General

I would love the ability to either create a report or have a column that would show who marked a PSA ticket as complete. Currently, I need to go into each completed item to see who marked it complete. Having a report or a column with that information would be a huge time saver.

we are currently looking at migrating from Syncro to Pulseway PSA/RMM . but finding some features are missing 1. autogenerated asset tag# 2. print asset tag label function (may a form that we can manually build) from with in the PSA asset or the RMM 3. print asset ticket

Dear, We have setup the ticket system with email notification to the customer, the content of the note does get forwarded to the mail, however not the addons such as PDF or screenshots, is this possible to add or not?

Hi, please make this and proper Phone HMTML Call Link For example: Clickable phone number <p><a href="tel:+4733378901">+47 333 78 901</a></p> It will allow to start phone app by one click and speed up call back process. By for example running Windows Phone App. Besides it is only one line of code to implement :) Documentation at https://www.w3docs.com/snippets/html/how-to-add-telephone-links-with-html.html

Simple ask. I've had this with other PSA in the past. Despite coaxing, customers still email the techs for service. That aint going to change. So techs forward the customers email to the ticket parser. This isn't new information to anyone, we all probably do it several times a week if not day. When a tech, a named user of the PSA system, forwards an email to the ticket parser it opens a ticket in the techs name. Why, why? So much needless work. Use logic and match the sender as a tech and use the next address.

In Service Desk ticket views, would it be possible to add a filter for 'Expenses & Charges'? I.E. if only this filter were to be checked, only tickets with Expenses and/or Charges on them will be displayed. For context, I'm running into a roadblock managing serialized PSA Product Inventory items that have been committed to a ticket, but not yet delivered. From my understanding, a searchable hardware asset isn't created until the charge (aka device/product/item) has been marked as Delivered. If a field tech forgets to deliver an item I have to search through *all* tickets, sort out the ones with charges, and then again sort through them until I find the on…

Hello Team, Can we get email notifications from already closed tickets? We basically from support and often there is the requirement of allocating systems to users or assign temp licenses and we are marking that tickets closed once work is done, say suppose we assign temp licenses to end user for 1 month and closed the ticket, can we get email reminder from same ticket that reaching the due date to remove the license from Pulsaway ticket system. Thank you Avinash Udavant

Sometime we receive multiple tickets that are stored in "Unknown Tickets". In that view it is not possible to adjust multiple tickets; one must do these one by one. Nor is it possible in Service Desk/Tickets and filter on queue "Unkown Tickets" (and that does not show anyting where it does in Service Desk/Unknown Tickets?)

The phone that was registered with pulseway PSA was migrated to another device, which moved most of MFA codes except what seems like Pulseway PSA codes. I cannot login to psa portal with no recourse or a way to fix this. What are the steps to get this resolved?

Hello, I was wondering if it's possible to create new managers in PSA -> HR -> Departments. When we add a department we can select only two managers (myself and my colleague, both Pulseway administrators). We would like to add managers to departments, such as a HR Manager etc. Is this possible? Thanks in advance.

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

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.…

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

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. …

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…

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.

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…

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. …

Is anyone in the alarm industry presently using this product?

Currently, if a Quotation is accepted I can create a Project, a Sales Order and something else that I can't remember. Most of the time, I just want to create a ticket with the quoted items added as Charges on the ticket.

I am using Office 365 for outgoing emails right now. My email address for this help@ourdomain.com. We send our invoices directly from Pulseway also as they're quite nice looking now, better than Quickbooks! However, any replies made to those email come straight back to to our Ticket Queue. I would like replies to the invoice emails to go to accounts@ourdomain.com. Can anyone suggest a way to get this working? TIA Colm

For customers who are using both PSA and RMM, it would be great to have a dashboard option within RMM to show the ticket status similar to the Service Desk Dashboards but within the RMM's newly created Dashboard widgets.

Invoicing Either through the billing automation or billing email template would it be possible to add an attachment field where we could include attached documents that should be added to each email e.g. terms and conditions. Quoting Similar to invoicing would it be possible to have an attachment field on the email template for documents that should be attached to each email. Ability to convert quotes to tickets as time entries quoted do not flow through to sales orders. Dispatch Calendar Would it be possible to set the dispatch calendar hourly blocks to use just one square in the table or reduce the height of the rows. Currently…

In regard to this article: https://www.bloomberg.com/news/articles/2021-07-03/number-of-victims-continues-to-grow-in-massive-ransomware-attack?srnd=premium-europe What is the status of Pulseway software supply chain? - Twitter is silent, I don't see any blog entry in that topic Any info is really appreciated. For safety I did remove Pulseway from my servers, just in case...

Is there a setting in PSA to turn off the requirement for leaving a note here when resolving a ticket? Seems like it's meant to be optional but it's not for me currently. Thanks