General
855 results found
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Look for contact phone numbers in other fields or show other phone numbers as well..
When I add a contact that ONLY has a mobile number (Such as a salesman who travels a lot) their number doesn't show up on the ticket if they are the assigned contact. It only displays the "Phone" field. It would be better if it defaulted to the Phone field unless that value is NULL... or at least had both the Phone and Mobile numbers listed on the ticket for a contact. As it is... I have to put the same number in both fields (which is redundant). If I don't... then it just looks like we don't have a…
1 voteThank you for this suggestion! In a recent update we’ve made it so that the mobile number will be displayed if the “phone” number is null.
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Add Snail Mail Useage Bar
You need to add to the SMS and User number status bars a Snail Mail bar. That way you can see how many snail mails you have left before having to purchase more. Just like with SMS.
1 voteThe consumables report does show them, thanks!
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Add "Location Name" visible in a ticket page
The only relevant piece of information missing when looking at a ticket it the location name. The only way to find this info right now is to go to "Change Ticket" and then look at the location. This is very annoying and can easily be added under the "Ticket Info" section, next to the "Transfer This Ticket" link. Boom!
1 vote -
Collapse or condense items in the customer detail page
Hey guys,
In the customer details page (the internal side, not the public side) we're starting to get a ton of entries piling up since the beginning of time. Some customers have 50+ tickets that have been resolved, others have 100+ communication records. It's starting to get crazy to scroll and search through all of the entries.
Why not show only the 10 most recent entries, and collapse the remaining ones as "hidden"? Then, just have a button that says "Show older entries" to expand that field when necessary. I think it would really help clean up customer detail pages…
1 vote -
Having the option to print or not to print a ticket when creating it
Having the option to print or not to print a ticket when creating it just like the current option of not emailing it to client, this will save ink and paper when creating bulk tickets for business clients.
1 voteYou can turn off auto-print in Admin > App Center > Cloud Print settings and then choose to print only those tickets you wish by clicking print.
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To search clients by Asset
For example i have a client that i know she had a Kindle Fire but I dont remember her name, so that would be great if I could search kindle and all the clients with that asset pop up.
1 voteYou can search assets in Customers > Assets and this will return a list based on asset name (for example “Fire”).
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Quick Search/Scan box for tickets
A text box at the top of the screen (like the customer search) but for ticket or asset searching. That way we can just scan the asset tag or ticket label and it takes you straight to the correct screen. You would also have to include the ticket # in barcode format on the print outs.
My idea for this is to help with our work flow. Say a tech has 4 devices on the bench and the paper ticket in front of each device. Instead of having to type the customer name or scan the barcode that is on…
1 voteRight now the top search box in the site should work for all barcodes that we generate – give it a shot
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Customer Map is in weird place (customer import?)
What's up with the customer map being hidden in customer import?Is it also somewhere else? There should probably be a link to the map in the customer module.
1 voteThese kinds of things are in Reports so you can find the Customer Map in the Admin > Reports > Customers. Is this what you’re looking for?
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Add a text input field when creating an estimate
this would allow us to add comments to estimate with information for the customer.
1 voteEmail messages like on invoices are now live!
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Two Ideas
- Could you add a Red notification alert to each section of the site, just like leads? For instance, if a customer replies to a ticket, an indicator should show up on the 'tickets' section. When clicked, the particular ticket with the alert shows a red alert on it as well, or is highlighted somehow to indicated that there is activity on it.
- Could you please add an option to open tickets from the 'ticket list' screen to open in a popup, OR same window? There are a lot of times I am scrolling through tickets to check on the status…
1 voteHey – I think notification center should get you the first part, and using CTRL+CLICK on a ticket will open it in a new tab for you – thanks!
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reminders that popup during login
I want to setup reminders that automatically popup during login. So that my techs in the morning can see all the important things linked to specific clients and tickets.
1 vote -
Invoice Page
Can the invoice page have a view to only see unpaid invoices?
If I have 10 unpaid and continue to make new invoices, I have to scroll through to see the ones not showing paid, where it would be easier to have a filter to see only unpaid. Thank You.1 vote -
Add appointments to a customer profile
Hey guys,
Just wondering if we could add a list of all appointments scheduled to a customer profile. For example; when clicking on a customer's name we see payments, invoices, tickets, estimates, and hopefully a list of appointments. This would be a huge help, thanks!1 vote -
Add assets to an existing ticket
In the Ticket window, there is now simple way to add an Asset to the ticket. We use serial numbers to track everything we do in our shop, and sometimes you can't get the serial number because the device won't power on, etc until the diagnosis is complete - at which point we would like to be able to add the device to the customer's asset list and assign it to the ticket. Once a ticket is open, I don't see any way to add an asset.
1 voteThis should work from the ticket edit page, under “Change” – contact support if it doesn’t.
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Checkbox for "Require Serial Number" to Assets
Our shop relies heavily on device serial numbers. I would like an Admin option to force the entry of the serial number field (the unique identifier) for every asset.
1 voteWe did this a couple weeks ago, thanks!
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Asset + Button
Having + Button on Asset section at Ticket page to easily add assets to new tickets created by email
1 voteHi — You can add assets to tickets by clicking the Change button on any Ticket Detail page. Thanks!
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Postcode/zip code finder
I would love to see a postcode/zip code finder for quickly adding a customers address . It is so much more quicker and plus avoids having misspelt addresses and correctly capitalized letters etc. looks so much more professional on invoices/estimates when the correct address is used.
1 vote -
Customer Created Ticket Notification
Need a notification option for when a customer creates a ticket for "New Support Request" in their portal. That would help elevate the delay in noticing it on board or ticket screen.
1 voteCan you use the notification center for this now?
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Better Ticketing Search + Display
Make an advanced search button which allows you to click a checkbox of which categories of tickets you want to view or not view. Also, customization to allow colors for each ticket status would be awesome, so you could have the row in tickets or at least the status cell be a specific shade based on their status.
1 voteDoes our new ticket Grouping feature work for you for this purpose?
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better notifications
Each section of the site should show a little red number bubble, just like the leads section, to notify us of things. For instance;
- IF there are some low inventory items that require reordering, a bubble should appear in the Inventory nav button drawing our attention.
- IF a customer replies to a ticket comment, a notification should popup on the tickets nav button, or if a ticket is past due or something as well.
- If a customer approves an estimate, the estimates nav button should have a red popup.
These are just a few examples that would be helpful
1 voteHey, I know we didn’t do it exactly this way, but I think the notification center sort of gets you this.
You can enable in-app notifications for those things, and you’ll get a red indicator in the upper right of the screen. Try that out!
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