General
3762 results found
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Create a report breaking down time entries for techs
As our techs are paid on commission based on charge out rates and hours worked, and as you don't export time entry to quickbooks (HINT HINT) it would be helpful to have a report that can be run which breaks down time worked by charge out rate, technician for a specified time period (We can run the report from this date to this date for example)
1 vote -
Notifications for ticket more than 48 hours
We would like to check if we can have a notifications for tickets that are more than 48 hours outstanding. Our ticket due date has been set for 48 hours but we need an email notification for this.
1 vote -
Turn off Ticket PDF
I'm noticing when I send a ticket update to a customer, they receive my reply, but there is a PDF attachment on my reply that contains the history of the ticket notes.
Would it be possible to have an option to enable/disable this feature? This is the first time I've seen a ticket system of any kind attach a PDF automatically on each message that summarizes the ticket thread. I recognize that it may be there for a reason for some folks - but for me, it seems unnecessary and potentially confusing for my clients. I think making it an…
1 vote -
Notications
Would like for one of the Events under the New Notification Set to be when a ticket status is changed to Work Done. We want to use this internally.
1 vote -
Inventory Time Saver
Let me start by saying this is the best program I have used for Work Orders, POS and Marketing, I absolutely love it. I currently plug RS into Quickbooks Online. I recently moved from SOS Inventory/QBO and before that we were Sage 50 Business Vision for years.
Regarding the inventory. It is already terrific with the Parts/Inventory Module being connected to the Ticket and Invoices. This is very efficient to receive the Inventory and convert your ticket to an invoice as apposed to entering it once to Order then again to Receive then again to Invoice.
My suggestion is for…
1 vote -
Send automated recurring reminder to bill a customer
Some customers want to be billed monthly for all work done within that month and pay for it all at once while others can be billed on a weekly basis for all work done that week or others are to be immediately invoiced for that ticket. It would be nice if an email (or notification on the UI) could be sent out that would look at the customer preferred billing detail and determine that they are due to be emailed the following day. This would really help to keep from forgetting to bill a customer or inadvertently sending an invoice…
1 vote -
To Review 'Ticket Status by Tech' Report
Report must show a true picture of the repair done for the day.
Actually if a repair was booked on previous day or earlier days and technician fixed it today, system is failing to account this repair for the current day.
Which means if I want to know how many repairs a particular technician made for the current day, I can not rely on 'Ticket Status by Tech' Report.
Note that all completed jobs are being marked as 'Resolved'.
Regards,
Akash
3538778898561 vote -
Snail Mail
Can you make it so it sends us an email reminding us to snail mail it, say a week before it is due? Currently, it is $1.20 to snail mail 50 of them, which is very expensive.
Also, you should be able to find a company to automate and setup two printers, one for the invoice(and staple) and the other for the envelope with the address. Possibly a robot to scan both items to match them and put the invoice in the envelope to be ready for mailing.1 vote -
Add new estimate ability to phone ap
Add the ability to create new estimate from phone and manage email marketing
1 vote -
Filtering Invoices by User
Need the ability to search for invoices under a particular user/tech/salesperson.
1 vote -
Payment form
When checking a customer out after click on payment form there is a drop down menu that gives us options to choose which method of payment i.e. cash/card etc. Instead of a drop down i think having a widget or button that lists the different payment methods to take would be more effective. Often times when we are rushing through when it gets busy sometimes we over look the payment form method and accidentally select credit card instead of cash which throws off the closing reading (Z report) at the end of the day. Making a button would allow us…
1 vote -
List the specific tax rate being changed on invoices
Currently, invoices just say "tax" and list the amount - but do not list the tax rate that is being charged.
It would be nice to have a tag in the invoice templates to put the rate in.1 vote -
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
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