troy, Author at Computer Repair Shop Software – CRM & Invoice System

Recent updates from RepairShopr for 2020-04-06

troy — Mon, 06 Apr 2020 15:48:21 +0000

Hey RepairShoprs — Happy Monday!

Below we’ve compiled a list of our latest release notes, containing the smaller feature improvements and updates made within the platform, as well as bug fixes.

Our bigger feature releases over the last few months can be found here on our blog. Enjoy!

New improvements:

Reports: We added a “Customer” filter to the Sales Details report.
Reports: We improved the Pending Ticket Charge report so it should more accurately show labor log items now.
Invoices: We added Customer address to CSV exports from Invoices.
Zapier Integration: We updated our Zapier API integration to fix an issue where Ticket addresses were not always recognized for “ship to” and “contact” addresses on Tickets.
Onboarding: We updated the walk-through videos for settings up Customers, Tickets, Invoices, Estimates and Inventory.
Payments: Showing a payment has been updated to our more current styling standards.
PDFs: We improved PDF filenames for Invoices, Tickets, Ticket Receipts, Assets, Estimates and Purchase Orders.
Estimates: Converting an Estimate to an Invoice will now mark the Estimate as approved.
Contacts: We improved the organization of Contacts in search results that appear when using Search All the Things.
Misc UI Update: Darkmode and Fullscreen UI toggles are now faster.

Bug Fixes:

Bug Fix: Tax-free prices on taxable items when manually exempted should be correct now.
Bug Fix: We fixed a bug which would select all Tickets when they were grouped, not just their own group.
Bug fix: Calendar functionality on reports has improved.
Bug Fix: We fixed a currency formatting issue in the France locale.
Bug Fix: If an Asset Custom Field is renamed, the data that field will now no longer be cleared.
Bug Fix: We fixed a bug that was preventing the Status Dashboard page from displaying correctly.
Bug Fix: We fixed an issue where long descriptions were not always editable on products linked to WooCommerce.
Bug Fix: We fixed an issue where ‘Breached SLA’ count on the dashboard was showing an incorrect number.
Bug Fix: We fixed an issue where Estimate items were displaying in a different order in the PDF than on the Estimates page.
Bug Fix: We fixed an issue where payment terms were not properly updating as Invoices were reassigned to different Customers with different terms.
Bug Fix: We fixed Recurring Invoice Report formatting issues.
Bug Fix: We fixed an issue where longer custom fields could overlap in the Customer Details UI.
Bug Fix: July 3rd, 2020 is now listed as a federal holiday in the US since that is when it is observed.
Bug Fix: We fixed an issue where deleted Ticket numbers could not be reused in future Tickets.
Bug Fix: We updated the QuickBooks Online integration to correct cases where QuickBooks Online tax exception errors were blocking imports.
Bug Fix: We fixed a UI layout issue on the Ticket Automation page.
Bug Fix: We fixed an issue where Appointments were incorrectly bookable when missing data in required fields.
Bug Fix: We fixed an issue where ‘Email+SMS’ communication wasn’t showing up for Ticket Comments if the Customer didn’t have email address and mobile number, but Contacts did.
Bug Fix: We fixed an issue where changing the category of a manual line item was not properly updating the category.
Bug Fix: When deleting Ticket charges, the page now updates correctly without requiring a refresh.
Bug Fix: Searching for Recurring Invoices will now show results from Invoices when the list spans multiple pages.

More to come soon!

-The RepairShopr Team

The post Recent updates from RepairShopr for 2020-04-06 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2020-01-08

troy — Wed, 08 Jan 2020 01:12:45 +0000

Hey all,

Happy Wednesday!

Today we’re sharing a list of our latest release notes, containing the smaller feature improvements and updates made within the platform, as well as bug fixes.

Our bigger feature releases over the last few months can be found here on our blog.

