General

  1. Please E-Mail me or feel free to call me,......(602) 339-3781

    Again, I don't know why you don't recognise my E-Mail address as VALID,....... But I assure you,.........IT IS!!!!! www,costcomary@cox.net

    1 vote
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  2. Customer Feedback Ratings

    It would be great if you could add feedback ratings whenever the tickets will be resolved.

    3 votes
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  3. Estimate to include already entered ticket data

    Our customers require a estimate to be sent before an invoice can be sent, but the work is always authorized and peformed before the "estimate" is sent. It would be nice to have the ability to add all the line items already entered on a ticket to the estimate automatically, (checkbox?) additionally, condensing multiple entries like labor to single line would be helpful should the suggestion be implented.

    3 votes
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  4. Display Open Tickets on Google Map

    Similar to the current customer map in the reports tab, However only display a pin in the cities with open tickets. This would be very helpful for our company as we dispatch our staff to many states. This would give us a better idea of where we have open work and how to dispatch them according.

    1 vote
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  5. API integration - Add attachment to customer and invoice

    Currently the API integration allows for attachments to tickets, but not on customer or invoice.

    It would be great if we could do the same for invoices and customers, and also publish them, so customers can see them on the portal.

    3 votes
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  6. Improve the ticket issue types

    We want to get super granular on the causes of tickets to help us with training, blogging, product development etc.

    The current implementation isn't very good - an unordered , unstructured list which is time consuming to navigate.

    Can you please update the ticket admin preferences screen to utilise the same structure as the inventory category editor?

    The control already exists so I hope it wouldn't be too difficult to use the same structured, ordered, alpabetized list type in the ticket preferences as currently used in the inventory category editor.

    It would really help in managing and therefore drilling down…

    14 votes
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  7. Turn On/Off Customer Portal, or at least define what they see.

    There are some areas in the Portal that we will not be using, and thus don't want to confuse our clients. It would be great to be able to turn off the portal altogether, or at least be able to decide what we do and don't want clients to see.

    25 votes
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  8. 3 votes
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  9. Appointment booking description

    It is great that you have the ability for customers to be able to book their own appointment time right on the internet. It would be so helpful if you could add a description field. Maybe it could put the first 30-50 characters as the subject and then put the entire message into the public notes.

    Anyway the customer could tell us what they are coming in for would be extremely helpful.

    1 vote
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  10. Recuring invoice reference

    Recuring invoices need an automatic reference applied. For example: For service due in November, add a Reference of November IT Support Services. This way the client can see what month the recurring in voice is for, or what it is for etc...
    We often raise an invoice in the month prior for service next month to ensure it is paid on time.

    1 vote
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  11. SMS and Email Messages Prefix added message with Contact Information

    When sending an SMS message it shows which phone number the message will be sent to; however once the sms message has been sent and the phone number it’s being sent too should be inldluded within the comment history as well as the email address when sending an email for comment reasons or when sending an estimate or invoice.

    1 vote
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  12. Integrate With Facebook Leads

    Need to be integrated with Facebook leads so we can funnel leads directly into RS!!

    https://www.facebook.com/business/help/908902042493104

    1 vote
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  13. Create a small app that attaches photos to tickets automatically

    It'd be great to have an app that connects to the system, that enables you to remotely take photos of damage and assigns the photos automatically to a ticket.

    3 votes
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  14. Export Scheduled Invoices

    export the schedule and all scheduled invoices to be imported into other accounting software, such as Xero.

    0 votes
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  15. Appointment reminders should go to the assigned contact of the ticket.

    I created an appointment from inside a ticket, and the confirmation email went as expected to the ticket's assigned contact, but the problem is that the appointment reminders went to the primary contact, who rang me to ask what it was all about.
    Unless you are dealing with customers that have only one contact, the primary one, this is a PITA to have to remember to turn off appointment reminders every time you create an appointment with a secondary contact.

    Is there any way to set the reminders to go where they should, ie the person (contact) who I made…

    4 votes
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  16. Xero Import Ignore Non Customer/Supplier Contacts

    When doing the initial Customer import from Xero, All Xero Contacts are imported. It would be cleaner to be able to ignore the Xero Contacts that are neither a Customer or Supplier, See Xero help article below for details regarding the differences. Note that it also mentions Xero Contacts can't be manually classified as one or the other leaving the clean up to be done one by one in SR.

    https://central.xero.com/s/article/Contacts-in-Xero#Web

    1 vote
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  17. Include UPC code on pending order report

    Would be helpful for the UPC code was included on the pending order report. Would be an easy reference for knowing exactly which item to reorder without having to click to look up the UPC code.

    0 votes
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  18. On worksheets move the finalize button

    You go down the list checking stuff off and then have to go back to the top to finalize it. Makes more sense to have it at the bottom.

    1 vote
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  19. Show customer popup notes when sourcing ticket or invoice with customer name

    We use the "Pop Up Note" field in customer records for various reasons - special billing situations, customers we no longer can/want to deal with for various reasons, etc.

    This is only useful when the customer record itself is loaded because that is the only time it shows up. We have technicians who create tickets and invoices all day without specifically going into the customer record, so if there is a special message, whether it's something like "Apply 10% discount to all services" or "Do not provide further services to this customer" they would never see that and it can…

    0 votes
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  20. 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.

    40 votes
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