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Pulseway 9.14 🔥

General

General discussions about using Pulseway PSA

  1. Started by Sindbad,

    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?

    • 1 reply
    • 2.2k views
  2. Started by Sindbad,

    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…

    • 2 replies
    • 2.2k views
  3. 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".

    • 2 replies
    • 2.2k views
  4. 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.

    • 2 replies
    • 2.1k views
  5. Started by dpbklyn,

    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

    • 1 reply
    • 7.7k views
  6. Started by CondorCarpets,

    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

  7. 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

    • 1 reply
    • 2.5k views
  8. 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…

    • 2 replies
    • 3.1k views
  9. 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.…

  10. Started by Colm Whelan,

    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…

  11. Started by Gary Haberl,

    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

    • 1 reply
    • 2.2k views
  12. 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

    • 1 reply
    • 2.2k views
  13. Started by nixituk,

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

    • 1 reply
    • 2.3k views
  14. Started by Gary Haberl,

    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.

    • 3 replies
    • 2.6k views
  15. Hi, Can someone in support please reboot what ever services you need to get reports working again. No reports work in my PSA. Each report just hangs. Thank you

    • 3 replies
    • 2.6k views
  16. Started by Paul,

    We will run maintenance tasks and apply updates to the Pulseway PSA servers on each Friday from 8AM until 9AM Irish Standard Time. -Paul

  17. 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…

    • 5 replies
    • 3.5k views
  18. Started by EndzoneHero,

    Hi all, new here so sorry if this has been asked before. We have installed the RMM agent across 151 machines but 34 are not appearing in the PSA at all and others take a long time to, while some appear quickly. Has anyone managed to interpret what might cause this behaviour, or what the max time to appear in the PSA might be? Thanks EndzoneHero

    • 12 replies
    • 5.5k views
  19. Started by karbonphyber,

    Hi all Looking to have some guidance on the usage of Hardware Assets in PSA Pulseway. 1) Do you guys add in every single asset or just the assets tracked by the finance dept? Every single asset includes kensington locks, keyboards, power cables... 1A) Should it be Single Asset? Would you duplicate the record for each asset? e.g. If i had 5 x kensington locks. What do i do there (best practice) ? 2) How do we check-out assets to the corresponding Contact? Assuming we want to assign a particular lock to a particular contact/person? Thanks all.

  20. Started by John Taylor,

    We are looking for a way to mark an entire ticket as "internal" in the way that we can already do with notes. The issue is that we have some clients to whom we must provide access to the client portal so that they can manage and view tickets. However, there are tickets that we need to add for internal purposes which should not be visible to the client. Right now we continue to use our old system for those tickets, and it is cumbersome to maintain.

  21. Started by Gary Haberl,

    Hi, In our time sheets, we us words like Wasn't which show up properly in the PSA program. But when I create our own report, this is changed to "Wasn&#39;t" Is there a way to display this properly in our own reports?

    • 4 replies
    • 3.1k views
  22. Started by Gary Haberl,

    Hi, We bill our time to clients monthly. The issue we have is that Tech time is broken down into weekly timesheets, where the tech needs to submit their time. At the end of a month, we need the techs to submit their time, and this causes the time sheet to be locked from the techs entering any more time into tickets for that week. IE. April 30, 2018 is Monday. Tech submits timesheet Monday, and now has issues entering time into tickets for the rest of the week. How do i reset the system so the Tech can enter time for the rest of the week? Gary

    • 1 reply
    • 2.7k views
  23. Started by Gary Haberl,

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

  24. Started by Gary Haberl,

    OOps, I hit void on a sales order and did not mean to. Is there a way to unvoid a sales order. Gary

  25. Started by Gary Haberl,

    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

    • 2 replies
    • 2.4k views