MFA: We’ve added a button to allow Admins to reset technician multi-factor authentication in the event of an account lockout. This will turn on MFA for that technician and they will need to reconfigure it using their device to be properly secured.
User Interface (UI): We’ve changed the look of tabs a bit. Hope you like it!
Customers: We added a new column to the Customer List page showing the number of Contacts per Customer.
Reports: We added a control that limits the customers shown on the Referral Report to ones created within the time span selected.
Reports: We added Company Name to the Tech Hour Report CSV.
Big Chain Accounts: We’ve improved Big Chain support for multiple locations in Custom Ticket Workflows.
Big Chain Accounts: We’ve improved Big Chain support for multiple locations in Tickets, Invoices, and Estimates. You can now associate these records with locations based on your location settings in the Admin Center.
Tickets: You can now sort Ticket Issue Types and Ticket Statuses.
Tickets: We now automatically stop theTicket Timerwhen Ticket Status is set to “Resolved.”
Bug Fix: We fixed an issue where Contact Name was not properly showing up on Estimate emails.
Bug Fix: We fixed an issue where the Users list was cut off in the drop-down menu of the Tech Hours Report.
Bug Fix: We fixed a page load error on the Estimates edit page when an account has many Tickets.
Bug Fix: We fixed a list overflow bug for long “additional attendee” drop-down menus.
Bug Fix: You can now delete Customer phone numbers even if they are required, as long as there is at least one present on the Customer Detail page.
Bug Fix: System messages sent out by Ticket Automations are now properly marked as system messages in the public Ticket thread.
Bug Fix: We fixed an issue with duplicated Assets in the “Add Assets” drop-down menu on the Ticket create and update pages.
Bug Fix: Invoice history now properly sorts by Invoice date (chronologically).
Bug Fix: Large Asset Audit Reports are now queued for download.
Bug Fix: Long running Ticket Timers became inaccurate and out of sync — we’ve resolved that issue.
Bug Fix: We updated our Xero integration so that Purchase Orders and Bills now use the proper tax types.

Until next time,
The RepairShopr Team

The post Recent updates from RepairShopr for 2020-01-08 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2019-10-24

troy — Thu, 24 Oct 2019 03:42:58 +0000

Hey RepairShoprs,

We’ve been working hard to bash bugs and bring you some solid feature improvements. As usual, our bigger releases can be found on our blog.

Below we’ve outlined the smaller feature improvements and several bug fixes we released over the last couple of months. Enjoy!

Feature improvements and updates:

Marketr: Marketr will now only send to Customers with a valid Invoice within the last 13 months. We also added some information on Marketr best practices to the Knowledge Base article here.
Customer Portal: We added a new setting within Portal User Permissions to show all/filter Ticket statuses.
Refunds: We now auto-fill the reference number of a related payment when processing a Refund.
API: The API Invoices section now supports “date” and “customer_id” filters.
SMS: We now hide the SMS option if there is no mobile phone number present on the Customer profile.
Tickets: The bulk delete button within the Tickets module now says “Delete Selected” instead of “Delete All” to be more clear about what is being deleted.
Leads: We added two new Leads options – “Mark as Spam” and “Delete” – to the /convert page.
Leads: The “Select All” checkbox within the Leads table now shows the “Bulk Options” button.
Reports: You can now filter by Customer on the Pending Ticket Charges Report!
Reports: We’ve made the Invoice numbers clickable on the Reconciliation Report!
Reports: For clarity purposes, we renamed the “Customers” drop-down within Reports to be “Saved Customer Search.”
New Locale: RepairShopr is now available in Bulgaria!

Bug Fixes:

