Yes yes and yes!
We got this built and just ran into a ton of hurdles with Vantiv. Right now we have basically been working with them for a month to try to get a single beta tester setup for production.
Could be a few more weeks.
YES! +infinity vote
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.
I like it! Thanks Ryan :)
Probably a couple months out, we have some big stuff coming for PO, RMA, stock check, etc etc coming first
This is exactly what needs to be happening for client summaries. Some of our clients have 20+ invoices and they do not want to get 20 emails through the auto email invoice system. They just want a summary with what they owe and a breakdown of invoices that created the total. If they want to research the invoice, they could go to their client portal and check out the invoice.
Before this is active, the statements report needs to correctly display credits. All that needs to be adjusted is a line to show the credit balance. Sometimes clients will have credits on the account that can not be applied to products (Purchased Block of Credits for example instead of block of time).
So, it should be as simple as.
Invoice - Balance
Invoice - Balance
Invoice Balance Summary -
Credit on Account Summary -
*Currently, the credit balance is auto deducted from the Invoice Balance Summary. Maybe this could be a selectable option so each company can have their preference.
We should be able to edit this auto statement summary as well (just like the auto invoice template).
This will be a nice step towards an invoicing system friendly to MSP providers.
We recently added multiple addresses, more to come.
Add this, PLEEEEAAASSSEEEEEE
This is totally a no-brainer, except, there are tons of implications. If we allow some HTML, what is the subset? Most of the formatting stuff? colors?
Once colors and sizing is allowed, does that carry through to the mobile view, to the template system?
It would take 5 minutes to put a wysiwyg on the ticket comment – but much much more consideration to do it really well in all the places ticket comments show up.
Keep voting and commenting..
Oh yes... don't forget about attachments to tickets! TOTALLY NEEDED.
This has been partially implemented at the Client level (looks great). Now we need it at the ticket level. SOOOO CLOOOOSE
Add in some phone script options... Babooom - Guided phone calls with accurate logging -
Do you think you could use the template for the ticket timer as a way for this call log? A popup just like the ticket timer would would wonders for this part of our business.
We went back to the paper checklist for this need. It'd be great to have a digital form for all employees to see/use/reference.
It would also be nice to see the ability to add customized phone scripts with this call log.
Initial Call about Diagnostics~
Script: Hello! My name is "X", I work for "X". I am calling to update you on your computer diagnostics. Do you have a few minutes to share with me?
In this popup box, it would be nice to make notes. All call logs should have date/time/employee stamps to show a clear description of who called, when they called, what happened, and what script they used.
Not everyone is smooth on the phone so phone scripts make a big difference!
We have the same issue Jason. We found a way to make it work.
We created a single "Project Ticket" and then listed all the areas/parts of the project. Then we added a ticket reference at the end of each segment of the list. We then leave this ticket open and update as we complete the other "sub-tickets".
Works OK and gets the job done for us.
All that RS would need to do is create a way to "link" tickets to other tickets easily. Linked tickets could be put in the "Diagnostic" Progress bar. Since this area could be used for diagnostic reference to pertinent tickets.
I think the functionality is there since "linked" invoices are put in the "Invoiced" progress bar. Estimates are "linked" in the Work Approved Progress Bar.
That would at least solve a way to easily connect tickets and make them linkable.
What kinds of features would this module have?
Another thought would be to integrate with WHMCS - It is fantastic for webhosting companies. It is also developer friendly for integrations.
WHMCS is the #1 webhosting management platform.
I think most of this on the receipts can be modified if you know HTML/CSS. Check out the advanced templates. It may be what you're looking for.
Hey there -
Can you just sign up for a free surveymonkey account and put the link in a Marketr campaign?
My feeling is this already works, and we probably don’t need to build anything
Just to be clear... It sucks to have to go to my email or another system to gather these results.
Agreed Anonymous! Good Post~
In the mean time, we've downloaded a wordpress survey system to our website. Seems to do the trick. Simple "rate the experience" "Who was your tech" and "Comments". Simple and effective. 10 Seconds or less survey
I think what people are looking for, including us, is a single system that we go to where we can manage all aspects of our business. We don't want to leave RS to check surveys. We want it all in one place.
Appreciate the suggestion. Is the main change that you’d like to see everyone’s reminders in one place? Or would this be a different feature all together?
The current reminder system is working... except once a reminder is created... we are unable to edit it all together. Edit features would be great to reassign or change dates
That would be a good start! Then we can at least see what is out there for other members of the team. This would also be a good "view" for management. If a reminder was not completed, they could delegate to another employee.
Multiple systems that I've seen/used have a single "widget" area or page/tab that displays all to-do's and reminders for the entire staff. I've also seen filters to see only a certain staff's reminders or type of reminder.
I think an overall view would be a nice "next step" for this system.
Hope this helps! Keep up the great work guys
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
Any update on this? It could be a helpful addition to service contracts clients that pay a fixed fee per month for unlimited IT support.
Plus for employee's family etc...
it would be awesome to be able to edit a reminder... Right now we have to clear the reminder and then re-create it. SLLLOOOOWWWW and inefficient.