General
3763 results found
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Adding New Outtake Forms
We need to be able to add new outtake forms to any/every ticket. Also, why doesn't a new outtake form show up on split tickets? A split ticket is a new ticket and should have all of the components of a new ticket.
3 votes -
Allow sending a custom list of customers to a tech for followup
We have set up an automatic email system to notify customers when their antivirus is expiring, but we don't have an email address for all customers - it would be handy if we could send a list of customers that appear on a Saved Customer Search to a tech, so that they can call the customers for followup.
I am certain that automated means to notify techs that followup is required could certainly be applicable in many other instances, as well.
3 votes -
Mandatory time entry on ticket updates
ability to make the time field mandatory for each ticket update to further clamp down on lazy techs that cost us money. We find the timer is never used and at least if the tech is forced to put a time in before posting the update it will be at least representative of reality
3 votes -
Update Ticket Note - Change Status To Private
Sometimes customer's send me private information as an email or SMS response... it'd be nice if one of the dropdown options (aside from the current "Delete" and "Split into new ticket" would be to "mark as private", so that it only shows up on our back end. Or, perhaps, the ability to "send to credentials" so that we can semi-import the information into the credentials section of the customer record. anyone onboard?
3 votes -
Display Due Date in Customer Portal
We provide access to the customer portal to all of our customers however the feedback we get is that they still find themselves calling or emailing for proposed completion dates / delivery dates etc - our team update the due date to reflect the date due for completion - can the due date please be displayed in the customer portal? The customers would then see status and due date for example "Waiting for Parts" Due Date 01/02/2021 or Status "Awaiting Delivery" due date 01/02/2021 and it would be so much clearer and avoid unnecessary chases.
3 votes -
Payment terms
When we invoice a trade customer during any part of a calendar month our terms are for payment by the 20th of the next month.
This doesn't appear to be an option.
Can you please make this an option under payment terms?3 votes -
Zoom in on your videos!
Whenever you make videos for Youtube, please zoom in a bit (or reduce your screen resolution) so that there is more content and less margins left and right. When easily a third of the screen is whitespace, your content is tiny.
3 votes -
Ability to add Banner or Notification to Tickets
I would like the ability to add a Banner / Notification to the top of a ticket alerting a tech to something.
3 votes -
Manual Item Cost and Price should be in the same order on tickets, estimates and invoices
When you add non-inventory items on ticket charges, you enter cost first then price which makes sense. But on estimates and invoice, its opposite which leads to errors. It should always be the same order.
3 votes -
Allow Cost to be Changed on Ticket View/Add Charges
Many times I make an estimate, then add the charges to the linked ticket. But my actual cost turns out to be different than I had it on the estimate, so I either have to delete the item and add it again or wait until it's invoiced and change it there. It would be much easier if I could change it on the ticket. Is there a reason cost can't be changed there?
3 votes -
Make product locations usable in templates and visible on the inventory page
When we generate packing lists/pick lists. It would be nice to have the product location printed on there also.
And when viewing products in the inventory screen, it would be nice to see thier location without having to go through to the edit product page.
3 votes -
Plain paper receipt printing
Please add the ability to print to plain paper for receipts. I tried printing on plain paper instead of using a Star printer, but the top and left edges of printing are cropped off by some few pixels even when printing to three different laser printers. Alternatively, please increase the top and left margins for printing receipts on plain paper. PDFs of receipts look just fine. I'd rather not have to generate PDFs and print them.
3 votes -
Time Sheet Reporting - Schedule
The time sheet report is great, however it would be good if we could add a schedule to it.
We send the report to our accountant every Monday morning for the previous week. It would save a lot of manual work if I could set an email address for the report to be sent automatically at a set time.
IE - Previous week time report sent to XXX at 9.00am every Monday morning.
3 votes -
Give the ability to change the name of the tech on outbound emails to clients
For privacy reasons, some people do not want their First and Last name displayed on their company emails.
3 votes -
Document attachments in Vendor Detail
It would be helpful to be able to attached documents in the Vendor Detail section. We could then add pdf price lists etc. for easy review.
3 votes -
Ability to Sort the Open Ticket Dashboard by the Ticket Number
I have lot's of tickets at any one time. It would be really nice to be able to sort the open ticket dashboard by the Ticket ID number.
Since you require it to be an integer this really shouldn't be hard to do.
Thanks for considering my request.3 votes -
Communications Log
All tickets will now have a separate input for Communications, basic notes on voicemails or conversations with clients over the phone or by email. This will then be reported in a Log where you can see the last date that particular ticket had it's Communication updated similar to Geek Squad's Call log system for anyone familiar with that system. This will make communication with older tickets and help prioritize older tickets vs newer ones!
3 votes -
Need the ability to integrate the bookings feature into our own website
Need the ability to integrate the bookings feature into our own website to maintain the brand.
This is also important from the client perspective as they often view a redirect to another site as a potential security issue.
3 votes -
require a "How did you hear about us" with only new created clients
We don't need to know if they are already in our system. but if we have to create a new client profile it would be nice to have a dropdown and find out how they found us. google, facebook, friend, walked by, etc.
3 votes -
Threaded Notes / Ref Numbers
Make it so that a tech or admin can refer to a previous note in a new note. This could be either a reference number link or a threaded conversation.
3 votes
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