SIgnature pad to make the customer sign and agree to terms of a repair, like the signature pad on the invoice page3 votes
Mobile has it, and there is a new intake form setting.
When scheduling, it would be very helpful to have a duration slider so we can indicate the length of the appnt. As it is, once we create the appointment we have to go to Google Calendar and adjust the time. Default of one hour is perfect, but maybe have the slider be adjustable from 30 min to 4 hours (or longer).10 votes
With the new calendar you can drag out the end of the appointment to set the duration, let us know what you think!
The calendar sync with Google should be an appointment, not a event request as it is now, awaiting for me to accept it. It should list the customer name and the subject in the title, the address in "WHERE" and the full description in the "DESCRIPTION". Ideally, it would also have the customer phone number somewhere, maybe the description. Once Locations is implemented in the customer page, you should be able to select the location when scheduling and it would list the appropriate address in the WHERE field.5 votes
We added some more information to the appointment description, let us know via email if you have more ideas around this!
A few thoughts while working with recurring invoices:
It would be great to be able to "pause" if needed - either a suspend or pause for XX billing periods.
Can we edit/update/delete saved CC info? What happens if it expires or we entered it wrong?6 votes
We added the pause function to this.You can change the credit card on these if updates are needed.
Ideally I could switch between month and week views. The week view would be the more important, and would have the week laid out horizontally, and the days running vertically with hours listed. The appointments would be laid out to quickly see what tech was scheduled when as opposed to now where it just shows an appointment and hovering brings up the time (and they're not even in order by time).3 votes
This was deployed, have fun!
I would find it helpful if it were easier to filter jobs in different states: one list page for new / in progress jobs, one for jobs that are waiting for parts / customer input, one for jobs that are finished and awaiting pickup, etc.7 votes
The Ticket Groups feature should allow this now!
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!
Option is needed to edit pricing on specific item when using POS.1 vote
You can click the price to edit it now – thanks!
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!
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.
Please implement a "Add Customer" button if the to the search page if search didn't return any results1 vote
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?
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
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..
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 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.
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 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!
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
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.
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