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3763 results found

  1. Tag techs using @techname in private comments

    then it flags their attention via a notification.

    Simple yet powerful.

    0 votes
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  2. Be able to assign an invoice to a ticket once a deposit or part payment has been taken through the POS

    1 vote
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  3. Ability to download cash register data (z-reports) to CSV

    There are 2 major issues with the z-reports when trying to manage the bookkeeping side of the Cash Register, and it would be much appreciated if you could address them:

    1. The information/data from the daily z-reports are not downloadable into a usable CSV file

    2. There is nothing in the z-report that compares the previous day’s closing balance with the next day's opening balance, so there are no red flags (variances) on the z-reports if there is a discrepancy between days.

    Number 1 above:

    Because the daily report is essentially a printable receipt, every piece of information (sales, refunds, balances, etc.)…

    3 votes
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  4. Not have "approval" as the default comment type. "Update" would be more useful.

    1 vote
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  5. I would like to have the ability to use drag and drop to change the order they will appear for our technicians. And also would be nice to be

    Ticket status list.
    I would like to have the ability to use drag and drop to change the order they will appear for our technicians. And also would be nice to be able to remove the default ones.

    3 votes
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  6. Undo button when I delete a line item, but didn't mean to.

    Undo button when I delete a line item, but didn't mean to.

    For ticket, estimate, or invoice,

    1 vote
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  7. Bring back comment searching for tickets

    Previously one could search through tickets by typing something that was in comments. For example, if comment in any tickets included code ACBDF-GJHIK, and one searched for ACBDF, it would show in the search results.

    35 votes
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    4 comments  ·  Admin →
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  8. Auto-populate default tax rate

    Please consider adding the option to auto-populate default tax rate when creating a new customer.

    27 votes
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    6 comments  ·  Admin →
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  9. Option to view Ticket List page as Kanban boards with configurable column constraints and statuses

    6 votes
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  10. Add "In for Day", "Out for Lunch", " In from Lunch", and "Out for Day" in timeclock

    It would be nice to see these things added to the Time Clock Admin view:

    1. Time Clock by day
    2. See each day in columns "In for Day", "Out for Lunch", " In from Lunch", "Out for Day".

    This will make it easier to see when someone misses a clock in/out and make it easy to adjust.

    4 votes
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  11. Estimates Sync to Dropbox

    Please enable syncing Estimates to Dropbox, just like Tickets and Invoices.

    4 votes
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  12. Tickets "Grouped By" only sorting every 100 tickets

    Please change the Tickets window to sort "Grouped By" filtering for ALL TOTAL tickets, not just what is on the first page. For example, if there are 300 tickets in the system, and you Group By Priority, it doesn't show all High Priority first, it shows only for each individual page of 100 tickets.

    3 votes
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  13. Beta Needs Multiple Estimates Listed on Ticket

    In the Beta version, estimates on a specific ticket show up as a bubble when the mouse cursor hovers over the word "linked", but you can't click on each individual estimate - it only clicks on one if you click the bubble.

    3 votes
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  14. Each Estimate it's own Red/Green Approval Color

    Please consider giving each estimate it's own red/green color.

    Right now, if one ticket has 3 estimates, and only 1 estimate is approved, it looks like all 3 estimates are approved, because the entire bar is green.

    3 votes
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  15. add notification "Parts/Logistics - 3rd Party Order - Past Due"

    Please add the notification:

    Parts/Logistics - 3rd Party Order - Past Due

    Thank you for considering.

    1 vote
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  16. Attachments on email from wherever the email is sent

    Hello,

    It would be nice to be able to add an attachments for any email sent.

    Thanks,
    Eli

    1 vote
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  17. Marketr by Invoice Item

    It would be very useful to be able to only send marketr emails to customers who purchased a specific invoice item.

    For example, if sold a "Virus removal" item they will be emailed in a year to remind them to get their computer checked out again

    1 vote
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  18. Open invoice reminder - day of the week

    Open Invoice Reminders - can we get 'day of the week' logic added?
    Like Tuesday or Every Tuesday
    Currently using day number let's it happen on weekends - which is bad for entering payments and getting paid

    2 votes
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  19. filter time clock per employee or week

    I think it would be great if it were possible to filter the time clock entries by employee or by week. That way you could see all the entries made by one employee, which would be convenient for payroll.

    10 votes
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  20. Change Home (Accounts) to Dashboard in page title

    When loading my account, it brings me to the home screen. But the home screen is titled "Accounts." I'd rather it be titled "Dashboard" or "Home" to make it easier to navigate and hold the place when multiple tabs are open.

    3 votes
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