votes -
Auto Complete Address Field
Software we used in the past did this. RD, please incorporate an auto complete for the customer address field. As we begin to type in the street number and street name have it automatically pull a relevant list of addresses and end up displaying the address we're inputting to we can select it. This will save techs time and will be MUCH more accurate.
10 votes -
Inventory Write Off
The RMA process should have an option to write off an inventory item with the option to level the cost across identical items OR a particular batch of those items.
It's not always possible or viable to obtain a credit note / refund / replacement on an item. Say if a technician has damaged an item of stock, then it will generally just be written off. Written off stock should show in the financial reports and also under the supplier information along with the reason.
9 votes -
Add business name to ticket fields
Instead of a custom field, add business name to main customer entry fields. It does not make sense to have it on an extra custom field. Most shops have business and enterprise clients.
9 votes
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