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How can we improve Mhelpdesk?

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  1. Auto save

    The system needs to automatically save all work when you leave a page.

    43 votes
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      0 comments  ·  Mobile App  ·  Admin →
    • Red Flag Customers

      There should be a way to flag customers. For example, we have a few customers that have significant debt. We would like a way to flag that customer that shows immediately whenever searching their name.

      122 votes
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      • Attach uploaded pictures to emails

        We need to be able to attach the pictures we have uploaded to mHelp to the emails we are sending customers through mHelp

        14 votes
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          1 comment  ·  Estimates  ·  Admin →
        • Employee Time Cards

          Employee Time Sheets

          65 votes
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            0 comments  ·  Quickbooks  ·  Admin →
          • 46 votes
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              1 comment  ·  Mobile App  ·  Admin →
            • Duplicate an existing estimate.

              We would love to be able to duplicate an estimate to make changes, but still have the original in tact for record purposes.

              Sometimes for a really large estimate a customer may want to see it broken down in phases, being able to click a button to duplicate and edit from there would be great.

              We also have some clients that purchase the same items throughout the year, but need a new estimate every time for approval

              46 votes
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                0 comments  ·  Estimates  ·  Admin →
              • Multiple Invoices Per Job

                Would love to have the ability to add more than one invoice per job/work order. For example, we often have service calls where we need to invoice a home owner and their Home Warranty Company for separate charges.

                46 votes
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                  1 comment  ·  Invoices  ·  Admin →
                • 42 votes
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                    3 comments  ·  Customers  ·  Admin →
                  • Scheduling

                    I would like to be able to see the schedule as full month grid view in blocks, as opposed to the lines that goes across each week. Similar to how the Google calendar view works.

                    14 votes
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                      0 comments  ·  Scheduling  ·  Admin →
                    • Receipts

                      Receipts to send to customers when payment has been received.

                      11 votes
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                        3 comments  ·  Payments  ·  Admin →
                      • Apply payment to multiple invoices

                        Have the ability to apply 1 payment to several invoices at once, instead of having to go into each invoice individually.

                        22 votes
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                          0 comments  ·  Invoices  ·  Admin →
                        • Group Item Price Change

                          Group Item is great for the companies that use flat rate pricing and generally have a specific list of items in the flat rate. I would like the ability to change the price of the group item instead of "Only show total group pricing to customer" or the customer seeing the individual totals. This is very important to us as if a customer purchases a package they may receive a package discount.

                          9 votes
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                          • Add a "Vendor" category under People.

                            Currently, we enter vendors as "Customers" or "Staff" but they don't really belong in either category. It would be nice to have a view of vendors (including potential, active, and inactive). Ideally, they would have limited functionality and can be assigned to different jobs, customers, etc. It would also be nice if we could enter data to qualify them, similar to a CRM.

                            9 votes
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                              1 comment  ·  Admin →
                            • Improve Performance (speed) of Mobile App

                              We need the Mobile App to be much more responsive. It's almost unusable by our team of Nerds since it is too slow to open and navigate. We have around 500 clients in the system, create around 100 SRs (tickets) each month. We have 12 Nerds in the system at any given time. Are we just over taxing MHD? Maybe we're doing something wrong. I would love to hear from others about performance with mobile app.

                              3 votes
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                                2 comments  ·  Mobile App  ·  Admin →
                              • only create login once so client can view all jobs and file attacheds

                                I am currently going into each service location for the same client adding the same email and password to allow them access to view the jobs. Surely this can be done once and by default all jobs created under this client should be seen automatically in the customer portal.

                                3 votes
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                                  2 comments  ·  Customers  ·  Admin →
                                • Color Map Pins based on Service Ticket Type and/or Status

                                  It would be great if the color assigned to a service ticket type matched the colored pin on the map view. Right now it is just green and red and makes it hard to see the status/service ticket type for calls that require parts, return trip etc.

                                  31 votes
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                                    0 comments  ·  Scheduling  ·  Admin →
                                  • Add Pictures to Estimate

                                    Move Items in the Service Ticket - Not just on the invoice

                                    67 votes
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                                      2 comments  ·  Estimates  ·  Admin →
                                    • Add customer numbers and sequential estimate/invoice/work order numbers

                                      It would be nice if each customer had their own number assigned and each of that customers estimates/work orders/ and invoices can be sequentially numbered from there. For example, Customer #1 has two estimates, they would be numbered as followed 01-01 and 01-02. Its kind of annoying when it shows estimate #16 even though I haven't done anywhere near that number of estimates... The numbering as it is doesn't really have use.

                                      4 votes
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                                        0 comments  ·  Customers  ·  Admin →
                                      • Scheduled periodic service reminders

                                        scheduled periodic reminders

                                        5 votes
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                                          1 comment  ·  Customers  ·  Admin →
                                        • Date field on job list

                                          On the job list under each customer, add the date of service so that we can more quickly reference the one the customer is speaking of.

                                          1 vote
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