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  1. It would be great if we can save inventory and customer barcodes are jpegs

    I would like to be able to save the barcodes are jpegs so I can insert them in documents. For example, we have customer membership cards and would love to put their bar code on it. Thanks.

    1 vote
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    completed  ·  1 comment  ·  Admin →
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  2. Assets

    You guys are going to get sick of me! :)

    I noticed that if you have a asset attached to a ticket when you are viewing the ticket clicking on the red cross next to the asset actually completely deletes the Asset rather than just removing it from the ticket.
    This is a bit confusing and probably shouldn't be that way as I can see assets getting accidentally deleted a lot!
    Perhaps deleting assets completely should only be possible from the Assets Manager?
    Still need a quick way to remove an asset from a ticket though.

    2 votes
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    completed  ·  2 comments  ·  Admin →
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  3. Notes area within Customer section

    Within each customer profile there is a notes section. The issue with it right now for me is that the notes section is just one spot. Meaning that when you add notes to it and save it just saves it within that one location and does not create a notes entry as most notes areas are expected to do. Normally notes/comments are like comments on facebook/other social media where it does not just stay in a big paragraph but with time stamps and other important information to give more context to that specific note.

    3 votes
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  4. Add a discount field for inventory items

    Having the option to modify the price of an item via a column %discount wil be great for customer invoices.

    14 votes
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  5. export customers to QB Desktop

    The ability to add a new customer is RS and export that information to QB. Also be able to update in RS and have it update in QB as well.

    1 vote
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    completed  ·  Robert Reichner responded

    Customers will automatically sync to Quickbooks Desktop when you create an invoice with a Payment. The Quickbooks API does not allow updates without this, unfortunately. If we implement the Quickbooks SDK in the future, this may be possible.

  6. Change "Assets" from button to a field

    I like the check-in process for a new ticket, except the asset button. Everything else is a field that I can view, but the asset button hides all the info in a new window. You should be able to see the attached assets at a glance and add/remove them in the same window. I don't mind the new window to add a new asset, but it seems silly to hide information as important as that.

    Also, I don't use field jobs yet, but I imagine it would be helpful for that too. Bottom line, everything being visible decreases the ability…

    3 votes
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  7. Ticket creation from assets

    Would like to see the ability to create a ticket directly from customers assets. This way it would cut down on the time spent filling out a ticket for a device or asset we already have all the info for.

    12 votes
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    completed  ·  Robert Reichner responded

    Just shipped a new update to this! There’s now a New Ticket button on the Asset Detail page :)

  8. Multiple field jobs per ticket

    A lot of the work we do requires multiple site visits for the one issue, so we are having to create multiple tickets in order to schedule the visits. It would be nice if we could attach multiple field jobs to the one ticket.

    11 votes
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  9. Daily sales report must be printable

    We need to get daily sales report printable version

    11 votes
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    completed  ·  Rajesh Agarwal responded

    We added a rudimentary PDF form of this report last week!

    We’ll add some styling in the coming weeks so it’s easier on the eyes :)

  10. 1 vote
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  11. Add a 'My Tickets' button to Tickets view

    It's slow to have to select your name from the Tech drop down then hit Search. I could get to my tickets much faster by having a button that says something like 'My Tickets' and is simply a link to a pre-defined search page that only shows tickets assigned to my user account.

    1 vote
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    completed  ·  2 comments  ·  Admin →
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  12. Bulk payment and bulk ticket resolving

    My scenario:

    Client pays monthly but after reviewing all invoices. I normally receive the payment after new invoices have been created for the next month, so I can not use the "Make $xx.xx Payment" link. At this time I have to manually open each invoice and put in the same date and PayPal Transaction ID number.

    I end up missing the close ticket screen, perhaps I am clicking the incorrect payment button. I then have to go back and mark "paid" to all invoices and make "resolve" on all tickets.

    Client also expects us to generate a statement for the…

    5 votes
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    completed  ·  Robert Reichner responded

    This is live! You can apply payments to multiple invoices and are now prompted to close to all related tickets.

  13. Password and Power Adapter on intake form

    It would be great if there was a way to print the password and also if the customer dropped off a power adapter on the Intake Form. Our old software did this and it was really handy. On a Tech Bench with a KVM sometimes it hard to switch back to the shop pc to look up the password. Also knowing at a glance if the laptop had a power adapter when dropped off also is helpful. We work on several hundred pcs a month and this would save tons of time.

    1 vote
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  14. 1 click to MY TICKETS

    It's a pain to click tickets and then do a search for my tickets. Can you just add a button for My Tickets so it's a 1 click? Then maybe it can show how many tickets are assigned to you at the same time!

    That would be awesome. If we could be notified when tickets are also assigned... that would be beyond awesome!

    3 votes
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    completed  ·  Robert Reichner responded

    These are all contained the URL so we recommend you bookmark the page for your own tickets in the browser. You can then access this quickly from wherever you are in the app.

  15. Total on Ticket Charges page

    Add a total on the ticket charge page to be able to see a dollar amount attached to each ticket.

    2 votes
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  16. 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."

    0 votes
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  17. 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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  18. 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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  19. 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  ·  Admin →
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  20. 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  ·  Admin →
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