General
3762 results found
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Add Ticket Priority to Intake Sheet
Hi,
Would it be possible to insert the ticket priority field onto the customer intake field?
2 votes -
Create recurring invoices as drafts
I'd love to have an option (checkbox in template) to force a recurring invoice to be created as a draft, allowing the opportunity to review/adjust, then approve/finalize it.
2 votes -
Add Notification Option For New Wiki Pages
It would be great to have a notification option, where when a new wiki pages is created, i can notify my employees of that new wiki.
2 votes -
Add phone number to ticket detail from main number if contact have none
If a customer contact has no phone number, add the customer's main phone number to the ticket detail screen
2 votes -
Call log
It would be nice for when I click on a phone number in a customer record to have my phone make the call and also log it.
2 votes -
Favorite Reports
Simple request- Let me 'favorite' reports and have them show up at the top of the reports page in their own little box.
2 votes -
Tie invoice number to ticket(s) when batch invoicing
Right now there is no way to cross-reference an invoice when adding charges from a cart (open tickets) using the batch invoice feature.
2 votes -
Itemized gross amount on invoices
Any chance there could be a column added to estimates to show the itemized gross amount?
2 votes -
Sort assests by column
Have the ability to sort assests by columns. I.e. sort by type, name, serial number, location etc.
2 votes -
Create a Open Invoice credit limit for customers that we allow to use AR
Create a Open Invoice credit limit for customers that we allow to use AR
2 votes -
Add sort-by-column to the payment reports.
On reports > payments, there is little or no sense to the list order, and no way to sort it. Also, there is no way to set a filter.
2 votes -
Better reporting for Contracts
Currently there doesn't seem to be any type of profitability report for full service contracts.
For example. How many hours were put toward this contract in any particular month? This would help see how profitable a flat rate contract is.2 votes -
Sales Tax Report with Accrual instead of Cash
I would like to see a version of the Sales Tax Report that is for Accrual based accounting. The reason is that cash accounting for the IT industry is not legal in Canada (and probably many other countries). The report would function the same as the current Sales Tax report it would just show invoices that are dated within the timeframe whether or not they are paid. Thank you.
2 votes -
Employee Wage Compared to Profitability
Hi,
We just switched over to this system. So far I really like it, but I would love to compare employee salary vs their net profitability. Right now, I have to figure out how much they make per hour and multiply that by the hours worked and then compare that to how much their net profit is. It's just a lot of work, and other systems I've used have done that for me. It'd be a big help if something like this could be implemented. Hope this makes sense.
2 votes -
Assign tech to part orders when they are placed on the ticket.
Currently an employee has to look over every part order after it has been invoiced and assign the tech that placed the part order so they can receive credit for it. It would be nice if this was automatically done when the part order is placed. Also this way if there is an issue with the order it is clear who placed it.
2 votes -
add a field in recurring invoices for Stored Credit Card
When stored credit cards are updated, they do not update on the recurring invoice. It would be very helpful if you could go to the recurring invoices list and there was a field that showed whether a recurring invoice had a stored credit card file selected or not. We have had so many times where someone updated the stored credit card but did not go into the recurring invoice to update the recurring invoice to point to that new card. It would be nice to see from a glance if there are any recurring invoices that are not going to…
2 votes -
Edit template tags
Currently, there is no way to attach an image to the {{paywithcreditcard}} tag. I would like to match up the {{paywith_paypal}} tag with the credit tag, but plain text does not look good in an otherwise well formatted document. It would be nice if there was an easy way to edit all tags and specify the default image and default text.
2 votes -
When an estimate is approved send contents to attached ticket
When you are working on a job, then need to send an estimate. The parts on the estimate should be added to the ticket charges when the estimate is approved. Currently it only goes to a new invoice. Thats fine for when an estimate it created outside of a ticket, like quoting new PC or for some work.
But, when you have already done some billable time on a ticket or added parts and something outside of scope of the ticket comes up a new estimate is created from the ticket.
When the new estimate is approved, those items should…2 votes -
Add Color options for Ticket Worksheets
When you setup ticket worksheets allow a color to be set for specific options. For example if something fails it can be highlighted red
2 votes -
Tech First Name
Could we have the option to show Tech first name, on ticket comment emails, its less formal!
2 votes
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