3 votesGerald Brann shared this idea ·
Planned means we want to do it, not that it’s scheduled for a dev to work on yet.
We just scheduled a few tasks that had 70+ votes, we can’t do this before those.
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.
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
24 votesGerald 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
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.