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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.

    38 votes
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      1 comment  ·  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.

      22 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Being able to mark a invoice as bad debt

        When you have a client that does not pay you need to be able to mark the invoice as bad debt so that the invoice can be closer but accountants can see and tell that the invoice is a bad debt. This will help for tax time as this is a write off. But not being able to mark the invoice makes it extremely hard for accountants to know what's going on with the invoice. Many other CRM's have this functionality. This would be a great feature and I'm sure many will agree.

        16 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Turn On/Off Customer Portal, or at least define what they see.

          There are some areas in the Portal that we will not be using, and thus don't want to confuse our clients. It would be great to be able to turn off the portal altogether, or at least be able to decide what we do and don't want clients to see.

          15 votes
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            1 comment  ·  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…

            16 votes
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              2 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.

              17 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Enable DKIM support

                Setting up DMARC for my domain after getting a spoofed email from my "support" address that was obviously not legit. While I've added RS to my SPF record, there's no DKIM signature for those emails, therefore they don't comply with DMARC. I've got it set to only monitor, but the idea is to eventually lock that down. Any thoughts on putting this in place?

                8 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Automatic addition of line item to an invoice

                  This would allow either a global or per customer automatic entry of particular line items to an invoice when it is created.
                  A particular example is a invoicing fee.

                  6 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Cursor

                    Whenever a new window opens the cursor should be in the box and ready for data entry on all pages.

                    6 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Update the font color in month to date stats for a Dark Mode. It is currently still dark

                      Really like dark mode. Nice on the eyes, especially at night. The font color does not change inside the leftmost pie chart on the dashboard.

                      4 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Require Ticket Completed Public Comment

                        It would be helpful if a Public Comment with the status completed was required before a ticket can be resolved. My techs sometimes forget to submit their comments before resolving. Or they make them private since the default to public option for tickets does not work.

                        6 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Appointment blackout times

                          We need the ability to blackout times and dates in the future with a real calendar--beyond simply a recurring weekly view that shows the same availability each week.

                          2 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Apply Contract Pricing Discounts to Product Categories

                            Hey everyone, lets talk about Contract Pricing and discounts.

                            I have a ton of items in product categories, and some of my customers get a discount based on the product category, which we try and handle through Contracts.

                            Here's a scenario:

                            I have a customer that resells small cylinders of gas that we manufacture in house. My margin on these is decent, so they get 30% off our list pricing of any gas. The problem is that there are something like 300 SKUs easily in this category. I can't add all of these manually every time we get set up…

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Status for mailed invoices

                              Just like how emailed invoices show their status, having the ability to mark invoices as having been paper mailed would be great. We often go through invoices and double check that all have been sent and there's no real way to know for paper invoices except making a note in the ticket and reviewing ticket notes.

                              Something just like the radio button for "paid" would be awesome.

                              2 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Ticket Comments: options to pin, highlight, RTF needed

                                We need a way to make certain ticket comments more visible than others.

                                Perhaps the ability to pin a ticket to the top (thus breaking the most-recent-first default sorting method), or change ticket comment background color, or star or flag tickets...

                                Rich Text Formatting in ticket comments would also be helpful–options to bold, underline, highlight, and bullets would allow for information and individual words to stand out.

                                4 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add an option to set due date (x) BUSINESS days after ticket creation

                                  Add an option to set due date (x) BUSINESS days after ticket creation.
                                  This option would bypass the default (x hours until due) default.

                                  Use case: My store is open M-F 9a-6p. We have a 3 business day turn around time. We have tried setting due dates using the automated system but only calculates hours. When we come back in on Monday, the whole system thinks we are behind by 2 days. We could manually set due dates but this would add an extra step where I think it could be avoided.

                                  If this was added, we could start utilizing…

                                  7 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Per Day Appointment booking

                                    Right now, you can't change hours for individual days on the appointment booking module in Custom Widgets. Right now, we have a custom widget for appointment booking, but it won't let us make Saturday hours shorter than weekday hours. Seriously?

                                    4 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Redesign the ticket dashboard and/or create a trello like project mangament UI

                                      Been trying to use the ticket dashboard for 2 years for project management of all the repairs and flow of executing the repairs daily, however it just seems to not click for me. Perhaps I'm unaware of something else to use, or different way to use the dashboard, but recently came across trello, and started using this for both companies I own and operate daily. Had a lightbulb when I I was using this repair board I made for hte shop, that it'd be insane awesome addition to this already amazing CMS ticketing and more system. Would be one more…

                                      3 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Product/Inventory page - PDF attachments

                                        I would like to be able to attached a PDF to individual parts on the Product /inventory page. Currently we can only attach a JPEG type file.

                                        This includes one part number with a quantity of more than one.

                                        9 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add Ticket Time to Calendar

                                          This is kind of a 2-parter, offering a solution to an existing problem:
                                          It would be very handy if the minutes/hours entered on a ticket, posted to the technician's calendar.

                                          Personally, I like to visually see me and my technician's appointments on the Calendar, primarily because it helps to get a quick idea of how busy (billable) we are without building a report, and it also helps each of us remember exactly what job we were on and what day.

                                          Before I realized adjusting existing calendar events caused the appointment to be cancelled and re-created (which also cancels the event…

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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