General
3766 results found
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Alter the price and quantity
Thank you so much for this feature. It will save so much time when I make a mistake with a non inventory item and enter the incorrect price.
1 vote -
Auto-Pay for Net 30
We have a client that we use Net 30 terms with. They would like to make payment on the final day of their Net 30 - Can we have an option implanted for an Auto-Pay that is in line with our payment terms? Or a make payment on date option?
1 vote -
Flagging or colour coding tickets
It'd be nice to set the colour of a ticket on the tickets dashboard, for things like scheduling or "I'll do that one next"
1 vote -
add tick box for SMS
Could we please have a 'do not text' box as well as a do not email box on the ticket creation screen?
Thanks1 vote -
iOS App ticket comments cramped
When entering a ticket comment more than a few words on the iOS app, the comment becomes truncated and you cannot review the whole comment before submitting. My idea is to replace the TEXT FIELD with a TEXT AREA so you can review a comment for dictation mistakes, spelling, etc. before submitting.
1 vote -
Invoices
The paid invoice doesn't pop out as much as the older version.
1 vote -
Include the customers payment status on the ticket page
Have a field on the ticket page that shows the status of the customer's account. Are they on retainer? pay as you go? in arears? So that we can determine whether they need to pay before we schedule their repairs
1 vote -
Labeling multiple contact numbers, without creating contact people.
Sometimes we have a client who gives us their mother's, partner's, uncle's or dentist's phone number to pickup their device. It would be nice to just add a name or reference next to the number.
1 vote -
Exported Ticket Time Tracking Duration
Would be nice to have the "duration" column in the Ticket Time Tracking report included when exporting to CSV. Would make adding up total minutes far easier than manually calculating it.
1 vote -
Enter serial numbers without a PO
Making out a fake purchase order, just to be able to track S/Ns is silly and I don't like it.
1 vote -
Flags for invoices
When doing invoices, can we please have a message window if it's zero. Also, can we please have a flag or queue where we can park invoices that need to be checked. It would be so much easier. We need a logical workflow for big invoices that need to be vetted before being sent.
1 vote -
Automate the "Add an Asset" feature
Please automate "add and asset" function. When you do an invoice you can enter the part number, grab the appropriate serial number from inventory, invoice it and it appears on the customers invoice. You now have all the data you need to automatically add to their asset. There is no reason not have this be an automated function.
1 vote -
Address auto fill in new workflows
In the OG customer creation the address would auto-fill, but in the new Beta workflow, where the customer and ticket can be created at the same time (which is a great feature), the address does not auto-fill.
1 vote -
Integration with Time IQ Time tracker software.
I use Time IQ as my timetracking software as it is far more versitile than Toggl. Can you create a way of integrating so that when a ticket is created it also creates a project in Time IQ? Also it would be very useful to have the project time in Time IQ transfer over to the ticket in much the same way as it does with Toggl, but also showing which worker was responsible for that time. Many thanks
1 vote -
The ability to add an image (for example for a voucher) at the bottom of purchase receipts.
Currently we have a voucher printing on all receipts and tickets via the printer software on the computer itself. This appears to be causing confusion when a voucher can be claimed.
We would like to see receipt specific options so that the voucher would only be printed when the customer makes a purchase, not when they book in a phone.
The voucher idea in itself is creating a small boost in sales and encouraging return custom.1 vote -
Don't have private comments show on invoice
If a tech posts a private comment on a ticket (and maybe add minutes spent), that private comment becomes an item billable on an invoice (i.e., it shows up in the pending charges shopping cart), but the comment/description on the invoice will be "see tech notes." Private comments should not become pending charges.
1 vote -
Appointment Report
Create an Appointment Report for viewing all past and future appointments: by technician, by type of appointment, by date, etc.
1 vote -
Inventory physical location Checkout/Checkin
We love to use our Physical Location field for all of our inventory items so we know where to find them. A lot of times we have to grab multiple items to bring on a specific job in case we need them. However it's too cumbersome to go into the system and move each item individually to a new location. It would be awesome to have a way to check out multiple inventory items at a time and have it switch all those items to a location like "Tech 1 Car". Conversely, it'd be great to have a feature to…
1 vote -
Marketr by Invoice Item
It would be very useful to be able to only send marketr emails to customers who purchased a specific invoice item.
For example, if sold a "Virus removal" item they will be emailed in a year to remind them to get their computer checked out again
1 vote -
Attachments on email from wherever the email is sent
Hello,
It would be nice to be able to add an attachments for any email sent.
Thanks,
Eli1 vote
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