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  1. Payment method assigned Quickbooks account

    It would make things a lot easier if you could assign the Quickbooks account to each payment method. Quckbooks online does not have this feature yet.

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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • mark customer as a subcontract so invoice can be directed to different company

        Daniel Koster originally wrote this so credit goes to him!

        I think this feature needs to be both on demand (for an insurance claim) and also per customer. I do a significant percentage of work as a subcontactor for other companies. I'd like to keep my tickets tied to the actual customer name, but I don't want that customer to see the invoice (or labor rate that I'm charging).

        Which makes me realize...when invoicing an insurance company, I would want the client to see the invoice and realize what the cost is that they aren't directly responsible for. But as…

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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Drift Chat Integration

          I'd love to have an integration with Drift chat for lead creation / management from my website as well as ticket creation etc.

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          • 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...

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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Air Print

              since you are rolling out IOS and Android apps, Air print seems like a good logical step. Being able to print ticket labels from the field and in the shop from our mobile RS devices would be a help.

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              • Inventory Categories need more intuitive editor!

                Yikes - the way we have to edit Inventory Categories is really awkard and clunky. It's impossible to add a bunch of categories quickly, I get update errors and have to refresh the page, then collapse each level so I can see the one I'm working on more easily. I realize this might be a big change, but it would be SO much easier to have the option to 'add new category' from the category drop-down list in the Inventory item screen, or just a more intuitive, cleaner interface. The current system drives my OCD batty.

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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow the ability to grant permissions to groups to edit Ticket Issue Type and Ticket Custom Fields.

                  I would like the ability for another one of my techs, who is exposed to the day to day residential tickets to be able to add / edit the Ticket Issue Types and Ticket Custom Fields. It is a tedious process, and I do not have the time nor the direct exposure to the bench work any longer to know what needs to be there for my technicians.

                  In short, please make this a group-assignable permission.

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                  • Google Drive - Have live backups made of your data to your Dropbox account.

                    I have always been curious of why it is that we don't have Google Drive integration in the way that DropBox is done in Apps.
                    Why is that?

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                    • Add Notification Center Event when a Marketr Campaign runs

                      It would be very helpful if there was a way to notify certain users when a Marketr Campaign runs.

                      We have a Marketr template that emails customers when their Anti-Virus or other subscription is expiring; we also would like for a staff member to call the customer and follow up as well.

                      Perhaps an event option in the Notifications Center for "Marketr - Campaign ran" that we can activate to notify a group of Users when the Expiration Renewal Marketr campaign runs?

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                      • Support Canadian Tax Rate

                        Please support Canadian multiple tax rates or just enable the same fix as you did for Ireland. Works the same.

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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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,…

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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Cancel Recurring Invoices On Edit Screen

                            While viewing a recurring invoice, I should be able to not only pause it, but also cancel it.
                            If I'm at a customers page and click Recurring Invoices, and then click on the invoice to view/edit it, I'm only able to edit or pause once there. I then have to co to invoices, recurring invoices (or Admin, recurring invoices) in order to cancel it.

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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Session lock / PIN Login Suggestions

                              It is really nice to be able to have our RS session time out on just certain computers. Before the May 27 changes, we were using the "Custom JavaScript" Chrome extension and a short and sweet script to accomplish this.

                              This solution worked pretty well to remind our employees to switch users. For our application, it was nice that you could click out of the Switch User pop-up if you needed to, and it wouldn't lose your progress on anything.

                              After the update for the Switch User/Lock function, you now have to enter a PIN, and it locks all other…

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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Default Billing contact

                                When dealing with companies we usually have a single point of contact for tech issues. But a different person for getting invoices. I see the Invoice CC emails option but I don't want the technical contact getting ANY invoices.

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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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                                  • 0 votes
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                                    • Add a feature to sort invoices by customer, as well as item/status

                                      That would allow for bringing all invoices for the same customer to the top for review.
                                      In case of the items, all product invoices for instance, could be brought to the top for easier viewing and distributing.

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                                      • Improve Warranty Reporting and Destroy functions.

                                        There needs to be a way to run a report of upcoming warranty expiration, as well as destroy Expired warranties in bulk. I use this to manage who needs Antivirus renewals and send Marketr emails. I need to be able to quickly and efficeintly destroy warranties so customers do not continue to get AV expired after they have renewed.

                                        When I destroy a warranty either from a customer page or warranty list, it returns me to page 1 of warranty list and I must navigate back to the page... It is very time consuming. I would love to see a…

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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Bug: Customer Setting: Required Field when creating ALSO Required on Edit

                                          We're requiring referral on creation of customers. Considering this wasn't always the case we have some customers with no referral type. Due to the limited scope of the referral report this is creating false statistics as we can no longer edit existing customers without the newly required referral type.

                                          In the meantime I've made a selection called "legacy" but this is just a workaround. At the end of the day, the implementation is poor and I hope bringing it to your attention allows you to address it.

                                          All the best!

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