General

  1. Sarah, Is there a function to upload a pdf of a *Sales Order* from our Vendors? If not, can we also suggest to have this feature added?

    Sarah,

    Is there a function to upload a pdf of a Sales Order from our Vendors? If
    not, can we also suggest to have this feature added?

    1 vote
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  2. Inventory List

    After clicking on "Inventory," is it possible to make the Category section dropdown an active item. The end result is being able to change categories for individual products from the list view. As it sits, I need to edit each product individually by going into detailed view. Just a suggestion. Thanks for the great system.

    1 vote
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  3. Email notification for New Contracts

    Add email notification to the admin of the account every time a new contract is created or be able to assign them to an employee who will be following up on the contracts or subscriptions.

    1 vote
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  4. Marketr Reports

    Have the ability to see who or how many opens / Link tracking? This would give us the ability to see what type of campaigns are more successful than others.

    3 votes
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  5. 2 votes
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  6. Force Customer Updates

    Enable an option to ensure customers information is updated at a new ticket or check in. if the customer has not been in the store in a while. I am always running into the issue where the employeed forget or are just lazy to update email, phone etc....

    2 votes
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  7. the ability to select an area to enter text with my mouse when making an invoice

    it would be super nice if i could select an area, with the mouse, in the description text box to enter text while making an invoice...

    12 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Customer Purchase Price Generation

    It would be fantastic to have a system where my employees can simply click options of the device and condition and it can spit out a price. Something exactly like gazelle offers. Then we can control it on the back end, by adding options and the prices that come out. It wouldn't have to be fancy, but would really help us out.

    11 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Printed name of the person who signs for the invoice

    It would be very helpful if the invoice will show together with the client's signature also the name of that person who signed for the invoice, as the person who signs is not always the customer name on file. When clients sign for their digital invoice, there is already a space that can be edited by the invoice, but that info is nowhere else to be seen when the invoice is generated to printer or PDF.

    1 vote
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  10. We need some document attache to the assets

    Can we request to add option to attached document / image to the asset

    1 vote
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  11. Client Contact Info

    We have a couple of clients that have multiple sites. We've entered the sites as individual contacts for the client. Each site has information that is specific for that site. I've entered that site-specific information into the notes section for the appropriate contact. I need that information to show up in my google calendar appointments if possible so that our techs can see it quickly. Many times that information is a gate code. At the very least I need the info to show up in the service request.

    1 vote
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  12. add a "note" or "description" line for the great "Take a Deposit" button on tickets!

    We love the new(ish) "Take a Deposit" feature on tickets... But we need somewhere to add a note about what the deposit is for! For accounting purposes later on. What d'ya think? ...Or, maybe we are missing where that note could go! Let us know!

    Thanks!

    2 votes
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  13. Autofill for Ticket Title

    Either remove the Ticket Title autofill or set up an option to turn it off.

    4 votes
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  14. invoice payment screen should have POS Layout

    Once a customer and ticket is created and make invoice is selected along with selecting payment form we would how have the options to add the POS style buttons and categories to select the service in which they are paying for.

    3 votes
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  15. Recurring invoices for customized timeframes

    It would be nice to be able to choose Bi-Monthly or "On every & of every month. This way it supports NET15, or if you run them every 1st & 15th of the month.

    1 vote
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  16. Inventory display on invoices

    I would be very helpful if we could see all options and categories when adding inventory to an invoice as a line item, rather than having to type it first for it to auto-populate. Sometimes services or parts can have synonymous terms that weren't used when creating the inventory listing, making it difficult to remember the wording used for the item.

    For example, OS Reinstall can also be called Reformat, and so on. Most POS systems have a visual aid that allow you to see what is in the inventory. This would be ideal.

    1 vote
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  17. Improvements to parts module

    As a one man band I don't keep a lot of parts in stock. I tend to order
    parts as I need them. So I am using the inventory as a database of parts I have ordered rather than the parts I keep in stock. The problem is I can't order a part that is in the inventory against a ticket and I can't add a part ordered from the ticket screen to the inventory without going to the inventory screen and entering the details separately,(correct me please if I have missed something).
    My preferred workflow would be this:


    1. Click…
    1 vote
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  18. Show subscriptions when a new ticket is created, on the ticket, and when a customer is accessed

    I would love to be able to see that a customer has a subscription or a "Service Plan" while creating a ticket, In the ticket itself, and when I just pull the customer up. This would make knowing what customers have paid for service plans so much easier, Knowing when the customer needs to be invoices, or when the scope of work is inside their plan, etc.

    3 votes
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  19. Add a customer service phone number

    Add a customer service phone number

    3 votes
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  20. Add Subjects for “Arrival” and “Departed” Comments for Tickets with Appointments

    We just found out that the mobile site for RS has Arrival/Departed buttons for tech's to check-in and check-out of the job. We NEVER use the mobile site since so many things are missing/different, however these are extremely handy updates to add.

    Can you please add "Arrived" and "Departed" comment subjects for Tickets? Even better if these subjects would only show on Tickets that have an appointment scheduled. Thanks!

    1 vote
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