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Eric

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9 results found

  1. Update/Add permissions to Security Groups (Complete List Attached)

    27 votes
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    under review  ·  18 comments  ·  General  ·  Admin →
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    Eric commented  · 

    This is great, it would be nice to have a greater level of granularity or detail on permissions. I have one I'd like to add that we would find useful.

    Tickets - View Resolved

    We can't have our techs looking at all the tickets, we only want them doing ones assigned to them. However sometimes we have a tech work on a job that a different tech had done work on months ago. I would like for the new tech to be able to look at the old resolved ticket from last time to see if there is any information that could be useful for the current job.

    Eric supported this idea  · 

  2. Make Part(s) order available on Estimates

    19 votes
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    7 comments  ·  General  ·  Admin →
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    Eric commented  · 

    Yes please allow part orders on estimates, it would make things easier for us as well and much more trackable.

    Eric supported this idea  · 

  3. Improve upon the Google Calendar integration visual design & usability

    23 votes
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    0 comments  ·  General  ·  Admin →
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    Eric supported this idea  · 

  4. Pay Now Option In Estimate Approval

    51 votes
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    5 comments  ·  General  ·  Admin →
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    Eric supported this idea  · 
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    Eric commented  · 

    yes, when we write up an estimate have a field for a deposit amount required. Then the customer can choose to pay just the deposit, or the full amount up front.

  5. Non-invoice email going to the "invoice email" address (it should not)

    1 vote
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    0 comments  ·  General  ·  Admin →
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    Eric shared this idea  · 

  6. iOS app security

    14 votes
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    4 comments  ·  General  ·  Admin →
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    Eric supported this idea  · 

  7. Add Ticket Notes for Appointment Changes including Reschedules/Cancellations

    28 votes
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    1 comment  ·  General  ·  Admin →
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    Eric commented  · 

    This would be great to be added in. We rely heavily on appointment scheduling and really need to keep an eye on who is moving appointments around.

    Eric supported this idea  · 

  8. Set default duration for appointments

    9 votes
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    0 comments  ·  General  ·  Admin →
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    Eric supported this idea  · 

  9. Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.

    291 votes
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    65 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

    Eric supported this idea  · 

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