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.
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.
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.
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
Hi, It will be nice to be ables to manualy create a network outages section to lets our customer know that we have an issus on our network or on one of ours privider network.
How it's work:
Create a Outages:
info: start date and time
End date and time (also calculate the time lapse between both start and end date and tiime)
Type of outages: Server, network link our lets a custom defined field
Priority: crutical, low, medium, hight
Status: Reported, Investigating, In progress, Scheduled (for planned maintenance), Resolved
Also the ability to add new information during the processe with the time stamp
Ability to create and link a ticket, task and assign the outages to a technician working on that issus.
Also ability to select some customer and send a notification about that outage.
Finaly add a ling on the login page to lets visitor check the actual outage list
Starting a thread again on this.
I do relize that this is a free product and as such Ubiquiti wants to ensrue they keep the rights to it, but woudln't it better if they allowed us to change that footer text but still retain something like "Powered by Ubiquiti Networks" ?
Just a small idea regarding the above screen ....
We can view for 48 hours and 60 days. What about adding the last 30 days in between?
The most billing/payment complaints are usually dealth with for the last 30 days when customers try to complain about "bad service" hoping to get some credit.
What do you guys think?
48 hours are great - that is our Quality of Service / Technical / Network Health check if all is well....
60 days are great - that is our performance history ...
I really like the new (in 2.13.0) Top Downloaders chart. But I wish there was a set of graphs per service plan. Then we could see how each plan was actually working out for download/upload amounts.
Bonus points for flagging clients to be excluded from the charts or at least from the averaging.
It would be great if there was an option to add a CC (and maybe BCC) email onto tickets, such as the below.
My use case example would be this. We have a number of business customers that receive an internet service from us. These customers generally have other IT companies that take care of their onsite infrastructure, computers etc. Sometimes there may be an issue or a ticket that they need to be involved in. So we want to be able to open a ticket and CC the 3rd party (e.g. IT service provider)
It would be very useful to have the ablility to create tickets without having to link them to a site. More often than not, our issues arise with equipment or the enviroment at a site that impacts multiple clients and not an individual client. If we had the ability to assign them to a site and/or pieces of equipment, that would help greatly with organisation.
It would be great to have the ability to schedule a job/task directly from a support ticket and have that task linked to the ticket as well.
A client report a problem that require a job at the client site to complete. We can then schedule a job from the ticket (with a button click?) that prefill the task with the client and ticket info that we can assign to a technician (and hopefully another request, to a group) as job as per the arranged time with the client through the support ticket.
Thanks for considering this request asap.
At present time, uCRM suspends a user when an unpaid invoice reaches a certain date.
I would like to see this customizable like:
Suspend the user if owed amout reaches XXX (regardles of how many invoices it takes).
Suspend the user if amount of owed invoices is XX percent of invoices in contract length. For example, 25% of invoices in a 1 year contract.
Suspend the user if amount of owed invoices is XX.
- jarnhross on: Invoice from the job section within the app
- LMorg on: Printable Work Orders / Job Tickets
- ISNS on: ACH/Echeck IPPay
- UBNT-Ondra on: Recorvension monetaria Venezuela
- josluiher03 on: Invoice label on the payment receipt
- UBNT-Petr on: Maintenance work / Informe customer(s)
- UBNT-Ondra on: Integración con mercadopago Venezuela
- Klockworks on: Client - Service - CCQ, Netflow, Ping Tx/Rx
- UBNT-Petr on: Revenue per service plan
- 900mhzdude on: uCRM / airCube connector
- Customized Client Zone Pages Per Client
- Ticket: link specific contact
- Dynamic Speed Shaping
- Send Quote/Estimate to different contact
- Itemized reporting for accounting
- Invoice from the job section within the app
- Non ISP service
- Ability to remove user from automated billing(invoicing)
- Ability to CC email onto tickets
- being able to search by ticket ID