I would like to see Contract Templates, being able to carate a contact template with all the discounts and settings and notes, then be able to choose a template when setting up a new contract with a client vs. starting from scratch every time. You could have a "Contract Template" for each of your service plans for example, or for a license renewal like for hardware licensing such as the Sonic Firewall license agreement renewals which could be 3-years out or 5-years ect... depending on what the client bought.
Some Templates wouldn't get price overrides on labor. Nice to check a box there that said NO Discounts for this agreement or something just for clarity as people were in and out of that screen.
It would also be nice in the template to have an option to discount labor lines by percentage vs. choosing a dollar amount. This gives it a longer life without editing... if we choose 20%, for example, it doesn't matter what we change our rates to...if we choose a $$ figure then anytime rates change you potentially have to edit all those contacts.
In a template, all things are editable or not...maybe a setting? Templates can be edited or not. I can see that being important to some people.
There are a few similar post to this. It would be nice to be able to choose what is on the ticket Receipts as well as be able to add our own items. Such as text line and URL. Specifically, we have wanted to put a note on the Ticket Receipt to direct clients to the online portal to check the status of their repairs.
It would be very nice to be able to edit the ticket Receipts. I looked all over and couldn't find it either. It looks like that template hasn't been set up as an editable template yet. We would love to be able to add items to that template, including a custom text box that we could position. through out the ticket...
For example, we'd like to add a place to direct people to look up their job progress via the web page and ticket lookup API integration.
"Check Status of your repair anytime by entering your ticket number here..... insert weblink here"
Or "Happy Holidays, we are closed Christmas and New Years please call ahead before stopping".
Any many more ideas like these...
+1 - It would be nice to have a different email for outgoing Purchase orders as well. A new settings window allowing us to enter the email addresses we'd like to use for any messages that go out from RSr.
Parts orders, Purchase orders, invoices, estimates etc... For us, the big ones are invoices and purchase orders.
Often when people reply to those things we get those "notification" messages that never get seen or lost. It would be much better for accounting to get emails about invoices right away etc.
It would be nice in Purchases orders for the email to be listed as the custom email but also for the reply to emails to be updated to the custom email entered in some settings window.
+1 a nice feature.
There are a few other comments like this one. Customization of statements and reports with an easy button to access customer ports from their customer window. Clients are always asking for a annual update of some kind.
It would be nice if you could go into a customer file, choose reports, and then pick a date range and send the clients a statement of some kind, maybe by tickets, or by invoices or both sub-sorted with a few options. This could be buried someplace but I haven't found it.
Customizable customer statements/reports. By ticket, invoice, or maybe a contact, selected date ranges, etc.
0 votesTim Nyberg shared this idea ·
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
Lots of good ideas. Something touched on here we also need is the ability to just sign a discount to a client that isn't attached to a list or group. Like "MOM'....Mom should get a discount right? It would be nice to just put 3% in her discount box and be good to go knowing she got a great deal if she came in.... LOL
This is touched on but we'd need to set that discount level by client possibly. We have different service plans and each plan could get a different service level so discounting by "MSP" client alone wouldn't do it.
It would be nice here to be able to set a discount on just Labor, by custom customer field.
For example if we choose to make a field for each of our MSP plans, we should be then able to say that each of those plans gets a % off. That would be a % off on just the Labor not everything so that is the tricky part but needed. As a "small" shop we can't give a 20% discount on any hardware or it would be going out free....or less then our cost.
This is a bit different but I think having a special account/group for outside accounting help would also be great. an account setup by default with access to the stuff accounting people might need, invoices, billing, recurring invoices, sales tax report etc. It would be nice if accounting folks had this access without being a global admin.
This is something we could all use, if you could pull it off in Marketr then even better.
Here is something I found, if we could do something like this, a wall of sorts so only the people wanting to leave good reviews would make it that step. Those that wouldn't recommend you wouldn't get to the step of the review.
here is something to look at - http://www.amplifymybusinessnow.com/reviews/?mgs1=7789peosR4
A one stop shop for testimonials that would also post them to give social media would be great and is much needed. Good luck with Yelp....
Along these lines adding the ability to connect parts to your choice of item form the inventory list, like defining that all parts would connect to the "products Purchases" in Xero so they get managed properly vs every thing going to misc. would be nice. The lack of control here makes for extra bookwork every month.
Adding the ability to connect these parts to your choice of item form the inventory list, like defining that all parts would connect to the "products Purchases" in Xero so they get managed properly vs every thing going to misc. would be nice. The lack of control here makes for extra bookwork every month.
I agree there needs ot be some work but I don't like the idea of automatically using those statuses, we use our own status options for in-house tickets, if we could set which status it would change to that would be great but I wouldn't be a fan of a predefined thing. To many people using status in their own way to lock it in.
I would like to see the ability to connect these part to your choice of item form the inventory list, like defining that all parts would connect to the "products Purchases" in Xero so they get managed properly vs every thing going to misc. The lack of control here makes for extra bookwork every month.
A few more that might be nice are
Allow access to IOS App, (if off would not be able to use iOS app at all)
Allow access to RSr outside office hours, (would have to define hours)
Allow access outside a set IP address by tech, (so some techs could see RSr outside the office and some techs would never has access outside the office at all. And to define what hours it would be available even to those that can see it outside the office.) Currently is it all or none and that doesn't work well.
Can access RMM alerts
Can access CC info and add / remove CCs
Access to invoice list - currently it is wide open. They can see everything for the last 30 days. It would be nice if we could set the number of days back they could see invoices in that list. We can always go to the customer file to look things up but having a list wide open is a little bit of a security risk.
Allow to view / list clients in list view. (No reason for bench techs to have access to a list of clients names in a simple printable or screen shotable list. It is ok to search one at a time when needed to create tickets etc but no reason to go to customers and view a list. This should be a restrict-able. this should include the app, no one should be able to view all the customers in the list via the app unless they have the permission to do so.
More options for restrictive permissions would be good. Business owners need to protect their client lists.
Allow access to VIEW tabs, it would be nice if clients didn't have permission to access what is behind a tab, like DOMO or Purchase orders that they also couldn't see the tab in the first place. Security though obscurity.
Thanks for looking at all these, security is a big area that needs some attention.
Good comment Eric, please see my post on iOS security which I feel you may be interested as well.
We'd like to see the ability to have different pages in the wiki available to different levels of users as well. We like to use the wiki as a place for how to's, but the how to's for the office manger and the how to's for the accountant are different and may contain confidential information.
It would look nice. Not needed for function but icing on the cake for sure.
It would also be nice to be able to create a saved set of reports that we could view under one menu for doing in office presentations or when working with vendors. This way we can go right to what we want to share in the formate we want to share it without incidentally coming across data that might not be for public eyes.
Several of the MSP metric might fall into this grouping. Showing ticket solved and times in a staff meeting without showing $$ values. That should be a quick filter option, check the box to hide totals for $$