If you are viewing or sending a customer invoice and then click to ‘charges’ it takes you to ‘order overview’ instead.
Changes to the payment gateway / online payments for Flobot What happens is the customer pays the deposit with a credit card but the credit card charges are only added on the final settlement payment. We need to tell the customer of the amount the credit card will cost to process on each transaction. So, Can we add how much […]
Yes we need to make it linear again. Alos, we need to do something about the company / organistaion. It is getting a bit messy as we add more companies as opposed to individuals. Kickserv does this pretty well with the option of asking the user whether it is a company or an indivdual at the start of the process […]
We are getting close to having a very good Field Team members schedule, probably the best on the market. Here is what we need to do to guarantee our success. All images at bottom of post in order. 1) Open the slots. We need to get these slots open right from the start. Becasue when we upgrade the qizard it […]
The updated scheduler is looking great. Lots more fuunctionality. A few bugs to clear up before release The appointment I just made has not appeared in the schedule although it appears in the appointments tab When making the appointment the confirm button is way over to the right and has a lot of scrolling I think we need to hide […]
We have the complaint flag feature and the warning tag. Both are used to identify a customer who has a problem or has made a complaint or that the user doesn’t want to do any work for again becasue the customer is a pain in the arse or whatever. At the moment we flag it so that the marketing siftware […]