General
3763 results found
-
Improvements to parts module
As a one man band I don't keep a lot of parts in stock. I tend to order
parts as I need them. So I am using the inventory as a database of parts I have ordered rather than the parts I keep in stock. The problem is I can't order a part that is in the inventory against a ticket and I can't add a part ordered from the ticket screen to the inventory without going to the inventory screen and entering the details separately,(correct me please if I have missed something).
My preferred workflow would be this:- Click…
1 vote -
Google Map Printable with all Service Calls
I really need a way to print out a Google map of all my appointments on one map so I can get to my service calls fast, safe and economical.
1 vote -
Estimates
When an estimate is sent through a ticket on RSR can it become a notification on the ticket - a comment saying an estimate was emailed showing the date - in the same way a customer approval becomes a comment?
1 vote -
Ability to email a Ticket to an email address.
Either the ability to click email and then chose from a list of emails of the customer, alternatively enter an email address.
OR an email button that will automatically attach a PDF copy of the ticket straight to outlook for you to work with and send to someone on your address book in your outlook.1 vote -
Open ticket flyout
Put a left side flyout (like the feedback tab) while on other pages. Specifically when on another ticket, so you can jump quickly to the one you need rather than reload the tickets page, then to the ticket.
1 vote -
New ticket comment box - placeholder text
Hello, would it be possible to add placeholder text (or pre-populated text) to the 'New ticket comment' box in RSR warning in large letters that this comment is visible to the customer.
Currently we have the 'Don't email' button ticked so that we don't accidentally email a comment to the customer that we don't want them to see but on occasions the engineer forgets to untick the box and we think we've sent an email when we haven't.
1 vote -
List multiple invoice numbers on Daily payment report
If a customer pays for more than one invoice at a time it does not show up on the daily payment report to show which invoices it covers, it just leaves the box blank, so then we have to go back and search the customer to find what that payment was for. It would be helpful if both invoice numbers would appear in the invoice column next to the payment if it covers more than one invoice.
1 vote -
Customize Header Of UI.
I'd like to be able to customize the header of the UI. I should be able to add my own logo, and change the color.
1 vote -
make it possible to rearrange the sections on the Customer record
We've got a number of staff logging tickets & we're trying to get them to do this via the Customer record so they can see previous tickets and avoid booking duplicates. But the Tickets section is quite a ways down the screen - it'd be nice if we could arrange the layout to suit our personal preferences.
1 vote -
Allow us to hide "Pending total value" and "project value" from the top of Contract Manager for non admin users.
One thing about contract manager I noticed is that there isn't anyway to hide the "Pending total value" and "projected value" of the contracts in contract manager for non admin users. They either have access to contract manager, or they don't.
Is it possible to move this spot of contract manager into Admin so its not easily viewable by every tech? (or alternatively, allow a way to turn this off for non admin users). I don't like the idea of my regular techs being able to easily see exactly how much recurring money we are bringing in every month.
1 voteI like it – we’ll just hide that for non-admins
-
Give relevant customer info in ticket screen
It would be great to have some more relevant info in the ticket screen, or even ticket creation screen.
1) Other open tickets from the same customer.
2) Recent closed tickets from the same customer
3) Open invoices from that customer (possibly with an alert if they are aged)Sometimes techs open a ticket for a customer and start helping but probably shouldn't if the customer is being bad about paying for past support.
You can provide better support if you have a snapshot look at the most recent support issues as well. Maybe there's a pattern, maybe the customer…
1 vote -
Apply Full Amount option when paying multiple invoices
When making a payment, a list of all open invoices is shown with an "Amount to Apply" box next to each one.
There should be a button to "Apply full amount" to a given invoice, and also an option to apply the full amount to all invoices.
This will save a lot of time when a client writes one check that covers all of their open invoices. Right now you have to either copy and paste the "invoice balance due" into the "amount to apply" box, or type it out.
1 vote -
Dropbox Integration for ALL Documents
The Dropbox integration is awesome for auditing and restoring accidental deletions to tickets and invoices (until such a time when RS adds strike-through for deleted ticket comments, and moves deleted invoices to a hidden audit area) :-)
Could you PLEASE add support for PDFs of Estimates and Purchase Orders? We'd like to have backups/revisions available for all documents. Maybe even for outgoing email messages as well. And if we could set WHICH files we'd like to have sent to Dropbox (in the app settings page) that would be killer.
Thanks!
1 vote -
Field jobs list on mobile site
Is it possible to get the field jobs on the mobile site sorted by appointment time ?
1 vote -
Client Contact Info
We have a couple of clients that have multiple sites. We've entered the sites as individual contacts for the client. Each site has information that is specific for that site. I've entered that site-specific information into the notes section for the appropriate contact. I need that information to show up in my google calendar appointments if possible so that our techs can see it quickly. Many times that information is a gate code. At the very least I need the info to show up in the service request.
1 vote -
Printed name of the person who signs for the invoice
It would be very helpful if the invoice will show together with the client's signature also the name of that person who signed for the invoice, as the person who signs is not always the customer name on file. When clients sign for their digital invoice, there is already a space that can be edited by the invoice, but that info is nowhere else to be seen when the invoice is generated to printer or PDF.
1 vote -
1 vote
-
Invoice Balance tag
Would like an invoice balance tag to have the customer have a quick glance via email without going to the portal. So, if a customer takes a glance at their balance in the email and think to themselves, they have enough in their bank account, they could pay it right then and there. Should help make paying bills easier for the customer
1 vote -
New Report: Statistics Comparison (For Locations and/or Employees)
Hey guys,
I'm constantly getting nagged to provide report stats to each of our locations. Each team (and most techs) always want to know how they did:
- Who had the most new tickets
- Who made the most invoices
- Who billed the most money
- Which location was the busiest
- Other stat comparisonsReally, it's mostly information currently available in the Overview Report. The issue is that I don't feel comfortable with everyone (or anyone for that matter) seeing our Last Month, MTD, Last Weeks, etc Gross and Net numbers. I just want them to know which…
1 vote -
Give portal users the ability to see multiple customers.
I do a lot of contracting work. I would like to give my client the ability to see multiple customers. Example: Portal User abc needs to be able to see Customer ID 1 and Customer ID 22 under one portal login.
1 vote
- Don't see your idea?