Bug fix: We fixed an issue where the notification rule for New Contact was not working correctly.
Bug fix: We fixed an error with Big Chain accounts where template tags wouldn’t update in a Purchase Order template to include location tags.
Bug fix: We fixed an issue where Appointment Reminders were going out at the wrong time or duplicating.
Bug fix: Now Sunday Appointments show properly in the Calendar!
Bug fix: We fixed an issue where users were unable to select the date field in a Customer Contact.
Bug fix: We fixed an issue where the Customer Detail Google Maps link didn’t include a ZIP code.
Bug fix: We fixed an issue where the address lookup wasn’t populating all of the appropriate address fields.
Bug fix: We fixed an issue where the system would only send an email to the Invoice CC contact if the “default” Customer was selected.
Bug fix: We fixed an issue where some users were not receiving the “Potentially already-picked-up Tickets still open” emails.
Bug fix: We fixed an issue where the “Email to Vendor” button on Purchase Orders was using the RepairShopr account email address instead of the Ticket Reply email address.
Bug fix: We fixed an issue where it was not possible to delete the last email domain listed in your account. You can now delete all domains, save your changes, and they will be correctly cleared.
Bug fix: We fixed an issue where filters for large CSV Inventory exports would only show “in stock” rather than “all.”
Bug fix: We fixed an issue where users couldn’t delete Customer phone numbers by deleting data from imported CSV files. This should now work properly!
Bug fix: We fixed an issue where users were unable to map to custom fields drop-down menus while using Zapier.
Bug fix: We fixed an issue where the Logistics edit page was not formatted properly, causing “Change History” and “Product Add” areas to be hard to read on the page.
Bug fix: We fixed an issue where taking a payment via PayPal without a reference number was preventing syncing with WooCommerce.
Bug fix: We fixed an issue where newly created users were not available to select from in CloudBerry Recurring Invoices.
Bug fix: Deleting a Purchase Order will now properly release Product instances rather than showing them as still on order.
Bug fix: We fixed an issue within Stock Takes where a non-updated variance was counted as a loss on the final report.
Bug fix: We fixed an issue where a user’s name was not automatically attached to the Invoice line item when they would create a Part Order.
Bug fix: We fixed an issue where an Invoice with bundled line items containing more than 1 serialed quantity would still be able to be paid even with only one serial number selected.
Bug fix: We fixed an issue where Part Orders were detaching from the original Ticket if the Ticket was resolved and were also unable to be reattached.
Bug fix: We fixed an issue where bundled items weren’t showing up within a Ticket Details page when added to a separate Invoice from the Ticket Charges.
Bug fix: We fixed an issue where not all serial numbers show up in the “select serial numbers” interface. Search also works for all serial numbers now!
Bug fix: We fixed an issue where Recurring Invoices were not respecting the Contract override price if the setting “Keep prices in sync with products if they change” was enabled.
Bug fix: Now Invoices marked as paid from split payments can still be edited (i.e. name change, change payment date, etc.).
Bug fix: We fixed an issue where certain users were not able to read inbound SMS message within the Leads module.
Bug fix: We fixed an issue where currencies in India were not showing up properly in the POS.
Bug fix: We fixed an issue where the payment process still continued even if the signature was not completed.
Bug fix: We added a setting where users can specify whether they require the Customer to sign-in in order to take a payment.
Bug fix: We fixed an issue where the “Pay Now” button next to Invoices within the Customer Portal was not showing up in certain instances.
Bug fix: We fixed an issue where the Customer Portal Ticket “Status Is” filter was not accessible via mobile web browsers.
Bug fix: We fixed an issue where the Tech Hours Report was showing incorrect Labor Log entry dates for the custom date range chosen.
Bug fix: We fixed an issue where incorrect dates were being used in the Product Sales Report.
Bug fix: We fixed an error where toggling a default Ticket Saved Search to “all” would still search within only the saved search, even after refreshing the page.
Bug fix: We fixed an issue where Customer search was not showing all results.
Bug fix: We fixed an error where toggling a default Ticket Saved Search to “all” would still search within only the saved search even after refreshing the page.
Bug fix: We fixed an issue where only 20 Assets were visible when adding an Asset to a new Ticket. Now all available Assets will be shown.
Bug fix: We fixed an issue where if an Appointment was created without a Ticket number, the “Non-Ticket Appointment Template” would not process and the HTML email wrapper would not send.
Bug fix: We fixed an issue where the “{{ticket_subject}}” tag was visible in emails when no Ticket number was available.
Bug fix: We fixed an issue where the “{{invoice_line_items_table_no_tax}}” tag was not removing tax lines from the line item table in templates.
Bug fix: We fixed an issue where the Ticket table “Contract” column was showing Tickets assigned to Contracts that didn’t actually have a Contract attached.
Bug fix: Ticket Worksheet Progress percentages will now properly update if you remove steps from the worksheet.
Bug fix: We fixed an issue where, when using the custom fields for Intake/Outtake form disclaimers, both the Intake and Outtake forms were showing the Intake form disclaimer only.
Bug fix: We fixed an issue where two Ticket Worksheet change history entries would appear for every one change made in a Ticket Worksheet.
Bug fix: We fixed an issue where the public Ticket dashboard link was not loading Tickets, despite the default Ticket dashboard doing so.
Bug fix: We fixed an issue within Ticket receipts where the phone number wasn’t showing on the receipt unless the “Include customer email” setting was enabled.
Bug fix: We fixed an issue where editing a Ticket’s created or due date would show 0:00 and the current date, rather than the value being edited.
Bug fix: We fixed an issue where “Select all” was not working when Tickets were in groups.
Bug fix: We fixed an issue where 1 month term warranties were showing as expired before the expiration date had been reached.
Bug fix: The image URL button was broken on the edit screen of Wiki Documentation. Now it is working
Bug fix: We fixed an issue where Xero Bills were not pulling the Product description from RepairShopr.

Until next time!

-The RepairShopr Team

The post Recent updates from RepairShopr for 2019-10-24 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2019-09-11

troy — Wed, 11 Sep 2019 18:16:00 +0000

Hey RepairShoprs,

Happy Wednesday! Take a look at the list below to see a summary of the top user-facing items we’ve shipped over the last couple of months. A summary of the larger feature releases can be found at the top of the post, along with other updates and bug fixes below. Enjoy!

