STEFFEL Posted July 20, 2008 Share Posted July 20, 2008 With my business we do lots of service repairs on products. Is there a way that we could add products to clients, and sell specific services to that client under that specific product. Because the way that its setup right now, I can sell a product or a service... and It will show up in the section, But all you will see is DIAGNOSTIC, DIAGNOSTIC, DIAGNOSTIC in that drop down menu, not really differentiating which services have been done to that specific product. It would be cool for there to be a way so that when a client orders a service they can specify a product if they already have it in the system, if not there will be a field to add product and serial number. Also, is there a way that the free services can collect cc information to be stored. Because after we offer the diagnostic that is free, and then we perform services to the product we will want to be able to bill the client without have to take that information over the phone. One last thing.. Is there a way that we can create custom reports. For instance in the morning I would like to be able to create a report on tickets that have been set to a certain status. Which brings me to my next idea, to create a way to make your own status's for the support ticket. 0 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.