General
3766 results found
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Add Card-On-File Capturing Option in Custom Widgets
Currently, the only way to obtain card information from the client is either by manual entry into their customer account (via swipe or key) or having them log into ther customer portal. When we have someone signing up for services, we want the ability to capture card information as part of the sign-up process (similar to how Recur captures it for Kabuto) so we can offer more subscription services with a retained card without the need for asking.
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PayPal Resolve Ticket after Paid Invoice
When a customer pays an invoice attached to a ticket it would be nice if it resolved that ticket like invoices paid through Vantiv does. That way we do not have to go in an manually resolve a ticket paid by PayPal.
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Add more FILTERS to RECURRING SCHEDULES List
We would like to be able to sort/search/filter by the following:
- Location
- Employee who created
- Has CC on file = true
- Set to email PDF = true
ALSO, we really need to be able to track the commission of INDIVIDUAL LINE ITEMS, and not just the entire schedule. We often have techs who "create" the initial schedule and line items, but then another tech sells an upgrade/add-on and they cannot be tracked for SPIFFs, since only one tech can be assigned.
Lastly, a search box would be nice too...
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Ticket Preview on Dashboard
The new ticket preview is awesome. Would love to see that and the customer preview on the dashboard
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Multiple Invoice Payment Receipt
I would suggest that when multiple invoices are paid, the RECEIPT SHOW ONLY the invoice number; amount paid for each invoice and a grand total of payment received.
Currently the receipt shows several lines of each invoice paid. I not sure why these details were selected - I think a summary of the payment information would be more than acceptable.0 votes -
Auto assign tech to rework tickets
When a rework ticket gets created, it should automatically be assigned to the original tech responsible for the ticket
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Pricing according to the payment terms
We offer different prices to customers that are paying in advance, customers that are paying cash and customers that are on payment terms such as Net30. I would like to have the ability to have at least 3 different prices for the same product. Right now we have to edit the price every time so we can keep track of the serial numbers.
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Clone Custom Widgets
It would be nice if we could clone custom widgets if we are going to create a few that are similar to each other. For instance I'd like to add an appointment booking module to my website with the ability to book the following time slots and type and they are all very similar to each other but I don't want to build them all from scratch
* 15 minute phone call with Matthew
* 30 minute phone call with Matthew
* 1 hour Remote appointment with Matthew
* 1 hour Onsite appointment with Matthew
* 2 hour Onsite appointment…0 votes -
Assets create date and who is create missing
please include assets history like who is created and when it has been created. also keep record if any modifications done.
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Allow image uploads in Documentation
Documentation has made huge improvements lately. To "finish the job" for us, we would love to see an easy image/file upload option instead of just the URL link. This would save a lot of steps. It could simply upload it to the customer page as well.
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Better leads to ticket process
The way leads are processed is backwards in my opinion.
My frustration is that you have to press save as you edit each field or you loose the last one.
Also my techs will assign a lead to me then create a ticket giving me 2 notification rather than just one.
Here is my suggestion:
We should not have the option to edit any fields, yes add notes, and yes send messages, and have the emails to and from on a lead front and center. Have a nice Create Ticket button that would allow you to change all of the…0 votes -
Form Signature Needs to Fill Container
The form signature field is a bit small on forms when working on a mobile device. The container is large in comparison, especially when on a larger tablet.
It would be nice if the signature box filled this container so no matter what size screen you are on, it will fill the available space.
Currently we override zooming on pages and manually zoom the signature field to make it larger for customers to sign. If it simply filed the container it is in, this would not be necessary.0 votes -
UPDATE TICKET STATUS
When you add all the charged from the ticket, the ticket status should then become 'Invoiced'
And the Invoice Number should then appear on the ticket!!
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Better Sorting and filtering
I would love to see better filtering support for any table in the program. Invoices, Products, Customers, etc. Customization columns everywhere, but tickets especially. I dont need last updated or location information but I could use date added and customer phone for quick access. Filter invoices by those with products from a category. Or by customer city, etc.
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Tickets Settings: "Customize Text for Ticket Charges" (on invoice) improvements
The default ticket invoice entry without customization looks like this:
Ticket Work: {{tickettimertech}} {{tickettimerdateandtimes}} {{tickettimernotes}} from Ticket # {{ticketnumber}}, Subject {{ticketsubject}}
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 #{{ticketnumber}} {{tickettimerdateandtimes}} FOR: {{ticketsubject}} - {{tickettimernotes}} BY: {{tech_name}}
I get this example on the invoice:
Ticket #6 {{tickettimerdateandtimes}} FOR: Assist with preparation of database import - {{tickettimernotes}}…
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Please add an option in customer portal to create new ticket from asset
In this option, customer can click on asset to create new ticket and ticket will create under particular assets. (it will be more easy to customer, instead of collecting all details from machine for the inquiry )
other thing is we can convert same link to QR code and stick in the asset that will support customer to request work with correct machine details intently.(if the portal with password it will ask for it , other ways ticket will be generated immediately.
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Add manual item to estimate via csv or text
As we always have bulk list of items to enter manually which cost time (as general service business), it will be more easy to insert manual items to estimate via csv file if you can provide import option some were in the estimate page.
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Be able to add photos to refurb tickets
ASAP please
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Scrolling to part look up when adding charges to a ticket.
When looking up a part number to put onto a ticket or anywhere you can search for parts. It would be really helpful if instead of only showing the amount of parts that your screen can display based on the resolution.
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Add Asset Name to Ticket "Customize Columns" setting
When you are in the Ticket list screen it would be nice to have a columm for "Asset Name" so you can identify what ticket is what when looking at the list.
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