Estimates: We added an advanced search icon to the top of the Estimates page allowing you to better sift through and sort your Estimates. Learn more here.
Documentation Center: We’ve added a “Template” Documentation Center page type to make creating new pages more efficient. Learn more here.
Payment Profiles: We’ve added reminder emails and notifications to inform your team and Customers about an expiring Payment Profile before it expires. Learn more here.
Masked Credentials: You can now utilize a “masked credentials” field to securely store and easily share important credential information with your team (via the Documentation Center) and Customers (via the Customer Portal). Learn more here.
Packing Slips: We introduced a new PDF template called “Packing Slips” which allows you to utilize an Invoice-like document containing only the information you deem appropriate to share externally, and removes information you’d like to keep internal such as the price of a line item. Learn more here.
Password Vault: You can now change your Password Vault Passphrase! Learn more here.
Square & Mobile Apps: We’ve added two new Square Payment Processing updates to the RepairShopr Lite Mobile Apps (iOS & Android).
Recurring Invoices: You can now choose to charge your clients on the Recurring Invoice due date, rather than the date the Recurring Invoice is generated which the system does by default. Learn more here.
Recurring Invoices: You can now choose to disable the creation of Recurring Invoices containing zero line items. Learn more here.

Other updates:

Tickets: We’ve added a confirmation to the Ticket Worksheet delete button.
Contracts: We now allow currencies outside of USD and non-entirely numerical currencies to sort properly within the Estimated Values column of the Contacts table. For example: €12.246,00/month.
Leads: We’ve added a “Mark as Spam” button to the Leads page.
Invoices: You can now sort the Invoices table by Customer name alphabetically!
Bug Fix: We fixed sorting Estimates by Customer. Reminder: sorting by Customer is done by “business_name, last_name, first_name” which may not be obvious from the text rendered in that column.
Bug Fix: We fixed a bug with the default sort on the Leads list page, so it should now sort by creation date like before.
Bug Fix: P&L reports will no longer error when you have many Invoices and request a long timeframe for the report.
Bug Fix: “SMS” and “Email+SMS” will now only be available as an option on Ticket Comments if the Ticket’s Customer has a phone number saved.
Bug Fix: We fixed the column headers for the Reminders widget on the home page.
Bug Fix: We fixed an issue with the sort on Contract values. The column now sorts appropriately
Bug Fix: The ‘Assigned Contract’ section of Ticket Workflows works properly now.
Bug Fix: Now Tickets created via the Customer Portal will respect your due date settings.
Bug Fix: Bulk Alert resolution will now respect search params properly.
Bug Fix: We fixed the format for Denmark’s currency.

Stay tuned for more releases soon.

-The RepairShopr Team

The post Recent updates from RepairShopr for 2019-09-11 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2019-06-26

troy — Wed, 26 Jun 2019 10:18:00 +0000

Hey RepairShoprs,

Check out the list of items we have been working on over the last couple of months! A summary of the larger items that received their own blog post are at the top, followed by smaller user-requested updates and bug fixes.

We look forward to bringing you more soon!

Appointments: We’ve added the ability for you to create “buffers” between Appointments, allowing you to have better control over how much time you’d like to allow in between scheduled Appointments.
Appointments: You can now trigger Appointment Reminders to send to your Customers sometime before their Appointment, either by email and/or SMS.
Appointments: We created a new “Appointment Type” template tag to be used in your Appointment Reminder emails! Learn more here.
Tickets: You can now tell which
Ticket Charges (Ticket Line Items) have been applied to which Invoices when looking at the Ticket Line Items modal on a Ticket.
Tickets: We added a setting that defaults a Ticket’s Charged Time to “True” instead of “False.” Head to the Admin area of your account (Tickets > Settings) in order to turn this on!
Tickets: Now a Ticket’s resolution date can be edited via the Ticket edit page.
Tickets: When converting a Lead into a Ticket, there will be a Private Comment in the Communications section of the Ticket indicating that the Ticket was created from a Lead.
POS Mobile App: We
created a new iOS mobile app to make certain POS steps more intuitive and streamlined for your Customers when they come into your store(s). P.S. If you are using the POS Second Screen mobile app, please make sure you’ve installed the latest update if you experienced any issues initially.
Estimates: We’ve added a setting for you to automatically “Decline” an Estimate after a certain amount of days of your choosing. Head to the Admin area of your account (Estimates > Preferences) to check it out.
Invoices: You can now
bill your Customers on a per-Contact basis within Recurring Invoices.
Invoices: We changed the way
Invoice Email Templates are used within your RepairShopr account. Now, communicating with a Customer about a Paid Invoice is much clearer, and separated from Unpaid Invoice emails.
Invoices: You can now specify the name of Invoices that will result from a Recurring Invoice Template. Learn more in our blog post
here.
Invoices: We’ve added a link to the associated Customer at the top of the Recurring Invoice edit page for easier accessibility.
Invoices: The quantities of Contact, Asset, and Kabuto line items are now recalculated every time the Recurring Invoice edit page loads.
Invoices: We added an option to run Scheduled Invoices on demand if a Scheduled Invoice was set to run, but missed the 6 am scheduled kickoff.
Documentation Center (Wiki): You can now
upload photos into Wiki Pages.
Documentation Center (Wiki): We updated the user interface within both the Customer Details and Documentation Center modules to make it clearer that you can create multiple Documentation pages per Customer.
Leads
: We
released a new captcha

