So last week we rolled out a pretty major release. Thanks everyone for helping us get the kinks worked out. This week, we managed to get some minor upgrades added for you guys.
New Transaction columns
We added the estimate amount, invoice amount, and the invoice balance to the ticket list. You’ll need to enable these on the “Customize View” page. The gist is that this will help you keep track of who owes you what.
Secondly, we got feedback that it’s hard to figure out who still needs to be invoiced. So on the ticket list, if you see that the Invoice Balance column is empty, that means you haven’t invoiced the customer yet.
For everyone that uses Service Items (equipment tracking), we now display the equipment details on the ticket. You can also jump to the edit page from the ticket as well. If you don’t know what this feature is read more below:
The major feature requests are still in the works. We want to tie up the loose ends that we have right now before adding any major changes. The next thing we are working on is One-click invoicing so you don’t have to create a ticket first. Once that is done, we’ll roll out the payments, and toggling custom views. We don’t have the order that we’ll be releasing these in set in stone yet. We’ll probably setup another Facebook poll to let you guys vote on what you want first. So don’t forget to like us on FB