General
3763 results found
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Add csv or print to pdf to all ticket lists invoices estimates and leads.
We often need to present a hard copy or report to clients
we also need to be able to manipulate data..3 votes -
Add a Mail or Response Icon to Leads
I would like a mail icon in the leads module that would alert us to a reply to our email sent from leads.
Currently, when we receive a lead from our website, an email is sent to us after the lead is passed on to your API. Recently we have started using your mail feature in leads, so that there is a record of our response to a lead. The problem arises when a customer responds to that email, there is no way of knowing. Neither Justin, nor I receive an email, and there is no indication in the leads…
3 votes -
...integrate with Boxoh's API for showing/monitoring packages
Boxoh is a great way to track packages easily and effectively. Plus, they have a public API you can use (provided you have a key). Perhaps that's something you guys could integrate? Maybe automatically marking a part as arrived when Boxoh says the package is in?
3 votes -
Invoice/Estimate total
I think there should be a total in parentheses next to each estimate and invoice number on a ticket for easier identification
3 votes -
Allow the Other field to be editable for Phone numbers
We have customers who give us numbers for other members of their family. It would be nice to be able to label the phone numbers in a more detailed manner. For instance: instead of just having 2x numbers labeled as mobile and not knowing if its husband or wife you could label the numbers "wife mobile" or "husband mobile". allowing the other field to be edited would allow for that.
3 votes -
Add {{tech_created}} to show up who created the ticket under the current user for templates
we print tickets for every device on intake, but we dont like how you can "assign the ticket" but not know who created the ticket, i really need to know who really created the ticket , so i know who assigned it to whom(from reading the printed ticket)
3 votes -
Service descriptions
When using the device wizard widget the costumer does not get any information about price, estimated time usage or any information at all.
Why not take this software a step up and include servicedescription pages?
When you choose your device in the wizard you would get redirected to a servicepage for "iPhone 5s" where all the available services is listed with descriptions and prices. And make the wizard able to take bookings on specific time and date.
3 votes -
Inventory Parts Assign to Cusomter
It would be great if, when receiving inventory into stock, we could assign a particular line item to a customer, or the whole shipment (you used to be able to do this in Quickbooks).
That way whenever you go to that customer in RS you would get a prompt saying something like "Hey these items have been received for this customer but haven't been invoiced out yet."3 votes -
Make ticket updates/notes easier to read
My technicians are having trouble reading ticket updates when more than one of them works on a computer. It would really help if ticket notes were put into sections such as a section solely for customer contacts, diagnostics, solutions, etc.
It would really make the ticket easier and faster to look through and know what is going on or what has already happened. It is hard even for myself when I go to look over things in our service center and have to read through a big jumble of different things to find what I am looking for.
Thank you…
3 votes -
Barcode queue
Being able to print a large queue of inventory labels would be an excellent addition. Whether through a 'Receive Inventory' queue that adds items and gives the option to add items to be labeled, or the option to trigger printed labels with quantity changes, it would streamline things quite a bit!
3 votes -
asset field type include hyperlink
Include hyperlink in asset field type. It currently only supports Textbox, checkbox, dropdown, and datefield. If we could include a hyperlink i can use the website to open our other software with a link directly to the asset in question.
3 votes -
Missing "Credits" Field on Invoice - Only shows MISC credits - Where is the other?!?!?!?
MISSING FIELD - We can't show credits on the invoice or see actual credits anywhere on the client account. I thought we could see this before... its gone now? Currently, only MISC credits can be shown on the invoice.
Please fix asap - Right Meow Meow~ :)
3 votes -
Work Flow Optimization
Key updates that our team believes will increase work flow, also please advise if these can be done on just our account, if not everybodys, since they makes sense to do...
- capitalize first last auto when creating a customer
- remove work approved to proceed when creating a ticket (our team does not use this option so for us it is redundant)
- sort tickets by status default when clicking tickets (not grouped by; looks different)
- fix searches on invoices not showing results properly (ex. we type last name nothing shows, if we type first it does but there is obviously always…
3 votes -
Marketr Reports
Have the ability to see who or how many opens / Link tracking? This would give us the ability to see what type of campaigns are more successful than others.
3 votes -
Notification rules per Store - bigchain
need to have a drop down to select what store to listen for on for notification, (if entry is blank then send all)
as when tickets approve its send email to tech @ wrong store
3 votes -
Add the Teamviewer/TakeControl shortcut to the GFI Alerts screen
Can you please add a Teamviewer/Takecontrol button to the GFI Alerts screen? -- Similar to the GFI/Take Control button on each of the assets.
This will allow us to investigate the problem immediately and then decide whether to raise a ticket or not.
3 votes -
Add a customer service phone number
Add a customer service phone number
3 votes -
Show subscriptions when a new ticket is created, on the ticket, and when a customer is accessed
I would love to be able to see that a customer has a subscription or a "Service Plan" while creating a ticket, In the ticket itself, and when I just pull the customer up. This would make knowing what customers have paid for service plans so much easier, Knowing when the customer needs to be invoices, or when the scope of work is inside their plan, etc.
3 votes -
invoice payment screen should have POS Layout
Once a customer and ticket is created and make invoice is selected along with selecting payment form we would how have the options to add the POS style buttons and categories to select the service in which they are paying for.
3 votes -
Multiple Service Boards/Lead Boards
Ability to have multiple ticket service boards. For example in-store tickets, monthly client support, managed anti-virus or managed backup support. That way we can have seperate emails (alerts@domain.com or backup@domain.com) and they would go to those boards so techs know of specific issues.
For leads the ability to have a leads board for potential clients like from website forms, etc. so that sales staff would work that board and then a "tech board" where current clients could email to for support and tech staff would know to work those leads not being confused with sales leads.
3 votes
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