Brett Smith
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7 votes
An error occurred while saving the comment Brett Smith
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9 votesBrett Smith
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10 votes
An error occurred while saving the comment Brett Smith
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I would actually love to see the two almost combined. Along with the option to change the ticket status. I constantly find myself adding notes with time then going to the labor log and editing the text to something more "invoice friendly", and setting the ticket status. Like:
Email Note: Bob, I took a look at that file permission error of yours and made some adjustments on the server. After you Log off of your computer and log back on you should have access to the accounting folders.
Private Note: Verified with Ben that Bob should have access to the accounting folders. Added Bob to the "Accounting" security group in AD.
Labor Log: Remote Service, Added Bob to the Accounting SG per Ben
--15 Minutes Charged to customer
Ticket Status: ResolvedI don't always enter the private note section if there is enough details in the public note or email, but when there is billable time I ALWAYS want to enter text into both the public notes and the Labor Log.
It would be great I could type all of these in one form, that way I know The client will know what is going on when they go into the Customer Portal or read their email, The technical details are entered, and the client won't complain that their invoice is complicated
Brett Smith
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121 votes
What 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..
An error occurred while saving the comment Brett Smith
commented
It would be nice to have this built in, but here is what I have decided to do for now:
-I created a new inventory item called "Miles Traveled" with a description of "On-Site Service: date", a price of $0 (I don't charge for local travel), and a product category of "Note"
-Each employee is expected to record their mileage as soon as they arrive onsite before going into the customer's office.
-They open the ticket and add a new line charge "Miles Traveled" and change the word date to the current date then enter a quantity of the number of miles they just traveled.-Then at the end of the month I run the "Employee Sales and Commission Report" filtering the Product category of "Note"
It's a bit of a kludge but it works.
Brett Smith
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It would also be nice to be able to add a CC or change the To address for one comment instead of changing it on the overall ticket. This along with attachments would help keep all of the emails within RepairShopr.