When integrating an existing MSP Manager account with an existing N-Central account there should be a way to import the assets from N-Central and keep the existing history for the assets in the tickets that are already created. If an asset is deleted from MSP Manager the ticket history is lost but to keep the asset count correct for existing accounts (MSP Manager and N-Central) assets will need to be deleted from one ...more »
A lot of customers come from PSA tools with APIs involved, and an easy import from lets say Connectwise or others would allow a faster transition, and less imports techs would have to do both on the customer side and Solarwinds side.
When using a custom range on 'My Dashboard' the view is lost when refreshing the page, it would be good if we could setup a persistent filter for the date on this page that would assist with ensuring hours are correct for certain periods that aren't defined by calendar days. One example of this is a pay cycle or billing month which ends in the middle of the week, so setting a month or fortnight to end on a Tuesday for ...more »
There should be an option to break down the Ticket Report and Time Sheets Report by Location so that the results can be filtered better
In the option to edit an Appointment at the bottom there should be link to click on the ticket to get to it without having to leave the page and search for the ticket. Since the ticket is already in the system there should be a clickable link to is so there is not a need to have to leave the page.
Under Time Entry, I would like to see an option for a multiplier to deduct the hours from an hours retainer. For example: After Hours work would be entered as the actual time worked, but the multiplier would deduct from the Hours Retainer at the appropriate rate.
When choosing an asset for a new ticket you see the device name but no other information. In environments where the machine is a serial number or other nondescript name, it becomes cumbersome to find the correct device. Showing the device description which is easily editable would greatly help locate the correct asset.
I've attached a quick mock-up of what it might look like.
set a client to active for a certain amount of time then when it reached that the client will automatically be inactive.
It can help to make sure that a clint wont have support if his contract is expired
I know we can set an expiration date on service plan but techs have to work fast so it's easier to remove the client in the list
Would be nice to make unbilable time entries in ticket which is actually billable. e.g some work related to ticket can't be billed so you can tick unbillable option while adding time entry. when generating reports then you can see how many hours were unbillable and billable in this ticket. Currently there is option to make another ticket which can be unbillable but that costs time, effort and causes confusion. It ...more »
It is WAY too easy for one person to delete a ticket (or many), especially when deleting service items. I am suggesting that all deleted tickets go into a Trash Can that requires 2 administrators to be able to delete. (Checks and Balances)
Pretty much the title, we have several Flat-Fee clients that are in the middle of large workstation refresh projects and we just noticed today that the expenses do not pass through when exporting to Quickbooks for invoicing unless the tickets are closed. Hourly service plans have the ability to be partially billed but for some reason Flat-Fee service plans do not have this feature. As these projects are typically large ...more »
There should be an option to have a default tech automatically assigned to a ticket when manually creating a ticket. Quite often the same techs need to be assigned to the same customers so there should be way to have the tech automatically populated when manually creating a ticket.