We would like to be able to add more than one tech to a job. We send our techs out in pairs. When in mobile view they can only see the jobs that are assigned to them. That means one of them doesn't have access to the work order he's working on or the customer info associated with it. We would also like them to get alerts if we add a new job to their schedule while they are out in the field. It would be helpful if they could at least see all of the scheduled jobs in mobile view instead of just their own. Thank you!
Many of our clients have logged into their client zone and remarked that the data usage should have it's own section on the left side...with Accounts, payments,invoices, etc. Can this be done? Seems clients don't always find to click on the service and find it there.
I want a feature where we need to do some Maintenance / Upgrade of the infrastructure, where UCRM informs the customers that is connected to specified equiptment / antenna.
That you click on the the device/Antenna in "like" the topology in Unifi, and it will choose the all that is connected behind that point.
Feature you can choose, type of Maintenance, urgency, Time for when the work is going to be started / done. Sends e-mail / SMS to the customer that is affected of the Maintenance.
Possible to add what technician that is going to do the work.
Make a Status page of recent and upcoming work that could be public or just a pop up for the customer page.
My accounting department is currently campaigning to have us move to another platform for our customer relations soley because there is no advanced itemized reporting for sales.
What they would like and what I think would benefit all of us is a means to track sales itemized by service.
We offer internet service, Telephone Service and Aircubes and broadband modems for Purchase and rent. Our accounting wants these to be broken down into daily/weekly/monthly/quartlery ect by the service/product. For taxation reasons as well as for collecting marketing data. Currently we have to open each invoice and itemize them one at a time.
Even just a csv dump would be amazing.
Have a field for number of minutes spent on a job and the ability to pull a report at the end of the week contractors to submit their bills to us.
Alternatively, a Start and Stop button on Jobs in the AP that tracks the time between starting and stopping a job.
The Network MAP should be moved to above the schedule this allows more plugins to work properly such as track my truck or of UCRM mobile adds the location tracking
This allows Admins to leave 1 Screen up on a Big screen and see everything that is going on
here is a quick mockup
I have been using UCRM for a few months, I think it's excellent, but I would really love to have statistics in the ticket area, I've seen in other platforms that have statistics per user, for example, response time, tickets worked, which user worked more tickets, which client has the highest number of tickets, in this way we graphically have a status to evaluate the work of each user and customers.
So, this subscription thing is horriably setup, 80% of my customers are complaining because they don't know how to do auto pay. Can you change the subscription box to just have a check box that says "Enable Auto Pay" And then allow them to put in a credit / debit card or ACH check payment transfer thru the Authorize.NET.
The back end Admin deal should have an option for auto pay to automatically charge the card x amount of days before the bill is due.
Would like to be able to link to other existing UBNT products or a freeform URL link
This should be assign-able per client or globally -- as one client may have unifi hotspot manager on one unfi instance, and other has admin access on another, etc.
Unifi, unfi-video, unms, etc. but also anything else you might want customers to get to for whatever reason.
Might be enough to be able to just add "custom URL link" (per customer or global default) to the client zone, so the client may be able to access the unifi controller, or unms or really any other system (website, or upstream ISP status page, or network status page, etc. ( this way the admin can add as many links as needed to whatever URLs they want, both UBNT product and other.)
UCRM should Email Notifications to UCRM ADMINS if Ticket or Job was Assigned to them
Even a Chrome extension might be nice for UCRM Alerts
- 900mhzdude on: Alerts on ticket open time
- 900mhzdude on: Interactive Outage Map
- HyperFusion on: Ability to add more than 1 tech to a job & Alerts for new jobs
- oraclerouter on: Paperless Billing
- 900mhzdude on: UCRM Actually processing payments on admin side
- Brandon-W on: Auto Subscription Payments to Make the Payment Stripe Charges equivalent to whats actually due
- mattvaughn on: Add to next months invoice
- 900mhzdude on: Please add the ability to hide the side toolbar
- 900mhzdude on: Add ticket to ADMINs not only clients
- rebelwireless on: Suspended clients
- Need to see "Active Paying Clients" not just Active Clients
- Alerts on ticket open time
- Interactive Outage Map
- Botão de manutenção agendada
- Customizable fields in billing report export
- Balance negative sign
- Installation of the service
- let us view Client notes in the UCRM Mobile App
- Add the Ability to add clients in the UCRM Mobile App
- Add Template For client signed Documents in UCRM Mobile