General
3763 results found
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Adding images to assets as this is where we all go to view. We have multiple items in regards to one asset would be great to upload a image.
Adding images to assets as this is where we all go to view. We have multiple items in regards to one asset would be great to upload a image.
11 votes -
Add a customer profile setting for default labor rates.
Could a setting for default labor rates be added to the customer profile settings? The best example is the setting for the default tax rate which is selectable in each customer account. If a setting that mimics the tax rate could be applied for labor rates it would eliminate the need to create a new contract for a customer just to define their default labor rate.
As an example we have two different rates for residential and business clients, creating a contract for each is needlessly complex.
Thanks!
17 votes -
Link ticket number to Purchase order item - similar to parts order
I would like to pull up my purchase order and view the list of parts ordered and see the ticket number the part was backorderd to. Currently when I receive the purchase order I cannot see if the part was orderd to fill low inventory or specifically to fill a ticket repair
28 votes -
Inventory physical location Checkout/Checkin
We love to use our Physical Location field for all of our inventory items so we know where to find them. A lot of times we have to grab multiple items to bring on a specific job in case we need them. However it's too cumbersome to go into the system and move each item individually to a new location. It would be awesome to have a way to check out multiple inventory items at a time and have it switch all those items to a location like "Tech 1 Car". Conversely, it'd be great to have a feature to…
1 vote -
Convert an estimate to the linked ticket
It's nice to be able to convert an estimate to a ticket, but then having to create a new ticket just to merge it is not very time or user friendly. Converting straight to invoice isn't always useful either.
3 votes -
Appointment Report
Create an Appointment Report for viewing all past and future appointments: by technician, by type of appointment, by date, etc.
1 vote -
make the order of the "Ticket status list" configurable
Right now, there isn't a way to change the order of the ticket status list. when you add an item on this list, it is on a first come first serve basis
4 votes -
Don't have private comments show on invoice
If a tech posts a private comment on a ticket (and maybe add minutes spent), that private comment becomes an item billable on an invoice (i.e., it shows up in the pending charges shopping cart), but the comment/description on the invoice will be "see tech notes." Private comments should not become pending charges.
1 vote -
Create a time entry approval workflow
I like review all my tech's time before invoicing. In my inhouse-built ticket system from which we're migrating to RS, I am able to review on a client-by-client basis all time submitted by all techs. I can edit the time entry descriptions to correct typos or otherwise improve the presentation to the client; I can correct the billable rate; I can adjust the amount of time to be billed; I can make some entries non-billable, particularly if the work of multiple techs on a project needed to be merged into one entry.
RS has no equivalent time entry review process.…
2 votes -
improve invoicing
A couple of items regarding how time entries appear on invoice (I preface this by saying that we're currently mainly a break/fix and consulting shop that invoices by calendar month, with some projects obviously spanning multiple days):
1) Add option not to include exact time duration for time entries on invoice (i.e., I don't want the client to see 8:42am - 9:02am).
2) Put the ticket title at the top of the time entry description instead of at the end. This allows client visually to reference more easily when a particular ticket has multiple time entries.
3) On the pending…
4 votes -
The ability to add an image (for example for a voucher) at the bottom of purchase receipts.
Currently we have a voucher printing on all receipts and tickets via the printer software on the computer itself. This appears to be causing confusion when a voucher can be claimed.
We would like to see receipt specific options so that the voucher would only be printed when the customer makes a purchase, not when they book in a phone.
The voucher idea in itself is creating a small boost in sales and encouraging return custom.1 vote -
Integration with Time IQ Time tracker software.
I use Time IQ as my timetracking software as it is far more versitile than Toggl. Can you create a way of integrating so that when a ticket is created it also creates a project in Time IQ? Also it would be very useful to have the project time in Time IQ transfer over to the ticket in much the same way as it does with Toggl, but also showing which worker was responsible for that time. Many thanks
1 vote -
add Google Hangouts Chat integration
Just like the Slack integration, but for the new Hangouts Chat. (https://gsuite.google.com/products/chat/)
15 votes -
Address auto fill in new workflows
In the OG customer creation the address would auto-fill, but in the new Beta workflow, where the customer and ticket can be created at the same time (which is a great feature), the address does not auto-fill.
1 vote -
IFTTT support
With a focus on app integration, IFTTT is a no brainer
4 votes -
Automate the "Add an Asset" feature
Please automate "add and asset" function. When you do an invoice you can enter the part number, grab the appropriate serial number from inventory, invoice it and it appears on the customers invoice. You now have all the data you need to automatically add to their asset. There is no reason not have this be an automated function.
1 vote -
Ticket Automation Schedule
We love the ticket automations but having them run every hour often has some downfalls. It would be great if we could set the interval. So we could tell the ticket automation to run every X minutes, in addition to inside/outside business hours.
21 votes -
Invoice Email Opened
Would be nice to have an indicator of whether or not an invoice email was opened. It's available on ticket comments and estimates and having the same functionality on invoices would be great.
4 votes -
Possible Integration with Acuity Scheduling (https://acuityscheduling.com)
This will greatly enhance the scheduling appointment features
6 votes -
Flags for invoices
When doing invoices, can we please have a message window if it's zero. Also, can we please have a flag or queue where we can park invoices that need to be checked. It would be so much easier. We need a logical workflow for big invoices that need to be vetted before being sent.
1 vote
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