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  1. Create Custom Tabs with iFrame option

    It would be a nice feature if we could configure a custom tab up top- ideally if we could embed another site in iFrame. This way we could keep more of our business items under one pane.

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements

      The default ticket invoice entry without customization looks like this:

      Ticket Work: {{ticket_timer_tech}} {{ticket_timer_date_and_times}} {{ticket_timer_notes}} from Ticket # {{ticket_number}}, Subject {{ticket_subject}}

      I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

      Ticket #{{ticket_number}} {{ticket_timer_date_and_times}} FOR: {{ticket_subject}} - {{ticket_timer_notes}} BY: {{tech_name}}

      I get this example on the invoice:

      Ticket #6 {{ticket_timer_date_and_times}} FOR: Assist with preparation of database import - {{ticket_timer_notes}} BY: Fred Flintstone.

      It would be fantastic if these tags could be used on invoice customizations rather than just Tciket Timer Charges:
      {{ticket_timer_date_and_times}} {{ticket_timer_notes}}

      3 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • We have several techs and office personnel. I need to be able to have the non-tech personnel not show on the online scheduler. In other word

        We have several techs and office personnel. I need to be able to not have the non-tech personnel show on the online scheduler. In other words, when using the online scheduler, unless a specific tech is specified, then the calendar will show availability when there is none because it is pulling from the RS calendar of all personnel, tech or otherwise. I know we can specify who is a tech and who is not in the Security Groups but this doesn't seem to work for the online scheduler. Or maybe have an option for the user to pull down a…

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Web APP UI Enhancement Idea

          I find it kinda crazy keeping track of all I am doing with browser tabs. My idea is a crazy web app that allows you to have multiple tickets open in one browser tab (or create a chrome app that launches in another window) Much of the design idea comes from NinjaRMM. I will send a screenshot of Ninja as an example. What I would like is a bar on the left side of the screen that has a list of all the ticket/customers you have open. Allow you to close them or pin them as you want. This can…

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Add Worksheet To Intake Form(For Device Functionality Pre-Check) OR Worksheets With Customer Signature Section

            As a smartphone repair shop, we perform a pre-check of the devices functions in front of the customer so that we can determine if there are any issues undisclosed/unknown prior to performing the repair. We currently use a paper checklist and have customers sign and agree on the condition of the device.

            As a very common practice in smartphone repair (and likely many other repair industries) it would be fantastic to incorporate a worksheet into the intake form as a step in the intake/ticket creation process

            3 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Holiday Dark Mode

              Like the Holiday dark mode. I find it easier to read. Hope they keep this as an option for the new year. :)

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • customer portal collect email if not provided

                It would be great if a customer that does not yet have an email could still login to the portal through the Widget. I have the widget on my site and it would save me a ton of time entering emails with customers or trying to collect them in person when they can just be collected if the user wanted to check their status. Add email verification there so we stop having typos from the in person collection.

                3 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Still need better sales reports !!!

                  I can't just get a simple 12 month comparison of sales figures with Gross and Net for each month listed out and yoy with side by side numbers. frustrating....

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Labels for units in refurb line

                    Similar to ticket labels but to ID refurbs on bench/shelves/waiting on parts etc

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customer name color coding or customized icon

                      Hi All,

                      We have searched and not found any help for a problem we have,

                      I think either a color coded name or a symbol at the beginning of the name in every area that the clients name is used, that can be customized.

                      Red for bad payers etc..
                      Green for Managed service clients
                      Blue for general business

                      We run a manged service and have no way to tell if a client calling in is on a managed or priority service. We have customized fields on with a checkbox that says there a managed client but it only shows on…

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • allows "canned responses" from estimate/invoice

                        you can send canned email responses from the ticket, but not when you create an invoice or estimate, it would be fantastic to open this option up to the estimate and invoice email screen

                        7 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add the ability to add customer notes historically

                          Often, I make notes for customers.
                          For example, I may add a note today to say that I changed an email address password. Not a ticket issue. More for my records.
                          Then, a week later, I may add another note regarding something else.
                          It would be great to see a list of historic notes just like tickets.
                          Rather than just one long note with manually entered dates within it.

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add notes to invoices

                            I am looking to be able to add simple notes to my invoices and Estimates. Just an open text box that I can free enter text and place on the templates. We always need to add little notes, like delivery instructions or special conditions.

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add private, text updates to bottom of invoices.

                              Occasionally we have problematic clients that we need to follow up with several times and remind them to pay their invoice. It would be great to be able to add simple updates at the bottom of an invoices (that only we can see). Something like:

                              DEC 7 18 , 5:12pm - Called Carol to remind her about invoice and she confirmed it was transferred to the billing department and they would handle it on Wednesday

                              DEC 14, 2:30pm - Got a callback from Carol apologizing about the late payment and she sent a messenger with gold bars in the amount…

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Deposits to IOS app

                                We charge a $50 diagnostic fee and use an iPad pro as our pos and check in kiosk and take those fees via the app

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • email addresses

                                  I have customers who have 'domain.net' email addresses. These don't seem to get validated as email addresses and therefore I can't send them emails from tickets. Can we include '.net' as a valid email extension, please?

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Comodo One integration

                                    Comodo One integration

                                    13 votes
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                                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • tickets opened and resolved on Z Reports

                                      It would be awesome to see a "Tickets Opened" and "Tickets Resolved" on each daily Z Report. Or maybe even just a way to customize the Z Reports with some more information.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Candid emails for estimates and emails.

                                        There should be a way to send candid estimate and invoice responses, it would save a lot of time.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Customize Calendar Start of Week

                                          It would be grat if we could show the weekly view of the calendar to go from Monday to Sunday as that is how our weeks run. The first day of our work week is Monday and wee just switched to being open seven days a week instead of six. Sunday is now a day for appt booking. It would be of great value to use to show the weekly calendar to go from Monday to Sunday instead of Sunday to Saturday.

                                          1 vote
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