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  1. Calendar

    Would be usefull to block out time tech needs fort workshop repairs

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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a 'Date' input field as a Field Type option

    Having the ability to add a date to a field would be fantastic for reporting and searching purposes.

    6 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. bundling or packaging items on the fly

    preparing a bundle in advance for sale is nice maybe if you are selling flowers or coffee. in our business we often group several items together on the fly when creating an estimate for a customer. you should be able to select two or more items create a package. you should be able to view your cost and then insert a sale price for the package. when you print or email the quote the customer would see only the package price not the individual line item pricing.

    37 votes
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    under review  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add part orders to reminders

    As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.

    1 vote
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  5. Selling a new PC/Notebook etc

    When you sell a customer a new PC/Laptop/Whatever with a serial number shouldn't it automatically get added to their assets list?

    0 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow parts ordered to be auto inserted into Estimates

    We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.

    However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.

    We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be…

    1 vote
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  7. Test Email Template

    It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.

    1 vote
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  8. Field Job/appointments - adding tags for forms

    Would be nice to have access to the following tags to add to forms for "field appointments":
    Field appointment date and time
    Tech allocated to appointment
    site location (could be different from customer billing address)

    1 vote
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  9. Option to print/show on PDF for individual Custom fields including checkboxes

    Option to print/show on PDF for individual Custom fields including checkboxes. Eg. We like to print a Ticket Receipt and give it to the customer when they drop off a job to confirm what we have received from them.

    This includes custom fields such as Charger checkbox, laptop bag checkbox, other equipment text field.

    Checkboxes don't show up on a ticket receipt (I guess they would all show up if they did which wouldn't be good for us). Id like the option of showing only selected checkboxes on the ticket receipt.

    4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mobile & Phone number in calendar

    I would like to see the mobile and phone number listed in description when synced to Google Calendar as well...

    At the moment it will only show the customers "phone" quite often, we may need to contact the customer on there mobile, and it's easier for the field agents to have access to these details within the calendar..

    Would this be possible?

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Web design and hosting services module

    My idea is to integrate a module to sell and invoice other services which could really use the existing recurring invoicing feature.

    Its no news that computer repair is becoming very competitive as computers become more popular and most of us have emerged into other related industries such as web design, hosting, security systems and even printing.

    9 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Easier data entry of Custom Fields

    We would like easier data entry of Custom Fields if possible.

    Option 1 - Make it so you can change the data in the Additional Information box - specifically the custom fields data/ check/uncheckboxes straight from the ticket screen. Have button to "save changes" in Additional Information box.

    Option 2 - Keep as is, to change you must click on 'edit custom fields' but move the 'save' button from the bottom of the list to the window next to Cancel as users keep forgetting to press save as it is out of view at the bottom of the list.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting

    Change the custom fields auto-capitize first letter when printing/PDF to same as source formatting. It looks messy when printing/PDF as it changes the source formatting. For example : -

    Custom field 2. RAM Check currently changes to 2. ram check

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sales Detail Report

    Be able to pick an item to run the report. Include the link to the invoices as well. Thanks.

    2 votes
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  15. GoToAssist Integration

    Would love to see integration with Citrix's GoToAssist Remote Support. They have great API's!

    11 votes
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  16. Need a open quotation reminder please :)

    Please can you guys add the same reminders for quotations as you have for invoices. I want the system to tell customers that we have sent them a quotation and we have not received a go ahead or response on their quotation yet. And that if we have no response in 30 days we will assume that they have abandoned their machine.

    Please guys the same as the open invoice reminder but just for quotations.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow Customers to Update Their Billing Info

    I would love for my customers to be able to log into their profile and view/edit any of their contact information, especially as it relates to billing. It would also be great if they could view/edit/add payment methods (PayPal, credit card(s), ect).

    As a bonus it may also be cool to see a simple check box of "save card on file" when customers are paying their invoices via credit card online.

    18 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Reminder button in ticket and customer view.

    This button would allow reminders to be place on the calendar and in the reminder section. Allowing for easy follow ups without creating ticket just yet.

    This can also be merged with the Appointment button, but with an options menu; appointment or reminder or followup.

    2 votes
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  19. Ticket title on the dashboard description

    It would be very helpful to have the ticket title apart of the dashboard short description. (Email isn't helpful at a glance if space needs to be made)

    3 votes
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  20. field jobs info disappears

    When hovering over field jobs, the information pop up disappears almost immediately. Would be better if the information stayed up until the mouse was no longer hovering over the appointment.

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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