to help prevent spammy Leads from getting into your account.
Assets: You can now
clone Asset types, saving you time in setting up new Asset types.
Ticket Timers: A few months ago,
we launched a new way to view all currently running Ticket Timers. We recently released another user-requested update to this feature which allows you to now stop any currently running Ticket Timer from this page! Check it out in your account to learn more.
Customers: We added the ability for you to remove icons from Customer Custom Fields if you wish to.
Customer Portal: We now have
Customer Portal User Permissions, similar to RepairShopr user account permissions! Create groups with specific settings to give your Customers access to only the information you wish for them to access.
Customer Portal: We improved the user interface (style and formatting) of Payments and Payment Profile details.
POS
: We’ve improved categories in the POS by allowing navigation back one level up and back to the top level.
Microsoft Outlook: Outlook errors will now show a little more info when we are unable to renew your authorization token, helping you troubleshoot what’s going on.
Timelogs: We improved the timelog entry user interface a bit to make things easier to read and work with.
Bug Fix: Tabbing through fields in the Ticket Timer form now works as expected.
Bug Fix: Ticket Timers now display time correctly, counting all logged time as well as the current user’s active time, instead of all logged time along with all user’s active time.
Bug Fix: Addresses that weren’t filling in the “Address 2” field now should :).
Bug Fix: We fixed a bug with displaying the correct “Current Date Range” in the Daily Invoice Report.
Bug Fix: Editing Timelog entries will now not cause the date/times to be reset.
Bug Fix: We fixed a bug in which deleting Invoices in your RepairShopr account did not also delete them from QuickBooks Online.
Bug Fix: We fixed a bug in the new Appointment modal where items weren’t saving properly.
Bug Fix: We fixed a 404 issue that appeared when trying to access Custom Widget flows containing Appointment steps.
Bug Fix: We fixed a bug where disabled Spiffs were showing in the Spiff and Commissions table even if you did not have the “show disabled” setting on.
Bug Fix: We fixed a bug with the {{appointment_hours_from_now}} template tag.
Bug Fix: Merging a Lead into a Ticket when the Lead has inbound emails will work now.
Bug Fix: No more alerts that you are not following in Asset recent activity.

The post Recent updates from RepairShopr for 2019-06-26 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2019-04-17

troy — Wed, 17 Apr 2019 16:15:00 +0000

Hey RepairShoprs,

Here’s a summary of some bigger Quality of Life updates and feature enhancements we’ve recently built and shared with you:

Customer Portal: You can now
disable the ability for your Customers to pay Invoices
from the Customer Portal!
Estimates/Invoices: You can now
give your Estimates and Invoices a specific name of your choosing
.
SMS: You can now
send SMS messages to your Customers that are longer than 140 characters
! Simply type your message into one Ticket Communication and the RepairShopr system will automatically parse and send the message in a breakdown of multiple messages if it is longer than the standard 140 character mobile message limit.
Tickets: You can now have
Tickets automatically split
if a Customer replies to an older Ticket stating a new issue they’re experiencing.
Ticket Timers: We now allow you to
view all currently running Ticket Timers from a single page
. Just click on the active timers drop-down at the very top of your RepairShopr account and click the “All Timers” button to be taken to the page!
Ticket Automations: You can now
use “Send SMS” as a Ticket Automation action
! This works very similarly to the “Send Email” action type, just be sure to keep an eye on your SMS credits so as to not run out!
Ticket Dashboard: You can now generate “shareable” URLs to plug into your browser that do not require you to be logged into your RepairShopr account to access the Ticket Dashboard view. Learn more
here
.
Invoices: You can now have Product prices automatically update in Recurring Invoice templates if you change the price of a Product in your Inventory.
Xero: We created a thorough video walkthrough of how to set up the Xero accounting integration with your RepairShopr account.

Here’s a summary of some smaller updates and bug fixes we’ve made over the last few weeks:

Invoices: If you set a Recurring Invoice to run today, but it’s after the scheduled kickoff time of 6:00 am, we now give you the option to “Run Now.”
App Center: In the App Center, sensitive information such as API keys are no longer displayed in plain-text for added security.
Tickets: Now if you get an email with a CC to your Leads, when you later turn that into a Ticket we’ll copy the CC email addresses to that Ticket for you!
Customers: Communication Logs for a Customer are now links!
Customers: You can now view the icons you set in a Customer Custom Field on the Customer List page itself.
Customer Portal: If your Customers pay via the Customer Portal, they’ll now see your account log on the Invoice Payment screen (i.e. you don’t have to add it to the screen, it just shows up in the portal payment flow)!
Subscriptions: We added a confirmation page when switching between RepairShopr plans.
Bug Fixes: We fixed a whole lotta bugs (
outlined in this post
) in addition to the ones below!
Bug Fix: Fixed a small user interface bug on the schedules list.
Bug Fix: We fixed a bug with editing Ticket Automations.
Bug Fix: Editing a Contract will no longer reset the “win” likelihood to the 50% default, but will instead preserve the last number used.
Bug Fix: Fixed a bug where only admins could bulk select Assets on the Assets index page.

