General
3762 results found
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Add "Ticket Worksheets" to PDF/Print drop downs on Tickets
We recently stopped having ticket worksheets at the bottom of tickets, in an effort to save paper. We only need to print out ticket worksheets once in a while (for customers to review or walk through). However, without the tag added to ticket templates, there's no easy way to print the worksheets.
A simple and efficient way to accomplish this would be to add a print out of the ticket worksheets as a single document; which could be Cloud Printed or PDF Rendered from the same drop downs that already appear in the tickets section.
Could you please add "Ticket…
34 votes -
Add a current appointment to the Ticket list
When showing the ticket list, it would be very useful to have a column that shows a current appointment. When a ticket shows the status of scheduled, we would like to see when the appointment is.
4 votes -
Daily Payments Report
Please make it possible for the 'Daily Payments Report' to be automatically scheduled to run daily & emailed to a specified email address. Could be useful for other reports too.
14 votes -
Retail and Wholesale Prices
When we enter the cost and the retail price the system gives us a percentage markup, imagine that we can place a markup and based on the cost the system system calculates a price that maintains our % desired margin. We all know how variant the market is today buying prices vary like crazy, and each time we have to be checking if we are working with the correct prices and manually change them. Then the flow would be like this: In each item or service we mark a desired markup or % of desired margin, when we get an…
2 votes -
Add spiff in bulk actions
When in the inventory tab, it would be great to select a bunch of products and choose bulk action and assign them a spiff category. This way I can offer say 10% commissions on all accessories for say a week or a month to my employees and add and subtract them as I need too.
11 votes -
Invoice Merging
We've already had suggested the ability to merge multiple tickets into one invoice, but I think it would also be beneficial to have the ability to merge multiple invoices on a single ticket into one.
I had a situation yesterday where I accidentally created an invoice before all the necessary charges were on the ticket so when I added the rest of the charges and created a new invoice, it left me with two invoices with one charge each. If I could have merged them it would have made the invoice show up correctly sand how I originally intended, as…
43 votes -
Show custom asset fields in Portal
Name, Serial Number and type are not enough information on the Customer Portal page. I would like the ability to add custom fields to what the customer can see.
6 votes -
Automatic email notifications to customer for contracts expiring in 30, 60 days
Automatic email notifications to customer for contracts expiring in 30, 60 days and expired contracts
11 votes -
in ticket automations you can setup automatic actions etc. It would be good with invoices if you could get it to automatically email the inv
It would be good with invoices if you could get it to automatically email the invoice and payment receipt to the customer once its paid. so i dont have to select email each time, im sure its only a simple toggle switch you could add to invoice preferences.
1 vote -
Customer facing display for POS
Have a separate screen (kind of like the ticket HUD) in which a customer's POS transaction in store can be displayed so that they see the items and prices come up on the screen as you ring them in and have a space where you can insert custom messages or advertising to display to the customer.
28 votes -
Take deposits on ticket creation page
The opoption to take a deposit needs to be front and center (ticket creation.)
2 votes -
Allow an option to choose between naming "Customers" or "Clients"
We call all of our clients "clients". Customers (to us) seems a little impersonal. Can we have the option to choose between naming the customer module "Customers" or "Clients"? I'm sure all the templates and modules that call for the customer name can be either duplicated or kept the same.
4 votes -
Part location
Part Location does not show up on invoice for bulk item or just for line item, so instead of tech looking at paper work for the part they have to go to computer for location, causes waste of time. Again we had to include part location in our inventory item name so tech could go for part. with out wasting time.
10 votes -
Ticket Automations - add conditions logic operators and run times
It would be helpful if we could use logical operators for the conditions used to trigger ticket automations. I.e. AND, OR, XOR, etc. This would let one automation do the job of what might be many they way it is set up now (unless I'm missing something, which is possible).
Also, being able to set how often a certain automation would run would add a lot of value. I want to use automations to send reminder emails/Slack messages to the assigned tech if there has not been a comment added in x hours, but it's too much for it to…
10 votes -
Pay Now Option In Estimate Approval
When an estimate is approved I would like to have the option to have the customer either pay now or leave a deposit. I don't think it would be that difficult since customers can pay for invoices using the customer portal.
51 votes -
Exporting Ticket Notes
We would love the ability to export the notes in a ticket along with the other pertinent ticket details when we are exporting the tickets as a CSV. This might not be doable in a CSV but we would love a record of the exact notes for each ticket that we can archive for future use.
26 votes -
"Internal Chat" Not a live chat for customer but the ability to chat with other shops within the organization would be nice
"Internal Chat" Not a live chat for customers to communicate with the store, but the ability to chat with other shops within the organization would be nice. For example we have 6 locations and we always call to make sure that the inventory is correct before sending a customer to another shop. This could be useful for many other reasons.
7 votes -
Custom Worksheet Order on Tickets
It would be very nice to be able to specify in which order the worksheets auto populate on tickets. For instance if we have a virus removal the ideal order for us would be Diagnostic, Virus Removal, Final Checks, and Closeout.
However by default they automatically populate in an order such as Closeout, Diagnostic, Final Checks, Virus Removal.
This can make our tickets seem very cluttered and disjointed because our workflow is out of order.
20 votes -
PO# next to ticket number in Pending orders
Once we add part from Pending orders list to PO, it will be great to see to next to part and ticket# information to which PO we attached that part so we are not ordering double parts for one ticket. Or some kind of comment will be great.
6 votes -
Pending Items for Unmaintained Inventory on Low Stock Report ( email )
The Low Stock email is nice, I review it each morning, have links to easily click and review. Etc.
The Part request emails are nice, I review my inbox as they come in,
( can't easiely click these though,
a) the url for the part isn't clickable in the mails
b) the link is to the parts section not the part item itself
c) the customer is clickable but the ticket isn't
)The one thing missing is Pending items, which is really just Part Requests but for items we usually have or used to carry.
They don't show up…
3 votes
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