I'd have to vote against this being an "always-on" feature; we regularly create multiple invoices on a single ticket and an extra popup to click through would be annoying and a waste of our time. If your employees aren't being careful enough as it is with creating invoices, a popup probably isn't going to make any difference; better training and making them clean up their own messes is more likely to effect the change you want. There aren't always technical solutions for human problems.
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.
We have a digital signature pad at our POS so being able to have a customer "sign" a custom form and have it attached to their account with signature intact would be a big plus. Additionally, as remote customers are about half of our business, being able to duplicate this through the customer portal would be an important component of this functionality. A checkbox noting that they agree to the stipulations in the document and a place to type their name and the current date should be sufficient to qualify as a legal signature.
We repair home espresso machines and I'm often asked if we have loaners/rentals to tide them over while their machine is in the shop (caffeinated customers are happy customers!). To do this we'd need to be able to temporarily assign a shop asset to a customer as well as have them digitally sign a custom form confirming their acceptance of the terms of the rental, which is then attached to their account/the asset. On the billing side we'd probably need an auto-generated invoice once the rental is returned and checked in (billed in daily increments, not months), with the ability to add extra line items for damaged/missing parts and mark it as not available/down for repair in the list of available rental assets. Each asset should also have a rental status, ie. available, checked out, being repaired, etc. This is just off the top of my head but is a good groundwork for making this work for us.
Would everyone please add a comment to this and give a sentence or two about how they would like the integration to work?
- Eg, is it with a cloud shipping service?
- Do you download a file which some desktop app is able to open to make a label?
- Please let us know in the comments how this could work in your situation so we can get an idea what is involved
7 votesHenry H shared this idea ·
We added a feature for ticket Grouping. Does this provide what’s needed here?
I agree; "last updated" status isn't at all relevant to our workflow, it would be much more valuable to be able to assign a color based on ticket status or priority, or at least be able to disable the "last updated" status. As it is now the colors just create visual clutter for us.