Gerald Brann

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  1. 3 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Gerald Brann shared this idea  · 
  2. 12 votes
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    planned  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Gerald Brann supported this idea  · 
  3. 144 votes
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    14 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    Planned means we want to do it, not that it’s scheduled for a dev to work on yet.

    Keep voting..

    We just scheduled a few tasks that had 70+ votes, we can’t do this before those.

    Gerald Brann supported this idea  · 
  4. 248 votes
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    55 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.

    Gerald Brann supported this idea  · 
  5. 208 votes
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    30 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Gerald Brann supported this idea  · 
  6. 24 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Gerald Brann commented  · 

    The best contract system I have seen and PERFECT for MSPs is in a old local network only software called ServiceLedger. Some details here:

    Track virtually unlimited service contracts per customer
    Define different types of contracts and coverage options with pre-defined templates that makes creating contracts fast and easy.
    Flexible invoicing options allows you to invoice contracts the way you want to.
    Add coverage option allows you to add coverage to a contract at any time and invoice for it.
    Cost tracking allows you to track costs associated with the contract.
    Full revenue and profitability tracking to let you know how each contract is performing.
    Limit coverage by labor or particular labor item, part or particular part item, prepaid dollars or prepaid hours and in combination - there is no limit on how you define the coverage.
    ServiceLedger will charge off any work order items to the contract that the contract will cover and any item not covered will be invoiced to the customer.
    Reporting allows you to send out contract statements to customers so they know where they stand on their contract, particularly useful for prepaid hours or prepaid dollar contracts.
    Contract renewals allows you to easily renew multiple contracts with a click of a button or send renewal notices to your customers

    (http://www.serviceledger.com/software/features/service-contracts/)

    What I loved about it - I could put a contract on a single asset, say a printer, and setup the Scheduled Maintenance section with the PM schedule for that asset, and I'd have automatic tickets for PM Work as needed. The Cost and Invoice tracking in here was amazing. Custom terms could be set, and easy renewals, with a clear record of that renewal.

    RepairShopr needs this to make any mark in the MSP world to be a serious contender with AutoTask or some of the others.

    Gerald Brann supported this idea  · 

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