marc
My feedback
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5 votesmarc
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4 votes
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91 votesmarc
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7 votes
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commented
This can already be done. Click "Edit" on the estimate, and then there's a "linked ticket" drop down that you can associate it with an existing ticket. I'm pretty sure it's been there for at least a couple years now.
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22 votes
I like it – I adjusted the wording slightly, hope that is ok
An error occurred while saving the comment marc
commented
I agree; We frequently place large orders from our major distributors (D&H, Synnex, Tech Data) and those orders are frequently split from multiple warehouses which means they arrive separately and are invoiced separately. (Or an item is back ordered and is invoiced separately when it ships). It would be extremely helpful to be able to "split PO" or have sub-PO's.
marc
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60 votes
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commented
I realize everyone works differently ... but in case it helps anyone, the way we do things that seems to circumvent this problem is that we use the "ticket charges" to prepare charges that are not quite ready for immediate invoicing. Customers don't see ticket charges until they are added to an invoice. My techs add their ticket charges, and then I review/edit them as needed before I add all those pending charges to a new invoice and send it immediately.
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5 votesmarc
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7 votesmarc
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1 vote
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commented
I wonder if there's something wrong on your end (or your customers end)? I'm pretty sure that by default, my customers only see open tickets in their portal, and they have to click on "show all" to see the closed ones. Maybe the behavior is different between people logging in via the link vs people logging in with a username and password? So far, I don't have many customers using username/password login, so I'm not familiar with that part.
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11 votesmarc
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28 votes
An error occurred while saving the comment marc
commented
How absurd that we have to put in "feature requests" for something that should be common sense. Yes, RepairShopr, believe it or not, I would like to have a record of the messages I include to my customers when I send an invoice. Why would you bother giving the ability to include a message and not give the ability to refer back to it so we know what was previously sent? We have the ability to click on "Original message" at the bottom of an estimate to see the text that was originally sent, but the Invoice page lacks this button, despite having the same layout/design. I suspect it was an oversight, but your support team tells me this was "by design." I can't believe that is true, because it's asinine. Please fix it.
marc
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7 votesmarc
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7 votesmarc
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167 votesmarc
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3 votes
We’ll be looking at the dashboard for further improvement.
marc
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Maybe I'm not fully understanding your desire, but we frequently accomplish something similar by creating the customer/ticket as needed, checking the "DON'T EMAIL" button during ticket creation. Then, once I've entered the main ticket details, I then go to the ticket and email a quick message to the customer using the "canned messages" feature. Our normal email template automatically includes text at the beginning of every message that says stuff like "Ticket # 12345 ... Subject: xyz" etc. followed by our message.
It's a one extra step but seems like a pretty quick and painless one. I hope this helps