General

  1. Estimate/Quotes Revamp

    My idea is to basically be able to create 1 awesome quote without having to make 3 different ones for clients every time which just confuses everyone and makes my estimates portal look like i'm a millionaire. QuoteWerks is a great example of a Professional Estimate/Quote. http://www.quotewerks.com/images/QuoteValet/QuoteValet_SampleQuote.PNG

    I want to be able to have options and upsell my customers without making it confusing. Have each option area have radio buttons where they can select one and then add on's which they can tick if they would like.

    Include a picture of who create the estimate for them. Great optional feature.

    35 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Loyalty Rewards Program

    We would like to see the addition of a loyalty rewards program based on points earned per dollar spent, or a program with variable rewards based on rules. This would be great to tie into Marketr, so that once a customer hits a certain point threshold, they receive a reward that can be printed out and mailed using the snail mail feature as well. So, say a customer spends a total of $500 in the store over the course of the year: if we had an automated loyalty program set up, a reminder could pop up to have us print…

    123 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  23 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integration With Call Rail For Phone Calls

    Since the PBX integration is really only compatible with a very small number of PBX systems (ours won't work with it - Ringcentral) so we would like to see something like callrail.com supported. With Call rail you can setup tracking numbers, when a call comes in it can not only be tracked with call rail but also logged to the user's account, further I believe the user's name/CID info can be passed to call rail for insertion into their system - check out http://apidocs.callrail.com/

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tech Notes on estimates

    Tech notes in estimates that will appear on the estimate for my customer to view before approving. Including in PDF
    I see there is some kind of provision for it up the top but no box to input them

    27 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Infusionsoft API connection for Email Marketing

    Organize your contacts, turn leads into customers and transform customers into raving fans.

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Canned responses to Leads and Customer windows

    It would be nice to send canned responses straight from a Lead when you open it to process. Or make a customer and send a canned response from the Customer window.
    This way we would not have to create a ticket to send canned responses or we wouldnt have to use estimates, because we are using canned responses to send estimets to customers.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Mileage Tracking through Field Jobs

    Don't know if it would even be possible but it would be a great feature to be able to track the mileage from your central office location to each field job per technician. We have several onsite technicians that we reimburse for mileage and it would be very efficient to just be able to pull up a report on their mileage each week etc.

    102 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    33 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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..

  8. Show custom fields information in the customer portal

    My customers are getting confused as the item information that I enter in my system under the 'custom fields' does not appear in the customer portal.
    I see there is an area on the customer portal ticket look up that is labelled 'Additional Information'
    Could this information be shown here ?
    I have retail shop clients who may have 10 or 20 of their customers items with me at any one time.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Invoice Snail Mail Status

    It would be nice if it showed whether or not an invoice has been mailed. It would be nice if this displayed as a notification at the top of an invoice "Last mailed on XX-XX-XXXX at XX:XX:XX"

    I would also like to see this on the invoices page similar to where it shows the "emailed" icon.

    It should also show up in the invoice log stating when it was mailed.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow for fraction of cents in cost

    I stock some small connectors that I may purchase in lots of 100 but sell per unit (like RJ45 connectors for networking jobs). The may cost me $0.055 /each to buy, but when making POs to reorder, it throws my amount off since it rounds to 6 cents.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 24 hour clock support

    Would be very nice with 24 hour clock support. Europe do not use PM and AM. Hard for both customers and staff to book field visits in repairshopr now.

    25 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Password Log under Customer Detail

    It would be nice to track generic logins passwords, such as those for webhosting, etc.. under the customer's detail page. Also this would need to tie into the granular permissions so that only certain individuals would have access to it. Additional wishlist items in relation to this would be the customer could submit logins to this "Password Vault" from the customer portal without actually retaining any visibility or access to the vault. (Or maybe the submission could just forward into the leads page with some generic text such as: Customer <blank> just submitted a login for review.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Option To Force an Asset on a Ticket

    Would be good to see an extra option in Admin / Ticket Settings that either forces an Asset or perhaps just the ability to be prompted for an asset if one is not assigned. I can see it being easy for staff to skip straight past having to click on asset when they're busy. The ability to enable a prompt/reminder to include an asset when it's left blank on a new ticket could be useful just in case they did skip it. Not sure if there could be times where it would end up being a pain though.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Employee Scheduling software

    Hello I love you guys software, but i was wondering if you could maybe partner with a company like When I Work (www.wheniwork.com) or (http://www.yournextseven.com) or develop a employee scheduling software similar that will allow your us to be able to create shifts and schedule our employees. This will also allow my employees to see the work schedule anywhere.

    50 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. send appointment or field job reminders

    It would be a great feature to have a email reminder sent to customers and the techs the day before their appointment that way they remember and can quickly reference their appointment etc. Sometimes we schedule a week or 2 out and it would be nice for the system to automatically provide a reminder after the confirmation email has been sent when the appointment/field job was created.

    49 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Recurring Statements

    It would be nice to make it so that statement can be scheduled just like recurring invoices.
    Maybe even have option on recurring invoice to attach statement of account.
    I know the invoice reminder does this in a way, but some customers like to see a list of open invoices to print.

    76 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Blank default Tech and only Tech can be assigned to Tickets

    I would like that the default value of the field Tech
    when creating a new Ticket is a blank value, and that only technicians can be assigned to a ticket.
    I have 2 Security Groups. Techicians and Vendedores (sales staff that only check-in tickets and creates customers).
    The problem right now is that the Tickets are assigned to a sales person.
    The solution is that by default, there are not Tech assigned
    when creating a ticket and then, when a Tech pick a ticket and assign it to them self.
    Also, Sales people can not be assigned to a Ticket,…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Scan assets from phone or tablet

    If it is not already possible, it would be nice to walk in to one of my regular customers offices with my ipad and scan an asset tag and see the history of tickets/issues with this machine and then be able to start a new ticket from the asset screen if one hadn't already been created.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Colour coded ticket status

    On the main Tickets list it would be nice to have the ability to colour code the status of each ticket. This way it would be easy to see, at a glance, what tickets were New, In Progress, Waiting on Customer etc.

    I.E. if all new tickets were Shown in RED easier to quickly see which jobs hadn't been started.

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow the option to search by Physical Location (i.e. Bin #) in the inventory page

    It would help if we could look up a bin # and find out all of the inventory that should be in that bin. Then if we type in P1 for example, it would show us everything that should be in P1. This would help a lot with my inventory system. Or the best thing may be to add an advanced search to inventory, and then we can search just that field.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Feedback and Knowledge Base