General
3764 results found
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I need to be able to pull a referral report based on location
I need to be able to pull a referral report based on location
1 vote -
Add the ability to select a date range in the invoice aging report
Is is possible to add the ability to select a date range when running the invoice aging report.
1 vote -
Have a "create product and add new" button on the product inventory page.
When adding a batch of products manually, it's really annoying to have to click on "create product", then "back", then "New". One little new button "create product and add new" would be magic!
1 vote -
Asset custom Fields linked to inventory parts
when we are repairing a customers asset, in the custom fields, I would like to be able to select from inventory parts to tie to that asset.
then when a repair is being completed, we know what items need to be replaced based on our inventoried part.1 vote -
Give the option to apply signatures from payment to invoice
I understand the reason for having them separated by default, but, in our shop at least, it's a pain for the customers to sign for their payment, then turn around and sign again for the invoice saying they're picking up the equipment. It'd be easier if there was a checkbox during or button after to apply the captured signature to the invoice the payment is going towards.
Thanks in advance for your feedback on the matter.
1 vote -
Summary detail on Welcome page
On the "Welcome page" after signing in, you have the Month-to-Date summary. It would be great to see the detail behind the summary information.
1 vote -
Status should not be at top of screen
It seems a little crazy that you go to the bottom of a ticket and enter a message but the status is all the way at the top....surely just a tick box next to the message box asking if you want it to update status would be a good idea
1 vote -
Prompt when creating an invoice for a customer with a monthly recurring invoice already in place.
We have a decent number of clients that get a monthly invoice for managed services. When we do additional work, we put the time on the corresponding ticket and then mark as resolved, counting on the recurring invoice to pick up the charges and invoice them. That all works fine. The problem we are running into is that not every technician knows what customers need to be billed right away, and which ones should wait for the recurring invoice.
What we need is a prompt that appears when someone clicks the "make invoice" button that says "This customer has a…1 vote -
Add an endpoint to get asset_type
When creating an asset, one needs to provide the
asset_type_idfield. Currently, there's no way to obtain that from the API.1 vote -
Reports
I would like a report that shows me what tickets do not have an asset attached.
1 vote -
I would love to see a monthly report that could be automatically sent
For our clients that are on retainer, a monthly report that you can email to the client automatically that showcases exactly what we did, what effect it had, and really reiterates why they’re paying us. It could include up-time, number of tickets resolved, man hours used, etc.
Thoughts?
1 vote -
link the description in the returns manager to a note/description in original return
We need a way for the person doing the return to give a reason for the return. It would help a lot for the person reviewing the returns manager.
Simplest way would be to add a "description" in the original return that then shows up under "description" in the returns manager.
1 vote -
Define additional fields for: "From", "Invoice to", "Owner" and "Delivery"
For part of our business we handle warranty servicing on behalf of manufacturers. Customers’ items are sometimes sent by the retailer/shops to be invoiced to manufacturers/distributors
where customer’s instruments are sent by shops for repair and then possibly returned directly to the owner)
so we need multiple contact/name/address fields/etc fields for "From", "Invoice to", "Owner" and "Delivery"Is there a way to define these? (perhaps they could be stacked on the same screen area with a tab to switch amongst them) Also for them to be EASILY edited from the ticket screen
I appreciate that third party billing has been…
1 vote -
POS Cash and Card Refinements
Whilst taking a payment in POS module, we have noticed something different than if you Take Payment from an Invoice.
If using card you have to manually key in the amount (unlike via Invoice method which automatically puts it in). This opens up opportunity for errors in keying in incorrectly.So, with a card, have it automatically put in the full amount.
Also, with Cash. Have buttons that can be clicked for common note demominations such as 5, 10, 20, 50 etc. Again just to streamline and reduce any error opportunities.
1 vote -
Hello, is it possible to add as an improvement, appoint creation for one tech only instead of notifiying everyone of new appointment please?
Hello, is it possible to add as an improvement, appoint creation for one tech only instead of notifiying everyone of new appointment please?
1 vote -
Add a change customer button to the Estimates screen
I would like the ability to choose a different customer or change a customer's information on the estimate screen, like I am currently able to do from the invoice screen.
1 vote -
Add update log to customer purchases
It would be helpful to be able to see which one of my employees made a customer purchase when looking it similar to the inventory and ticket update log. The Customer Purchase report does not show that information either. Other helpful information to add to the main Customer Purchases page would be the same ID number given in the Customer Purchases report.
1 vote -
Split line item discount into new line item
For reporting it is difficult to see how many discounts my employees give when using the line item discount. It would be great if discounting a line item could create a separate line item to help with reporting discounts.
1 vote -
1 vote
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Quebec taxe
adding TVQ and TPS separately for Quebec user. We got two taxe number for each taxe too.
1 vote
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