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How can we improve Mhelpdesk?

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  1. 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.

    116 votes
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    • 43 votes
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        1 comment  ·  Mobile App  ·  Admin →
      • Employee Time Cards

        Employee Time Sheets

        58 votes
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          0 comments  ·  Quickbooks  ·  Admin →
        • Auto save

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

          35 votes
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            0 comments  ·  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

            39 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.

              40 votes
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                1 comment  ·  Invoices  ·  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.

                21 votes
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                  0 comments  ·  Invoices  ·  Admin →
                • 29 votes
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                    2 comments  ·  Customers  ·  Admin →
                  • Receipts

                    Receipts to send to customers when payment has been received.

                    11 votes
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                      2 comments  ·  Payments  ·  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.

                      30 votes
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                        0 comments  ·  Scheduling  ·  Admin →
                      • 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.

                        6 votes
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                          1 comment  ·  Admin →
                        • Scheduled periodic service reminders

                          scheduled periodic reminders

                          5 votes
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                            1 comment  ·  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.

                            10 votes
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                              0 comments  ·  Scheduling  ·  Admin →
                            • 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

                              4 votes
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                                0 comments  ·  Estimates  ·  Admin →
                              • Add Pictures to Estimate

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

                                52 votes
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                                  2 comments  ·  Estimates  ·  Admin →
                                • Make all Inventory fields Searchable

                                  Currently our field workers and in-house employees can only search for an inventory product or service by the "Name" field. It would be helpful if the description and part numbers were also searchable. It has been a nightmare trying to overhaul our inventory as a result of this restrictive search feature.

                                  16 votes
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                                  • Add a Custom Notification for a Status Change of "your choice". Example, if the Status is New and changed to X, send a notification email

                                    Right now as I understand it you can send ADMIN notifications when a (status) New appointment is scheduled or Closed. I would like to pick another Status when an email to the person who scheduled the appointment would go out. We use multiple statuses, I would like to be able to choose which Status the email will be triggered, not just New or Closed. ( Example we have a Status= "Order Parts"

                                    3 votes
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                                      1 comment  ·  Scheduling  ·  Admin →
                                    • Mass Email all Customers

                                      In the Future, it would be nice to incorporate a way that we could send a mass email to all customers when there may be company-wide changes, etc., this way i do not have to go through each of the hundreds of customers.

                                      5 votes
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                                      • Work border that have been closed

                                        Can you please help with not closing the job orders even after they have been paid in advance. When they are closed it doesn't reflect on technician's calendar.

                                        1 vote
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                                          1 comment  ·  Scheduling  ·  Admin →
                                        • Picture Report

                                          It would nice to be able to pick pictures with their captions to include in a report, where an overall written summary can be written. Almost like an inspection/job report. Pictures should have place where we can add a hyperlink, so we can redirect the customer in the report to other websites to get more information. Also, we should be able to include pictures in our estimates and invoices. Especially, invoices where we can include a before and an after picture with our invoice.

                                          8 votes
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                                            0 comments  ·  Invoices  ·  Admin →
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