General
3763 results found
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Estimates, Tickets, and Parts Orders do not work well together
The workflow for making an estimate, getting approval, making a ticket, and then ordering parts is cumbersome. Right now,if we get a request from a client for something, we make an estimate with all of the line items on it. There is no-where to put any notes about the URLs that the parts are coming from. For that we need to make a ticket but the charges can't be on the ticket yet. Once the estimate is approved, we have to go back to the ticket and manually add all of the items on to it using the parts order…
13 votes -
Photo Attachments
It would be great if you could view your ticket attachment photos real-time in a thumbnail or something in the ticket work flow instead of having to click on them and open in a new window. Then when you click on it have it open up in a lightbox overlay so you stay on the same page and it's not so disruptive. Not urgent, but would definitely speed things up! Thanks!
13 votes -
Add a "Reprint Receipt" Button to the receipt screen
Add a "reprint" button on the receipt screen after paying a invoice. This way if you need two receipts you can print another manually. I know this can be done automatically in the printer setup, but I only need two receipts when doing credit cards( one for them to sign, and one for them to take with them. Printing 2 automatically for every invoice would waste alot of paper. Currently I have to leave the receipt screen pull up the customer record and print another one from the payment window. Another way would be to change the number of reciepts…
13 votes -
Need more custom Rate options
Currently we can set labor rates as an inventory item and with the new Contracts option we can set overrides for each customer. This is good but not great.
To compete with other PSA's out there I think that Rates need to be separated from inventory and contracts. For example having global rates and per customer rates, and having rules to calculate the rates automatically based on Work Types (tech, engineer) and job types. We could definitely capture a lot more billable time and higher priced work if these abilities were there.
The tech simply selects what work type they…13 votes -
Add tax rules to labor
In Florida we have to charge tax on labor when there is a tangible product sold on the same invoice. Can you add an option on labor sku's that will automatically switch tax on when another taxable product is on the same invoice? or even add a "tangible" checkbox to inventory items and setup the rule to trigger from that option.
13 votes -
Inventory label
Inventory Label printing in PDF does not print part location on the label we had to add location to the Inventory item name.
13 votes -
Integrate With Hosted Exchange
It would be wonderful to be able to integrate with Hosted Exchange Calendars. For Example Intermedia or Rackspace. In a way that you can put your email and password in for authorization since it is a multi-tenant hosting solution and direct access to the server to install a client is not possible.
Outlook integration would be another option but not favorable due to the sync issues if the computer is off, and being overly complex for multi device sync.
Thank you for your time. If need be I could put you in touch with someone at Intermedia directly if that…
13 votes -
Assets info on Invoice
it would be great to add the asset to the invoice so the customer can see which device the invoice is relating to
13 votes -
I would like my logo to be uploaded at the given resolution.
I would like my image to be able to upload at the given resolution.
13 votes -
Disable credit card payments for certain customers
I want to disable credit card payments for some customers but allow them for other customers
13 votes -
Search Customers Purchase Oder Number on Invoice
If the customer call us we have no way of searching for their PO number that is attached to their invoice on the system. it would be great if they quoted their purchase order number and we simply search for it hence bringing up the invoice attached to their PO Number
13 votes -
Change the Phone/Item type on refurb tickets.
I am not able to change a phone from ATT to Verizon on a refurb ticket. In a lot of situations, phones will be brought in incorrectly due to it not powering on. This leads to us having to completely delete and repurchase the phone. If we could just have a way to alter the item type during the refurb process, that would not leave the possibility of the phone being deleted and there being no remaining record of it. I feel like this is a vital part of the refurb process.
13 votes -
Ticket notes should be in FORWARD chronological order, not REVERSE order. It's confusing for the customer and ME!
It's bizarre that the customer should have to start with the solution of the problem, and then read 2-3 comments on the invoice to determine they are in REVERSE Chronological order.
Seems like adding in an option to have the noted in proper order would be a simple fix.Thanks.
13 votes -
Auto close tickets after payment is received
Once invoice is created and payment is received, would be great to have a setting where the ticket is auto-resolved because payment has been taken. Speeds up work flow and reduces number of clicks.
13 votes -
More Price Levels, Set Levels Manually or by Markup, Assign Levels to Clients
In the system I am moving away from I had 5 price levels. Each level could be set to a particular markup, so you could have Cost, 5%, 15%, 25% type of thing. And then the most powerful part is that a client could be assigned a default price level so all items were priced by their level.
13 votes -
Auto generate Tickets via NinjaRMM Alerts
The ability to have NinjaRMM alerts configured to automatically generate a ticket. Example: Critical Alerts from Customer XYZ weekdays from 9am to 5pm auto generates a ticket assigned to Customer XYZ's technician.
13 votes -
Returns / Refunds for parts within a bundle
It would be really useful to be able to return / refund the components of a bundle product.
For example, if we create a PC bundle and six months later the RAM needs to be swapped, at the moment we have to fudge the system to accomplish this.
What would be great would be able to:
1) Add the bundle component to a return / RMA
2) Be able to swap the returned item for a replacment product which is then properly associated to the original bundle.
3) Able to upgrade/downgrade the replacement product and an invoice be generated to…13 votes -
Integrate Tsheets for timekeeping.
My company and I have been using Tsheets to track out time in and out of our shop and it has worked wonderfully (it integrates with QuickBooks very well). I was hoping to see if Tsheets integration for tickets could be a thing.
13 votes -
Apply Contract Pricing Discounts to Product Categories
Hey everyone, lets talk about Contract Pricing and discounts.
I have a ton of items in product categories, and some of my customers get a discount based on the product category, which we try and handle through Contracts.
Here's a scenario:
I have a customer that resells small cylinders of gas that we manufacture in house. My margin on these is decent, so they get 30% off our list pricing of any gas. The problem is that there are something like 300 SKUs easily in this category. I can't add all of these manually every time we get set up…
13 votes -
Integrating with Shopify
It would be awesome if y'all would integrate with Shopify
13 votes
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