Tim Nyberg

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  1. 3 votes
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      7 comments  ·  General  ·  Admin →

      Daniel – Domo has spent many millions of dollars building amazing technology to pull that off. We could have added a report here and there, and would always have people complaining – or – buy domo and integrate.

      Domo was very expensive, we are going to continue losing money on it. We added it for those people that need more powerful reporting because we would never have been able to build something as nice as they have.

      Just like we won’t build accounting, so we integrate QB and Xero.

      In the MSP space there are reporting systems out there that people pay a lot of money to hook into the big PSAs. We were able to accomplish the same type of reporting for a fraction of the price – and we are proud of it.

      The going rate for a reporting system like what we are giving in domo is…

      Tim Nyberg commented  · 

      DOMO looks like a great tool but it doesn't seem to be much value at this time. Nothing of value seems to be working, we have blank items in DOMO with no labels, missing data identification, lots and lots of issues. I'm ok with DOMO if it would work and I think all the exporting functions would be good. It doesn't do much good if you can't export data to use in other presentations.

      Right now....I have been paying for DOMO and only continue to do so in the hope that will be collection data and of value soon. Right now....We've all but given up on it.

    • 4 votes
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        2 comments  ·  General  ·  Admin →
        Tim Nyberg commented  · 

        I think there are similar ideas to this but I agree. There needs to be a contract management system in place that is seperate from everything else so it can be attached to different clients customized, have many versions of contacts and connected to eSign or something similar so we can keep signed contacts connected to clients customer file.

      • 5 votes
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          2 comments  ·  General  ·  Admin →
          Tim Nyberg commented  · 

          All great points and if it wasn't so hard to vote for things I would give you three votes... LEADs is nothing more then a spam filter, 100% agreed. You can't even used canned text when sending emails.... Frankly we really don't like leads...there is no good reason for it and it doesn't work well.....it adds a lot of work for spam filtering.

        • 161 votes
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            26 comments  ·  General  ·  Admin →
            Tim Nyberg commented  · 

            +1 for MSP also. Should be able to set client billing rate from within the client file customer screen. As well as that set discount on other services and a set person to send invoices to not just a copied person this needs to be very specific. A line that says "where to send invoices" which would allow common separated email address so we could add as many or few as we liked. JUST for Billing.

            Tim Nyberg commented  · 

            I would like to see this type of automatic discount be available by subscription type. If a client has a specific subscription type or recurring invoicing type that line would just show up on any invoice, applied to labor only items not parts.

            This would require a few things adding the ability to have subscription categories, which could have specific attributes attached to them. for example, you setup the subscription like a inventory items but as subscription items with prices, discounts "terms" description and options like ad on items. Then we could have a client that is part of a specific subscription get a specified discount.

            We could also then have a tabbed window like inventory that would show each subscription type as a separate tab for easy sorting and management.

            Tim Nyberg commented  · 

            I agree, setup a discounts settings area that you can add whatever discounts you need to. Right now we setup a Courtesy discount and added it as an item to zero as well. When clients get some kind of discount we add the courtesy discount line item then put in a negative amount.

            It is important that clients see you are giving them a deal, they won't appreciate it or even know your doing it if it isn't on a line item.

            We also give discounts to students etc...it does help not only to encourage people out there doing the right thing but to come back to your shop vs. someone else's.

          • 1 vote
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              0 comments  ·  General  ·  Admin →
              Tim Nyberg shared this idea  · 
            • 6 votes
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                1 comment  ·  General  ·  Admin →
                Tim Nyberg shared this idea  · 
              • 17 votes
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                  5 comments  ·  General  ·  Admin →
                  Tim Nyberg shared this idea  · 
                • 14 votes
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                    4 comments  ·  General  ·  Admin →
                    Tim Nyberg commented  · 

                    Just a few added thoughts. This data stays on the phone, what we need to know with confidence is that when a staff member is no longer with your our company...any data on the phone will be remotely removed.

                    There would also be a lot of value in being able to choose what could be seen on the iOS app for each user. For example.

                    See Only "My" tickets
                    See open tickets
                    See only "My" open invoices
                    Client list not visible at all to iOS users unless such permissions are granted or global admin.

                    our general setup would be See only "My" open invoices, no access to client list at all, no viewing of any other data. The only real use right now for us is taking Credit card payments and the only thing a tech needs for that is access to their own open invoices.

                    Again..to stress the ability to have no access times, days, etc.
                    For example our techs do not need access at night or on the weekends or on days off etc.

                    Also the ability to turn off or on any access to the iOS app at all. Some staff just don't need to be tempted by having access. And since all they need is their own user name and password we currently have no control over what they have access at all.

                    Thanks

                    Tim Nyberg shared this idea  · 
                  • 4 votes
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                      4 comments  ·  General  ·  Admin →

                      Could you try putting those details in “Customer Custom Fields” – there should be a tag for that to go into your invoice template.

                      This might be a workaround that gets you pretty close..

                      Tim Nyberg commented  · 

                      It may be a work around but RSr has so much potential to have a nice setup for subscriptions/contract to be managed in a more organized way. Using the Contract center as a place to manage contracts and a subscription center to manage subscriptions would be great. In the Long run it would be great if we who use WM could have something setup so we could have clients sign up for our subscriptions online via our sites and have that integrated with RSr and related payment systems.

