New Idea

Ability to add more than 1 tech to a job & Alerts for new jobs

Submitted by -
Status: Declined

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!

Client Zone Support Contact Form

Submitted by -
Status: Declined

Client zone

When sending message using Support Contact Form Client getš only notification on side that this message has been sent.

message sent.jpg

 

There could be list of Sent messages in Client Zone, so he could see all sent messages in one place.

 

It also could be useful if Client would get more obvious Text information that his message has been sent.

For example:

 

message sent.jpg

 

Physical billing address

Submitted by -
Status: Declined
  • Along with client's address (street, city, zip code) WISPs should be able to define another physical address for billing (receiving printed invoices)
  • This address will be optional
  • When set, it will be used for sending printed invoices

 

 

Generic Service items

Submitted by -
Status: Declined

It would be great to be able to setup other service that are chargeable ie voip service or security monitoring

Print-to-Mail

Submitted by -
Status: Declined

Print to mail is probably the only feature at this point that is holding us back from migrating to UCRM. Our current system interfaces with mailxstream.com, automatically sending out paper invoices via mail for customers that specifically request it. We upcharge the customer for this service because it costs us money, so there's not a lot of customers doing it. However, for the customers that do, it is very useful and saves us a lot of time. Support fir MailXStream is not required. Any service that does a decent job of it will be fine.

Automatic contract management.

Submitted by -
Status: Declined

When a client is register, through the use of a normal register by an employee or a register by the client (as I have proposed here Registration-in-the-system-by-the-client) that the system sends automatic the contract to the client area (notifying by email), the client prints it, signs it, scans it, and send it to the system by the client area. 

 

It should be managed like invoices, by a system of templates and be able to have several types of contracts.


After, an employee reviews and confirms it.

 

This would save time and resources.

0 Kudos

Client statements

Submitted by -
Status: Declined

Hello 

 

 

will there be a way to send a statements that combines all of the invoices/charges and payments over a period instead of separate involces, i really need this.

 

I have seen this request before,

 

Thanks in advance 

0 Kudos

Assign / Limit admins to specific organizations

Submitted by -
Status: Declined

In a setup where we can have multiple organizations, it would also make sense to be able to have admins specific to each organization, and not be able to see other organizations information.

That way if we have 3 brands/companies on the same UCRM installation, each can have its own specific employess managing clients and devices (possibly) for that organization only. The same on the security page you have the group permissions set, an admin can to the same for othr users, by simply selecting what organization a group has access to

0 Kudos

uFiber Support

Submitted by -
Status: Declined

Hello,

 

I would like to start by recognizing this is a mostly WISP supported piece of software. However, with the new release of uFiber, I am wondering if there is planned support for uFiber devices within the UCRM.

 

I do think it would be widely requested once the uFiber comes out of beta. Just my two cents.

 

Thanks,

Nils