General

It would be nice to be able to update the status of a ticket that is in one of your queues from the My Queues view. That would allow for a ticket to be put in progress without actually having to open the ticket itself.

Hi, Is there a way to search tickets by Ticket Time entries (Notes) or by just Notes in a ticket. We are trying to find tickets that have specific notes in them and can only find a way to search by Title or Details. We are wanting to search by work done to find tech notes on resolutions.

Hi, In the PSA Product Quote, I can only add a hardware item once to a quote. So if I have a "Generic" item i want to use in a quote, and change the description, I can only add it once. So, If I am using Generic items in quotes (Product Items) and I want to put it in the quote more than once, I have to do it as a Service Quote. Can it be changed so we can add a product item more than once in a product quote. Then I don't need to use service quotes to send out product quotes.

Hi there, We are using both PSA and RMM from Pulseway. In the last few weeks we are experiencing some weird behavior between PSA and RMM. We don't use the and never set up the integration, but after we delete the settings both in PSA and RMM, it still comes back. It is irritating us enormously and the support isn't helpful after creating several tickets. I hope someone can help us with this issue. King regards, Tim Roewen

Hi Pulseway Hero makers! The Export button (btnExportAll) works great. However, to get better reporting from this export. I would kindly ask if you could open up the following fields to be placed in the CSV file. Please kindly add the "Hardware assets" and "Software assets" fields for exporting If this is open source, I would gladly help to implement it.

First Solar Winds and now Kaseya are in the news for being breached by Rusisa: https://www.hstoday.us/industry/kaseya-hit-by-cyber-attack-orders-server-shutdowns/ Has Pulseway been audited to see if it's supply chain for the code is breached?

I've been using Pulseway for a number of years. Now it's telling me that my subscription is expired. There doesn't seem to be anywhere to login and renew it through the website or the app.

Hello and thank you in advance. Is there a way to have the default selection on noted be set to "Internal" I would rather have a technician accidentally hit send on a note that is set to Internal than one that SHOULD be internal and have it accidentally sent to the client. Thank you, dp

It seems that Pulseway has made a philosophical decision that doesnt quite make sense for MSPs. I cannot find a way to select a group of computers on which to perform an action. Specifically, I would like to add Tags to machines across clients, install Webroot on groups of machines, or activate the new 3rd Party Patch Management. In each case, I would have to click into each machine or click the agent then add a Tag, or click install on each agent. If I wanted to install the Patch Management on 100 Machines it would require at least 300 clicks AFTER we identified which machines we wanted to include in the new policy. I know Pulseway is mobile forward, but there …

When opening a ticket for PSA related issues, the support experience is very frustrating. The front-line techs seem to to have limited in-depth knowledge of PSA advanced features and always report they will reach out to back-end PSA team. The replies take days and often the original issue was completely lost in handoff. Is there a better route to access timely and helpful assistance for PSA (not RMM) related issues?

Currently we are using the email parser in our PSA which works fine but the tickets page does not update/show new tickets without refreshing the page, is there a way this could be done automatically? I began using an Edge add-in to automatically refresh the exact URL that is the tickets page but now the add-in has been removed from the store I am back into this issue again. I would be very interested if such a feature could be added as we would be able to respond to new tickets much faster this way. https://psa.pulseway.com/react/servicedesk/tickets

Hi, In the tickets, Batch Actions, I do not see Update "Contract" for Tickets. Is there a way to change tickets already in the system so they use the Contracts we setup "after" we started adding tickets? Gary

Well, they're improvements in my estimation! Changes to some default settings Set a default invoice template so that I don't have to choose it every time Set Ticket Notes to "Internal" by default or at least make it an available choice Set "Work Email" and "Office Phone" as defaults on Contacts Set a default "Ticket Type" for new Tickets Set a default Queue for tickets Zapier Integration - I'd really like to integrate the PSA with https://www.quotientapp.com/ as the in built quoting is pretty terrible. It clunky and ugly and not likely to improve one's chances of getting a purchase order. Pleas…

