General

Hi Can quotes be raised in Pulseway on items not set up in the inventory within Pulseway? The reason being that when prospecting there are a huge number of prospects that may need quoting simply by getting prices from suppliers and adding a mark up.Obviously many of these prospects may never go on to become clients. On researching the web I have come across Quotewerks which I am led to understand could do quotes quicly and with limited setup . Subsequently I found an article about a Quotework Connector which seems to show that Pulseway can be connected to Quotewerks? Still trying to think these things through but any help appreciated. …

It would be a nice feature to have customers be able to self-register in the PSA portal Employee Self Registration Allow Portal Self Registration Allow company employees to self register through the portal. They will automatically be granted portal access to this company's default services. Allow Email Self Registration Automatically register employees as customers when they email your support addresses for the first time. They will automatically be added to this company's default services. Allow AD Registration & Authentication Automatically register Active Directory employees as customers when…

It would be nice if the "Add Time" option in a ticket would allow you to add an attachment like "Add Note" does. Right now I have to do "Add Note" if I need to add an attachment or note "See attachment ____" and add it via the ticket Attachment tab. Then I have to do "Add Time" to get my time added as well. So it's taking additional steps / posts to add an attachment if I want to add time at the same time. For me the "Add Time" option works better than the "Add Note". "Add Time" has more choices all in one spot than "Add Note" (minus the Attachment option of course)!

Sorry, I am new. Perhaps this has been answered and I just cant find it. Right now, there are tickets created for every notification from the RMM. I don't need tickets for all of these notifications, only certain ones. Like machine is off would be good for a ticket. but not CPU usage over 90%. How do I change which RMM notifications create tickets? I started tinkering with workflow and business process...but I only see how to turn off rmm integration. Thanks.

Pulseway PSA Support, Our deployed agent's policies under User Session are set with User Support Request enabled: Is it possible to separate end-user tickets for users that are requesting support from the tray icon in the PSA Portal? We've been missing on a lot of new incoming support tickets sent from the tray icon due to the abundance of other tickets coming from the RMM. It would be nice to have some sort of filtering in the search area or a dedicated tab for this type of tickets only. Also looking forward to the PSA Mobile App. Thank You,

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 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.

From the 1st of August Microsoft will require 2FA to be active on all Office 365 CSP partners accounts. How will this affect the email parser? How will this affect email sending?

So I am really enjoying Pulseway, the systems are mostly well designed and work really well. They are simple and have no huge data entry overhead like other systems (Autotask). However, there are some improvements to be made in consistency through out the application. For example some text boxes for paragraphs of text allow you to tab into and out of them. Others don't some places where I click on a ticket opens the ticket in another separate popup window, others a new tab. The choices in made in some designs are really weird. For example, most save buttons are at the bottom of a dialog, a couple are at the top. That kind of change of process creates a headache wh…

I've seen some old posts about this and solutions in older versions that have since been removed. However, I don't see the settings or options in this iteration as of today. We monitor some generic services, ie Apache, and other proprietary services that are critical to our program running. At times they hiccup or run into an issue where they fail to start or stop. At this point we would want Pulseway to not only send a notification but also attempt to restart the service(s). Any way to accomplish this or any roadmap on getting that feature rolled in?

It is really great that you have made it so that a helpful bubble thing is available to start a chat anytime, even though there may be no one avaialbe to chat with. But, I am totally not enjoying this helpful chat bubble widget right now. As helpful as that chat bubble has been, I want it gone or a way to turn it off.

Setup a workflow like the attached images, then respond to a ticket with [#CLOSED] and the PSA will change the ticket to completed for you. Yes, use the brackets and everything in your reply. Change the workflow and hashtag to do what you want, I may add one for escalation next.

This is an ever evolving list of issues or improvements I'd like to share with Pulseway. QBO Sync: Needs to be automated and 2 Way Invoices sent to QBO are missing e-mail field, CC/ Banke payment checks Ability PSA to send client invoice e-mails via QBO so I don't have to do it manually. Taking payments through QBO Merchant. FIX BUG: Items sync - Categories should be ignored, should not be able to import something that is unusable into the PSA in the first place UX: Session: Timeout is way to short. Seems the default is set for using this on-site at a clients. Which is good for that situation. However, there should be some capabi…

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 …

Hi! Can anyone please tell me how to get notified (monitoring my PC from an iOS device) when my computer (running windows 10) turns on? The reason is that i have give access to other users as well to turn it on and i want to get notified when this happens. Thanks in advance for your help!

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

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.

Are all Hardware Assets & Software Assets must be filled in manually in the PSA? For example, each workstation serial number, computer brand, last login, installed software and more. Currently, it's all blank. This can be very time consuming entering all entries from the RMM asset info.

What is the best way to enter a per device or per user recurring services contract? Let's say I have a business with eight users @ $60.00 per user. I have this "Managed Services" plan entered as service at a cost of $40.00 and the price to the customer at $60.00. In that $40.00 is the cost of my PSA, RMM, AV, etc. plus 4 hours of remote support time each month (for the client as a whole, not per user!). If I go over the four hours of support, I want to get an alert and be able to see the profitability of the client for that month go down if I have to work additional hours under that contract. At the same time, I don't want to break this out on an invoice. It seems li…

Is there a reason there is no sync or way to associate RMM Organizations with clients in the PSA? I'd half expect to at least be able to import clients from the PSA into the RMM. Searching the forums there are one or two mentions around this, but surprised there isn't more documentation on this. I even read that systems don't sync into the PSA until they raise a ticket and when they do you have to manually assign them to the correct client. Am I missing something?

It looks like pulseway is down, dashboard getting connection error, Remote desktop getting time out, management website is times out

Hi Everyone! How is possible assign automatically an hardware asset to a customer in PSA when a ticket is created trough a support request ? What kind of configuration i've to do in RMM side to match a customer in PSA?

Hi PSA users, We just found an issue with the QuickBooks export utility. Confirm your data exports. - We use time sheet rounding of 15 Min per ticket. So, if we charge 11 Min on a ticket for tech work, the system rounds it up to 15 min for invoicing. (Perfect just what we wanted.) - The actual data in the ticket for time is 11 Min. The PSA invoice to the client is 15 Min. - When we export our data into QuickBooks using the PSA QuickBooks desktop utility, the data exported to QuickBooks is 11 Min (Actual not Invoiced) * So if you are using time rounding, the PSA to send your invoices and QuickBooks for your accounting confirm your data. …

Hi All, Does anyone else have an issue with Assigning a ticket and the status staying "New". I asked support a while ago, and they said maybe some users still wanted the status to stay as new when it is assigned. Well with that logic, when I resolve a ticket, maybe is should stay as "Assigned" and not "completed". The issue I am having is when I have NEW tickets, I like to assign a "Group or Batch" of tickets to one tech. From the Service Desk "Dashboard" you can see the "New" tickets. From there I batch assign tickets to a tech, but they stay as 'New" tickets. Well now I have to go into each ticket and change from New to Assigned. Sorry, but if …

I'm still using a trial and very new to this system, so its possible some in the community can give me a workaround or advise on how to achieve what I'm doing. There seem to be some features missing and limitations to contracts. 1. No way to auto-renew a contract after the end date. 2. Forced to have an end date, no ability to have an unending contract 3. Time&Material Lacks the same Billing cycle options as retainer contracts 4. No Bi-Weekly billing cycle option Here is my use case. The retainers are the closest contract type that will fill the need I'm looking for, but they aren't quite what I want. The way I work is I typically bill…