General
3762 results found
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UPC entry on ticket line item
The part name entry field does not search for UPC codes, but many of our techs use them when adding parts. A UPC entry field would be greatly appreciated
2 votes -
Some indicator of "opened" or "viewed" on the invoice status
I have to open each unpaid invoice to see whether it has been viewed or not
2 votes -
Statement customization
Just wondering if there is a way to tweak the statements in such a way that they will not pick up every invoice?
We have several running invoices to which services are added throughout the month and then they are sent out at the end of each month.
Currently when pulling up statements, they list all of these invoices, even though they have not been finalized yet.
It would be nice to have a feature to exclude "in progress" invoices from the statements.2 votes -
Record Times for Approvals
Sometimes I would like to know the exact time and date that the customer had approved a request for service. I.e. "The customer approves via SMS or E-mail and should send the status not only to the GREEN LIGHT APPROVAL STATUS box but also create a record in time in the ticket that expresses they physically approved the service rather than triggered by any other means. In-person approvals can always be still triggered by saying the "approved" hot-word that will create the GREEN LIGHT APPROVAL STATUS box.
Hopefully this isn't too confusing.2 votes -
2 votes
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Turn off “Payment Receipt” when emailing paid invoice
I would like the ability to turn off the "Payment Receipt" that gets sent with all paid invoices. Our business does not have a brick n' mortar building so we never have a need to print/email official looking little receipts.
It would be nice to have the old system back where it only sends the Invoice PDF with a pretty little "PAID" stamp on top.
2 votes -
Add notes to multiple assets on a ticket
I have several customers that are rent-to-own businesses and I handle all of their TV, PC, game console, tablet and phone repairs. Right now I have to create a ticket for every single item just to add notes and track my progress on each device. I would like to be able to create a single ticket for all devices. The ability to add notes to each asset attached to a ticket would allow me, and my customer, to track progress on all devices from a single ticket. Is there any way to do this now?
2 votes -
Notification Sidebar Single Item Dismiss
In the Notification SIdebar there is currently only the option to dismiss all. It would be nice to be able to dismiss each notification singularly, instead of having to go into the notification center to delete them. (Which the layout of the notification center is not a good of layout as the notification sidebar)
2 votes -
Disable progress tracker for the customer portal side
Currently you can disable progress tracker for the internal team, but it still displays in the customer portal. Would be great if it disabled in customer portal as well.
Thank you!
2 votes -
Default Billing contact
When dealing with companies we usually have a single point of contact for tech issues. But a different person for getting invoices. I see the Invoice CC emails option but I don't want the technical contact getting ANY invoices.
2 votes -
Session lock / PIN Login Suggestions
It is really nice to be able to have our RS session time out on just certain computers. Before the May 27 changes, we were using the "Custom JavaScript" Chrome extension and a short and sweet script to accomplish this.
This solution worked pretty well to remind our employees to switch users. For our application, it was nice that you could click out of the Switch User pop-up if you needed to, and it wouldn't lose your progress on anything.
After the update for the Switch User/Lock function, you now have to enter a PIN, and it locks all other…
2 votes -
Customize customer map
I would like to map customers by jobs in a particular date range specifically. It would be nice to be able to customize the view by other filters as well such as job type (or at the very least have customer address export with sales reports so we can plot the addresses in another mapping solution)
2 votes -
Have "If Then conditions" on ticket worksheets
It would be nice to have a flow to the ticket worksheets where we can have fields conditionally popup. For instance, if there was a drop down field that asked "Laptop or Desktop" depending on which one you pick it would populate more fields below. This is extremely useful for checklists that have the same core fields, but need a few different ones depending on certain scenario's.
When computers come into my shop regardless of what it's for they get cleaned. So if I were to use the ticket worksheet as a checklist for what to clean I'd naturally have…
2 votes -
reports
could we have a suggested reorder report? this is based on months sales of inventory. or the facility to change the length the report looks at, weekly sales monthly etc. eg if we have sold 8 iphone 6 screens in a month? suggested reorder report would tell us we need to hold 8 screens or 2 a week etc etc
2 votes -
Item Cost & Retail - Enter Both via PO & Stays with Item Serial
When we create a PO for phone screens, our cost can be up or down depending on the day. We need to be able to edit our cost & the retail & wholesale costs from the P.O. screen, and have the item pricing carry specifically to that item's serial number.
2 votes -
Take deposits on ticket creation page
The opoption to take a deposit needs to be front and center (ticket creation.)
2 votes -
option to change the default display on ticket screen
in ticket search at the top it hides resolved by default but it would be good if we could change the default, so i can set all my repair complete jobs to 'complete awaiting pickup' but their not resolved, cos i want to still track what repairs i actually have still in the shop, incase things get stoled or we get robbed. Cos if all my complete and picked up jobs are marked as resolved, i have no idea of whats actually left the shop yet.
2 votes -
Total Net Extended on Invoice
It would be nice to have the Total Net Extended on each invoice as well as the Customer section to see the profit margin on individual invoices and customer's.
2 votes -
Make invoices searchable by ref #
search through invoices using the ref # field.
2 votes -
Tech Hours Report - Viewable by Techs
Hi Guys,
Is it possible to allow our techs to view their billable hours? Much the same as admin's can, we'd like to have our staff checking their billable hours so they can take responsibility for getting their jobs completed.
Thanks!
Nick.
2 votes
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