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  1. Recurring Tickets (automatic)

    Hello!

    It would be great to be able to choose/create a ticket that can re-occur automatically (daily, weekly, monthly, quarterly, yearly, custom). This way we can setup automatic tickets for clients that require them and be proactive with our solutions.

    Automated tickets = automatic followup = automatic cash flow = everyone's happy!

    Easy Peasy!!!

    Thanks for reading :)

    3 votes
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  2. Have separate reports for separate locations

    This would allow us to see which locations are doing really successful and which ones are not. It would allow us to gauge how individual locations are doing.

    1 vote
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    completed  ·  2 comments  ·  Admin →
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  3. Better Refund

    I would like to see a better way to give a refund. The current way seems unprofessional. I would like to present my customers with a "receipt" not an invoice for -20.00.

    16 votes
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  4. Ability to assign tickets to techs, notify on assignment, sorts tickets by tech, etc.

    It would be nice if we could assign tickets to techs. Not only would this allow us to see which tickets are being worked on by a certain tech, but give the ability to track responsibilities as machines move from one department to the next. Example: Machine comes in for Hard Drive replacement (Hardware department) then also needs a virus removal (General Techs), and once complete could be moved to the billing or AR department for invoicing. Each tech/staff member would be notified when the ticket is now in their department so they know to do something with the ticket.

    1 vote
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    1 comment  ·  Admin →
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    completed  ·  Robert Reichner responded

    I think the tech assignment, ability to assign to techs, and new tech notification features take care of this. Thanks!

  5. add contact/email date column on invoice list

    We have a few customers that get invoiced and they have a lot of invoices per week/month. It is very difficult to tell if their invoices have been emailed. Trying to match the communication log to the outstanding invoices is going to become impossible soon. We also have some customer that get invoiced but they only have a couple of invoices a year. Id love to be able to see the email date on the Invoice manager list as well as on the customer invoices list.

    1 vote
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    1 comment  ·  Admin →
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    completed  ·  Robert Reichner responded

    Thanks for the suggestion! We’ve added the last emailed date to the invoice page so probably will not add it to the invoice list for time being.

  6. Search Ticket Field

    Just like we have the ability to search by customer, I would like to be able to search by ticket in a separate search box. Relevant data that would be included in the search query would include subject line, logs and custom fields if possible.

    7 votes
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  7. Google contacts/carddav support

    Would be nice to have Google contacts/carddav support. This would make it easier to call or email customers from my phone/computer, and let me know which customer is calling my cell phone.

    93 votes
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  8. Multiple field jobs per ticket

    A lot of the work we do requires multiple site visits for the one issue, so we are having to create multiple tickets in order to schedule the visits. It would be nice if we could attach multiple field jobs to the one ticket.

    11 votes
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  9. Create field job from ticket

    I would like to be able to create a field job directly from a ticket page. All of my appointments are field appointments, and my workflow goes: create customer -> create ticket -> create field job.

    1 vote
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    completed  ·  0 comments  ·  Admin →
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  10. Separate Inventory between locations

    Show only the inventory for the currently selected location. Then when they change locations, it will show the inventory for the newly selected location. This way you can't accidentally modify the inventory from the other location.

    1 vote
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  11. Keyboard select problem type

    when creating a new ticket and clicking the dropdown to select the problem type, I should be able to use my keyboard to jump straight to an item. For instance, clicking the 's' key while the select list is shown should take me to 'Software' on the list. Instead, the select list closes and I start typing in the customer search box at the top of the screen.

    1 vote
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    completed  ·  Rajesh Agarwal responded

    I’m pretty sure I removed the keyboard shortcut plugin about a week ago – is this still happening?

  12. make a function or report to email all, or selected, statements with unpaid balances

    I dont know if this is already a function but i would really like to be able to create a report of all unpaid invoices that are 30 days old or older. In addition to that report it would be great to be able to email or print statements for all, or selected, accounts with unpaid balances.

    1 vote
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    completed  ·  Robert Reichner responded

    Have you seen the aging report in Reports? Also, when a customer has multiple open invoices a Statement is automatically available on the Customer Detail page.

  13. remove inactive/deleted customers from quick search drop down

    remove inactive/deleted customers from quick search drop down and or allow customers to actually be deleted out of the system if they have no tickets/invoices associated.

    1 vote
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    1 comment  ·  Admin →
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    completed  ·  Rajesh Agarwal responded

    Hi Winter -

    That does currently happen, if they don’t have invoices or tickets they do get deleted – and the quick search just caches for a day.

    Let me know if this isn’t what you are experiencing!

  14. amount_paid for invoice

    Field that prints the amount a customer has paid on an invoice.

    For example, I would like to be able to put on my invoice:

    Total: $100
    Amount Paid: $80
    Amount Due: $20

    1 vote
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    1 comment  ·  Admin →
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    completed  ·  Rajesh Agarwal responded

    A first version of this is done, the tag is invoice_payments_amount

    It will just total up the payments that were connected to that invoice.

    I might suggest holding off a bit though, we are going to totally redo the Payment system during the next couple weeks and this might be improved with another tag.

  15. ticket sort functionality

    Also, the last updated field does not sort correctly. It currently sorts by the first character in the field.

    ie:

    1 day
    12 days
    14 days
    2 days
    3 days
    42 mins
    about 1 hour
    about 2 hours
    about 20 hours
    about 3 hours

    2 votes
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  16. Employee sales report filter by technician

    Employee sales report filter by technician

    1 vote
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  17. Add address to customer section of ticket

    Add address to customer section of ticket

    1 vote
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    completed  ·  1 comment  ·  Admin →
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  18. Add address section to contacts

    Add address section to contact list. We have customers that have multiple locations so when scheduling appointments it would be helpful if we could assign a contact with an address associated with it to the job.

    1 vote
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    completed  ·  1 comment  ·  Admin →
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  19. Customer Online Portal

    While I think it is great to have a customer facing portal for them to be able to view the current status of their tickets and invoices, I do not think it is such a wise idea to put the computer passwords here. We should keep that field as an option in the tickets so we are able to get into the customers computer to service it. If someone else has access to their email, then it could be possible for someone to get the computers password if they are not supposed to. For example, if a parent shares their…

    1 vote
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    completed  ·  1 comment  ·  Admin →
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  20. canned responses bug

    There is a bug on the canned responses... recreate it like this.

    1. go to a ticket
    2. start to type a response to a customer
    3. backspace that response back to nothing
    4. try to add a canned response

    You can refresh the page then add it but it is just a little big you should know about.

    1 vote
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