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  1. Mark Invoice as Sent / Tick Box

    I would really like to have a tick box that I can tick when I send an invoice outside of RS/Hand Deliver etc. that will put the little envelope to let everyone know said invoice has been sent or delivered to the customer please.

    31 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Checkout Module for our own assets

      The idea is we would have things like our van, ladders, toolkits, etc. as assets in this module and we could add them to field tickets/appointments as necessary and the quantity would reflect that for the duration of the appointment but be available both before and after.

      Just a QoL module that will help keep us from scheduling service calls where those assets are needed over the top of one another.

      20 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Recur Billing -Proration/Extension Billing options for NEW subscription/devices added to existing subscriptions

        So the problem I see lies with the way recur adds new devices to an existing customer then bills yearly at a specific date based on the then current quantity regardless of rather each device/subscription was active a year.

        Example, We sell our current client a yearly MAV subscription on a service call, setup yearly auto billing per their request. Three months later they request one more device be added at another yearly fee, then 2 months later 1 more and so on (our yearly fee is charged upfront each time). The problem is unless I extend and billing out…

        7 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • ADD SERIALIZED INVOICED ITEM TO CUSTOMER ASSET LIST

          It would be time saving to be able to add a major serialized item directly to the purchasing customers Asset list at the time of purchase. Either via an (add to Assets) checkbox or button beside the line item in the invoice. This would allow us to keep customer asset lists up to date more readily for all major purchases.

          12 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Update the font color in month to date stats for a Dark Mode. It is currently still dark

            Really like dark mode. Nice on the eyes, especially at night. The font color does not change inside the leftmost pie chart on the dashboard.

            4 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Being able to mark a invoice as bad debt

              When you have a client that does not pay you need to be able to mark the invoice as bad debt so that the invoice can be closer but accountants can see and tell that the invoice is a bad debt. This will help for tax time as this is a write off. But not being able to mark the invoice makes it extremely hard for accountants to know what's going on with the invoice. Many other CRM's have this functionality. This would be a great feature and I'm sure many will agree.

              5 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Require Ticket Completed Public Comment

                It would be helpful if a Public Comment with the status completed was required before a ticket can be resolved. My techs sometimes forget to submit their comments before resolving. Or they make them private since the default to public option for tickets does not work.

                5 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Integrate Tsheets for timekeeping.

                  My company and I have been using Tsheets to track out time in and out of our shop and it has worked wonderfully (it integrates with QuickBooks very well). I was hoping to see if Tsheets integration for tickets could be a thing.

                  10 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Toggle for "taxable" on Ticket charges

                    We need the taxable checkbox on the "Add/View Charges" menu to be checked off by default or even gone all together. The only thing in our state that is non tax is diagnostic fees and I've added an inventory item to handle it. I've lost a few hundred dollars this year because of this.

                    5 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ticket Comments: options to pin, highlight, RTF needed

                      We need a way to make certain ticket comments more visible than others.

                      Perhaps the ability to pin a ticket to the top (thus breaking the most-recent-first default sorting method), or change ticket comment background color, or star or flag tickets...

                      Rich Text Formatting in ticket comments would also be helpful–options to bold, underline, highlight, and bullets would allow for information and individual words to stand out.

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add an option to set due date (x) BUSINESS days after ticket creation

                        Add an option to set due date (x) BUSINESS days after ticket creation.
                        This option would bypass the default (x hours until due) default.

                        Use case: My store is open M-F 9a-6p. We have a 3 business day turn around time. We have tried setting due dates using the automated system but only calculates hours. When we come back in on Monday, the whole system thinks we are behind by 2 days. We could manually set due dates but this would add an extra step where I think it could be avoided.

                        If this was added, we could start utilizing…

                        6 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Update Ticket with Comment When Invoice on Ticket Paid

                          Hello,

                          Can we please update tickets when an Invoice is paid, much like we do when Estimates are Accepted? Verbiage I would prefer is something like:

                          "<User Name or say Customer> paid Invoice #<Invoice Number> on <Date> for $<Dollar Amount with proper rounding for $0.00 format> using <Payment Method> with Reference #<Reference# from CC system like Stripe or Check Number input>.

                          Would be great if this comment came in with a new Subject type such as Payment or system update and we were allowed to run automations on this. Currently no automations can trigger off the payment being accepted, and…

                          7 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Select customer “Ship to” on Estimates and Invoices

                            It’s great that you can add multiple locations in each customer, but unless for us if we cannot select the ship to for Estimates and Invoices.

                            12 votes
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                              planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Complete "Stock Takes" via Mobile App

                              The mobile app has a barcode scanning feature. It just makes sense for the stock takes to be accessible via the app for the technician it has been assigned to. Then they can go through the stock room and scan and count the items without needing to be constantly going back to their computer.

                              6 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change the order of viewing all a client's tickets to newest first

                                When we pull up a customer record, it display their most recent tickets, newest first. But if the ticket we want to look at isn't there (and it might only be the next one down), clicking View All Tickets for the client displays them as oldest first. For consistency - and since odds are we want to see recent stuff rather than 3 years back - couldn't the full listing be newest first too?

                                2 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Worksheet Text Boxes

                                  When adding information to one of the text box fields in the ticket worksheets after adding information when you go back to edit it or add to a field the text box remains small, and the cursor will be where you clicked the box. It would be much better if the text box expanded and the cursor moved to the end of the box. This way you don't have to scroll all the way to the end and it is much easier to read.

                                  2 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Introduce a Pay Now button on each invoice that we email out instead of customers having to log in to the portal

                                    Introduce a Pay Now button on each invoice and a Pay Deposit button on each estimate that we email out instead of customers having to log in to the portal. This would surely speed up payments and would save explaining to clients about the portal every time. Just a thought...

                                    2 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Labor Log Notifications

                                      It would be super helpful if you could add a little clock next to the tickets on the tickets screen and on each ticket square for the dashboard. This way you can easily tell which tickets are currently logged into and working on currently.

                                      It would also be great if when inside the ticket when a labor log is running if they clock would be a different color (maybe green could work for the background). It would be immensely helpful!

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Reorder the Search All Things results to show - newest tickets first

                                        SOAT is a useful feature, but it only shows five tickets or so and it shows the oldest ones first instead of the newest. Reorder the results to show the newer tickets first and it will greatly enhance the value of the feature.

                                        4 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Sorting of Ticket Custom Fields

                                          Ticket Custom Fields are listed in order of creation. They should be in alphabetical order or changed manually.

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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