preparing a bundle in advance for sale is nice maybe if you are selling flowers or coffee. in our business we often group several items together on the fly when creating an estimate for a customer. you should be able to select two or more items create a package. you should be able to view your cost and then insert a sale price for the package. when you print or email the quote the customer would see only the package price not the individual line item pricing.
As a one man army it would be handy if there was an option to turn on that when a part is added to order, it would create a reminder to order it for the customer. I regularly forget to check the parts screen so it would be useful to have this feature.
We have the ability to send a reminder email when a parts order is placed to serve this purpose. Does that work for you?
We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.
However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.
We’ve updated this so line items on an Estimate are transferred as ticket charges when you create a ticket. Does this speak to what you’re looking for?
It would be great to be able to test an email template so that the available tags can be verified before an actual email goes out.
Does the preview functionality work for this?
My idea is to integrate a module to sell and invoice other services which could really use the existing recurring invoicing feature.
Its no news that computer repair is becoming very competitive as computers become more popular and most of us have emerged into other related industries such as web design, hosting, security systems and even printing.
We would like easier data entry of Custom Fields if possible.
Option 1 - Make it so you can change the data in the Additional Information box - specifically the custom fields data/ check/uncheckboxes straight from the ticket screen. Have button to "save changes" in Additional Information box.
Option 2 - Keep as is, to change you must click on 'edit custom fields' but move the 'save' button from the bottom of the list to the window next to Cancel as users keep forgetting to press save as it is out of view at the bottom of the list.
Wouldn't it be nice that if I grab a device for repair, the ticket would have a QR code that when I scan that with my mobile phone, I get the mobile page for the related ticket? Barcodes are a nice idea, however I think QR Codes would work better in this instance.