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Michael

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7 results found

  1. Attach existing appointments to existing tickets

    5 votes
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    Michael shared this idea  · 

  2. Saved Customer Search NOT operations

    1 vote
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    Michael shared this idea  · 

  3. Option to add more than one ticket at once for a customer in the new Workflow app

    25 votes
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    1 comment  ·  General  ·  Admin →
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    Michael supported this idea  · 

  4. 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.

    Michael supported this idea  · 

  5. Make Kabuto customers more obvious

    1 vote
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    Michael shared this idea  · 

  6. appointment type

    8 votes
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    3 comments  ·  General  ·  Admin →
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    Michael supported this idea  · 
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    Michael commented  · 

    Was about to make a ticket for this, but it might be more constructive to add more to this one.

    Appointment Types visible in calendar view (ie: In Shop - [IS], On-site - [OS], Remote - [RM])

    My first few weeks working with the software I assumed that was already a function and that [RS] stood for Remote Service.

    This would provide a quick view of the type of job being performed, and allow someone scheduling an appointment for another tech to differentiate between jobs; a simple phone call, a Remote Service performed from a desk in the shop, or an On-Site where travel times and equipment availability need to be considered.

    A simple form of this might look like the [RS] tag that we currently have on all events.
    2 pm - 3 pm [OS] Bob's Grub Shack - New Printer
    4 pm - 5 pm [RS] Tony - Outlook password wrong

  7. Invoice Merging

    43 votes
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    10 comments  ·  General  ·  Admin →
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    Michael supported this idea  · 

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