General

  1. Display customer number on customer details page and invoices/tickets

    Many accounting firms want my customer numbers, which I currently have to pull from the customer details page URL. Please display this on the customer details page, and create a tag for it in invoices, tickets, estimates, and statements

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow duplicate email address between customers

    Many of my residential customers are also business customers, and many of them use the same email address for personal and business email.

    149 votes
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    planned  ·  31 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Reminders

    Be able to filter reminders by tech

    8 votes
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  4. Expandable/Collapse PO's

    When looking for items that have been ordered it would be nice to be able to have a quick look/expandable option to show what items are on the PO on each line item.

    6 votes
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  5. Margin's for markup

    Hey guys,
    Just thinking how nice it would be to see how much profit margin that I'm going to make on a estimate. (The difference between the Retail price and the cost of my part. Example:

    When I enter a part into an estimate have it show our cost and the retail cost and then a summary at the bottom of the table that talleys the total.

    SIDE NOTE: When creating a part it would be great to have a few things happen:
    1. Field for URL storage (That way 3 months after I create an estimate and my client…

    8 votes
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    planned  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Client Portal - add "Hide Invoice" for better client portal filtering

    This is hopefully simple...

    Add a hide invoice button to the client portal "open ticket" area...

    Also... it'd be great to not have a 20 ticket limit in this area. Maybe add pages to this...

    Right now, our larger clients are having a VERY DIFFICULT time using the portal due to these limitations.

    Thanks

    11 votes
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  7. trade

    I have customers who trade their old machine in for for $$$ off their new machine. I would like to be able to scan/enter the serial # of the machine they traded in so that i have record of it. I have a button for trade ins but It would be nice if i could keep record of the serials.

    7 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Customer purchase order # on Ticket

    It would really help if we could enter the customer purchase order # on the ticket and not just the invoice.

    8 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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…

    137 votes
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    under review  ·  23 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Customize the "Triggers" that affect Statuses

    We really want to change the triggers that happen when making certain comments. Like, it makes sense that after a "Parts Order" comment, that the status switches to "Waiting on Parts". However, other things don't necessarily work best with our workflow, and it really messes up the way we work. Further, techs always seem to forget to "double check" that the status on the ticket is what it should be.

    Here are some examples of what we'd like to be able to change ourselves. Maybe under Tickets>Custom Settings.

    'Diagnosis' comment > Triggers > 'Waiting on Customer' (because we need approval…

    7 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Edit Cash Drawer Entries

    Sometimes our techs make a mistake in counting the cash drawer when opening or closing. If this happens in the morning, the "expected amount" is severely off, which throws off 2 days worth of counts. If it happens at the end of the day, the "opening amount" is off and that throws off the end of day balance.

    It would be nice if global admins had the ability to edit/correct cash drawer entries like they can on the time clock. Can this be added?

    8 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. add a parent/child ticket system for business accounts with bulk repairs

    We deal with corporate accounts where there will be anywhere from 10 or more laptops or other devices dropped off at once. Rather than creating a ticket for each one under that business account, it would be easier to add multiple units per ticket, so that there is one contained place the customer can see all their repairs.

    19 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Custom Field Filtering to the API

    In the customers.json endpoint it should be possible to filter the results by filtering on a custom field.

    [properties] => stdClass Object
    (
    [CustomField] => 123
    )

    With this added, It can reduce the number of API requests when you only need to search for specific customers who have a custom field set.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Time clock CSV download

    I would like to be able to download the time clock data to a CSV file so I can see the notes and the hours in a spreadsheet and sort them.

    The reason is that I have two different pay rates based on the type of work, and currently I have to manually add up the hours for each type.

    Thanks!

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. add the ability to snail mail an estimate

    Just like the invoice screen, I have quite a few luddite customers who rarely check email and would love to be able to use your snail mail feature to send an estimate. Thanks

    4 votes
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  16. Completed Bundled Item = New Asset

    How about the function to, build a bundle which consists of multiple computer parts to build one whole computer. All the parts would be tracked from a purchase order, to the store, into the computer, and to the customer.

    If when you complete this bundled item, it will add itself into inventory (this way we can transfer computers from to store)

    However you assign this inventory item as an "asset" instore, that way when you sell this computer to a customer, it automatically assigns as an asset.

    This would offer complete tracking and we really need it when building computers.…

    12 votes
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  17. 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
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    14 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Void Invoice

    Quickbooks gets sync'd with the invoice, if an invoice for any reason needs to be deleted then we are left with a record in QB but not CRM. We think that having a void function would allow us to still find that invoice.

    76 votes
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    planned  ·  26 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Option to require tech assignment

    We use an generic front desk account to check in repairs and it would be great if we could require the reception user to assign a tech to every ticket.

    5 votes
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  20. Add the ability to add more fields to the 'devices widget'

    Let us put, for example, manufacturers, etc.

    This would let people select that they had a mobile phone, then the manufacturer, then the model, IE,

    Mobile > Blackberry > Blackberry Bold 9000 > Black > Orange > Problems

    31 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
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