I am trying to figure it out how the contract will work for my business. My Block of Hours Contracts are opened, meaning that a customer pay me for 10 hours and they will get billed as soon as the hours are used up, meaning it can be in a weekend, in one week, one month or 6 months, depending how often call for services. PSA bills on a recurring basis, so if the customer haven't use the hours in a month the system will create another set of 10 hours the next month for example. I setup the cycle to be Contract Length and use a 1 year date, but then my question is, how do I generate another contract for 10 more hours? Do I have to Manually Create another contract? What…

I've been setting up contracts in the system for MSP (recurring), time & materials etc. The setup of the contract seems reasonably straight forward, but they never show up for selection in the ticket entry screen. The drop down in the ticket screen is always empty. I've reviewed the docs multiple times and can't see what I've missed. I sent a message to support, but haven't heard back from them. In the meantime, all of my ticket activity is generating lots of billable time entries that it looks like I will have to manually adjust out - it will be a pile of work. Any suggestions?

Hi guys, Is there any way to allow user-submitted tickets via a web-form or something on our website that would automatically map the appropriate fields within the PSA & assign it to the correct customer? I'd like to allow the end-users of the various businesses we look after to be able to create their own tickets directly from our website. Cheers, Martin

When an opportunity has presented itself this has been raised on the system, however when we have then gone to start producing the quote, it appears that we are only able to add line items and not ad hoc items? There are many occasions that we will quote for non stock items on opportunities, can this be added? Thanks Craig

Hi Is it possible to automatically email a user a customer survey after their ticket has been closed? Thanks, Nick

Hi, In V4.0.17 the following was added to the release notes. Time Zone and Date/Time format for the Client Portal can now be configured via new fields on Account Location. (BMS-5337) (Tine Zone and Date and Time formats) I do now see Time Zone under CRM - Location for all of my clients, but it is blank. Is there a bulk way to change this for clients, or do I have to go into each client and make the change manually? If it is manual, can I suggest in the future when items are added that we can be given a way to bulk change information. I have way too many client locations to click and change the Time Zone info. Gary

I'd be very grateful if the team could schedule downtime and inform users in advance. I just came into work to start on a backlog and PSA is down. No notification of any kind. Disappointing. I've given up my Sunday and now I can't work.

Hello, we are looking for some help. 100% of our users reach out to our helpdesk via email in order to create tickets (aside from the general call in). We are trying to get it set up so that a reply back to our response for their support request doesn't generate a brand new ticket. However, when they create the ticket by sending in the initial support request, we answer (with a workflow to respond via email -- attached picture). I have also attached the template that goes out as well to determine if something needs to be added there. Basically someone sends in an email (Ticket #1 Need Printer Drivers Installed) > we respond triggering the work…

Hi all, Please check this video: https://youtu.be/h__wDKiPFIA I would like to add all our inventory in this system. Is it possible that if you place one of your inventory at a customer. You can place it under the customer? For example: I have listed "printer brother" for 100 dollar in my inventory hardware list. Customer1 needs a new printer. Engineer1 takes the "printer brother" and placed it at the customer. What should the engineer1 do now. Create a ticket and he can add the "printer brother" from the inventory in the ticket. Now we will see that the "printer brother" is not anymore in the inventory. Correct? In the f…

It would be nice to have a System status board when users login to be able to show the status of internal systems. This could help prevent tickets from being entered.

Hi, When adding inventory, the "Expense" and "Income" account fields are only drop down, and you can not type alpha in the fields for auto fill. BUT, just about everywhere else in the PSA you can do this. BUG? Gary

Hi, I wanted to use Pulseway instead of a cloud server for monitoring, trying to upgrade from a free account to a team account but I get the following error when trying to upgrade through the pulseway web UI - I have also attached a screenshot. What do I need to do? I just want to add a few more devices. Thanks, CalvinNT "www.pulseway.com refused to connect."