General
855 results found
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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.
1 voteThis is live in the Reports (beta) section!
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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 -
Change "Custom ticket fields" from within ticket
We're using custom fields in the ticket for our "diagnostic tests" and "final wrapup" procedures. It would be very helpful to be able to edit /change the values of the custom fields without having to go to "change invoice" every time. Simply make custom ticket fields a part of the in-line options to change in a ticket. Pretty please!
0 votes -
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 voteUpdated this to “Work Completed”
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Canned Responses for Private Notes
On the ticket tab where there are canned responses to send to the customer we would like to be able to create canned responses that our IT experts would enter to describe work done during the repair process
3 votesThanks for the suggestion, we’ll get a separate list available for the private ones in the coming weeks, just need to shuffle work around!
have fun
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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 voteThis is live!
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Multiple Ticket Contacts
It would be nice to be able to add multiple contacts to a ticket, even just a manual cc. Sometimes I like the owner/manager to know what the staff is requesting.
1 voteYou can now added additional email addresses to a ticket.
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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 voteI’m pretty sure I removed the keyboard shortcut plugin about a week ago – is this still happening?
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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 hours2 votesThis is live!
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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.
1 voteWe added this!
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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 voteThis is live!
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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 voteThis is live!
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iOS App
I think an iOS app would be awesome. I especially like the idea of being able to look at admin stats and charts right on my iPhone.
37 votesWe have an iOS app in the app store that has some basic functionality around looking customers, creating customers, and paying invoices. More functionality will be added on/around a monthly schedule. In the next few weeks we’ll have invoice edit-ability, then we’ll start on adding tickets!
Update: December 4, 2015
1.6 is out, it includes invoice create/edit.Update: January 7th, 2016
Version 1.7 is out with strong offline support.Version 1.8 will come in 4~ weeks with some bug fixes and performance improvements
:: Update March 1, 2016 ::
Version 1.8.1 was just released fixing the hanging after swiping a cardVersion 2.0 will be next with Ticket support!
(estimated around mid-April):: Update March 31 2016 ::
We have internal betas with Tickets working, it should be a couple more weeks to get it submitted at this point. Just finalizing searches/custom fields/etc
:: Update April 13th 2016 ::
Version…
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Better Multi-store Inventory Control Features
It would be nice if we could add an inventory or service item to the system and then specify the count at each location. And then when we look at inventory items or reports it would show us one item and the counts at each store.
As it is now we have to add the same item 3 times (once for each store) and there is no correlation between them.
4 votes -
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 voteThis is live!
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The Customer portal show the status of ticket,
The Customer portal show the status of ticket,
example, in process, new, waiting on parts, ready for pickup.3 votesThis should be live!
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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 voteShould be handled by our current multiple location inventory design.
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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 voteThis is live!
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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 voteHave 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.
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Create reminder in mobile
It would be nice to have the ability to create a reminder from mobile view.
1 voteWe’ve put a lot of effort into making the desktop version work on mobile — this should now be available!
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