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855 results found

  1. Show Client in reminder view

    I add the client when I create a reminder, but when I see the reminder list, I have no idea who the client is, nor can I find a way to review the reminder. I know what to do, but not who to do it for.

    1 vote
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  2. Add a 'My Tickets' button to Tickets view

    It's slow to have to select your name from the Tech drop down then hit Search. I could get to my tickets much faster by having a button that says something like 'My Tickets' and is simply a link to a pre-defined search page that only shows tickets assigned to my user account.

    1 vote
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    completed  ·  2 comments  ·  Admin →
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  3. Add invoice button to mobile site

    We're currently using our phones, but have to switch to desktop view to create an invoice while in the field. I'd like to see an invoicing button within the ticket on the mobile page so we can process everything right there.

    1 vote
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  4. Create reminder in mobile

    It would be nice to have the ability to create a reminder from mobile view.

    1 vote
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    completed  ·  Robert Reichner responded

    We’ve put a lot of effort into making the desktop version work on mobile — this should now be available!

  5. Allow techs to make purchase orders

    Currently, the only way to make a PO is in the settings area, which tech's cannot get to. I'd like my store managers to be able to make a PO for normal inventory. Of course, we still need more levels of privilege beyond just tech and admin, but even for now, I'd let techs see the PO option.

    It could be a simple button under the inventory tab, even better if you could specify which users or group memberships can view it.

    Another thing that would have to be resolved is to set a shipping address for PO's for which…

    1 vote
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  6. Second tax rate for invoices

    Hello,

    I'm doing an invoice for a business customer.
    I have labour at 13.5% and hardware at 23%.
    Standard tax regulations here in Ireland.
    It may be my mistake, but how do I get the second / multiple tax rate working !?

    Thanks in advance.
    Regards

    1 vote
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    12 comments  ·  Admin →
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  7. Make customer email address a mailto link

    Make customer email address a mailto link so that you can click the link to quickly send my customer an email

    1 vote
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  8. View emailed invoices from main invoice page.

    Add check mark just like the paid feature on the main invoice page denoting wether an invoice has been emailed out or not.

    1 vote
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  9. More User Privilege Levels

    Right now, Admin and Tech are the only user levels available. With multiple stores, it would be really nice to have a level for store managers; who could have rights between that of a tech and admin.

    Even better, make all privileges available to turn off/on (delete ticket comments, delete invoices, modify other users, etc) to create customized users based on the admin's discretion.

    1 vote
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  10. Change Ticket Status from Ticket List

    it Would be great to be able to change the status of a ticket from the current tickets list quite often i just want to change the status. esp if your not using the invoice system etc. thanks.

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  11. Need the ability to reorder custom fields without deleting and recreating.

    Adding custom fields to assets, customers, tickets et al places in an order that is not optimum. Being able to place them where we need them would be ideal. Example, on the ticket, adding any custom goes after the password field, and the only way I see to get the custom field aka: laptop bag, above it is to delete the password field and it's stored data, then recreating it...

    1 vote
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  12. Change "Transaction Completed" to something else.

    Transaction by most peoples definition means an exchange, usually of funds. The "transaction completed" is confusing techs into thinking that gets marked off after the customer pays, instead of when the ticket or job is done with repairs.

    I noticed in older versions of the software, this field used to be called "Repair completed". I understand that not all tickets are "repairs" and that's probably why it was changed from that. I think it would make the most sense to be changed to "Ticket/Work/Job Completed". (Even better would be if it were customizable).

    Lastly, I've found that "Invoiced" really doesn't…

    1 vote
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  13. Allow multiple customer locations...

    We have many clients who have multiple offices. Right now it appears we can only have one address. This causes confusion when scheduling a field job, and customer gets confirmation email with wrong address.

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    completed  ·  4 comments  ·  Admin →
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  14. List UPC number in PO's instead of item number

    Right now when you send a purchase order, it only sends them the "item name", which (for us at least) is just a shorthand description. It would be nice to have PO's reference the item's UPC code, as that's what most vendors use to fulfill orders.

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  15. Provide a way to backup ticket data

    We are putting many man hours entering our customer data and ticket information, but see no way to dump this information to CSV, SQL, or other backup. Your site mentions Google, but no directions on how. If the worst case happened and your servers crashed, or you went under, your clients will have no backup. We could save pdf's, but that is inefficient and doesn't include private comments.

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  16. It would be great if we can save inventory and customer barcodes are jpegs

    I would like to be able to save the barcodes are jpegs so I can insert them in documents. For example, we have customer membership cards and would love to put their bar code on it. Thanks.

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    completed  ·  1 comment  ·  Admin →
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  17. Topaz signature capture device support

    Would anyone be interested in buying a topaz signature capture device if support was added?

    The base model is about $100USD on amazon, please vote if you would buy one - assuming we added support (Windows firefox/chrome it seems)

    http://www.topazsystems.com/products/standardindex.html

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  18. Save filtered ticket settings

    It would be great to save your filtered settings in the ticket screen. It's unproductive to keep changing the filtered settings each time I go back to the screen. Keep up the great work! Thanks.

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  19. Assign multiple techs to a field job

    We have multiple on-site techs. Before using RS, we'd use MS Exchange and "invite" all the available (non-booked) techs to a new appointment, and whichever one accepted the appointment first got to take it. Essentially, we would "put it up for grabs" so that techs' could choose what jobs they wanted to take.

    It would be nice to have a way to do this, and for jobs that require multiple techs', to invite two or more to the same appointment.

    1 vote
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    completed  ·  Rajesh Agarwal responded

    We added this to what we call “Appointments” – we enabled that for everyone recently! Look for the new appointment button on the ticket

  20. export customers to QB Desktop

    The ability to add a new customer is RS and export that information to QB. Also be able to update in RS and have it update in QB as well.

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    completed  ·  Robert Reichner responded

    Customers will automatically sync to Quickbooks Desktop when you create an invoice with a Payment. The Quickbooks API does not allow updates without this, unfortunately. If we implement the Quickbooks SDK in the future, this may be possible.

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