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Rob Lloyd

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8 results found

  1. Add "Last Quarter" to Sales Tax Report

    12 votes
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    5 comments  ·  General  ·  Admin →
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    Rob Lloyd commented  · 

    Not sure why Last Quarter isn't an option. Seems like an obvious date range to have and should be a quick add.

    Rob Lloyd supported this idea  · 

  2. Mark a ticket as invoiced after you've added it to another ticket's invoice!

    6 votes
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    7 comments  ·  General  ·  Admin →
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    Rob Lloyd commented  · 

    This needs to be fixed or it's worthless. This can cause double billing.

  3. QuoteWerks integration

    81 votes
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    under review  ·  11 comments  ·  General  ·  Admin →
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    Rob Lloyd commented  · 

    I've replaced CW with RS it's been great. The estimates are ok for a quick one but Quotewerks allows us to look at live inventory and pricing from all our distributors. Having that integrated would be very helpful. Probably help with more RS sales too :)
    2 way sync would be great - RS to QW for customer info to create a quote. QW to RS for creating a ticket with the items and/or creating an estimate.

    Rob Lloyd supported this idea  · 
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    Rob Lloyd commented  · 

    I also use QW and this would be a great integration. I'm currently on Connectwise and looking at getting RS to replace it. Having product info and pricing come over would be great.

  4. Default Billing contact

    2 votes
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    1 comment  ·  General  ·  Admin →
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    Rob Lloyd shared this idea  · 

  5. Bulk select invoices from diff customers and marked as paid

    3 votes
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    0 comments  ·  General  ·  Admin →
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    Rob Lloyd supported this idea  · 

  6. Integrate with Etilize and Real-Time Distribution Feeds

    15 votes
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    3 comments  ·  General  ·  Admin →
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    Rob Lloyd supported this idea  · 

  7. Add the ability to back date ticket comments

    7 votes
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    0 comments  ·  General  ·  Admin →
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    Rob Lloyd supported this idea  · 

  8. Automatic email notifications to customer for contracts expiring in 30, 60 days

    11 votes
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    3 comments  ·  General  ·  Admin →
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    Rob Lloyd supported this idea  · 

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