As of right now, in the RMA/Returns Tracker - once an RMA is set to "resolved" it is hidden from view, and we can't see it again if we need to look it up for documentation or research purposes. A button to view completed, or a search function to see RMAs by status is needed.

As we always have bulk list of items to enter manually which cost time (as general service business), it will be more easy to insert manual items to estimate via csv file if you can provide import option some were in the estimate page.

add an email button to it, to quickly email invoices to clients

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.

Since I monitor the cash drawer from a remote location, it would be great to have the Z-report sent to me automatically each day. Thanks!

In this option, customer can click on asset to create new ticket and ticket will create under particular assets. (it will be more easy to customer, instead of collecting all details from machine for the inquiry )

other thing is we can convert same link to QR code and stick in the asset that will support customer to request work with correct machine details intently.(if the portal with password it will ask for it , other ways ticket will be generated immediately.

buen día, seria buena opción que se pudiera descargar la información de mis clientes en una base de datos para poder exportar a otros archivos.

Add branding to invoice payment screen

Would love to have our logo on the invoice payment screen. This is the screen that comes up when a customer clicks ->Pay by Credit Card. Right now it's just bland and blank especially on the right hand side. Would be nice to have our company logo so that the customer knows they can trust the process.

The default ticket invoice entry without customization looks like this:

Ticket Work: {{ticket_timer_tech}} {{ticket_timer_date_and_times}} {{ticket_timer_notes}} from Ticket # {{ticket_number}}, Subject {{ticket_subject}}

I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

Ticket #{{ticket_number}} {{ticket_timer_date_and_times}} FOR: {{ticket_subject}} - {{ticket_timer_notes}} BY: {{tech_name}}

I get this example on the invoice:

Ticket #6 {{ticket_timer_date_and_times}} FOR: Assist with preparation of database import - {{ticket_timer_notes}} BY: Fred Flintstone.

It would be fantastic if these tags could be used on invoice customizations rather than just Tciket Timer Charges:
{{ticket_timer_date_and_times}} {{ticket_timer_notes}}

I (try to) use the pending ticket charges report as part of my billing process, but not having the dates of the charges (esp. in the CSV) is a bit frustrating, and such an easy thing to add. Why is that info missing from the report?

Tickets, invoices, and the sorting options aren't separated very clearly, making it hard to read across the line on one item or find a sorting option

I'd love to have a drop down box for the comment categories once the comment has already been made. I can't count the number of times I've accidentally clicked the wrong category or made multiple comments in succession and the previously selected category isn't correct. It would be great if the drop down was still available on comments that have already been made.

Can I please put in a feature request for the linked ticket number to be included in the CSV "Line Items Export" of invoice data?

This would allow linking that table with the exported ticket data,
making it much easier to create reports of the work each engineer has done, as well as being able to send reports to the manufacturer.

Add a "In Care of" section on invoices. One of my clients has clients of their own who we go out to, but have to bill in care of so-in-so. If there was another line when making invoices per customer, that'd be SO helpful.

It would be nice to be able to have a default ticket type based on a customer or contract.

I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.