Paul Schwegler

My feedback

  1. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler shared this idea  · 
  2. 60 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  22 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    I would love to see an automatic markup like described above calculated when I put a number into the cost field in tickets, estimates, and invoices. this would be very helpful

  3. 18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  8 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    This needs to be expanded to a report that shows all invoices that have been e-mailed but not read, and then the ability to send a snail-mail invoice as a followup.

  4. 12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    My area has recently implemented a very complicated local option tax that is going to require us to be diligent in the correct selection of our tax rates for our customers. I would really like that it is required to choose a tax rate before creating a customer. It would be REALLY cool to be able to automate the rate selection based on the location of the work as well as the city and county that the address lookup provides, but that is probably asking too much!

  5. 61 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    To add to this, It would be nice to have a variable to add to the invoice templates that shows the prepay hours used on that invoice. The current {{customer_prepay_hours}} variable only shows the balance left. My customers are asking to see how much was used on THAT invoice because it's a PITA to go through and add up the little .25 and .5 chunks when there are 30+ tickets.

  6. 79 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    started  ·  14 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  7. 12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    Yes, this is SO annoying. Every quarter we have a few items that missed taxes and then we have to go back and basically give up 6% profit to pay sales tax we didn't collect. Tax should default to YES and get overridden if the CLIENT is marked as non-taxable.

  8. 96 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    35 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    This is more like, additional people can subscribe/follow for updates right?

    You can’t “assign” something to more than one person..

    Would “follow” with notifications get you what you are after?

    Paul Schwegler commented  · 

    We need to have it show up on multiple people's screens, and get notifications related to the ticket as well. There can still be a master tech assigned to the ticket if that is needed..

    Thought...would it be possible to create groups or teams? Then the 'commercial' team could be assigned to a certain ticket etc.

    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    I would like the ability to assign a ticket to multiple techs as well. Our techs have their ticket list filtered to show only their tickets. Otherwise, there are WAY too many tickets visible for each person. I would like the ability to show a ticket on multiple tech's screens, with the ability to get notifications and comments etc to both techs. This will help with larger projects where more than one tech is involved.

  9. 7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler commented  · 

    Noone thinks this is a good idea?

    Paul Schwegler shared this idea  · 
  10. 20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler commented  · 

    I'm trying to awake this idea from the dead here...Any news on if this is going to happen or not? If Bitpay isn't possible, I know that Braintree supports crypto as well.

    Paul Schwegler supported this idea  · 
  11. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    I would like to second my opinion that this should be implemented. I have three reminders set up, one for 30 days that is friendly, one at 60 days that is a bit more aggressive, and one at 90 days that is very stern. I would like to trigger a physical mail message with this reminders since sometimes we don't have the best e-mail address for the customer, or they miss it, etc...I think that this could GREATLY reduce the amount of invoices passing the 60 day mark.

  12. 30 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    9 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
    Paul Schwegler commented  · 

    I think this would be a very helpful addition. We have a few clients that we will give store credit to, but to apply to a recurring invoice we have to stop the invoice from sending out, then manually apply the credit, etc. Lots of room for error and mistakes. I think there should be a system-wide option to 'automatically apply store credit to invoicing' so that it can apply to recurring invoices as well as manually generated invoices. Or, it can automatically apply to recurring invoices, but pop up a prompt to apply credit on a manual invoice. It just needs to be more than the inconspicuous notice it currently is.

  13. 37 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler commented  · 

    +1 for me, this is a huge PITA to add all of the potential labor services that we offer to every client that get a % discount off of labor.

  14. 17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler commented  · 

    I would like to add, it would be nice to be able to edit the order they appear in under the admin>Ticket worksheets section. Maybe that is also how you control the auto-population order?

  15. 11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler commented  · 

    add to this "Has / Doesn't Have Recurring Invoice". We have to re-send all of our recurring invoices becasue of the recent pdf attachment bug and it would be really nice to be able to send a message to all customer with recurring invoices explaining the error etc.

  16. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler shared this idea  · 
  17. 127 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  16 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler supported this idea  · 
  18. 13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler shared this idea  · 
  19. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler shared this idea  · 
  20. 0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Schwegler shared this idea  · 
← Previous 1

Feedback and Knowledge Base