Tim Nyberg
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4 votesTim Nyberg
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Tim Nyberg
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7 votes
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13 votes
An error occurred while saving the comment Tim Nyberg
commented
agreed. it would be nice to be able also to just simply apply a discount as a percentage vs. having to choose a Dollar amount in the contract. There are other requests like this one.
For example - put all Labor in a Labor category then be able to give clients with certain agreements a % discount on labor vs. having to choose each item or having to go in and change the $$ amount each time your rates change on that item.
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44 votesTim Nyberg
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60 votesTim Nyberg
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3 votesTim Nyberg
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4 votesTim Nyberg
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Tim Nyberg
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6 votesTim Nyberg
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An error occurred while saving the comment Tim Nyberg
commented
+1, In General, it would be nice to create a custom search to make a list of clients and then send that list to a Dymo to get labels for holiday cards or other mailings.
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3 votes
Daniel – Domo has spent many millions of dollars building amazing technology to pull that off. We could have added a report here and there, and would always have people complaining – or – buy domo and integrate.
Domo was very expensive, we are going to continue losing money on it. We added it for those people that need more powerful reporting because we would never have been able to build something as nice as they have.
Just like we won’t build accounting, so we integrate QB and Xero.
In the MSP space there are reporting systems out there that people pay a lot of money to hook into the big PSAs. We were able to accomplish the same type of reporting for a fraction of the price – and we are proud of it.
The going rate for a reporting system like what we are giving in domo is…
An error occurred while saving the comment Tim Nyberg
commented
DOMO looks like a great tool but it doesn't seem to be much value at this time. Nothing of value seems to be working, we have blank items in DOMO with no labels, missing data identification, lots and lots of issues. I'm ok with DOMO if it would work and I think all the exporting functions would be good. It doesn't do much good if you can't export data to use in other presentations.
Right now....I have been paying for DOMO and only continue to do so in the hope that will be collection data and of value soon. Right now....We've all but given up on it.
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2 votes
An error occurred while saving the comment Tim Nyberg
commented
I think there are similar ideas to this but I agree. There needs to be a contract management system in place that is seperate from everything else so it can be attached to different clients customized, have many versions of contacts and connected to eSign or something similar so we can keep signed contacts connected to clients customer file.
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228 votes
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
An error occurred while saving the comment Tim Nyberg
commented
+1 for MSP also. Should be able to set client billing rate from within the client file customer screen. As well as that set discount on other services and a set person to send invoices to not just a copied person this needs to be very specific. A line that says "where to send invoices" which would allow common separated email address so we could add as many or few as we liked. JUST for Billing.
An error occurred while saving the comment Tim Nyberg
commented
I would like to see this type of automatic discount be available by subscription type. If a client has a specific subscription type or recurring invoicing type that line would just show up on any invoice, applied to labor only items not parts.
This would require a few things adding the ability to have subscription categories, which could have specific attributes attached to them. for example, you setup the subscription like a inventory items but as subscription items with prices, discounts "terms" description and options like ad on items. Then we could have a client that is part of a specific subscription get a specified discount.
We could also then have a tabbed window like inventory that would show each subscription type as a separate tab for easy sorting and management.
An error occurred while saving the comment Tim Nyberg
commented
I agree, setup a discounts settings area that you can add whatever discounts you need to. Right now we setup a Courtesy discount and added it as an item to zero as well. When clients get some kind of discount we add the courtesy discount line item then put in a negative amount.
It is important that clients see you are giving them a deal, they won't appreciate it or even know your doing it if it isn't on a line item.
We also give discounts to students etc...it does help not only to encourage people out there doing the right thing but to come back to your shop vs. someone else's.
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6 votesTim Nyberg
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14 votes
An error occurred while saving the comment Tim Nyberg
commented
Just a few added thoughts. This data stays on the phone, what we need to know with confidence is that when a staff member is no longer with your our company...any data on the phone will be remotely removed.
There would also be a lot of value in being able to choose what could be seen on the iOS app for each user. For example.
See Only "My" tickets
See open tickets
See only "My" open invoices
Client list not visible at all to iOS users unless such permissions are granted or global admin.our general setup would be See only "My" open invoices, no access to client list at all, no viewing of any other data. The only real use right now for us is taking Credit card payments and the only thing a tech needs for that is access to their own open invoices.
Again..to stress the ability to have no access times, days, etc.
For example our techs do not need access at night or on the weekends or on days off etc.Also the ability to turn off or on any access to the iOS app at all. Some staff just don't need to be tempted by having access. And since all they need is their own user name and password we currently have no control over what they have access at all.
Thanks
Tim Nyberg
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4 votes
Could you try putting those details in “Customer Custom Fields” – there should be a tag for that to go into your invoice template.
This might be a workaround that gets you pretty close..
An error occurred while saving the comment Tim Nyberg
commented
It may be a work around but RSr has so much potential to have a nice setup for subscriptions/contract to be managed in a more organized way. Using the Contract center as a place to manage contracts and a subscription center to manage subscriptions would be great. In the Long run it would be great if we who use WM could have something setup so we could have clients sign up for our subscriptions online via our sites and have that integrated with RSr and related payment systems.
An error occurred while saving the comment Tim Nyberg
commented
I agree, it would be nice if each "Subscription" had some different settings. So instead of having a huge list of mixed items you could have things grouped by subscription type or recurring invoice type then all the billings under that heading.
Each subscription could have it's own terms
Be able to send out a custom reminder before it renews
send out specific Marketr message to each of these subscription groups etc.So much could be done with this that would be so much more useful.
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261 votes
We are seriously considering this, potentially could get looked at closer this summer. Nothing imminent, but we are interested.
January 28th 2016
An error occurred while saving the comment Tim Nyberg
commented
agreed. Getting machine info form GSX would be huge, a big help. We have been down this road with other vendors, Apple isn't easy to work with on this kind of thing. It would have to be something RSr contacted Apple about directly and it would be setup via RSr not each user. Apple won't give non-Apple Specialist shops access to GSX. So if RSr could get that setup on that end it may fly....it is worth a try.
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12 votes
An error occurred while saving the comment Tim Nyberg
commented
agreed. We shouldn't have to enter text in two places to send sms either. Great feature but it needs some polish.
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2 votes
An error occurred while saving the comment Tim Nyberg
commented
Agreed. There needs to be a way to "collect" hours over the course of a month/week/some set time period. So we can put those hours against a contacted set of hours.
This would work well with the contact suggestion I sent in at one point. Using that Contacts tab to create real contracts, which could have this kind of hours setup.
a system like this would also allow the use of hours against a retainer.
I love the idea, we do have several contracted clients, and we would like to be able to knock off time for phone support or other tasks without having to have an open ticket for everything. These kinds of tickets really clutter up the system. Tickets like this need another name and need not to show up in the general tickets lists. they need to show up against the clients contact.
Tim Nyberg
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20 votes
An error occurred while saving the comment Tim Nyberg
commented
agreed. There are times the "Parts" ordered for a ticket need to be returned as well. Actually more often then the inventory items.
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178 votes
An error occurred while saving the comment Tim Nyberg
commented
It seems like a module to allow people to schedule music lessons would benefit you as well. Especially if they could log in via a web interface to do the rescheduling on their own? I work with a music shop, the music lessons are a huge issue. Whatever you choose should include a better way to manage lessons then an excel spread sheet. LOL
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4 votesTim Nyberg
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There are several requests under different "titles" for this same thing.