Jamie A

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  1. 7 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  2. 51 votes
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    16 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A commented  · 

    Thinking about this again, makes more sense to have a 'draft' setting for invoices. The default should still be as it is, but the ability to make it a draft for these special cases. It could keep it out of customer portal, and exclude it from Late fees as well as late payment / open invoice reminders.

    Jamie A supported this idea  · 
    Jamie A commented  · 

    This is a much needed feature. It is causing frustration here as well!

  3. 19 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
    Jamie A commented  · 

    YYYEEEESSS!!!!!!!!

  4. 1 vote
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A commented  · 

    This report is needed! Not sure it should go on the Z report, but a single report (day, week, month) review of
    New Customers
    New Tickets
    Resolved Tickets
    Invoices Created
    Payments Received

    I would even like to see Time Clock hours and ticket timers hours logged on there as well.

    Most of this info can be found, but it is many clicks and report generaions.

  5. 3 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  6. 10 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  7. 92 votes
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    7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  8. 24 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  9. 46 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  10. 28 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  11. 11 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  12. 79 votes
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    under review  ·  15 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  13. 13 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A commented  · 

    I would like to see a configurable daily report - payments, closed tickets, new tickets etc so if someone is not in that day, they can at a glance see what happened!

  14. 4 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A commented  · 

    I would like to see it include a statement pdf in the email. Some customers have multiple invoices, and not ALL are past due.

  15. 102 votes
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    33 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    What if any appointment that had a location specified we could calculate the road-miles from your office to there, and put that in a report?

    A little simpler than doing real vehicle/person tracking, still gets you pretty good data – and would be more realistic for us to quickly build.

    Let me know in the comments..

    Jamie A supported this idea  · 
  16. 2 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A commented  · 

    I agree. The dashboard is great for AT-A-Glance status, but I need to see at any given moment what the last COMPLETED task/comment is on each open ticket. It is extremely tedious to open each ticket to see what happen by a previous tech. Possible an additional line in the subject area on the ticket tab. Or a report with Ticket # -Customer- Subject-last comment.

  17. 14 votes
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    under review  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A supported this idea  · 
  18. 7 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  19. 21 votes
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    under review  ·  2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Jamie A commented  · 

    Or move from a ticket to inventory. We have order parts for a customer, and then they decide against it. It would be nice to add that part to RS inventory for future sale.

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