General
3763 results found
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Invoices
The paid invoice doesn't pop out as much as the older version.
1 vote -
Change the color of the Worksheet Tab -like the Leads notification color.
When on a ticket it is not noticeably visible that there is a worksheet to modify. Not every ticket needs a worksheet, but when they are added it would be great to have them visually pop at least a little bit. With the grey number that is used it just blends into the background
2 votes -
iOS App ticket comments cramped
When entering a ticket comment more than a few words on the iOS app, the comment becomes truncated and you cannot review the whole comment before submitting. My idea is to replace the TEXT FIELD with a TEXT AREA so you can review a comment for dictation mistakes, spelling, etc. before submitting.
1 vote -
Colored due dates on the ticket's page
I love the color coded due dates on the active tickets window and think it would be great to see this system on the actual ticket's page as well (where the comments and the time tracker module is). So that when you see the due date on the ticket page, it gives you an indication of if the project is past due or not.
3 votes -
add tick box for SMS
Could we please have a 'do not text' box as well as a do not email box on the ticket creation screen?
Thanks1 vote -
Flagging or colour coding tickets
It'd be nice to set the colour of a ticket on the tickets dashboard, for things like scheduling or "I'll do that one next"
1 vote -
Mobile Top-up Integrations
Grow your business with mobile airtime
3 votes -
incomm agent solutions api
https://github.com/ynloultratech/qpay-api
InComm Agent Solutions gives consumers yet another reason to come into your store. We are the industry leader in efficient payment processing solutions. By offering bill payment options for an ever-expanding roster of service providers, utilities and wireless carriers, you can stand out from your competition.
3 votes -
Auto-Pay for Net 30
We have a client that we use Net 30 terms with. They would like to make payment on the final day of their Net 30 - Can we have an option implanted for an Auto-Pay that is in line with our payment terms? Or a make payment on date option?
1 vote -
Make the barcode field the default field in the Invoice screen
...just like in the POS window. Presently there is no default field - by making the barcode the default field a barcode scanner can be used to rapidly assemble a complicated invoice without having to constantly put the cursor into that field to activate it - it makes invoice creation much more time consuming than it needs to be.
I don't think there's any downside to making this the default field either... though I may be corrected on this point...3 votes -
Alter the price and quantity
Thank you so much for this feature. It will save so much time when I make a mistake with a non inventory item and enter the incorrect price.
1 vote -
"charge time now"
Can we set the "Charge time now" option to be enabled by default on no contract clients?
For clients that are on a managed services agreement, we do not charge per time, so it is OK that this is turned off. However, for break/fix clients, it would be nice to have this option ticketed automatically as it would make the invoicing much easier.
We do not want to techs to be concerned with billing so we do not ask them to tick that and I then have to go through all entries in the report and mark them every week…
4 votes -
Create and Organize Tickets Using Tabs
Tickets can become quite burdensome when all stacked up. Could you implement tabs for tickets? Admins could create custom tabs, and users could sort similar tickets into these tabs. Like the tabs on a browser.
Imagine all the tickets that are sitting around waiting to see if someone gets back to you being in a separate tab (our of your hair). Or all the tickets which are already scheduled for next week in a separate tab (out of your hair).
Right now it is like trying to browse the net without a tab enabled browser.
It's a simple concept that…
5 votes -
How about an easy way to print or export P & L reports !!!
put a print button on the page...
2 votes -
Beta interface
One of the things we liked about tickets was the e-mail sender in the box on the left, and technician notes on the box to the right. We really don't like having to swap notes between internal and external, its an extra click and now you can't see your notes and the e-mail to the customer at the same time.
1 vote -
Estimate Names
Hi,
In the Beta UI, I noticed that you all recently updated Part Orders to display the Description instead of for example PartOrder12345 on the Ticket page. I absolutely love this. We were thinking it would be even more helpful to define and display a Name field for an estimate that would appear next to the number on the Customer page (Estimate section) because we sometimes make multiple estimates for customers on the same date and so we have to open multiple pages just to find out which is which.
Thank you!1 vote -
Recurring charges and one time charges
Not sure if this has been brought up before but...the ability to separate one time charges and recurring charges on estimates would be great. That way when we set up long-term orders with one time fees, the customer gets a clear picture of what they are paying today, and on a monthly/annual basis. Also when its time to convert it to an invoice, the system being able to make the one time invoice and establish the recurring invoice would be great but...one step at a time I presume. The first part would be great at the moment/near future. Please fill…
3 votes -
Show 'Last Seen' on assets
When looking at a customer's assets, it should show when the last time an asset was attached to a ticket so we can see if we've serviced or fixed the asset within the last 6 months or so.
Just so we can remind customers to bring assets back to us or tell them their warranty is nearly up1 vote -
Parts orders dependant on estimate status
Hello,
It would be great if a non stocked spare part could be tagged to an estimate, and when the customer accepts this estimate, the spare part purchase order is created3 votes -
Time tracking in estimates
We would like to have a record of how long each of us has spent developing various estimates. Most of them are quick, but some take a considerable amount of time. We don't charge for estimates, but we are working on understanding how we use our time and improving our efficiency.
Please implement for estimates the same time-tracking tools you have for tickets.
Thanks!
4 votes
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