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Pulseway 9.14 🔥

General

General discussions about using Pulseway PSA

  1. Started by Joe Ripari,

    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.

    • 3 replies
    • 2.6k views
  2. 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.

    • 1 reply
    • 2.5k views
  3. Started by Colm Whelan,

    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?

  4. Started by AlanRTonn,

    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…

    • 0 replies
    • 2.5k views
  5. 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?

    • 1 reply
    • 3.2k views
  6. 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.

    • 2 replies
    • 2.8k views
  7. Started by Tyson,

    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.

    • 0 replies
    • 2k views
  8. Started by Sean,

    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…

    • 0 replies
    • 2k views
  9. Started by dpbklyn,

    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 …

    • 1 reply
    • 2.4k views
  10. 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!

    • 6 replies
    • 15.8k views
  11. 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

    • 1 reply
    • 2.5k views
  12. Started by Gary Haberl,

    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.

    • 2 replies
    • 2.5k views
  13. 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.

  14. Started by Tyson,

    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…

    • 3 replies
    • 3.3k views
  15. 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?

    • 2 replies
    • 3.5k views
  16. Started by Boris,

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

  17. 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?

    • 2 replies
    • 3k views
  18. 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. …

  19. Started by Gary Haberl,

    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 …

    • 3 replies
    • 2.9k views
  20. Started by Sean,

    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…

  21. Started by ArrowNM,

    Granting permission to clients to access the PSA portal is great. However, we've been noticing our clients are not using it as much as we would like them to keep track of tickets. What are your thoughts on adding a "communication" button on each ticket for submitting at any time on-demand status to the client's email address or perhaps making the ticket visible as a public link? Not sure if this is already possible or we may have missed it. This would facilitate the client's experience when viewing their tickets.

  22. 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

    • 2 replies
    • 2.3k views
  23. Started by eric.wilson,

    we would like to see a campaign email section, to send out new updates and products to our cilents

  24. Started by eric.wilson,

    we would like to be able to add our logo to email templates. Right now you cannot inset an image to the template

  25. I am trying to delete a workflow but get this error. Others I seem able to remove. I have also tried disabling it THEN deleting, same error. I am having some of my workflow rules not work and I am trying to track it down. Thanks for any help. -Steve