General
3763 results found
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Draft or pro-forma invoices
We would like the ability to create a draft or Pro-forma invoice instead of an approved one, this would be a better solution when synchronizing with Xero or QuickBooks, that way the invoice isn't live until verified and signed off. This missing feature is what is putting us off integrating with QuickBooks now as we would have to delete erroneous invoice hourly which would be a pain, and lead to messy accounts.
3 votes -
used to have a url to an image that shows in In take form now it doesn't
used to have a url to an image that shows in In take form now it doesn't it only shows blank weather its a png or jpg. it used to work then out of nowhere it stopped showing.
1 vote -
Text field added to all 'Referred by' options
When you select "customer" as an option, another field becomes available that lets you specify which customer.
It would be nice to have more fields that give you the additional specifics box to detail more. For example, if there were a drop-down option for "tech" and it would show an additional box that lets you specify which technician referred them. Another example would be a drop-down option for "competitor", which would allow you to specify which specific competitor you are talking about.
This would help by minimizing the number of "main options" and allow you to get a better quick…
6 votes -
Enabled Portal User by default
Will be very helpful to enabled by default Portal User when create a user or ticket. Some times technicians forget to check the option. And before there use to be a this option. After recent updates now is not possible.
6 votes -
Christmas Club
Hi Guys, Xmas comming, many customers start to ask us can they pay deposit for phones, laptops for Christmas. Im just wondering what will be best option for us to do it, customer will pay few times , for example
iPhone 11 64GB Purple 699 , customer will pay today 100, next week 100, 3rd week 80. how to track that , print ticket with amount paid and outstanding amount1 vote -
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 -
Alter the start and end time module from appointments and due dates and use 24H time format
The appointmens module works fine, however the module to set the start time, end time and the Due Date Module use the same very unwieldy way to set those dates. Preferably change this to create a larger table that is split up in 15 min portions.
Use the layout used in Outlook as example.Furthermore I'd like the 24H time format in the Labor Log
13 votes -
1 vote
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Automation Option to Not Add Comment to Ticket
We use the automations to send messages Slack and in turn to Google and Amazon assistance to notify techs of status changes and the such. The automations leave a comment each time they run stating automation ran and posted to Slack.
Normally that would be fine, but with the number of automations we have the feed can get cluttered with long lists of automation comments.
It would be nice to have an option checkbox in the automation to not post as ticket comment. That way we could send messages to Slack and our Google and Amazon assistance without the ticket…
2 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 -
Online profile and Resolved tickets
It is quite confusing for my customers that when they go to their online profile, they do not see a Resolved tickets at all in the Dashboard. VIEW ALL button is somehow not intuitive as it is on the right side of the bar and most people cannot find it. SEARCH feature is only showing up when they hit View All button, but they still cannot view any Resolved tickets until they set up a search filter to disable filtering of Resolved tickets. As a result, my customers mostly create a NEW ticket every time to answer to the Resolved…
1 vote -
Add Inventory items when adding Communication Time in Ticket
We add our labour charges using the communications section in each ticket so It would be really handy to not have to click "add/view inventory Items" and be able to add items the same way that we add time.
For Example: under "minutes spent" have another box that we could search for inventory items or scan in serial numbers to add items to the ticket charges3 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 -
Show that invoices have been printed and corresponding report!
I would like a feature that shows a check if an invoice has been printed. We have multiple techs running calls. A lot of times, they close a ticket and create an invoice but do not actually print the invoice. We then show the job as finished but the customer never gets an invoice mailed. I'm proposing just a check box that shows the invoice has been printed. Also, I would like to run a report and see if we have any invoices that have not been printed.
Thanks!
2 votes -
New Outtake Form on Reworks
There needs to be an option for a new outtake form on a rework job instead of copying the old outtake signature to the new ticket. Maybe an option to either copy or not, that way when a customer comes to pickup the rework, they can sign that they are picking it up again.
4 votes -
Deposits as a Payment Type
The current implementation of Deposits feels like it's not really a complete solution.
Customers often find themselves confused on any invoice that contains a deposit, because the totals reflected at the bottom don't actually give them any indication as to how much they have actually paid.
For our workflow, we collect deposits all the way through a ticket / repair continuum, and present our customers with a final receipt that summarizes all charges processed.
It would be nice for the "Total" at the bottom to reflect everything they paid, with Deposits from that ticket automatically applied so that it then…
0 votes -
An option to have unpaid invoices count towards sales plus reduce inventory
We have several customers that pay on terms. Would it be possible for an option to have inventory reduced and count towards sales no matter if it was paid or not? This would help in tracking inventory properly. Once something is invoiced and the product has left the store it should come out of inventory. Maybe I'm thinking backwards?
1 vote -
Allow us to enter appointment time tag as canned response to confirm my appointments!
I always confirm my onsite appointments with my customers 24h prior to the appointment itself, I use canned responses for the sms and would love to have something like "hi (Customer) Confirming your appointment for tomorrow at (appointment Time). Thanks
3 votes -
Invoice Automation
Full automation for invoices just like ticket automation.
I.E. "When Invoice is created ---> Add Inventory Item to Invoice(Card Processing Fee)"
"When Invoice is created ----> Set ticket to x"
"When invoice is edited ----> Send Email to Technician"
"When invoice is paid/paid online ----> Auto Resolve Ticket"
Just something like ticket automation would be awesome for simple automation to make invoicing easier.
Thanks!1 vote -
Automatically apply customer credit(s) to non-recurring invoices
There is a function to do this with recurring invoices, can we make this applicable to non-recurring ones now too please?
4 votes
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