We hope you enjoy these user-requested updates and bug fixes. Until next time!

-The RepairShopr Team

The post Recent updates from RepairShopr for 2019-04-17 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2019-02-14

troy — Thu, 14 Feb 2019 19:30:00 +0000

Hey RepairShoprs,

Today we’re spreading the love by sharing everything we’ve released over the last few months, including a special edition “bug fix” post comprised of our most recent top fixes. Enjoy!

1. Inventory: You can now disable In-Stock Labels on Non-Serialized Products, and use only Basic Labels! Learn more in our Feature Friday post
  here.

Leads: We added a new setting to match Leads to Customers based on phone numbers present in an Inbound Lead email subject line. Learn more
here.
User Interface: You may have noticed that RepairShopr got a little dark over the holidays…test out Dark Mode now! More info
here. We’ve also made some improvements to Dark Mode since launching, such as making links more legible, based on your user feedback! Keep it coming
QuickBooks Online:
QuickBooks Online payments now sync back to RepairShopr Invoices. Check out more information on this update
here.
SMS: You can now send “Ad Hoc” SMS messages (similar to sending Ad Hoc email messages) to your Customers on-the-fly, without having to create a Ticket first. Just head to a Customer and click on the “New” dropdown menu in the upper righthand corner of the page and select the “SMS” option. Learn more about this
here.
Tickets: You can now customize which columns appear in the Tickets table, as well as the order in which they appear. We also released a new option that allows you to see the time worked on Tickets. Find out more
here.
Tickets: On the Ticket page, if a Contact has no phone number, we’ll now display the Customer’s phone number so you can get in touch quickly.
Invoices: Invoices now show when they are partially paid and how much is remaining on the Invoice.
Invoices: Overdue Invoices will now show how many days they are overdue by.
Customers: We moved Customer Custom Fields to the right side of the Customer Details page, and made this section collapsible (like the other sections on this page) so they are easier to find/use.
Customers: We improved the page load speed for Customers.
Security Groups: We added a new permission for “Assets Edit” and migrated all Security Groups with “Assets Show” to allow that permission (because those Security Groups effectively already had that permission, but we’re splitting the permission now).
Email: When an email comes into the Leads module, we now first check the email rules set up on the account, and then match the incoming email address to a Customer or Contact if there are no applicable email rules set up.
Assets: Now, when checking in a new Asset using the device repair widget, the address field will attempt to auto-populate!
POS: Rather than timing out when closing a register that has been open for a long time, we now display an informative message stating that we are generating your report.
Bug Fixes: We crushed a ton of bugs and
created this post
to share them all with you
Bug Fix: Links on iOS devices now always only require one click, hurray!
Bug Fix: We’ve improved the performance on the Pending Orders page.
Bug Fix: The Computer Reports page no longer shows HTML styling as text.

The post Recent updates from RepairShopr for 2019-02-14 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2018-12-06

troy — Thu, 06 Dec 2018 19:51:00 +0000

Hey RepairShoprs,

New features, updates, and bug fixes – oh my! Take a look at the summary below to check out what we’ve shipped over the last couple of months. Enjoy

