General
3763 results found
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[API] Ticket charge
Can you expose the charge of the ticket in the REST API? I'd like to have the charge information when I get one or multiple tickets.
2 votes -
2 votes
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one central area that shows all areas of communication (estimates, leads, ticket responses, etc)
one central area that shows all areas of communication (estimates, leads, ticket responses, etc)
2 votes -
Show Tax % and Tax Group on invoice
Our office would like to see a tax % and tax group on our invoices. Our state has dozens of different tax groups we have to report to and when we have hard copies of our invoices it would be a fast check for us to make sure everything is correct.
2 votes -
Show total costs as well as billed amounts on Recurring Invoices page
At the bottom of the Recurring Invoices page, it shows a total for what is Invoiced each month. It looks like I can also get the totals from the reports for monthly and annually. It would be nice to see the total costs associated with recurring invoice so we can see what our monthly or yearly profit is. We input this information when creating the Recurring Invoice, so it seems like it may be an easy thing to add to the page and/or reports. Thanks so much.
2 votes -
Allow employees to print thier own timesheet so they can sign them and submit from any location. This should be only for an admin.
Is there a way for employees to print off there timesheet at the end of the week? I hoping to implement a system that has the employee print there time-sheet and the end of the week and sign it. What is best process to have the employee view and print their own time sheet and submit the printed copy without an admin doing it?
2 votes -
Add pending Ticket charges checkbox
I often have many tickets for a customer. When some repairs are complete and I make an invoice, it's very tedious to search the list for the completed tickets. It would be nice if the list was sorted by ticket and each item had a checkbox next to it. That way I can tick off the items I'd like to be added to the invoice. For me it's rare that add all is appropriate. And, it takes so long to add each item and then have it refresh. Sometimes my tickets have 30 or more items on them.
2 votes -
Create Bulk Invoicing
Not sure the best approach but we would like a non time based way to quickly create invoices per customer for all open tickets. Right now you accomplish this through recurring invoices but that approach assumes all data is entered on time but it never is.
A simple approach would be to add a button next to each customer on the pendingticketcharges screen to invoice all tickets for that customer. Still a bit of manual work but easier than going back to the invoice screen and selecting customer and selecting all tickets.
2 votes -
Customer notes that look like ticket notes.
Have the same notes for customers that tickets have instead of a tiny box that just looks cramped
2 votes -
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 -
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 -
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 -
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 -
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
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