General

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?

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…

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

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

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. …

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

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

Hi, I would like to know if its possible that if you make a new ticket as an engineer, it automatically prefills the Engineer that is making the ticket. For example: Engineer1 is making a new ticket. He does save the ticket. It is created under his name. If he really wants to assign it to a colleague, he will use the field to assign it.

Hi all, Let say that you create a project called "New server installation". When Engineer 1 is making a ticket, is it possible to insert this ticket under the project called "New server installation".

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…

Is there a way to combine tickets...say for updates or similar tickets issued for same problem?

Hi, we can search on the network and it will discover all devices. But can we have an option to see it in a network topology map and save it as pdf for example. It’s nice to have such feature. Or is this already done but I can’t find it?

Hello, I am trying to automate our on-boarding process as much as possible. Is there a way to upload software to Pulseway (an A/V Application in this case) so we can trigger a script to install it on endpoints during on boarding? Thank you, dp

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, Condor Carpets

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, does anyone managed to create a Workflow for "Point of Contacts" to approve ticket requests? Got a customer asking to approve tickets before they are worked on, so i need to be able to automate the process. To be more clear: i need to send a request of approval by sending the POC an email when a ticket is created - change the status to "pending approval" and await for a reply, once the reply is made by the approver (stating in the subject that is %approved% in the subject for example) - change the status of the ticket to "approved" and notify the assigned resource.. I managed to get to the send an email and request for approval part using a wor…

I beat my head with this for a few hours tonight, so I wanted to post here in case anyone else needs it. I am doing some custom html using css to make some kick ass email templates. I wanted to place the ticket url into the html but not show the link and control the hover link formatting. When I used [%Ticket URL%] in an existing <a href...blah blah blah> tag, it doesn't just insert the URL, it inserts its own entire href tag with the URL as the display text thus breaking the link. When I finally woke up, I realized to do this in your own custom html, you need to build the href link manually using the psa url and adding the [%Ticket ID%] field at the end.…

When adding a taxable discount to an invoice the resulting tax calculation does not take the negative tax into account in the total tax calculated. How can this be remedied?

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…

Are there any people in Europe (or more precicely, in the Netherlands) that use the full PSA solution to manage their business?? After a rather disapointing start with Pulseway RMM, due to some recent licensing changes, (i am at the moment starting up as an MSP/MSSP,but the minimum for Pulseway is 25 licenses, meaning i throw away half the licenses atm) i am looking at PSA as an option, but there’s no Dutch translations, (or maybe i can change the language used in the invoices myself??) My reseller seems to think i could only use PSA at the moment for ticketing, project management and perhaps time tracking.. lets prove him wrong please? …

Hi, In the PSA, can you add a "Notes" tab to Service Quotes. There is a Notes tab for Product quotes that is nice to have for internal notes when working on Quotes. It would be nice to see the same Tab on Service quotes so we can also keep internal notes. Gary

Anyone else having issues with Ad-Hoc reports. They were working earlier today, and now they just do not finish. Gary

Hi all, We've just moved to Pulseway so I've tasked a junior with filling out all the Warranty info. To that end I added a custom field: "Warranty Date: Explanation if none" for machines where there was no warranty info - e.g. a virtual machine or where the service tag was simply not recognised by the vendor website. I then created an ad-hoc report to track his progress. I've used quite a few report builders and think I've got my head round this one but something has me really stumped: either I'm missing a bug in my grouping formula OR the grouping is screwed. Before you ask - "Why are you using nested ifs for the grouping?", I would like to say that I di…

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.

Hello! We just got PSA installed and working, now we're wrestling with auto-assigning / auto-queue routing. Does anyone have some tips on how to get this working? I've been trolling through the manual, and checking the docs and forums, and I thought I had it narrowed down to Admin -> Business Processes -> Workflows, but that thing doesn't quite seem to have what we'd normally use (i.e. Enchant, SupportBee, Freshdesk all had a "If subject contains (your word here) then put in queue (your queue name)", where as I can't seem to find the analogous setting in PSA. Appreciate any help in advance! Mario