                      Tim Nyberg commented  · 

                      I agree, it would be nice if each "Subscription" had some different settings. So instead of having a huge list of mixed items you could have things grouped by subscription type or recurring invoice type then all the billings under that heading.

                      Each subscription could have it's own terms
                      Be able to send out a custom reminder before it renews
                      send out specific Marketr message to each of these subscription groups etc.

                      So much could be done with this that would be so much more useful.

                    • 6 votes
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                        0 comments  ·  General  ·  Admin →
                        Tim Nyberg shared this idea  · 
                      • 129 votes
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                          32 comments  ·  General  ·  Admin →
                          Tim Nyberg commented  · 

                          agreed. Getting machine info form GSX would be huge, a big help. We have been down this road with other vendors, Apple isn't easy to work with on this kind of thing. It would have to be something RSr contacted Apple about directly and it would be setup via RSr not each user. Apple won't give non-Apple Specialist shops access to GSX. So if RSr could get that setup on that end it may fly....it is worth a try.

                        • 6 votes
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                            0 comments  ·  General  ·  Admin →
                            Tim Nyberg supported this idea  · 
                            Tim Nyberg shared this idea  · 
                          • 11 votes
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                              3 comments  ·  General  ·  Admin →
                              Tim Nyberg commented  · 

                              agreed. We shouldn't have to enter text in two places to send sms either. Great feature but it needs some polish.

                            • 2 votes
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                                1 comment  ·  General  ·  Admin →
                                Tim Nyberg commented  · 

                                Agreed. There needs to be a way to "collect" hours over the course of a month/week/some set time period. So we can put those hours against a contacted set of hours.

                                This would work well with the contact suggestion I sent in at one point. Using that Contacts tab to create real contracts, which could have this kind of hours setup.

                                a system like this would also allow the use of hours against a retainer.

                                I love the idea, we do have several contracted clients, and we would like to be able to knock off time for phone support or other tasks without having to have an open ticket for everything. These kinds of tickets really clutter up the system. Tickets like this need another name and need not to show up in the general tickets lists. they need to show up against the clients contact.

                                Tim Nyberg supported this idea  · 
                              • 18 votes
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                                  2 comments  ·  General  ·  Admin →
                                  Tim Nyberg commented  · 

                                  agreed. There are times the "Parts" ordered for a ticket need to be returned as well. Actually more often then the inventory items.

                                • 105 votes
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                                    17 comments  ·  General  ·  Admin →
                                    Tim Nyberg commented  · 

                                    It seems like a module to allow people to schedule music lessons would benefit you as well. Especially if they could log in via a web interface to do the rescheduling on their own? I work with a music shop, the music lessons are a huge issue. Whatever you choose should include a better way to manage lessons then an excel spread sheet. LOL

                                  • 4 votes
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                                      3 comments  ·  General  ·  Admin →
                                      Tim Nyberg shared this idea  · 
                                    • 61 votes
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                                        under review  ·  14 comments  ·  General  ·  Admin →
                                        Tim Nyberg commented  · 

                                        This ticket idea is duplicated a couple times....

                                        Tim Nyberg commented  · 

                                        I would like to see this option as well. It would also be nice if you could use one size label for everything so we don't need to change Labels for printing inventory or client tags....

                                      • 110 votes
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                                          49 comments  ·  General  ·  Admin →

                                          This thread seems to be talking about different things – so I need to get clarification if possible.

                                          When you comment on this thread please state if you want “gift certificate support”, meaning a template to print them or something, and maybe a way to track the balance – OR -

                                          “gift card support via Vantiv” where you have to buy magstripe cards with your design, have a Vantiv account, and deal with loading / checking balances / and the regulation that goes along with being required to allow people to cash out/etc.

                                          We can refer to these as “basic gift certificates” or “magstripe gift cards” in the comments.

                                          Feel free to say you want both! :)

                                          The Vantiv “gift card support” is a fairly large project that we would need to see a lot of votes to get going.

                                          A basic gift certificate tracking system might be simpler and…

                                          Tim Nyberg commented  · 

                                          Along the same lines we often give out Gift Certificates a a donation for silent auctions and such. It would be cool to print out the certificates from RSr and have it track the "numbers" for those certs so when people come back in with them or call you would be able to find and keep track of how many of these gift cards/certificates are getting used.

                                          We've found that less then 20% of these things ever get claimed.

                                          It may be a nice touch if it was a gift card to be able to email that to the recipient. Also a way to capture another email address.

                                          Cheers..

                                        • 6 votes
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                                            planned  ·  7 comments  ·  General  ·  Admin →
                                            Tim Nyberg commented  · 

                                            I would also add the Custom fields to this list, I think the name of the field should be getting updated not the entire field.

                                            It looks like the data is actually preserved in the background, I did an experiment with this. I populated data into a custom field, then changed the name, it was all gone. But when I changed the name back the data came back so I suspected that the entire field was getting updated as if it was making a new record not just updating the name of the record.

                                            Tim Nyberg supported this idea  · 

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