Eric

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  1. 24 votes
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    under review  ·  17 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric commented  · 

    This is great, it would be nice to have a greater level of granularity or detail on permissions. I have one I'd like to add that we would find useful.

    Tickets - View Resolved

    We can't have our techs looking at all the tickets, we only want them doing ones assigned to them. However sometimes we have a tech work on a job that a different tech had done work on months ago. I would like for the new tech to be able to look at the old resolved ticket from last time to see if there is any information that could be useful for the current job.

    Eric supported this idea  · 
  2. 15 votes
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    7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric commented  · 

    Yes please allow part orders on estimates, it would make things easier for us as well and much more trackable.

    Eric supported this idea  · 
  3. 23 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric supported this idea  · 
  4. 47 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric supported this idea  · 
    Eric commented  · 

    yes, when we write up an estimate have a field for a deposit amount required. Then the customer can choose to pay just the deposit, or the full amount up front.

  5. 1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric shared this idea  · 
  6. 14 votes
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    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric supported this idea  · 
  7. 23 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric commented  · 

    This would be great to be added in. We rely heavily on appointment scheduling and really need to keep an eye on who is moving appointments around.

    Eric supported this idea  · 
  8. 6 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric supported this idea  · 
  9. 8 votes
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    under review  ·  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric supported this idea  · 
  10. 239 votes
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    54 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

    Eric supported this idea  · 
  11. 9 votes
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    under review  ·  2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Eric commented  · 

    It would also be great if appointments would log change information when they are rescheduled and who did it.

    We have an issue sometimes where someone will move an appointment but we don't know who did it and there is no record of who moved it.

    Eric supported this idea  · 

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