General
3766 results found
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Send automated recurring reminder to bill a customer
Some customers want to be billed monthly for all work done within that month and pay for it all at once while others can be billed on a weekly basis for all work done that week or others are to be immediately invoiced for that ticket. It would be nice if an email (or notification on the UI) could be sent out that would look at the customer preferred billing detail and determine that they are due to be emailed the following day. This would really help to keep from forgetting to bill a customer or inadvertently sending an invoice…
1 vote -
To Review 'Ticket Status by Tech' Report
Report must show a true picture of the repair done for the day.
Actually if a repair was booked on previous day or earlier days and technician fixed it today, system is failing to account this repair for the current day.
Which means if I want to know how many repairs a particular technician made for the current day, I can not rely on 'Ticket Status by Tech' Report.
Note that all completed jobs are being marked as 'Resolved'.
Regards,
Akash
3538778898561 vote -
Snail Mail
Can you make it so it sends us an email reminding us to snail mail it, say a week before it is due? Currently, it is $1.20 to snail mail 50 of them, which is very expensive.
Also, you should be able to find a company to automate and setup two printers, one for the invoice(and staple) and the other for the envelope with the address. Possibly a robot to scan both items to match them and put the invoice in the envelope to be ready for mailing.1 vote -
Add new estimate ability to phone ap
Add the ability to create new estimate from phone and manage email marketing
1 vote -
Filtering Invoices by User
Need the ability to search for invoices under a particular user/tech/salesperson.
1 vote -
Payment form
When checking a customer out after click on payment form there is a drop down menu that gives us options to choose which method of payment i.e. cash/card etc. Instead of a drop down i think having a widget or button that lists the different payment methods to take would be more effective. Often times when we are rushing through when it gets busy sometimes we over look the payment form method and accidentally select credit card instead of cash which throws off the closing reading (Z report) at the end of the day. Making a button would allow us…
1 vote -
List the specific tax rate being changed on invoices
Currently, invoices just say "tax" and list the amount - but do not list the tax rate that is being charged.
It would be nice to have a tag in the invoice templates to put the rate in.1 vote -
Recurring revenue
Are there any reports for recurring revenue from credit cards in the next x days, next month, etc? This would be handy to know for planning events during a given week or month. The prorated is nice but does not mean that is all of the income coming in the next x days. This information would most likely be generated from recurring invoices with a check box on the credit card option.
1 vote -
Allow modification of purchasers on invoices
We have a standard POS Client called "WALKIN" When customers don't want to give us their details. It would be nice however if we can modify invoices to be bound to a different purchaser.
For example is a "WALKIN" customer comes back and would like us to take information so that they are "in the system" we can retroactively re-assign previous purchases to their account.
1 vote -
Adding ticket status near hidden comment entry
Would it be possible to add a drop down in a ticket dashboard near the hidden comment entry area? Ticket status update drop down is all the way at the top of page, techs easily forget to update ticket status after entering a hidden comment. There are drop downs near the comment entry field but the selections in the drop down menu do not match with ones in the drop down menu up at the top.
Thank you
1 vote -
Auto-fill additional notification emails with technicians
It would be extremely helpful if during the New Ticket creation window in the section for additional notification emails on the ticket, if there was some auto-fill or menu selection option for assigning techs or other RS users to this field. We generally notify 2-3 techs of progress on a ticket, so having to copy and paste or type the email into this field each time is a bit arduous during ticket creation.
1 vote -
I prefer the email invoice button to be at the top and just clickable like it used to be
I prefer the email invoice button to be at the top and just clickable like it used to be
1 vote -
show serial on asset find window
When selecting an asset on a ticket the window doesn't have enough space to show serial (unique id)
1 vote -
Add HotKeys to all Pages
Nerds love HotKeys.
Picture this:
- You are on a customer page
- You want to create a new ticket
- You type a simple character sequence i.e. 'n' then 't'
- BAM! New Ticket page for that customerThis could work for any function. Invoices, Estimates, Attachments.
Additionally, change the sequence for extra features.
- 'f' then 't' will filter the customer page to show only tickets1 vote -
Add Attachments in Inventory for Digital Goods
It would be very useful to be able to attach a file to certain inventory products that are digital goods. You could also take it a step further and make it public facing once the customer pays for the product.
1 vote -
Point of Sale Controls
Some things to improve the point of sale:
1-Deposits taken from customers do not appear in the Z reports (when you close the cash registers) nor shown in the daily payments report. It should be reflected in both because those are the reports that tell you the incoming money. Otherwise that money is out of sight. If I'm not the one in the register how would I know there was a customer deposit?In the POS where it says "Status" Open ( Close), the blue link that directs you to open/close the register leads to confusion. You wouldn't know if…
1 vote -
Inventory\Purchase Order Polish
OK, so as an IT Company we are ordering new items all the time that need put into inventory for the first time when we create the PO, we do not always get to that on the day of the PO Creation. Since many items we use are serialized, this causes QBO errors, and many headaches, because the items will not sync to QBO Since the PO used the Creation date and not the checking date for when you got the item. We need to be able either set the quantity & quantity as of date fields that are in…
1 vote -
Inventory Transfer Recommendation Report
A report feature that recommends Multi Location transfers.
Store A has 3 of said item.
Store B and Store C Each have 0
The report would make an inventory transfer suggestion for Transferring an item quantity of one each to stores B and C from store A.
This would result in all three locations each having the same quantity of an item in stock.
1 vote -
Add phone number field to contracts for easier renew calls.
Sometimes we need to create a list of clients to call to renew MSP contracts that are not on the monthly autobill. 6 and 12 month contracts etc. We noticed today that we can see the list (sorted by end date) but then have to go into each client individually to get the phone number to call them. It would be very convenient to have a phone number column which could just be printed to create a 'list' with all needed info. It already has start and end dates and name.
There seems to be room, or if not replace…1 vote -
I would like Tickets to be able to be sorted by Customer - alphabetically
At this point, clicking on the customer column header on the ticket page will sort the customers by customer id rather than alphabetically. I can see how it could be helpful to have this alphabetically. Could you add this to our feedback forum? It would be great to hear from other users who would like this feature added too!
1 vote
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