General

  1. Make option for "create new customer" if standard search has 0 results

    If a quick search has 0 results, it'd be nice to have the option to create new customer. Like "No results found. Click here to make a new customer."

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Topaz signature capture device support

    Would anyone be interested in buying a topaz signature capture device if support was added?

    The base model is about $100USD on amazon, please vote if you would buy one - assuming we added support (Windows firefox/chrome it seems)

    http://www.topazsystems.com/products/standardindex.html

    1 vote
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have the ability to add maintenance items for warranty or software expiring

    I am looking for a CRM to add maintenance items to the customer for anti-virus, software, hardware warranty, or even onsite cleaning due. This would list the expiration date of each one and pop up on a master list that would include a note taking section if the customer had been contacted. Then, to generate an invoice from this item. I currently have this type of system in Microsoft Access but would like to see it in a cloud based system. The more you can be in contact with a customer and the items that expire for them the better…

    4 votes
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  4. Add a method to see product description on purchase orders

    When creating a purchase order for those of us that use a code for the product name it would be great to have a way to see the description when entering in the product to add to the purchase order just like on the inventory screen when you search for a product. If the field could search by description as well as name and show a list like the inventory search box this would be a great help. When you check-in the purchase order a mouse over tooltip on the product name would be great so we can cross match…

    1 vote
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Separate Phone Numbers

    It would be nice to have a block for a work phone number in addition to the personal and cell number blocks. The work number should not be unique to a customer though, in case we have more than one employee of a business stop in for service.

    2 votes
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    completed  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Provide a way to backup ticket data

    We are putting many man hours entering our customer data and ticket information, but see no way to dump this information to CSV, SQL, or other backup. Your site mentions Google, but no directions on how. If the worst case happened and your servers crashed, or you went under, your clients will have no backup. We could save pdf's, but that is inefficient and doesn't include private comments.

    1 vote
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  7. Have separate reports for separate locations

    This would allow us to see which locations are doing really successful and which ones are not. It would allow us to gauge how individual locations are doing.

    1 vote
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  8. Change "Custom ticket fields" from within ticket

    We're using custom fields in the ticket for our "diagnostic tests" and "final wrapup" procedures. It would be very helpful to be able to edit /change the values of the custom fields without having to go to "change invoice" every time. Simply make custom ticket fields a part of the in-line options to change in a ticket. Pretty please!

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  9. Change "Transaction Completed" to something else.

    Transaction by most peoples definition means an exchange, usually of funds. The "transaction completed" is confusing techs into thinking that gets marked off after the customer pays, instead of when the ticket or job is done with repairs.

    I noticed in older versions of the software, this field used to be called "Repair completed". I understand that not all tickets are "repairs" and that's probably why it was changed from that. I think it would make the most sense to be changed to "Ticket/Work/Job Completed". (Even better would be if it were customizable).

    Lastly, I've found that "Invoiced" really doesn't…

    1 vote
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  10. Canned Responses for Private Notes

    On the ticket tab where there are canned responses to send to the customer we would like to be able to create canned responses that our IT experts would enter to describe work done during the repair process

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’ll get a separate list available for the private ones in the coming weeks, just need to shuffle work around!

    have fun

  11. Need the ability to reorder custom fields without deleting and recreating.

    Adding custom fields to assets, customers, tickets et al places in an order that is not optimum. Being able to place them where we need them would be ideal. Example, on the ticket, adding any custom goes after the password field, and the only way I see to get the custom field aka: laptop bag, above it is to delete the password field and it's stored data, then recreating it...

    1 vote
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  12. Multiple Ticket Contacts

    It would be nice to be able to add multiple contacts to a ticket, even just a manual cc. Sometimes I like the owner/manager to know what the staff is requesting.

    1 vote
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  13. Keyboard select problem type

    when creating a new ticket and clicking the dropdown to select the problem type, I should be able to use my keyboard to jump straight to an item. For instance, clicking the 's' key while the select list is shown should take me to 'Software' on the list. Instead, the select list closes and I start typing in the customer search box at the top of the screen.

    1 vote
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  14. ticket sort functionality

    Also, the last updated field does not sort correctly. It currently sorts by the first character in the field.

    ie:

    1 day
    12 days
    14 days
    2 days
    3 days
    42 mins
    about 1 hour
    about 2 hours
    about 20 hours
    about 3 hours

    2 votes
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  15. Change Ticket Status from Ticket List

    it Would be great to be able to change the status of a ticket from the current tickets list quite often i just want to change the status. esp if your not using the invoice system etc. thanks.

    1 vote
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  16. More User Privilege Levels

    Right now, Admin and Tech are the only user levels available. With multiple stores, it would be really nice to have a level for store managers; who could have rights between that of a tech and admin.

    Even better, make all privileges available to turn off/on (delete ticket comments, delete invoices, modify other users, etc) to create customized users based on the admin's discretion.

    1 vote
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  17. View emailed invoices from main invoice page.

    Add check mark just like the paid feature on the main invoice page denoting wether an invoice has been emailed out or not.

    1 vote
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  18. iOS App

    I think an iOS app would be awesome. I especially like the idea of being able to look at admin stats and charts right on my iPhone.

    37 votes
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    79 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We have an iOS app in the app store that has some basic functionality around looking customers, creating customers, and paying invoices. More functionality will be added on/around a monthly schedule. In the next few weeks we’ll have invoice edit-ability, then we’ll start on adding tickets!

    Update: December 4, 2015
    1.6 is out, it includes invoice create/edit.

    Update: January 7th, 2016
    Version 1.7 is out with strong offline support.

    Version 1.8 will come in 4~ weeks with some bug fixes and performance improvements

    :: Update March 1, 2016 ::
    Version 1.8.1 was just released fixing the hanging after swiping a card

    Version 2.0 will be next with Ticket support!
    (estimated around mid-April)

    :: Update March 31 2016 ::

    We have internal betas with Tickets working, it should be a couple more weeks to get it submitted at this point. Just finalizing searches/custom fields/etc

    :: Update April 13th 2016 ::

    Version…

  19. Better Multi-store Inventory Control Features

    It would be nice if we could add an inventory or service item to the system and then specify the count at each location. And then when we look at inventory items or reports it would show us one item and the counts at each store.

    As it is now we have to add the same item 3 times (once for each store) and there is no correlation between them.

    4 votes
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make customer email address a mailto link

    Make customer email address a mailto link so that you can click the link to quickly send my customer an email

    1 vote
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