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  1. Report - Peak Sales Time (Daily, Weekly, Monthly)

    Sale/ticket report(s) by location showing peak sale/ticket and pickup/drop off times: busiest/slowest times of the day, week and month. This information would be very helpful in determining employee coverage requirements, and perhaps determining location hours of operation.

    3 votes
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  2. Add a Print button on Estimate pages

    there are no buttons available for Printing direct from estimates, you have to click the PDF button before hand, instead of it using the cloud print option.

    6 votes
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    completed  ·  Erik responded

    Thank you for this suggestion! In a recent update we’ve added a Print button to the Estimate pages.

  3. Add sums/totals to product sales report

    When I run the product sales report, I like to look at the total accessories sold, but the only way to do this is to multiply units sold by the average cost and add them all together. Can we get a total number down at the bottom of the screen like is on the other reports?

    9 votes
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    completed  ·  Erik responded

    Thank you for this suggestion! In a recent update we’ve added totals to the Product Sales Report!

  4. Choose how often Follow up emails are sent to a client

    Right now, follow up emails are only sent to a customer ONCE, Ever. not once per ticket once period. This doesn't work for my company. I want to check in with every client after every job. I understand that not all users are going to want to do that, therefore, there should be an option for sending the follow ups after each resolved ticket OR only after the initial ticket.

    3 votes
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  5. Signature and terms app

    Topaz is a dinosaur. Can we start talking about T&C + Signature app. 7" inch tablets are perfect for this and more readily available than topaz devices.

    Whats needed:

    1) Ability to sync with client device, so that data can be pushed to separate device.

    2) show order details

    3) show terms

    4) show sig line and capture signature function.

    this would provide yet another agnostic approach to a very important piece of equipment. Glaxy note 7" tablets are cheap and well suited for signature capture.

    any other ideas that could make this better?

    16 votes
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  6. Paid outs

    Say I purchase a computer from a customer, there should be a paid out section so I can track that as paid out from the register. Or if we buy anything else it would be nice just to enter it and it would subtract from that days register and total sales.

    1 vote
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    1 comment  ·  Admin →
    completed  ·  Sarah responded

    This is available through the Customer Purchases module. Your register report will indicate a negative amount for the amount paid out.

  7. New Employee Sales and Commission Report - request

    With the new (report with *) report for "Employee Sales and Commission Report" I need it to be able to have the option to only show PAID invoices.

    I currently have been using the old commission report, but I just realized that it ignores which technician is on which line item. And it just associates a sale with a technician based on which technician has their name on the invoice.

    Thanks for the help!
    I'd be happy if the old report was fixed to pay attention to the technicians field on each line item, but I'm assuming the old report…

    2 votes
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    completed  ·  Erik responded

    Thank you for this suggestion! In a recent update we’ve added a Paid Invoices filter to the new Employee Sales and Commission Report!

  8. Customer portal pay all invoices

    At the moment, customers have to pay each invoice separately. Please allow the customer to choose multiple invoices and pay at one time.

    Thanks,

    15 votes
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  9. We should not be able to use the same UPC code twice in the inventory

    At the moment it is possible to use the same UPC code for two or more items. This can obviously lead to scanning errors.

    1 vote
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    completed  ·  Erik responded

    Thank you for this suggestion! In a recent update we’ve made it impossible to create a new inventory item with a duplicate UPC code!

  10. Ticket Screen Refresh

    Can you add a screen refresh on the ticket screen to show updated statuses? Detect automatically or do once every 1-5 mintues.

    4 votes
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    completed  ·  Rajesh Agarwal responded

    This is live for everyone, you might have seen the yellow flashing of a ticket line lately.

    It’s also REALTIME – not polling :)

  11. Track customer click through on tickets, invoices, estimates

    It would be wonderful to have the ability to see when a customer clicks through to the customer portal or views an invoice, etc. Track ip address and date/time of when it was viewed. This would help with knowing if a customer did receive e-mailed invoices, estimates, etc.

    22 votes
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    completed  ·  Rajesh Agarwal responded

    We have a simple version of this on estimates/invoices now, and something started for tickets.

    This will evolve over the next couple weeks – thanks everyone who voted.

  12. move/add customer purchase button to customer screen

    Add a Customer Purchase tab on the customer detail page. This would make it much easier to buy items from customers when you are already viewing customer details

    5 votes
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  13. Ticket Page View: Groups, Sorting, Filtering

    I think there may be a better way to manage the ticket screen. Being able to group items together and sort is pretty helpful, being able to filter is also great. But it's a little hodge-podge and 'not quite as good' as it could be. I propose VIEWS. A view would be an editable combination of all of the above. For instance, right now I can only specify one status NOT to show, or one status to SPECIFICALLY show. But there are several statuses I don't want to see, and these will vary based on the customer statuses everyone creates.…

    7 votes
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    completed  ·  2 comments  ·  Admin →
  14. Implement a method for customising inventory labels.

    These would make great price tags. It would be nice to have a logo and short description or warranty info on there.

    1 vote
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  15. Communication Log Includes Support Ticket Emails

    Emails from the support ticket to and from customers need to be included in the communication log, but as a "ticket" label.

    On a separate note, the communication log NEEDS to keep track of the employees name.

    3 votes
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    completed  ·  1 comment  ·  Admin →
  16. Allow batch uploads to tickets

    It would be fantastic if we had the ability to upload multiple images at once to expedite the process. We usually take 6 photos of the device prior to repair and two internal shots, as well as several of the finished product. The ability to queue photos or upload as a batch would speed things up tremendously as it can take over 1 minute per photo. It may sound insignificant but 5 minutes per repair at a minimum being freed up can be used in many more productive ways.

    9 votes
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    completed  ·  Rajesh Agarwal responded

    We just launched this, try it out. Should be able to drag multi, or shift/ctrl select files in the picker

    thanks for requesting

  17. Z Report Payment Type Order Consistency

    It would be helpful if the Z report was consistent in the way the various payment types appear on the Z Report. For example, cash first, then debit, Visa, etc. If there is nothing to report then nothing would appear beside the line. Currently, sometimes cash is the first line and sometimes debit or visa is the first line. If the payment types could be reported in the same order every-time that would be very helpful.

    2 votes
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    1 comment  ·  Admin →
  18. Customer Referrals linked to existing customers

    basically, in addition to the traditional tracking of marketing and such through the referral system, perhaps you could add an option to select current customer and then maybe a check box to select the customer who referred the new customer. would be nice to track our most loyal and referring customers to perhaps send a little gift their way..

    1 vote
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  19. allow for multiple attendees on a single field job appointment

    It would be great to have the ability to display individual calendar appointments for each attendee at the same event / on the same ticket.
    For example, we often have 2 or more techs going to the same customer's location simultaneously, sometimes even for different amounts of time. As it is now, we only see one single event on the calendar and have no way to tell if multiple employees are scheduled to attend the appointment.

    Would be nice to have the ability to assign an appointment to multiple techs for when we have to send multiple people to the…

    3 votes
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    1 comment  ·  Admin →
  20. Ticket timer in ticket, Not a popup

    It would be great if the ticket timer and comments section could be combined.

    At the moment, in order to update the customer and charge the ticket i have to double enter the information into the comments section and the the ticket timer.

    The ticket timer (when enabled) should be an add on to the comment. So when you type in a comment you can also pick time and labour rateto add. This then will show up on the invoice.

    0 votes
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    completed  ·  1 comment  ·  Admin →
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