General
3763 results found
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Recurring revenue
Are there any reports for recurring revenue from credit cards in the next x days, next month, etc? This would be handy to know for planning events during a given week or month. The prorated is nice but does not mean that is all of the income coming in the next x days. This information would most likely be generated from recurring invoices with a check box on the credit card option.
1 vote -
Allow modification of purchasers on invoices
We have a standard POS Client called "WALKIN" When customers don't want to give us their details. It would be nice however if we can modify invoices to be bound to a different purchaser.
For example is a "WALKIN" customer comes back and would like us to take information so that they are "in the system" we can retroactively re-assign previous purchases to their account.
1 vote -
Adding ticket status near hidden comment entry
Would it be possible to add a drop down in a ticket dashboard near the hidden comment entry area? Ticket status update drop down is all the way at the top of page, techs easily forget to update ticket status after entering a hidden comment. There are drop downs near the comment entry field but the selections in the drop down menu do not match with ones in the drop down menu up at the top.
Thank you
1 vote -
Auto-fill additional notification emails with technicians
It would be extremely helpful if during the New Ticket creation window in the section for additional notification emails on the ticket, if there was some auto-fill or menu selection option for assigning techs or other RS users to this field. We generally notify 2-3 techs of progress on a ticket, so having to copy and paste or type the email into this field each time is a bit arduous during ticket creation.
1 vote -
I prefer the email invoice button to be at the top and just clickable like it used to be
I prefer the email invoice button to be at the top and just clickable like it used to be
1 vote -
show serial on asset find window
When selecting an asset on a ticket the window doesn't have enough space to show serial (unique id)
1 vote -
Add HotKeys to all Pages
Nerds love HotKeys.
Picture this:
- You are on a customer page
- You want to create a new ticket
- You type a simple character sequence i.e. 'n' then 't'
- BAM! New Ticket page for that customerThis could work for any function. Invoices, Estimates, Attachments.
Additionally, change the sequence for extra features.
- 'f' then 't' will filter the customer page to show only tickets1 vote -
Add Attachments in Inventory for Digital Goods
It would be very useful to be able to attach a file to certain inventory products that are digital goods. You could also take it a step further and make it public facing once the customer pays for the product.
1 vote -
Point of Sale Controls
Some things to improve the point of sale:
1-Deposits taken from customers do not appear in the Z reports (when you close the cash registers) nor shown in the daily payments report. It should be reflected in both because those are the reports that tell you the incoming money. Otherwise that money is out of sight. If I'm not the one in the register how would I know there was a customer deposit?In the POS where it says "Status" Open ( Close), the blue link that directs you to open/close the register leads to confusion. You wouldn't know if…
1 vote -
Inventory\Purchase Order Polish
OK, so as an IT Company we are ordering new items all the time that need put into inventory for the first time when we create the PO, we do not always get to that on the day of the PO Creation. Since many items we use are serialized, this causes QBO errors, and many headaches, because the items will not sync to QBO Since the PO used the Creation date and not the checking date for when you got the item. We need to be able either set the quantity & quantity as of date fields that are in…
1 vote -
Inventory Transfer Recommendation Report
A report feature that recommends Multi Location transfers.
Store A has 3 of said item.
Store B and Store C Each have 0
The report would make an inventory transfer suggestion for Transferring an item quantity of one each to stores B and C from store A.
This would result in all three locations each having the same quantity of an item in stock.
1 vote -
Add phone number field to contracts for easier renew calls.
Sometimes we need to create a list of clients to call to renew MSP contracts that are not on the monthly autobill. 6 and 12 month contracts etc. We noticed today that we can see the list (sorted by end date) but then have to go into each client individually to get the phone number to call them. It would be very convenient to have a phone number column which could just be printed to create a 'list' with all needed info. It already has start and end dates and name.
There seems to be room, or if not replace…1 vote -
I would like Tickets to be able to be sorted by Customer - alphabetically
At this point, clicking on the customer column header on the ticket page will sort the customers by customer id rather than alphabetically. I can see how it could be helpful to have this alphabetically. Could you add this to our feedback forum? It would be great to hear from other users who would like this feature added too!
1 vote -
What about a wireless printer? I'm a mobile computer repair technician. I think this would be a good idea for those that are mobile!
Using a wireless receipt printer is more convenient for those who are mobile like myself going to house to house or to business to business.
1 vote -
Parts status on ticket screen
We order many parts from many different vendors for many different customers.
Moving from one screen to another to check the status of the parts separate from the ticket is a bit time consuming and can be confusing if trying to juggle multiple customers at once.
It'd be nice to have an optional module on the ticket page so we can see the status of the part (if it has been ordered, if it arrived, etc).1 vote -
Add RS Attachments to Tickets
There is no option to use an attachment on an invoice that was previously uploaded to a Ticket.
We can upload from Dropbox, Google Drive, Desktop, etc...but if we want to include a receipt (which was previously attached to a ticket) on an invoice, there is no option for that.
Thank you,
dp
1 vote -
Would love to see some kind of tagging feature in tickets!
So a computer comes in with a virus, person tells us what kind of things is going on we tag the important things and next week someone is describing the same thing and you search with tags to find that ticket and you see all the steps taken to solve the problem!
1 vote -
Add Default Ticket IssueType Drop Down to the Asset Type Screen
It would be extremely helpful if you could choose the set the default Ticket Type on the Asset Screen, so when you created a new Ticket from the Asset Screen you wouldn't have to select the Issue Type since it could already be known.
For example, if I have an issue type of iPhone Repair and the Asset Type was iPhone then I know that when I create a Ticket for an iPhone Asset the issue type on the ticket will be iPhone Repair.
This could be easily accomplished by adding Default Issue Type drop down list on the Asset…
1 vote -
Categories on ticket part entry
It would be valuable to have a given parts category displayed in the window to add parts/charges to tickets given that the categories may be the only way to differentiate parts for like models
1 vote -
1 vote
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