Henry H

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  1. 68 votes
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      8 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      Henry H supported this idea  · 
    • 56 votes
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        10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
        Henry H commented  · 

        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.

      • 208 votes
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          51 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.

          Henry H supported this idea  · 
          Henry H commented  · 

          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.

        • 134 votes
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            20 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
            Henry H supported this idea  · 
            Henry H commented  · 

            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.

          • 121 votes
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              38 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

              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

              Henry H supported this idea  · 
            • 7 votes
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                under review  ·  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                Henry H shared this idea  · 
              • 15 votes
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                  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                  Henry H commented  · 

                  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.

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