General
3763 results found
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Billing address option and signature option in the customer portal
I recently had a difficult time getting paid due to the charge being held up by Vantiv because my amount charged was large and was flagged in their system. I was asked to provide an invoice with a signature, but since the customer paid online, and was never prompted for a signature, I didn't have it. I had to physically go on-site and get one. Also the customer's name and address didn't match their business address and so it was flagged again. I would like the customer to be able to enter the correct billing address during checkout. Most other…
1 vote -
User friendly interface
It would be very useful if tickets could be grouped by days like in a calendar order. So you can see the tickets not only by status, but what tickets has been created in particular day no matter what status and so you can click on them etc. Right now we have hundreds of tickets all randomly allocated by status and no one can find anything. It's a big mess and very complicated at the moment
1 vote -
Add notes for Manual items on Invoices or Estimates.
We do a lot of one-off parts with our customers. When adding a manual item it would be nice to have a hidden field where we could put notes or URLs. Currently I'm using Tax Notes to accomplish this in the short term but it would be nice to have a dedicated or properly titled space to put notes. Alternatively an easier way to link parts to a estimate would be good.
0 votes -
Flag non-invoiced charges on Resolved Tickets
There should be a notification or report of Tickets where charges have not been invoiced yet... sometimes a tech will resolve a Ticket and the client will not be charged a balance!
6 votes -
Bundle/Bulk/Block repair tracking via "point buckets"
I would like to be able to sell blocks of repairs which would be purchased by client upfront. Then the client retains a credit for the denomination of units in the block purchase. This units would be deducted at time of use until insufficient credits remain.
some of the uses:
1) pre-selling billable hours
2) pre-selling bulk repairs (especially useful for lower cost repairs that individually are unattractive to sell/offer)What this would require:
1) point credit system tracking (basic ability to add and subtract points)
2) point binning - ability to create point bins for different purposes categories
3)…4 votes -
Unique name when downloading an invoice
Currently when downloading an invoice it is generically named "invoice-large.pdf".
It would be nice if the name was unique with the invoice number and/or customer name such as "Bob Smith - invoice #8935.pdf" or "invoice-8935".
Currently I have to manually rename each file during the download.
9 votes -
Australian SMS
i have seen a large amount of businesses down here that use https://www.smsbroadcast.com.au as their online SMS provider, also has a API available (seeing as flowroute wont allow .au domains..)
3 votes -
Ability to export custom reports with emails AND phone numbers
It would be really helpful if when exporting custom reports we can include custom fields. For example, when I export I currently only see the customer's name and email but not their phone numbers. This would help us immensely to maintain customer service/satisfaction with our follow ups!
1 vote -
"charge time now"
Can we set the "Charge time now" option to be enabled by default on no contract clients?
For clients that are on a managed services agreement, we do not charge per time, so it is OK that this is turned off. However, for break/fix clients, it would be nice to have this option ticketed automatically as it would make the invoicing much easier.
We do not want to techs to be concerned with billing so we do not ask them to tick that and I then have to go through all entries in the report and mark them every week…
4 votes -
Emails From Domain Assign to Customer Automatically
It would be nice to define 1-3 email domain names to a company/customer so that any email from that domain name is automatically assigned to that company/customer.
11 votes -
Enable us to add attachments from the additional Information>Attachment section
I think it would be faster if there was an area in the Additional information>attachment section instead of having to remember that to attach a document you need to go under the small action button.
4 votes -
Create and Organize Tickets Using Tabs
Tickets can become quite burdensome when all stacked up. Could you implement tabs for tickets? Admins could create custom tabs, and users could sort similar tickets into these tabs. Like the tabs on a browser.
Imagine all the tickets that are sitting around waiting to see if someone gets back to you being in a separate tab (our of your hair). Or all the tickets which are already scheduled for next week in a separate tab (out of your hair).
Right now it is like trying to browse the net without a tab enabled browser.
It's a simple concept that…
5 votes -
Develop the wiki more
We would like to see some development on the Wiki. It is just screaming to be used for general client specific documentation. If we could have an editable template(s) to apply to all clients, and fill in the information, I would be in love. Easy image uploads for pictures of equipment as well. We also need this information to be secure with at rest encryption.
31 votes -
Allow Attachments on Inventory Items
Hey guys, I have many items that require datasheets or other files with them. I need to include these on every estimate I send a customer (B2B) with those items attached.
I'd like 2 things
- Ability to store these files (usually PDFs) on the inventory item itself. This would let me easily store and the documentation.
- Ability, predicated on the above, to easily add this documentation when I'm sending an Estimate with this item on it. For instance, being able to go up to Email Estimate and having the files available with check boxes to include if I'd like.
This…
5 votes -
Allow modification of Z Report
Life happens and that means it is inevitable that someone will click done before verifying numbers. I would like to have the ability to modify receipts (Credit, Cards, Checks, Cash) numbers for admin users only when counting was not completed prior to hitting done.
3 votes -
How about an easy way to print or export P & L reports !!!
put a print button on the page...
2 votes -
Beta interface
One of the things we liked about tickets was the e-mail sender in the box on the left, and technician notes on the box to the right. We really don't like having to swap notes between internal and external, its an extra click and now you can't see your notes and the e-mail to the customer at the same time.
1 vote -
on the Customer Ledger
It would be great to have a report at the customer level, where it shows all activity such as, tickets, payments, credit, invoices, and finally balance due. Some kind of customer history report.
1 vote -
Enhanced Ticket Reports
For the Create Ticket / Resolved Ticket reports, we'd love to see a summary of the tickets the report comes up with at the bottom with the ticket #, subject, contact and status not just the total number of tickets it shows now.
Then the ability to kick these reports off automatically and email them to specified addresses.
Add the Customer dropdown to the resolved ticket report to make the above possible.
9 votes -
Wave Accounting Integration
Please revisit the Wave Accounting Integration. Their API is now available. Thank You!!
11 votes
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