General
3763 results found
-
Being able to mark a invoice as bad debt
When you have a client that does not pay you need to be able to mark the invoice as bad debt so that the invoice can be closer but accountants can see and tell that the invoice is a bad debt. This will help for tax time as this is a write off. But not being able to mark the invoice makes it extremely hard for accountants to know what's going on with the invoice. Many other CRM's have this functionality. This would be a great feature and I'm sure many will agree.
118 votes -
Update the font color in month to date stats for a Dark Mode. It is currently still dark
Really like dark mode. Nice on the eyes, especially at night. The font color does not change inside the leftmost pie chart on the dashboard.
5 votes -
photo
it would be nice to make more then one photo public at a time so it will be faster when you need to make 10 plus photos public
1 vote -
Add Shipping destination on estimate and invoice
we would like to be able to add shipping destination on invoices and estimates
1 vote -
Require Ticket Completed Public Comment
It would be helpful if a Public Comment with the status completed was required before a ticket can be resolved. My techs sometimes forget to submit their comments before resolving. Or they make them private since the default to public option for tickets does not work.
9 votes -
Allow Re-Arranging of Items Within a Bundle
When configuring a system assembly part list into a bundle item, it's important that the parts always fall in the same order.
Chassis
Power Supply
Motherboard
CPU
RAM......etc
Just as with a checklist, this order creates consistency and lowers the chance of omitting something.
Currently, without the ability to rearrange the items' order in the list, there's no ability to have a standard configuration that can simply be cloned and modified in to make minor changes. Instead, if any item needs to be changed, the order of the list is lost. Having the ability to rearrange the items within a…3 votes -
Create Custom Tabs with iFrame option
It would be a nice feature if we could configure a custom tab up top- ideally if we could embed another site in iFrame. This way we could keep more of our business items under one pane.
1 vote -
We have several techs and office personnel. I need to be able to have the non-tech personnel not show on the online scheduler. In other word
We have several techs and office personnel. I need to be able to not have the non-tech personnel show on the online scheduler. In other words, when using the online scheduler, unless a specific tech is specified, then the calendar will show availability when there is none because it is pulling from the RS calendar of all personnel, tech or otherwise. I know we can specify who is a tech and who is not in the Security Groups but this doesn't seem to work for the online scheduler. Or maybe have an option for the user to pull down a…
1 vote -
Web APP UI Enhancement Idea
I find it kinda crazy keeping track of all I am doing with browser tabs. My idea is a crazy web app that allows you to have multiple tickets open in one browser tab (or create a chrome app that launches in another window) Much of the design idea comes from NinjaRMM. I will send a screenshot of Ninja as an example. What I would like is a bar on the left side of the screen that has a list of all the ticket/customers you have open. Allow you to close them or pin them as you want. This can…
1 vote -
Add Worksheet To Intake Form(For Device Functionality Pre-Check) OR Worksheets With Customer Signature Section
As a smartphone repair shop, we perform a pre-check of the devices functions in front of the customer so that we can determine if there are any issues undisclosed/unknown prior to performing the repair. We currently use a paper checklist and have customers sign and agree on the condition of the device.
As a very common practice in smartphone repair (and likely many other repair industries) it would be fantastic to incorporate a worksheet into the intake form as a step in the intake/ticket creation process
15 votes -
Toggle for "taxable" on Ticket charges
We need the taxable checkbox on the "Add/View Charges" menu to be checked off by default or even gone all together. The only thing in our state that is non tax is diagnostic fees and I've added an inventory item to handle it. I've lost a few hundred dollars this year because of this.
5 votes -
customer portal collect email if not provided
It would be great if a customer that does not yet have an email could still login to the portal through the Widget. I have the widget on my site and it would save me a ton of time entering emails with customers or trying to collect them in person when they can just be collected if the user wanted to check their status. Add email verification there so we stop having typos from the in person collection.
3 votes -
Ticket Comments: options to pin, highlight, RTF needed
We need a way to make certain ticket comments more visible than others.
Perhaps the ability to pin a ticket to the top (thus breaking the most-recent-first default sorting method), or change ticket comment background color, or star or flag tickets...
Rich Text Formatting in ticket comments would also be helpful–options to bold, underline, highlight, and bullets would allow for information and individual words to stand out.
31 votes -
Still need better sales reports !!!
I can't just get a simple 12 month comparison of sales figures with Gross and Net for each month listed out and yoy with side by side numbers. frustrating....
1 vote -
Add an option to set due date (x) BUSINESS days after ticket creation
Add an option to set due date (x) BUSINESS days after ticket creation.
This option would bypass the default (x hours until due) default.Use case: My store is open M-F 9a-6p. We have a 3 business day turn around time. We have tried setting due dates using the automated system but only calculates hours. When we come back in on Monday, the whole system thinks we are behind by 2 days. We could manually set due dates but this would add an extra step where I think it could be avoided.
If this was added, we could start utilizing…
16 votes -
Labels for units in refurb line
Similar to ticket labels but to ID refurbs on bench/shelves/waiting on parts etc
4 votes -
Add the ability to add customer notes historically
Often, I make notes for customers.
For example, I may add a note today to say that I changed an email address password. Not a ticket issue. More for my records.
Then, a week later, I may add another note regarding something else.
It would be great to see a list of historic notes just like tickets.
Rather than just one long note with manually entered dates within it.3 votes -
Complete "Stock Takes" via Mobile App
The mobile app has a barcode scanning feature. It just makes sense for the stock takes to be accessible via the app for the technician it has been assigned to. Then they can go through the stock room and scan and count the items without needing to be constantly going back to their computer.
7 votes -
Change the order of viewing all a client's tickets to newest first
When we pull up a customer record, it display their most recent tickets, newest first. But if the ticket we want to look at isn't there (and it might only be the next one down), clicking View All Tickets for the client displays them as oldest first. For consistency - and since odds are we want to see recent stuff rather than 3 years back - couldn't the full listing be newest first too?
3 votes -
Add private, text updates to bottom of invoices.
Occasionally we have problematic clients that we need to follow up with several times and remind them to pay their invoice. It would be great to be able to add simple updates at the bottom of an invoices (that only we can see). Something like:
DEC 7 18 , 5:12pm - Called Carol to remind her about invoice and she confirmed it was transferred to the billing department and they would handle it on Wednesday
DEC 14, 2:30pm - Got a callback from Carol apologizing about the late payment and she sent a messenger with gold bars in the amount…
6 votes
- Don't see your idea?