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  1. notification

    Would like a way to send notifications to certain users email when something in a category sells.

    For instance I have a physical store, but I also have a different department that handles only online sales(ebay, etc).

    When something say in my "Phone Sales" category sells it would be nice for an email to automatically be sent to my employee in charge of my online store so they instantly know to take the item down from all online markets.

    1 vote
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      This can be accomplished with the Zapier integration. You’d need to setup a trigger for invoice or payment – and filter for the category you want. I bet you could find someone online to help with it if you get stuck. Good luck!

    • Add a field so that customers tax ID can be stored along eith exemption status.

      When a customer is Tax Exempt, we would like to be able to record their ID number for future reference, like when the state tax department comes to call.

      4 votes
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        1 comment  ·  Admin →
      • Allow access for users (staff) to see "Customer online profile link"

        Once we add a Portal User to a customer account, we can no longer click the link next to "Customer online profile link" to review a customer's profile with them. It is necessary for us to do this at times. Please add permissions so that users (staff) can also click this link without having to know a customer's username and password. Thank you. :)b

        1 vote
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          1 comment  ·  Admin →
        • Invoice only

          Currently when I send out an invoice it is accompanied by all the tickets that comprised the invoice (and all the data from each ticket).

          I'd like to send only a one or two page invoice without the backup. If there is a question about an invoice we can THEN send the backup.

          Thank you,

          dp

          3 votes
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            I think the way to do this is go edit your Invoice Template to not include the ticket, then if they want the detail – you can go to the Ticket manually and send them the PDF of the whole ticket.

          • Invoice receipt does not show signature from Topaz?

            When using the Topaz to capture a signature on an invoice, the receipt that is generated does not include that signature?
            Can this be added please?

            0 votes
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              Make sure in Invoice Settings you have “get signature for payments” if you want it on the “receipt” – and the invoice one works on the invoice by default too!

              (we worked this offline with them – thanks!)

            • Indicate where inventory was used

              I suggest in the item inventory screen you show more than just who and when took stock out of inventory. I suggest that you also list which ticket or invoice an item was added to. This will help with tracking where an item is used.

              1 vote
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                1 comment  ·  Admin →
              • Inventory Fill

                It would be nice if there was a way to instead of pull inventory when you invoice something manually be able to click on a fill button, sometimes I have to order a part and it isn't in stock but then when I re stock the item has already been invoiced so it throws my inventory off..

                with a fill function this would be avoided since I physically would have to click on the fill button to pull it from inventory, this is also good for when things get pulled for a ticket but haven't been paid for or invoiced…

                9 votes
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                  1 comment  ·  Admin →

                  If you are at 0, and you add an item to the invoice, the item goes to -1 using the backorder system. Then when you receive that item it prompts you to fulfill that backorder automatically. This is done with a prompt and 1 extra click automatically.

                  If you have backorders disabled you won’t be able to use this – go to Admin, Inventory Settings, and make sure backorders are enabled.

                • Discount ONE item on the invoice by %, NOT the entire invoice

                  We have many instances that we need to give a % discount for one item, currently when you enter a % discount, it gives the discount to the entire ticket.

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                  • create ability for multiple appointments on a ticket

                    Quite often we have to attend a customer site multiple times for 1 reason. it would much easier to create multiple appointments on that 1 ticket so that we can track every time we have attended.

                    We use the calendar as a historical resource to look back and see where someone was and for how long so altering an appointment on a ticket really messes this up.

                    I also don't want to have to create a ticket for every visit for 1 issue, because then techs would need to trawl through tickets to get info on diagnosis' and work already…

                    2 votes
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                    • Hide Cost from Screen View so nosy people don't see

                      People are nosy and they look at your screen. It would be nice if I had an option to hide cost unless I click to view the cost. This is even worse when you're working on location from a laptop or iPad. If somebody happens up behind you and see your cost it can be a bad thing. Even very old inventory systems I used had cost codes or hidden costs, it wasn't just plainly displayed on the screen.

                      3 votes
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