General
3763 results found
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Clone button for warranty templates
I'd like to see a clone button for things such as warranty templates like inventory has.
1 vote -
Automatically Generate Recurring Invoice From Line Item
It would be nice if it were possible to have certain line items automatically generate a recurring invoice.
For example, with something like an Antivirus Product, one could define the template in advance so that selling that item automatically schedules recurring payments based on those predefined criteria.
16 votes -
Default Ticker Communication Billing Status
Hi there,
It would be great if the billing status for ticket communications, was set to the billing status of the ticker by default.
1 vote -
Automatic accumulation of managed credits for clients.
As an MSP it would be an excellent feature to be able to have our customers accumulate managed credits that could then be applied if to their invoices if wanted.
1 vote -
Filter Tickets by date that the ticket is "Resolved"
It'd be infinitely helpful to be able to filter tickets by the date that the ticket is "resolved" so that a quick review of monthly activity could be assessed.
1 vote -
Asset retirement / archiving
I was trying to archive/hide old, defunct assets no longer in use for a particular client (they have new ones I'm managing), but there doesn't seem to be a way. I don't want to "merge" them with current endpoints, nor do I want to delete them, as they're attached to existing (albeit long-closed) tickets.
Any chance we could get the option to "archive" or otherwise hide assets that are no longer used or accessible? Would also be useful for when clients are archived, say after offboarding. I don't have hundreds (thousands, etc) of assets to track, so it's not critical…
3 votes -
Integrate BlockChyp as a new merchant processor
WORLDPAY can't be the only one out there, the terminals I've seen from them look plain and outdated, There are so many options but BlockChyp has a very very nice and modern looking terminal called Luxe 8500i
9 votes -
Allow customers to view invoice details from portal without requiring a PDF download...
Customers are irritated that they get an email from me with an abbreviated description of what's on the invoice. All they see clearly is "PAY ME!!!!!!" which is rude. They click the invoice number and it has no information of the invoice other than "PAY ME!!!!!". They have to click the PDF button to download, save, find, open.... get lost, trying to view details of the invoice. It's all digital! If I'm in RS I can see the invoice immediately without having to create and download a PDF, let's please make a non-editable version of this on the customer portal...
2 votes -
Courtesy email sent X days before recurring invoice runs
Multiple customers want to be notified before the annual recurring invoice runs. Some require us to notify them before charging their card. Without an automated option this adds a lot of manual interaction. Please add a template for advance emails to be sent before annual recurring invoices run, with the option to choose a number of days in advance that this message is sent.
1 vote -
Worldpay Stored Payment Renewal
We can't be alone in having clients calling in concerned about WorldPay's $0.01 credential renewal.
While it's possible to explain it, some clients don't understand and direct their frustration at us.
When this credential renewal goes through on a cancelled/expired card, it triggers the financial instutition's fraud protection. We've had clients have their cards cancelled and replaced because of this.It is baffling is that Worldpay will try to renew the credential for cards that are expired - we already put in the expiration date into a text field when the card is stored. The information is there that the…
0 votes -
Display Due Date in Customer Portal
We provide access to the customer portal to all of our customers however the feedback we get is that they still find themselves calling or emailing for proposed completion dates / delivery dates etc - our team update the due date to reflect the date due for completion - can the due date please be displayed in the customer portal? The customers would then see status and due date for example "Waiting for Parts" Due Date 01/02/2021 or Status "Awaiting Delivery" due date 01/02/2021 and it would be so much clearer and avoid unnecessary chases.
3 votes -
Update Ticket Note - Change Status To Private
Sometimes customer's send me private information as an email or SMS response... it'd be nice if one of the dropdown options (aside from the current "Delete" and "Split into new ticket" would be to "mark as private", so that it only shows up on our back end. Or, perhaps, the ability to "send to credentials" so that we can semi-import the information into the credentials section of the customer record. anyone onboard?
3 votes -
Email ticket commands to update/close the tickets
It would be great if we could send an email/fwd to repairshopr with special commands that can manipulate the ticket. A few of the last PSA's we came from had this and it was a very helpful feature.
I.e
CMD Time 0.50 add half hour
CMD Status "Waiting for customer"
CMD Assign "Rob@domain.com"
CMD Note "Ran maintenance scripts and rebooted"
CMD Status resolved0 votes -
Descriptions For Inventory Stock Out
We have categories but a lot of our parts are named by part number. We can't memorize all of them and some we'd like to order sooner than later if they are low. Going into the item itself to find out what it actually is is a pain.
6 votes -
implement Search Operators in the "Search all the things" box to skip the search results page
Let's say that you already know the ticket number you want to jump to. Currently, you type in that number and find it in either the suggestions box or hit enter and select it from the search results page. It's a minor extra step, but if, for example, you have a large number of customers with phone numbers whose area code starts with the same three digits that the ticket number starts with, you may have to scroll a lot farther than otherwise. It's a small thing but it can add up over the day.
I propose that the inclusion…
9 votes -
Mandatory time entry on ticket updates
ability to make the time field mandatory for each ticket update to further clamp down on lazy techs that cost us money. We find the timer is never used and at least if the tech is forced to put a time in before posting the update it will be at least representative of reality
3 votes -
Allow sending a custom list of customers to a tech for followup
We have set up an automatic email system to notify customers when their antivirus is expiring, but we don't have an email address for all customers - it would be handy if we could send a list of customers that appear on a Saved Customer Search to a tech, so that they can call the customers for followup.
I am certain that automated means to notify techs that followup is required could certainly be applicable in many other instances, as well.
3 votes -
Serial number is unique for Asset type
We have assets, that are different types, but have identical serial numbers. It would be great, if we could set it so that the serial number is unique for the asset type and not for all assets.
11 votes -
group techs into teams and allow assigning tickets to the group
We'd like to group techs into teams e.g. server team, 365 team, web team and assign tickets to the team rather than the individual tech. This would make team management much easier.
8 votes -
Backup Office 365 Mailboxes
If you want to backup your Office 365 emails, I recommended to users can Shoviv Office 365 Backup & Restore Software. This tool exports Office 365 mailboxes in Outlook PST file. The software has many filter options, which allows users to find a specific mail and file. The filter option is base on the Date range, Message class, and Folder filter. This tool also provides a free trial version of the tool to check the working efficiency of the software.
For more info visit - https://gallery.technet.microsoft.com/office/Office-365-Backup-and-ec59ce9a
1 vote
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