General
3762 results found
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Easily Reorder Issue types
It would be nice if we could easily reorder or even group custom ticket issue types, and other customizable drop down lists
22 votes -
Add support for multiple receipt printer sizes
I would really like to see support for 80mm or 58mm receipt paper sizes.
15 votes -
Infusionsoft API connection for Email Marketing
Organize your contacts, turn leads into customers and transform customers into raving fans.
17 votes -
Integration With Call Rail For Phone Calls
Since the PBX integration is really only compatible with a very small number of PBX systems (ours won't work with it - Ringcentral) so we would like to see something like callrail.com supported. With Call rail you can setup tracking numbers, when a call comes in it can not only be tracked with call rail but also logged to the user's account, further I believe the user's name/CID info can be passed to call rail for insertion into their system - check out http://apidocs.callrail.com/
6 votes -
Canned responses to Leads and Customer windows
It would be nice to send canned responses straight from a Lead when you open it to process. Or make a customer and send a canned response from the Customer window.
This way we would not have to create a ticket to send canned responses or we wouldnt have to use estimates, because we are using canned responses to send estimets to customers.20 votes -
Show custom fields information in the customer portal
My customers are getting confused as the item information that I enter in my system under the 'custom fields' does not appear in the customer portal.
I see there is an area on the customer portal ticket look up that is labelled 'Additional Information'
Could this information be shown here ?
I have retail shop clients who may have 10 or 20 of their customers items with me at any one time.15 votes -
Multiple Service Boards/Lead Boards
Ability to have multiple ticket service boards. For example in-store tickets, monthly client support, managed anti-virus or managed backup support. That way we can have seperate emails (alerts@domain.com or backup@domain.com) and they would go to those boards so techs know of specific issues.
For leads the ability to have a leads board for potential clients like from website forms, etc. so that sales staff would work that board and then a "tech board" where current clients could email to for support and tech staff would know to work those leads not being confused with sales leads.
3 votes -
Allow for fraction of cents in cost
I stock some small connectors that I may purchase in lots of 100 but sell per unit (like RJ45 connectors for networking jobs). The may cost me $0.055 /each to buy, but when making POs to reorder, it throws my amount off since it rounds to 6 cents.
15 votes -
Mileage Tracking through Field Jobs
Don't know if it would even be possible but it would be a great feature to be able to track the mileage from your central office location to each field job per technician. We have several onsite technicians that we reimburse for mileage and it would be very efficient to just be able to pull up a report on their mileage each week etc.
124 votesWhat if any appointment that had a location specified we could calculate the road-miles from your office to there, and put that in a report?
A little simpler than doing real vehicle/person tracking, still gets you pretty good data – and would be more realistic for us to quickly build.
Let me know in the comments..
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Appointment Booking via App
Just setting up the online appointment booking. I feel it needs to include a service request details box, so we have an idea what the client is booking the appointment for. This will give us an idea how long the appointment will need to take.
5 votes -
Void Invoice
Quickbooks gets sync'd with the invoice, if an invoice for any reason needs to be deleted then we are left with a record in QB but not CRM. We think that having a void function would allow us to still find that invoice.
83 votes -
24 hour clock support
Would be very nice with 24 hour clock support. Europe do not use PM and AM. Hard for both customers and staff to book field visits in repairshopr now.
32 votes -
Invoice Snail Mail Status
It would be nice if it showed whether or not an invoice has been mailed. It would be nice if this displayed as a notification at the top of an invoice "Last mailed on XX-XX-XXXX at XX:XX:XX"
I would also like to see this on the invoices page similar to where it shows the "emailed" icon.
It should also show up in the invoice log stating when it was mailed.
24 votes -
Email Track PDF
I would like to suggest the Idea for Emailing to customer.
The idea is when we send Estimate or Invoice email send it to the Customer pdf. Would let us know if the customer read the email or not. Like a Tracking Viewed or not Viewed email.
Like other Program that Called "manager.io" when you send email if the customer view the email, will mark to us as "viewed". If the customer didn't view yet, will mark as "Not Viewed".That a good idea for us to know if the customer is active or not.
Thank You
Mike8 votes -
Peak Info
It would be cool to hover over the Ticket number and get ticket info
3 votesI like it! What would be the most important?
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Remove or change [RS] initials in Calendar subject entries
Our office has three Field Techs that share calendar appointments between each other and no matter who's appointment it is, the subject always has an [RS] before it. What would be more helpful is if we could have each Tech's initials at the beginning to differentiate who's appoint ment it is, or just remove the RS altogether and have us customize each subject on our own. Thanks!
3 votes -
Manual sync for Xero
Greetings all,
I have been having a few issues with incorrectly entered invoices and some payments posting to Xero automatically. I think it might be valuable to have an option for a manual sync button instead of it being automated. This would allow me a chance to correct mistakes prior to syncing with Xero (backing out some of the transactions can be most time consuming). I don't think that I have any downside on a manual post as I can do it just prior to working in Xero at the end of the day.
What do you all think?13 votes -
Integrate with Instant Housecall
Instant Housecall is gaining a really good traction with a lot of computer techs in a lot of communities. Would be awesome to have a similar feature like Team viewer has. The owner is super awesome and i Know he would love to help in any way he can. Keep up the good work guys!
30 votesThanks for the suggestion. We looked into this a while back and will revisit.
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Sub Quantities for Inventory Items
I'd like to see the option for inventory items to allow for multiple cost prices and quantities. This could be used to limit multiple listings where the cost price of an item changes due to a different supplier or similar, where some of the stock is listed at the old price and some at the new.
7 votes -
Ability to email a Ticket to an email address.
Either the ability to click email and then chose from a list of emails of the customer, alternatively enter an email address.
OR an email button that will automatically attach a PDF copy of the ticket straight to outlook for you to work with and send to someone on your address book in your outlook.1 vote
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