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Jamie A

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17 results found

  1. Enter Labor Log on Behalf of Another Tech

    11 votes
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    1 comment  ·  General  ·  Admin →
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    Jamie A supported this idea  · 

  2. Invoice Finalize

    60 votes
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    17 comments  ·  General  ·  Admin →
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    Jamie A commented  · 

    Thinking about this again, makes more sense to have a 'draft' setting for invoices. The default should still be as it is, but the ability to make it a draft for these special cases. It could keep it out of customer portal, and exclude it from Late fees as well as late payment / open invoice reminders.

    Jamie A supported this idea  · 
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    Jamie A commented  · 

    This is a much needed feature. It is causing frustration here as well!

  3. Add a Project Module

    23 votes
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    2 comments  ·  General  ·  Admin →
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    Jamie A supported this idea  · 
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    Jamie A commented  · 

    YYYEEEESSS!!!!!!!!

  4. tickets opened and resolved on Z Reports

    1 vote
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    Jamie A commented  · 

    This report is needed! Not sure it should go on the Z report, but a single report (day, week, month) review of
    New Customers
    New Tickets
    Resolved Tickets
    Invoices Created
    Payments Received

    I would even like to see Time Clock hours and ticket timers hours logged on there as well.

    Most of this info can be found, but it is many clicks and report generaions.

  5. Add Ticket Time to Calendar

    3 votes
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    Jamie A supported this idea  · 

  6. Add an option to set due date (x) BUSINESS days after ticket creation

    16 votes
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    Jamie A supported this idea  · 

  7. Being able to mark a invoice as bad debt

    118 votes
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    11 comments  ·  General  ·  Admin →
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    Jamie A supported this idea  · 

  8. Recur Billing -Proration/Extension Billing options for NEW subscription/devices added to existing subscriptions

    27 votes
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    3 comments  ·  General  ·  Admin →
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    Jamie A supported this idea  · 

  9. Mark Invoice as Sent / Tick Box

    45 votes
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    Jamie A supported this idea  · 

  10. Checkout Module for our own assets

    28 votes
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    Jamie A supported this idea  · 

  11. New Customer Search Fields

    11 votes
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    5 comments  ·  General  ·  Admin →
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    Jamie A supported this idea  · 

  12. Recurring Statements

    89 votes
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    under review  ·  17 comments  ·  General  ·  Admin →
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  13. Daily Payments Report

    14 votes
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    Jamie A commented  · 

    I would like to see a configurable daily report - payments, closed tickets, new tickets etc so if someone is not in that day, they can at a glance see what happened!

  14. Mileage Tracking through Field Jobs

    121 votes
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    35 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    What if any appointment that had a location specified we could calculate the road-miles from your office to there, and put that in a report?

    A little simpler than doing real vehicle/person tracking, still gets you pretty good data – and would be more realistic for us to quickly build.

    Let me know in the comments..

    Jamie A supported this idea  · 

  15. Create a report that shows tickets per tech per day

    2 votes
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    1 comment  ·  General  ·  Admin →
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    Jamie A commented  · 

    I agree. The dashboard is great for AT-A-Glance status, but I need to see at any given moment what the last COMPLETED task/comment is on each open ticket. It is extremely tedious to open each ticket to see what happen by a previous tech. Possible an additional line in the subject area on the ticket tab. Or a report with Ticket # -Customer- Subject-last comment.

  16. Need a write-off or RMA summary function

    17 votes
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    under review  ·  4 comments  ·  General  ·  Admin →
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    Jamie A supported this idea  · 

  17. Links Tab

    7 votes
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    2 comments  ·  General  ·  Admin →
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