Customer Portal: You now have the option to trigger your RepairShopr account to automatically generate and send an email receipt to Customers who pay you through the Customer Portal! Find out more
here.
Assets: We’ve added the ability for you to merge Assets! Learn more
here.
Assets: You can now sort your Asset table by Customer, Contact, Site/Address, and Asset Type, in addition to Name which we launched a few weeks ago.
Tickets: When a user on your account is CC’d on a Ticket Communication, their email address will now appear in bold, with a small icon next to it where listed within the “Ticket Info” section of the Ticket Details page to make it easier to distinguish from Customer replies. More info
here.
Tickets: You can now add
sorting by column and by direction to your Ticket Saved Searches, allowing you and your team to be more granular with what you’d like the Ticket table information to contain while using saved searches.
Tickets: You can now use Ticket, Customer, Asset and some newly added template tags to customize the Ticket Charge description text within Ticket and Invoice line items.
Tickets: Tickets with an Assigned Contact will now create Appointments with the Contact’s name instead of the Customer’s name.
Tickets: We moved Ticket Custom Fields to the right side of the Ticket Details page, and made this section collapsible (like the other sections on this page) so they are easier to find/use.
Ticket Timers: You can now run multiple Ticket Timers at once! Learn more
here.
Invoices: You can now schedule recurring Invoices to send at the end of each calendar month automatically, as well as send Invoice statements in bulk to Customers with open balances. More information on how to accomplish these two items can be found
here.
Invoices: When creating a new Recurring Invoice or editing an existing one, you can now choose to add a new line item as a “One Time Charge.” See this in action
here.
Invoices: We’ve updated Recurring Invoice functionality so that credit card information is stored properly if you switch payment services.
Contacts: Contact Primary Addresses are now linked to Google Maps, functioning the same way that Primary Addresses do for Customers (so long as the address is a valid one)! Learn more
here.
Contacts: We added search to the Contacts page. Learn more
here.
Contacts: We added a drop-down menu to the address area of the Contact creator and editor pages which contains a list of the Customer account addresses for you to choose from when adding an address to a Contact. Find out more
here.
Customers: We added
Custom Fields to the Customer Quick View Modal.
Customers: Customers will now have a Communication Log entry automatically created if a late fee was added to their invoice.
Customers: Payment Terms are now visible from the Customer Details page and the Customer’s Quick View Modal!
Inventory: We’ve made several updates to the Inventory module, specifically with Stock Takes and Returns. More information can be found on this
here.
Inventory: You can now mark Parts as received directly from the Parts list!
Caller ID Popup: When a call comes in prompting the caller id popup, it now will show a link to an open Ticket assigned to the Customer associated with the call’s phone number.
Outlook: Appointment reminders now default to 60 minutes prior to the appointment instead of 15 minutes.
WooCommerce Integration: We added a button to let you update product descriptions in WooCommerce according to your current product descriptions in RepairShopr, in the event that your descriptions ever wind up out of sync. Find it on the settings page for WooCommerce!
Customers: Email rules will now get processed before the system attempts to search for the Customer, so if the Customer is already in the system the email rule won’t be ignored.
Bug Fix: Ticket dashboard and other places that show relative dates should round properly now, instead of showing very long decimal numbers.
Bug Fix: All unread emails can now be easily cleared from the Customer, Invoice and Estimate list pages.
Bug Fix: Google will now autofill addresses when editing or creating a new customer in the New UI.
Bug Fix: Tax-free prices on taxable items when manually exempted should be correct now.
Bug Fix: Tickets with Contacts will now select the appropriate Contact address.

The post Recent updates from RepairShopr for 2018-12-06 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2018-10-3

troy — Wed, 03 Oct 2018 18:53:00 +0000

Hey RepairShoprs,

Take a look at the summary of updates below to learn more about what user-requested items we’ve been working on lately:

PDF templates: No more low resolution logos in PDF Templates! Find out more in our blog post
here
.
Mailbox: We’ve updated the Ticket CC capabilities within automatic Ticket creation via Mailbox to be even more useful. Check out the details
here
.
Contacts: We’ve introduced custom fields within Contacts in RepairShopr, so you have a much cleaner way to fine-tune the information you’d like to gather about Contacts and Customers. Learn more
here
.
Customer Portal: You can now direct your Customers to another URL of your choosing instead of the Customer Portal, and disable the ability for your Customers to access the Portal altogether. Find out more
here
.
Reports: We’ve added four new Reports to choose from when scheduling Reports: Daily Payments, Daily Invoices, Sales Tax, and Sales Detail. Learn more
here
.
Labor Log: You can now use template tags when editing the description text for a Labor Log charge! We added some new template tags to supplement this as well. Read more
here
.
Importing Customers from CSV: If you have multiple Customers who share the same phone number, you can now import them successfully! To do this, add a new column called “skip_phone_matching” in the Customer Import CSV and then put TRUE for each of the Customers who share the same phone number.Importing:

