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How can we improve Mhelpdesk?

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  1. Add an ALL option to the Assign/Appointment drop down box

    In the Assign/Appointment drop down box our technicians names are listed and there is also an option for None. How about an ALL option? If we're going to have an all staff meeting or something like that it would be very convenient to have an ALL option in that drop down box.
    Thanks!
    Sherry

    2 votes
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      completed  ·  1 comment  ·  Scheduling  ·  Admin →
    • Recurring Work Order

      some way to have work orders automatically get generated from either a Preventative Maintenance Contract or something silimilar.. maybe you have to inspect a location 2 times a year.. the work order would automatically get generated twice a year...

      198 votes
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      • integrate custom fields and forms into estimates

        It would be great for organizational purposes and to make things a little more in depth if custom forms/fields were able to be used inside estimates in mHelpDesk

        11 votes
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          completed  ·  4 comments  ·  Estimates  ·  Admin →
        • Navigation Improvement Request - MUST Leave left menu bar static while scrolling lists.

          It is very frustrating to scroll down a list of invoices or customers and lose complete sight of the left menu bar. Once at the bottom of a list, if you want to change screens, you are now required to scroll completely back up. The left menu should always stay static and otherwise is a navigation faux pas.

          49 votes
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            Product Team Update: Thank you so much for your feedback!

            We have made the menu on the left static. It no longer scrolls as you view longer lists.

            Let us now how it is working for you. Thanks.

          • Work Order and Ticket: Service Start and End date and time Fields

            For IT Consulting Services. The actual service start and end date and time is a must. Customer want to see when the job was started and finished in their ticket/work order when they are going to sign for it and in their print out.

            95 votes
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            • publish a better app - the help desk has been saying its coming for months now.

              Push out a better mobile phone application that doesnt take 15 minutes to load on a smart phone.

              12 votes
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                0 comments  ·  Mobile App  ·  Admin →

                Greetings! We heard you on this request and are so thrilled to announce the launch of our new mobile app. Take a look in the google play or apple store now to download it. Thank you so much for your patience, and thank you for choosing mHelpDesk!

              • Bulk status changes!

                I've got a whole bunch of jobs that need status changes, I want to be able to do a filtered search, and check all the boxes and BULK Close or BULK change statues.

                1 vote
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                  completed  ·  0 comments  ·  Scheduling  ·  Admin →
                • pick and choose what to add to invoices

                  I would like to be able to pick and choose what items to move from a wo to an invoice. There are many times I do not want or need to show the customer everything that is listed on the wo. So I'm having to move all the items to the invoice then delete and modify how I want the invoice to read.

                  1 vote
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                    completed  ·  1 comment  ·  Invoices  ·  Admin →
                  • More tabs

                    On the "jobs" tab, there are places for equipment model and serial, but when you create invoice, this information is not transferred over onto that page. Essentially, unless you manually add that info onto the invoice, the customer has no idea what peice of equipment has been worked on.

                    1 vote
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                      completed  ·  2 comments  ·  Invoices  ·  Admin →
                    • Time/Date stamps

                      I need date stamps on notes, NOT "5 days ago". That makes for a lot more work than I I have time for. It seems like a date/time stamp would be simple to integrate into notes

                      1 vote
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                        completed  ·  JoelJoel responded

                        Good Afternoon!

                        While the logs show “relative” times like “5 days ago”, you can “hover” over that underlined phrase with your mouse cursor to reveal the exact date and time stamp for your reference.

                        I hope that helps! Please just let us know if you have any other questions or concerns by contacting us at happy@mhelpdesk.com or 888-558-6275 extension 2

                      • be able to hide line items in estimates

                        Be able to hide line items on the estimate PDF. I want to be able to just show a single Price for the item.

                        6 votes
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                          1 comment  ·  Admin →

                          Product Team Update: Thank you so much for your feedback!

                          Hi Jake,

                          You can do this with our Grouping feature. To do this, simply:
                          1. Log into your mHelpDesk account
                          2. Navigate to Settings> Products and Services.
                          3. Tap on “Add”
                          4. select Group.

                          From here, you can have the option to “Only show total group pricing to customer”.

                          I hope this helps! Have a wonderful day!

                        • Ability to Attach uploaded files

                          We would like the ability to attach uploaded files to email to the customer. Example: We take pictures of the customers roof before and after services have been performed. We would like to attach those files/pictures to the estimate, invoice, services request, general email to the client through the mhelpdesk program. We do not use the feature for customers to log on to the program and do not want to allow that.

