It would be nice to have custome feilds in the ticket that can be updated. For instance, during our diagnostic process, we test several parts of the computer to include the HDD, RAM, CPU, GPU and MOBO. we have custom drop down menus where we can select Pass or Fail for each item as we finish the diagnostic. I really do not want to have to type all of this out in a text box if I can just select the results from a drop down. I can think of many more ways we can use custom feilds and drop downs, but this is the most important to us.
It would be nice to have custome feilds in the ticket that can be updated. For instance, during our diagnostic process, we test several parts of the computer to include the HDD, RAM, CPU, GPU and MOBO. we have custom drop down menus where we can select Pass or Fail for each item as we finish the diagnostic. I really do not want to have to type all of this out in a text box if I can just select the results from a drop down. I can think of many more ways we can use custom feilds and drop…11 votes
We have this done and ready for early beta testers to play with, ping us if you aren’t a beta tester and want to be.
It should not be required to email our customer the problem description when creating a ticket. For us, we use a lot of short and we have absolutely no intentions of making a formal message to the customer when describing the problems. In fact, this feild should be for techs eyes only.7 votes
Need area in Invoice to Add note1 vote
This has been there, you have to click edit on the invoice to get to the tech notes currently. They don’t show up on the pdf either.
Does that work for your need?
When using the ticketing system, and we need to make a parts order for something - it would be nice to be able to add that item to the invoice automatically. If the parts order asked for the retail price, it could know how much to charge the customer.2 votes
This is in production! Have fun!
There should be a built in knowledgebase so that our tech reps can look over notes from similar issues...1 vote
We turned this on and started writing content last week, lots more to come!
Option is needed to edit pricing on specific item when using POS.1 vote
You can click the price to edit it now – thanks!
We providing customer with the tickets numbers, so this will be helpful if we can search tickets numbers in the search box in system. I very insist this. (the sms system welcome them with tickets numbers, customer always reply us with their tickets number, so very needed)6 votes
This is deployed, just put a ticket number in the ticket search to try it.
We take a payment before we start any repairs for the diagonstic. It would be nice if we could have a couple deposit buttons for different amounts. Once you click on the button, you can then choose the payment method and apply the payment. This would be all done once you have created the customer and their ticket.1 vote
We actually added deposits recently, head to settings and check ‘enable deposits’
We also have an FAQ page in our help section and a video..
Ability to sort by column in the Tickets or Clients tabs. Important feature to see tickets of a specific type, etc.1 vote
This is live – we deployed it about a week ago.
When tracking parts, it would be nice to have a text box for tracking numbers. Even better, it would be nice if that text field supported tracking numbers and allowed you to see the tracking status . . . maybe even send notifications?1 vote
There is a tracking number field, and it does link to google where you are just a click away from tracking. I will put it on our list to look into alerting you
It would be much easier and make a lot more sense to have separate text boxes for customers and techs only in the ticket. This way we do not forget to check the private box and accidently send a message to the customer instead.3 votes
This was shipped, thanks!
Please implement a "Add Customer" button if the to the search page if search didn't return any results1 vote
Good call – I’ll add that shortly!
Why would we need to type something into the text box in order to apply a status? This does not make much sense and only wastes time. If the computer is in diagnostic, I simply want to choose something like "Diagnosti in progress" without typing anything. In the very least, it should be optional.1 vote
You type ticket updates as emails to the customer.
You can change the ticket status without typing anything.
The ticket workflow is driven from comments and not status.
The workflow is totally optional, you can still resolve a ticket without ever typing an update into it.
Just change the status to “Resolved” to mark it as complete, it will hide.
It would be great to have a different Google calendar assigned to each technician so when a field job is scheduled it can be assign to that specific technician. For scheduling organizational you can color code the different calendars to easily see availability.3 votes
This was shipped a couple weeks ago, to get to the user calendar, click the user menu (email in upper right)
I could use a Discount button or line on Invoice... Showing what i'm discounting.1 vote
This is already there.
Just make a product with a negative dollar amount, or add a manual line item with a negative dollar amount or negative quantity.
We use negative dollar amount for a discount, and a negative quantity for a return.
There is also a post on the blog about discount by percentage – take a peek at that too
Different Tabs for Labor Skus vs Product Skus would really help with finding things for invoice/POS. Can you also add a checkbox on a labor item to make it a 'default' (new work orders automatically have this sku applied).6 votes
We’ve added support for multiple SKUs in addition to the UPC and these are now all searchable.
A search feature that we can search for customers by phone number or address. Some clients might of use a spouses name or business name.1 vote
Search already supported address and phone, and now the advanced search can do it much more specifically – have fun
if mess up on a user or invoice should be able to delete it2 votes
You can delete customers and invoices currently – thanks!
This makes bundle prices much easier, you can create a sku to take $20 off your order or get a free item as part of a bundle deal without messing up your inventory. To add on this, making certain skus require other skus would be nice (if I were to put in bundle discount for $20, but I didn't actually sell a bundle, it should flag)2 votes
The system has always allowed negative numbers, sorry for not replying to this sooner!
We will find it extreamly useful to be able to use the POS module to ring out customers which computers were repaired. it would be great to scan the client's ticket within the POS module and for the total due amount to comeup so we can complete the transaction quicker and the proper tech checking out the costumer can get credit for the sale. I hope it kind of makes sense what I am trying to say.28 votes
You can now pull up a customer from the POS screen by scanning their invoice or typing their phone number, and you can also attach a POS transaction to an existing customer!
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