AN-Tech
September 3rd, 2012, 07:58 PM
I would love to implement usage of the timer for our techs when working on tickets. It's a great way to be able to capture the time being spent on a ticket as well as record detailed notes on what is being worked on during that time. The problem that I have is when you are done you are supposed to hit the Charge button which creates a new charge based on the time and information entered. Because the timer description becomes the part of the charge description we have not used timers.
When we create the invoice (Quickbooks) it uses the text from the charge for the line item on the invoice. This would end up creating a very unprofessional looking, potentially numerous page invoice with a lot of information that the client or accounting department does not care about. As well as some information that we might not want them to see.
I would much rather have a button on the timer window that would create a charge based on the time but put the details into a separate history note. That way when the invoice gets created it only has the generic charge text but the details of what was worked on would be nicely documented in the history of the ticket.
If there was a way to make that function that way I would put that as our procedure in a heartbeat and constantly use the timer. As it functions now it just isn't usable because we would have to rely on the tech to cut and paste the text from the timer or charge into a history note after the fact, which we couldn't expect to happen 100% of the time.
I guess the other option (and simpler solution) would be to have an option to only transfer the first line of the charge description (which is the generic charge text) to the Quickbooks invoice. Then the notes would still be available when looking at the history on the ticket but wouldn't clutter up the invoice. It would still clutter up and stock reports in CommitCRM that include charges though.
I would definitely prefer the first request to separate the notes from the charge but the second method would at least allow us to quickly be able to use the timer feature.
Anyone have any thoughts on this or suggestions on how you are using the timer feature?
When we create the invoice (Quickbooks) it uses the text from the charge for the line item on the invoice. This would end up creating a very unprofessional looking, potentially numerous page invoice with a lot of information that the client or accounting department does not care about. As well as some information that we might not want them to see.
I would much rather have a button on the timer window that would create a charge based on the time but put the details into a separate history note. That way when the invoice gets created it only has the generic charge text but the details of what was worked on would be nicely documented in the history of the ticket.
If there was a way to make that function that way I would put that as our procedure in a heartbeat and constantly use the timer. As it functions now it just isn't usable because we would have to rely on the tech to cut and paste the text from the timer or charge into a history note after the fact, which we couldn't expect to happen 100% of the time.
I guess the other option (and simpler solution) would be to have an option to only transfer the first line of the charge description (which is the generic charge text) to the Quickbooks invoice. Then the notes would still be available when looking at the history on the ticket but wouldn't clutter up the invoice. It would still clutter up and stock reports in CommitCRM that include charges though.
I would definitely prefer the first request to separate the notes from the charge but the second method would at least allow us to quickly be able to use the timer feature.
Anyone have any thoughts on this or suggestions on how you are using the timer feature?