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Andrew Hall

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14 results found

  1. RMM - Ticket Automations - Create ticket automatically from RMM alerts using Ticket automations

    44 votes
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    5 comments  ·  General  ·  Admin →
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    Andrew Hall supported this idea  · 

  2. Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.

    288 votes
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    65 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

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    Andrew Hall commented  · 

    Was the new beta that didn’t provide anything real beneficial (that I can see), the roadblock for getting these mission critical items completed?

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    Andrew Hall commented  · 

    how is this coming? Any updates?

    Andrew Hall supported this idea  · 

  3. Location name in ticket list as a field

    0 votes
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    2 comments  ·  General  ·  Admin →
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    Andrew Hall commented  · 

    This appears to have been completed.

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    Andrew Hall commented  · 

    Just to clarify.....the invoices page has "Location" presently as the last row/header item....seems like this could easily be added to tickets as well.

    Andrew Hall shared this idea  · 

  4. Scheduled Invoices - minor additions

    3 votes
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    Andrew Hall shared this idea  · 

  5. add a field in recurring invoices for Stored Credit Card

    2 votes
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    Andrew Hall shared this idea  · 

  6. Outbound CID call tracking

    20 votes
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    under review  ·  34 comments  ·  General  ·  Admin →
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    Andrew Hall supported this idea  · 
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    Andrew Hall commented  · 

    has there been any update to this? I'd much rather track outgoing calls to customers than incoming! Has Troy had a chance to look into creating the additional CID query string for outgoing?

  7. Pay Now Option In Estimate Approval

    51 votes
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    5 comments  ·  General  ·  Admin →
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    Andrew Hall supported this idea  · 

  8. Add Locations as a header/sort option and group by list.

    3 votes
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    Andrew Hall commented  · 

    Looks like this was completed for the group by portion.

    Andrew Hall shared this idea  · 

  9. add a link to recurring tickets on the tickets screen.

    0 votes
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    2 comments  ·  General  ·  Admin →
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    Andrew Hall commented  · 

    Looks like this was completed with the recent combining of actions.

    Andrew Hall shared this idea  · 

  10. Recurring invoices & tickets - can these be displayed under the customer card

    2 votes
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    3 comments  ·  General  ·  Admin →
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    Andrew Hall commented  · 

    Looks like this was completed.

    Andrew Hall shared this idea  · 

  11. Outgoing Caller ID - phone integration

    0 votes
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    Andrew Hall commented  · 

    Thanks Ryan...i'll follow your post. I'm using FreePBX and this would be even more helpful than the incoming calls...thanks for commenting. This can be closed.

    Andrew Hall shared this idea  · 

  12. Estimate/Quotes Revamp

    46 votes
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    under review  ·  5 comments  ·  General  ·  Admin →
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    Andrew Hall supported this idea  · 
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    Andrew Hall commented  · 

    i'd pay extra for this!!! Ready to ditch my other non-integrated quoting tool that i pay 140.00/month for ...for 1 user. +1 for this. I don't even need all the functionality, just a bit more flexibility with options and one-time purchases as well as the ability for monthly recurring items ON ONE QUOTE.

  13. Allow duplicate email address between customers

    167 votes
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    planned  ·  34 comments  ·  General  ·  Admin →
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    Andrew Hall commented  · 

    This hasn't been completed yet has it? Says planned, but this is from early 2015.

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    Andrew Hall commented  · 

    This has my vote. We have a lot of customers that scheduled house-calls or on-sites at their business. They only have one e-mail address (typically their business e-mail). We cannot distinguish the different addresses unless we create multiple customer entries for the same customer and we really need to have the ability to put the same e-mail address for each of those.

  14. Add purchase orders to logistics

    2 votes
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    3 comments  ·  General  ·  Admin →
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    under review  ·  Robert Reichner responded

    A PO make-over is up soon once serialized inventory is live. Hope to include some of these aspects in that pass!

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    Andrew Hall commented  · 

    Allow "PO" to be added to the Main navigation would be excellent!

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