                          13 votes
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                            3 comments  ·  Customers  ·  Admin →

                            Product Team Update: Thank you so much for your feedback!

                            Great news, this is a feature of mHelpdesk! Simply log into your account and click on the email button. This will give you an option to add any attachments to the email. Thank you and have an amazing day!

                          • Print Button on Work Order page.

                            [Print] button right from the Work Order page.

                            1 vote
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                            • Shows Invoice sent to wrong customer's email

                              I'd like for the problem I've been having to be fixed. When I send an invoice to certain customers, it shows that I sent it to the wrong email address of a completely different customer. To me, this is a pretty serious issue. I reported it over three weeks ago and still have no resolution.

                              1 vote
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                                completed  ·  1 comment  ·  Invoices  ·  Admin →
                              • Add CRM portion to Mhelpdesk, or integrate with existing CRM (such as SalesForce)

                                Add a CRM portion to Mhelpdesk or integrate with an existing CRM software such as SalesForce or Close.io

                                80 votes
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                                • Add a P.O./W.O field

                                  It would be great if there was a Purchase order/work order text box add to the work order detail, that syncs with Quick Books p.o. field when merged. Many of our corporate customers send us a Work Order # that must be referenced through out the process. currently there is no where to put this for technician to reference.

                                  22 votes
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                                    Thanks for the feedback. You can currently accomplish this by following the steps below within a ticket:

                                    More>Settings>Settings tab>Show PO Number in Ticket>Save. (Need a visual, check it out here: http://forum.mhelpdesk.com/knowledgebase/articles/428653-show-po-numbers-in-your-work-orders-jobs)

                                    This number will transfer to QuickBooks with any invoice that you send over!

                                    If you have any additional questions about this or anything else, please do not hesitate to reach out to us by calling 1-888-558-6275 Ext 2 or emailing us at happy@mhelpdesk.com!

                                  • Make the deposit available to send for online payment :)

                                    Yes you have the option for partial payment which is AWESOME! You also have the option to pay online which is AWESOME! Now those two need to be put together. If you set up a deposit or partial payment you cannot send that in an estimate to have them pay online. The only way you can pay with a partial payment is on the phone, you can't do online payment.

                                    If this could be fixed it would be awesome and I'm sure a lot of people would love it.

                                    5 votes
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                                      2 comments  ·  Payments  ·  Admin →

                                      To allow your customers to pay for a deposit online, go to Settings > Templates > Estimate Template > Add the keyword PayDepositOnlineLink anywhere on the template > SAVE. From there, you can send any estimate PDF to a customer, and they can use the link in the PDF to pay for that deposit online. You can do the same thing with your estimate emails. Hope this helps!

                                    • Referral Category

                                      Ability to have source of customer. For example Joe Blow was a referral from Builder Bob.

                                      3 votes
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                                        Product Team Update: Thank you so much for your feedback!

                                        Great news! This is a feature of mHelpDesk. You can simply create a Customer custom field named “referral.”

                                        Simply:
                                        1. Log into your mHelpDesk account as an admin
                                        2. Navigate to Settings> Custom fields
                                        3. Click on Customer Custom Fields
                                        4. Click on Add
                                        5. Create a custom field name “referral”

                                        From here, you can choose to make this field a text or list.

                                        Thank you! Have an amazing day!

                                      • Custom forms should populate emails and PDF's

                                        We recently implemented Custom Forms, creating a Form specific to the type of service and the type of customer that we were servicing.

                                        I just downloaded a PDF from a Job that had a Custom Form and realized that NONE of the fields within the form are present.

                                        Come to find out that there is only one type of Job PDF or Job Email. What that means to our company is that Custom Forms serve no purpose because none of those fields can be seen by customers.

                                        This is a critical issue for our company.

                                        Each Custom Form should have…

                                        3 votes
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                                          completed  ·  1 comment  ·  Customers  ·  Admin →
                                        • Apply one payment to multiple invoices

                                          I would like to be able to apple one payment to multiple invoices without combining the invoices. (I do not want to combine invoices for accounting purposes)

                                          75 votes
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                                            8 comments  ·  Invoices  ·  Admin →
                                            completed  ·  BethBeth responded

                                            Hello!

                                            Unfortunately, right now there is no way to do that without combining the invoices. There is a feature request out on this right now in which people are voting for to have this ability added to the program. Would you like me to submit a request for you? The ability to do this with any feature request you might have is available on our forum as well.

                                            Please let me know if you would like me to do this for you, and I will put it in right away!

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