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  1. Customer Tags

    These tags once set for customers will be able to be placed in the ticket automatically so that we can have other techs know what kind of services we provide to that customer. Instead of applying the tags manually.

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  2. Ticket overview changing the full line color based off options or Ticket Automation

    Example: We have 3 custom fields when creating a ticket, "Is this an Expedite", "Is this a Warranty", "Is this a possibly Encryption Virus?"

    Currently we use different colored paper to signal these markings, but it would be nice if we could also have the overview show these so our techs will see an expedite full red line and know the grab that ASAP. Clearly it would be nice to do this not only on custom fields so ticket automation condition would probably be the best way to approach this.

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  3. Allow for quantites less than 1

    On purchase orders and invoices wire and other items are quantified in lengths. Sometimes this means less than an integer, (i.e. 1.5 feet). I am requesting that the quantity field allow for two decimal places to the right, (i.e. 1.25).

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  4. iOS App: Show pre-paid hours remaining in "Amount" column.

    It would be nice to be able to set the "pre-paid hours remaining" in the "Amount" column of the customer list in the Mobile App. (Or make it available in the Settings).

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  5. Include Post Cards in Marketing

    Include Post Cards in Marketing

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  6. Verify open/close amount before submitting

    One employee keeps pressing the enter button instead of tab when entering the opening and closing amounts in the drawer. There is no verification after pressing enter such as "Is this the correct amount you would like to enter?" or anything. This should be an option to prevent them from having to go back and close it with the wrong amount and then reopen all over again and have an extra report entry that shouldn't be there. That way if they accidentally press enter, they have a chance to cancel their action instead of permanently engraving it into the system.

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  7. A lot of Reminders/ToDo Changes & Additions

    I would really like to see the following:

    Reminders function under Actions in both tickets and invoices (Invoices often times need to be modified or questioned by management after an employee mistake).

    Reminders history section (or just the existing bottom part) so you or the manager can see in the ticket/invoice/client section the ones that were done or not.

    Force notes upon completion of reminder (admin optional on/off)

    Keep functionality where someone else can assign a reminder to another person.

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  8. Force notes on Workflows

    Please make a function where when a step is completed on workflow items that a note is required. It would be great if you can make minimum characters for the required notes, maybe both options controlled in admin?

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  9. Change Customer (aka Transfer) on Payments, Estimates and Invoices

    Today I rang up a customer for a sale and after the invoice was paid found out that he was an existing customer. I was hoping for a method of transferring the invoice for the WALKIN customer to the actual customer profile.

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  10. Ticket Stats

    On Ticket Count per Day. Is in yellow please change so that it is easier to see.

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  11. Change the time of day "low inventory"report is emailed.

    A simple time selection box next to the low inventory report settings would be great. Our ordering for the store is 3pm each day, unfortunately the report gets emailed 20 minutes later.

    I'd love to receive the report by 2:00 pm to better utilise this feature.

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  12. View actual time that a lead came in from main list.

    Currently you have to view the lead in order to see an exact time. It would be nice to be able to see what hour/minute a call or email came in to the leads.

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  13. On the Customer Detail where you have Communication Log but only shows outgoing mail not incomming mail. That would help to have in and out

    On the Customer Detail where you have Communication Log but only shows outgoing mail not incoming mail. That would help to have in and out in one spot.

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  14. Canned response in mobile app

    It would be VERY helpful to be able to have canned responses available when working tickets in the mobile app.

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  15. Add equivelant items to Estimates that exist for invoice templates

    Invoices allow templates with No-Tax, or use CSS to hide specific columns. Estimates dont seem to have an equivalent.

    Rather than make a new template, it would make much more sense if Estimates and Invoices used the same {{}} codes for their items, or at least had like-for-like equivalents.

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  16. Translate to Norwegian :-)

    Hi, is there some way that we can translate this system to Norwegian?

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  17. We have custom fields in the customer and asset area that we would really like to have appear on the mobile app.

    If the mobile app administration could be modified to include or exclude certain information that would be helpful

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  18. Web design

    We take a strategic approach to all our work, offering a broad range of services from basic branding packages and logo design, right through to web and digital solutions,

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  19. Rearrance invoice columns

    How can I rearrange the invoice columns? I want Quantity before Unit Cost so my guys in the warehouse can see Item#, Desc, Quantity more easily and just ignore the last two columns Unit Cost and Line Total. I went into the template source but it only rearranges the headers and not the line items.

    Alternatively, some kind of packing list would be great that has its own template and prints just Item#, Desc, and Quantity (and maybe even "Location")

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  20. More information in contact area

    It would be great if within the contacts area a POSITION (owner, manager,etc) and a general NOTE area could be added as contact fields. We deal as I'm sure others do, with multiple contacts and knowing their position within the company would be great!

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