Result:
Assets: We added a “Maintenance” mode to mute all alerts on an Asset for a specified amount of time (from 5 minutes to 7 days).
Assets: The custom information about Assets is entirely viewable from the Asset’s page.
Assets: You can now sort Assets by a few columns, such as “name.” More updates coming soon!
Assets: We updated Asset filtering by Customer/Site and Type.
Assets: The Customer column now links to your Customers.
Assets: Added “Updated” field to the list of fields shown.
Assets: Newest Tickets now show at the top of the page by default!
Tickets: Ticket subjects are back and much more legible.
Tickets: “Quick Resolve” for Tickets under the actions dropdown menu allows you to quickly resolve a Ticket and return to the Ticket list!
Tickets: You can now copy/paste files onto a Ticket to upload them as an attachment. Drag-and-dropping files works, too.
Mobile Apps: Custom Ticket Workflows are now available within our Android and iOS apps! Check them out
User Interface: We added some fun new icons, and updated the main RepairShopr module icons.
Contacts: We added “Job Title” to Contacts.
Contacts: We adjusted the way you view Contacts within a Customer to be a better user experience.
Stripe: Stripe’s new API is higher security for PCI compliance.
Zapier: We added “Contact-Created” to the notification center.
API: Add Zapier support to Contact’s endpoints.
Template Tags: We’ve added some new Contact template tags! {{contact_name}}, {{contact_firstname}}, {{contact_lastname}}, {{contact_id}}
Misc: Hovering over an Appointment from Tickets and Customers now shows the owner in the tooltip.
Bug Fix: We’ve added direct links to linked Invoices and Estimates within the Tickets progress bar back in.
Bug Fix: Drag-and-Dropping any element on the page no longer displays the file dropper.
Bug Fix: Resolved an issue with Estimate permissions that was causing redirects when deleting a line item.

The post Recent updates from RepairShopr for 2018-10-3 appeared first on Computer Repair Shop Software – CRM & Invoice System.

Recent updates from RepairShopr for 2018-08-29

troy — Wed, 29 Aug 2018 23:27:00 +0000

Hey RepairShoprs,

Another day, another set of releases from your friends at RepairShopr! Check out the list of what we’ve been working on below.

Quick View Modal: We launched the Quick View Modal a few weeks ago within the Assets module. With this feature, you can easily complete different tasks on-the-fly and view important information without having to navigate away from the page you’re on. Now, we’ve made it available within Customers, Tickets, Invoices and Estimates as well!
1. - Customers and Tickets
  - Invoices and Estimates
Customize Ticket Receipts: You’re now able to customize your Ticket Receipts to include the information you deem appropriate for your Customers, as well as adjust the look and feel to best match your business. Find out more in our blog post
here
.
1. - Email address now attaches to Customer replies on Tickets, so you know who is responding to a Ticket Communication.
  - We’ve updated the “Additional CCs” field within the “Ticket Info” section of a Ticket to auto-populate email addresses as you begin typing them into the field.
  - A warning prompt will now appear when attempting to create a new Invoice from a Ticket that already has an open, unpaid Invoice attached to it. You can disable this in the Admin > Ticket Preferences > Advanced section of your account.
Scribble Custom Field: We’ve added a new custom field type to the Assets, Customers, and Tickets custom fields which allows you and/or your Customers to draw anything within the field, similar to the signature field. More info on this
here
.
Tickets: We’ve made
a variety of small updates
to the Tickets module…
1. - Email address now attaches to Customer replies on Tickets, so you know who is responding to a Ticket Communication.
  - We’ve updated the “Additional CCs” field within the “Ticket Info” section of a Ticket to auto-populate email addresses as you begin typing them into the field.
  - A warning prompt will now appear when attempting to create a new Invoice from a Ticket that already has an open, unpaid Invoice attached to it. You can disable this in the Admin > Ticket Preferences > Advanced section of your account.
Contracts:
1. - You now have the ability to clone Contracts! This makes it easy to build a Contract template, and then clone it to use for other Customers if you use a similar Contract more than once.
  - You can now blacklist Products on Contracts to prevent users from adding certain products to ticket charges for the Contract Customer. This is especially helpful if a Customer is only billed a particular labor rate, as you can blacklist all labor rates besides what you want to use for the Customer.
Assets: The Assets table is now customizable! You can configure which custom fields you want to display, and in which order. Learn more here.
New UI: We’ve updated the name of the Beta UI to be “New UI” in the navigation.
Contacts: We added title and phone extensions to Contacts.
Tickets: We added a realtime notification if the Ticket you’re looking at has been updated.
Estimates & Invoices: Adding a manual line item is now a much nicer experience.
Asset: We’ve retitled the “Location” field throughout the app to be “Site” in order to maintain consistency.
Customer Portal: Ticket attachments uploaded through the Customer Portal now default to public
Reports: We added location info to the Referral Report for Big Chain users.
Purchase Order: Clicking a delivery tracking link in a purchase order will now take you directly to the link.
New Locale: Lithuania, welcome
Bug Fix: The “i” to review latest Ticket comment is back!
Bug Fix: The link to view Appointments is back (New UI only).
Bug Fix: We fixed an odd case where Contact phone numbers appeared to be unable to be cleared on the edit page (New UI only).
Bug Fix: Worksheet editing with many Worksheet fields already present now works properly.
Bug Fix: The “All” filter now works on the Tickets page, even if you have a default filter set.

The post Recent updates from RepairShopr for 2018-08-29 appeared first on Computer Repair Shop Software – CRM & Invoice System.