General
3763 results found
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Printing multiple Ticket receipts at the same time
After registering clients repairs, i would like the option of having a checkbox beside the clients names (in the Tickets window) to be able to mark and print out ticket receipts of those specific clients (with marked checkboxes).
This will eliminate going to every client and going through 5 steps to print out a ticket receipt. It is very labor intensive - and a waste of time that can be easily overcome by having the checkbox system.3 votes -
PRINTING STRAIGHT AFTER CREATING TICKETS - EASIER METHOD PLEASE....
WHEN CREATING A NEW TICKET, COULD YOU INSTALL A PRINT OPTION - STRAIGHT AFTER CREATING THE TICKET.
AFTER CREATING A NEW TICKET, WE HAVE TO GO THROUGH 5 DIFFERENT AREAS/OPTIONS BEFORE WE CAN ACTUALLY PRINT OFF THE TICKET RECEIPT - IT BECOMES VERY LABORIOUS AND FRUSTRATING, ESPECIALLY WHEN YOU HAVE MANY CLIENTS LINED UP.
PLEASE, PLEASE , PLEASE ADD THIS FEATURE.3 votes -
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 -
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 -
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 -
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 -
Develop a custom report builder
Creating a report builder that would allow us to generate reports using all data would be nice. Currently, I would like to run a report that shows how much labor is being consumed for a specific problem type, for a custom time range.
I have added modified values to the problem types to allow me to see how much time is being charged for certain types of problems3 votes -
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 -
Mark invoice as mailed
Some of my customers do not accept emailed invoices. We have to snail mail these invoices to them. There should be an option where we can check a box or something where it shows a little icon (let's say orange instead of blue) on the invoice page that shows that the invoice has been mailed. That way I can tell at a glance if I've mailed the invoice or not. I'm not looking for a work-around... I want an actual solution built into the system.
1 vote -
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 -
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 -
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 -
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 -
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 -
ticket custom fields on invoice page
would be nice to also see the model / serial / ref #, whatever custom fields are set up on ticket, on invoice page.. instead of the need to go back and forth between them two ..
6 votes -
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 -
Comment type and public/private for canned responses.
Would be nice to have the option for canned responses to be configured as public/private as well as comment type (Diagnosis, Parts Ordered, Parts Arrived,etc).
4 votes -
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 -
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.
60 votes -
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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