General

  1. Create recurring invoices ONLY if there is an amount due.

    It would be great to have a setting to only create a recurring invoice if there is unpaid line items/amount due.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. LINK Customer Purchases and Payment Payout to Customer Detail Page and Tickets

    We almost always reference the Customer Detail page before making any ticket/invoice/payment to verify there is nothing old that needs to be completed. The Customer Detail page contains all related data of every person in our database, so it's generally our most visited page for each customer. The only thing missing from this record of customer purchases and the payouts for said purchases.

    Please add a Customer Purchases section to the Custom Detail page, and link any equipment purchases and the record of payment payout. We want to know how much money we're billed AND paid out to every customer,…

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make tabs full width

    I'm using a widescreen monitor and have plenty of space left for tabs before they get stuffed into the "+ More" section. Can we make that header a bit wider, and be responsive to wide screens?

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Fix Window On Timer Screen on Mobile Phone

    Any way to fix this box to allow us to use it better on a phone? It drives my techs crazy...

    When you click to type and start typing on your phone the box goes off the screen for the notes and your just guessing if your typing correctly

    Also, you can't get to the options at the right of the window either.

    Inline image 1Inline image 2

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Calendar

    Would be usefull to block out time tech needs fort workshop repairs

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Tag techs using @techname in private comments

    then it flags their attention via a notification.

    Simple yet powerful.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Re-occurring Invoices Terms

    I would like the re-occurring Invoices to have a different payment term than on the customer. For Example, we have default pay on completion for customer for immediate services and the re-occurring invoice is for a computer maintenance service they have through us and that one should be due before end of the month. We are becoming a managed service provider and adjusting repairshopr to that service.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pricing according to the payment terms

    We offer different prices to customers that are paying in advance, customers that are paying cash and customers that are on payment terms such as Net30. I would like to have the ability to have at least 3 different prices for the same product. Right now we have to edit the price every time so we can keep track of the serial numbers.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sortable Labor on Ticket Charges

    Right now, we're going to create a new Labor field for our tickets to trim down our labor types, but if we can somehow not have to do that and can pick or sort what labor types appear next to the add charges to ticket, that would be phenomenal.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. On recurring invoices, show the current tax status on the existing line items

    currently, when you add an item to the invoice template, you do not have a way of knowing if you added it taxable or not nor is there a way to change it. Small detail, but would be helpful.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. List "Contact" under +New button for customer's account

    I know you can add a contact from under the contacts tab, obviously, but I seem to reflexively reach for the master +New button for the customer's account every time I try to do this. Just a low-priority thought, in case other people do that, too.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Include UPC code on pending order report

    Would be helpful for the UPC code was included on the pending order report. Would be an easy reference for knowing exactly which item to reorder without having to click to look up the UPC code.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Customer Ownership

    We have an IT director for each of our clients. This basically means that the technician or account manager is directly responsible for everything that has to do with that account. It would be great to set an owner to each customer record. This way you can build in notifications for customers that you own. ie Ticket created by a customer I own, notify me. Right now the only other viable option is to set a notification for ALL tickets that are created, which can get pretty spammy the busier things get.

    This could also be bridged with the proposed…

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Location name in ticket list as a field

    Would be very helpful for multiple locations if there was a "Location" heading in the ticket view list. We have 5 locations and adding 2 more soon...would be extremely helpful from a quick dashboard view of tickets to see the location that it corresponds to.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Able to select products in Purchase Order in which to print labels for.

    Half of our items now don't need our labels on it. Therefore a simple Check Box per Line Item, and a Check All at the top, would be great to identify which labels will be printed.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Change to Green Checkmark Under Took Payment Column

    Can you change the grey check mark to green under the Took Payment column for invoices

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Default reply address always business name rather than individual tech names.

    When a tech updates a ticket and sends a customer a ticket comment the email the customer sees appears to come from the tech. we feel this should always show a default from name ie Business Name and give an option in the comment to show who made the comment.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make customer automation

    It would be nice to trigger events on specific customer tasks. i.e. When a customer signs up for our monthly service subscription. Trigger welcome email, change their customer type, etc...

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. SCHEDULES: Automated Templates from Invoicing “Recurring” Items

    Every single time we ring up a line item for a recurring service, we have to manually create the schedule, recurrence date, fill in a title, set billing settings, etc. This could be fully automated and generate schedules simply from an invoice having said line item added.

    Otherwise, maybe a button to quickly deploy new schedules from a set of templates we can create in advance? The number of clicks we have to repeatedly do, day in and day out, is insane. Some recurring services have required us to manually set them up (with sometimes human error) more than 1000…

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add export in Google format button

    Ads the ability to export the customer database in th mapping that is accepted by Google contacts. This would be a great work around versus programming directly to the Google api and would save time when attempting to move contact information from RS to Google contacts.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base