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  1. Mark Invoice as Sent / Tick Box

    I would really like to have a tick box that I can tick when I send an invoice outside of RS/Hand Deliver etc. that will put the little envelope to let everyone know said invoice has been sent or delivered to the customer please.

    27 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • ADD SERIALIZED INVOICED ITEM TO CUSTOMER ASSET LIST

      It would be time saving to be able to add a major serialized item directly to the purchasing customers Asset list at the time of purchase. Either via an (add to Assets) checkbox or button beside the line item in the invoice. This would allow us to keep customer asset lists up to date more readily for all major purchases.

      12 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Checkout Module for our own assets

        The idea is we would have things like our van, ladders, toolkits, etc. as assets in this module and we could add them to field tickets/appointments as necessary and the quantity would reflect that for the duration of the appointment but be available both before and after.

        Just a QoL module that will help keep us from scheduling service calls where those assets are needed over the top of one another.

        10 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Recur Billing -Proration/Extension Billing options for NEW subscription/devices added to existing subscriptions

          So the problem I see lies with the way recur adds new devices to an existing customer then bills yearly at a specific date based on the then current quantity regardless of rather each device/subscription was active a year.

          Example, We sell our current client a yearly MAV subscription on a service call, setup yearly auto billing per their request. Three months later they request one more device be added at another yearly fee, then 2 months later 1 more and so on (our yearly fee is charged upfront each time). The problem is unless I extend and billing out…

          6 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Update Ticket with Comment When Invoice on Ticket Paid

            Hello,

            Can we please update tickets when an Invoice is paid, much like we do when Estimates are Accepted? Verbiage I would prefer is something like:

            "<User Name or say Customer> paid Invoice #<Invoice Number> on <Date> for $<Dollar Amount with proper rounding for $0.00 format> using <Payment Method> with Reference #<Reference# from CC system like Stripe or Check Number input>.

            Would be great if this comment came in with a new Subject type such as Payment or system update and we were allowed to run automations on this. Currently no automations can trigger off the payment being accepted, and…

            7 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Account Number for Customers

              As a managed service provider it is important to keep customers organized. Currently, there is no way to add an account number to customer other than using Custom Fields. This works for initial use, but the account numbers are not searchable in the Customers tab rendering the custom field useless. Also, if there was an internal account number we could add an account number tag onto invoices, tickets, etc.

              6 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements

                The default ticket invoice entry without customization looks like this:

                Ticket Work: {{ticket_timer_tech}} {{ticket_timer_date_and_times}} {{ticket_timer_notes}} from Ticket # {{ticket_number}}, Subject {{ticket_subject}}

                I thought the customizations would make it easy to arrange the tags as I see fit, but when entering this customization in "Customize Text for Ticket Charges":

                Ticket #{{ticket_number}} {{ticket_timer_date_and_times}} FOR: {{ticket_subject}} - {{ticket_timer_notes}} BY: {{tech_name}}

                I get this example on the invoice:

                Ticket #6 {{ticket_timer_date_and_times}} FOR: Assist with preparation of database import - {{ticket_timer_notes}} BY: Fred Flintstone.

                It would be fantastic if these tags could be used on invoice customizations rather than just Tciket Timer Charges:
                {{ticket_timer_date_and_times}} {{ticket_timer_notes}}

                3 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Customer name color coding or customized icon

                  Hi All,

                  We have searched and not found any help for a problem we have,

                  I think either a color coded name or a symbol at the beginning of the name in every area that the clients name is used, that can be customized.

                  Red for bad payers etc..
                  Green for Managed service clients
                  Blue for general business

                  We run a manged service and have no way to tell if a client calling in is on a managed or priority service. We have customized fields on with a checkbox that says there a managed client but it only shows on…

                  3 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add the ability to add customer notes historically

                    Often, I make notes for customers.
                    For example, I may add a note today to say that I changed an email address password. Not a ticket issue. More for my records.
                    Then, a week later, I may add another note regarding something else.
                    It would be great to see a list of historic notes just like tickets.
                    Rather than just one long note with manually entered dates within it.

                    3 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Complete "Stock Takes" via Mobile App

                      The mobile app has a barcode scanning feature. It just makes sense for the stock takes to be accessible via the app for the technician it has been assigned to. Then they can go through the stock room and scan and count the items without needing to be constantly going back to their computer.

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Change the order of viewing all a client's tickets to newest first

                        When we pull up a customer record, it display their most recent tickets, newest first. But if the ticket we want to look at isn't there (and it might only be the next one down), clicking View All Tickets for the client displays them as oldest first. For consistency - and since odds are we want to see recent stuff rather than 3 years back - couldn't the full listing be newest first too?

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Worksheet Text Boxes

                          When adding information to one of the text box fields in the ticket worksheets after adding information when you go back to edit it or add to a field the text box remains small, and the cursor will be where you clicked the box. It would be much better if the text box expanded and the cursor moved to the end of the box. This way you don't have to scroll all the way to the end and it is much easier to read.

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Introduce a Pay Now button on each invoice that we email out instead of customers having to log in to the portal

                            Introduce a Pay Now button on each invoice and a Pay Deposit button on each estimate that we email out instead of customers having to log in to the portal. This would surely speed up payments and would save explaining to clients about the portal every time. Just a thought...

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add private, text updates to bottom of invoices.

                              Occasionally we have problematic clients that we need to follow up with several times and remind them to pay their invoice. It would be great to be able to add simple updates at the bottom of an invoices (that only we can see). Something like:

                              DEC 7 18 , 5:12pm - Called Carol to remind her about invoice and she confirmed it was transferred to the billing department and they would handle it on Wednesday

                              DEC 14, 2:30pm - Got a callback from Carol apologizing about the late payment and she sent a messenger with gold bars in the amount…

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Deposits to IOS app

                                We charge a $50 diagnostic fee and use an iPad pro as our pos and check in kiosk and take those fees via the app

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Labor Log Notifications

                                  It would be super helpful if you could add a little clock next to the tickets on the tickets screen and on each ticket square for the dashboard. This way you can easily tell which tickets are currently logged into and working on currently.

                                  It would also be great if when inside the ticket when a labor log is running if they clock would be a different color (maybe green could work for the background). It would be immensely helpful!

                                  2 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • email addresses

                                    I have customers who have 'domain.net' email addresses. These don't seem to get validated as email addresses and therefore I can't send them emails from tickets. Can we include '.net' as a valid email extension, please?

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • tickets opened and resolved on Z Reports

                                      It would be awesome to see a "Tickets Opened" and "Tickets Resolved" on each daily Z Report. Or maybe even just a way to customize the Z Reports with some more information.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Candid emails for estimates and emails.

                                        There should be a way to send candid estimate and invoice responses, it would save a lot of time.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Customize Calendar Start of Week

                                          It would be grat if we could show the weekly view of the calendar to go from Monday to Sunday as that is how our weeks run. The first day of our work week is Monday and wee just switched to being open seven days a week instead of six. Sunday is now a day for appt booking. It would be of great value to use to show the weekly calendar to go from Monday to Sunday instead of Sunday to Saturday.

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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