General
3763 results found
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Estimate to include already entered ticket data
Our customers require a estimate to be sent before an invoice can be sent, but the work is always authorized and peformed before the "estimate" is sent. It would be nice to have the ability to add all the line items already entered on a ticket to the estimate automatically, (checkbox?) additionally, condensing multiple entries like labor to single line would be helpful should the suggestion be implented.
3 votes -
Display Open Tickets on Google Map
Similar to the current customer map in the reports tab, However only display a pin in the cities with open tickets. This would be very helpful for our company as we dispatch our staff to many states. This would give us a better idea of where we have open work and how to dispatch them according.
1 vote -
Add support for Markdown
It would be very helpful to have more options in the text entry fields (specifically in tickets) for text formatting. Markdown is supported in many other applications, so many users may be familiar with it already. https://daringfireball.net/projects/markdown/
22 votes -
ADD SERIALIZED INVOICED ITEM TO CUSTOMER ASSET LIST
It would be time saving to be able to add a major serialized item directly to the purchasing customers Asset list at the time of purchase. Either via an (add to Assets) checkbox or button beside the line item in the invoice. This would allow us to keep customer asset lists up to date more readily for all major purchases.
44 votes -
Adding asset to ticket by scaning barcode
Would be great to be able just go into the ticket and there add asset by just scaning barcode on asset field. Now you have to choose from the existing assets, but in my case when customer has 5 same assets it is not possible to choose the right one, or you have to look on some extra numbers etc. We are using barcod scanners a lot :)
4 votes -
3 votes
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I would love to be able to configure different outgoing emails for each of my locations.
It would be very nice to have the option to configure different outgoing emails for each of my locations.
1 vote -
SMS and Email Messages Prefix added message with Contact Information
When sending an SMS message it shows which phone number the message will be sent to; however once the sms message has been sent and the phone number it’s being sent too should be inldluded within the comment history as well as the email address when sending an email for comment reasons or when sending an estimate or invoice.
1 vote -
Pattern lock or pin
I would like to see a section on the intake form for the devices pattern lock, password or pin. This would also be a great integration for the possecondscreen app as the customers can enter it themselves.
10 votes -
Integrate With Facebook Leads
Need to be integrated with Facebook leads so we can funnel leads directly into RS!!
1 vote -
Export Scheduled Invoices
export the schedule and all scheduled invoices to be imported into other accounting software, such as Xero.
0 votes -
Appointment reminders should go to the assigned contact of the ticket.
I created an appointment from inside a ticket, and the confirmation email went as expected to the ticket's assigned contact, but the problem is that the appointment reminders went to the primary contact, who rang me to ask what it was all about.
Unless you are dealing with customers that have only one contact, the primary one, this is a PITA to have to remember to turn off appointment reminders every time you create an appointment with a secondary contact.Is there any way to set the reminders to go where they should, ie the person (contact) who I made…
4 votes -
Xero Import Ignore Non Customer/Supplier Contacts
When doing the initial Customer import from Xero, All Xero Contacts are imported. It would be cleaner to be able to ignore the Xero Contacts that are neither a Customer or Supplier, See Xero help article below for details regarding the differences. Note that it also mentions Xero Contacts can't be manually classified as one or the other leaving the clean up to be done one by one in SR.
1 vote -
Add some additional tags to edit templates
Looking for some additional tags to use in editing templates:
1) ticket priority field tag
2) ticket private comment tag2 votes -
Integrating with Shopify
It would be awesome if y'all would integrate with Shopify
13 votes -
Include UPC code on pending order report
Would be helpful for the UPC code was included on the pending order report. Would be an easy reference for knowing exactly which item to reorder without having to click to look up the UPC code.
0 votes -
SKUs should have a cost and quantity
Inventory items should not have a cost. Product instances should.
Each vendor SKU should have a quantity and cost associated with it. (Vendors may sell the same product in different quantities and at different prices.) When a purchase order is checked in, that information should pass to the product instance.
As it is, I cannot order the same item from multiple vendors and I cannot manage volume purchases.
4 votes -
Show customer popup notes when sourcing ticket or invoice with customer name
We use the "Pop Up Note" field in customer records for various reasons - special billing situations, customers we no longer can/want to deal with for various reasons, etc.
This is only useful when the customer record itself is loaded because that is the only time it shows up. We have technicians who create tickets and invoices all day without specifically going into the customer record, so if there is a special message, whether it's something like "Apply 10% discount to all services" or "Do not provide further services to this customer" they would never see that and it can…
0 votes -
Improve the ticket issue types
We want to get super granular on the causes of tickets to help us with training, blogging, product development etc.
The current implementation isn't very good - an unordered , unstructured list which is time consuming to navigate.
Can you please update the ticket admin preferences screen to utilise the same structure as the inventory category editor?
The control already exists so I hope it wouldn't be too difficult to use the same structured, ordered, alpabetized list type in the ticket preferences as currently used in the inventory category editor.
It would really help in managing and therefore drilling down…
12 votes -
add to the saved filters, the ability to filter tickets by customer name
When i use the saved ticket searches, it would be nice if I could specify what search field to use when deciding to execute the search. Essentially, I'd like to be able to filter all active tickets by customer or group of customers, by name. As it is now, it looks like it just searches all fields. However, it could easily filter a customer that is undesired if the customer has a common word as their name. Thanks!
3 votes
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