History Improvement.
While reviewing tickets and the state they are in I noticed that there is no place that provides a history of what may have been done external to the ticket for a particular customer. I ticket may have a unit that is determined un-repairable or not worth repairing. We than may provide an estimate to replace that unit. This is not a part but a complete unit(history showing parts ordered on history would be nice). I would like to see a section on the tickets that has a history not for the ticket but for the customer so you can see if an estimate was sent, an invoice sent, an email sent etc. Links to these items would be helpful in understanding where exactly the repair is in the process of being completed if the repair has changed into an estimate or another stage.
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Ryan (CTO, Pinellas Computers) commented
Hi Scott,
I just came across this post and noticed it includes things I covered in a post I just made an hour ago. It sounds like you're talking about an "audit history" that can be used to see ALL relevant information across multiple tickets. This is a two part issue:
1. All info/details related to a single ticket, including external information from other modules.
2. All info/details related to the customer, like in the communication log, but with more things like estimates/invoices emailed, comments made, etc.Here is the post I just recently made. Does it overlap some of what you're looking for?:
http://feedback.repairshopr.com/forums/165658-general/suggestions/11098602