Jump to content

Gary Haberl

Members
  • Posts

    156
  • Joined

  • Last visited

Everything posted by Gary Haberl

  1. Hi Sean, Here are my suggestions. (Yes contracts need some work.IMO) I agree. But I just set an end date of Dec 31, 2099 Again, just set 2099 Just bill every 2 weeks then. The system will keep track of what is billed and what is not. Under Finance, Billing review, Labor hours, just choose the time you want to bill and post the items for billing (i.e. Jan 1 to Jan 15) We use T&M for our clients. We do the same thing, bill clients 'POST" work. The reason we use T&M is some clients are a different hourly rate for different roles. (i.e. We charge clients for onsite work hourly rate. Then remote work at $ 0.00 as we charge a flat rate per computer. And then some clients we charge hourly for remote work.) All our time is billed on 15 Min intervals. It takes time to enter a ticket, time to do the work, time to close the ticket. 1. Set your minimum billing time under Admin, My Company, company settings, timesheet 2. Set your normal hourly rate per role. Admin, finance setup roles. 3. Now setup contracts (IF NEEDED) for clients that have a different rate other than your normal hourly rate setup in admin, finance. (Watch that you set "Default contract for Servicedesk). 4. Do your work in tickets, then bill every 2 weeks as needed. The system will keep track of which work is billed and which is not. (i.e. you can bill some clients every 2 weeks, and some monthly. Up to you). Hope that helps. If I am missing something, let me know. Gary
  2. Matt, I thought I said +1 to this also. I agree 100%, we need Azure MFA.
  3. Hi Paul, what about just monitoring the network card bandwidth (Local System), collect info every X min and pass it back to Pulseway. Francis, We use Zabbix for monitoring bandwidth on systems (and other monitoring) that we can map and chart for clients (bandwidth, disk usage, logins, CPU Usage, Memory load, etc). And it takes far less traffic back to our server than Pulseway does. We have set the system to keep 1 year of info so we can chart it any time for clients. We find it very useful when reporting back to clients. Just a thought.
  4. I agree 100% also. This is the only program we use that "hides" information of offline systems. If Pulseway would just say the system is "Off-Line" when looking at the data, then I think we are smart enough to know some information may not be valid any more.
  5. 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
  6. Hi, In the PSA Dashboards, you can select different items by set date ranges (Service desk "Tickets by Status", Finance "Revenue By Client", and others). You normally only have Month, Quarter, and Year as your selections. Is it possible to give us a date range we can select by? -OR- at Minimum, can you give us "Last" month, "Last" Quarter and "Last" year as choices also. I do use the Dashboards, but at the end of a month, the numbers change. I would like to: On a new month, look at what the numbers were for last month Compare last month to how we are doing this month Maybe (new feature again) set a goal and see where we are at this point, or at the end of the month how we did. "Last" month choice again. Gary
  7. 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
  8. Fantastic to hear. Can we still get a more updated roadmap. I am with Matt an would love to see more of the direction and plans. I know a lot of time is spent on a few of the features and bug fixes, but there has to be more than that in the works.
  9. many reports and all Ad-Hoc reports stopped working again. Can someone please fix this so I can go back to work.
  10. EndzoneHero Tried to import your report, but there are a few places it is looking for a field that does not exist in my database. Just wondering if you maybe created some custom fields. Looks like warranty.date type of field.?? If you want help, you can contact me at gary@lions.com and I will see what I can do to help. All the best.
  11. Nice idea ArrowNM, you would also need to add the same 'notes' to each ticket time per client. The only issue I see is lazy techs adding a lot of time at the end of a day to catch up and make it look like they were busy. (Maybe that's just an admin thing) Still a good idea. The bulk actions for tickets needs more options.
  12. +1 ... I would also love to see this. We currently use Dell servers, and with Openmanage we are able to watch S.M.A.R.T for all drives. We then push error info to event logs and track drives that way. Would love to see a S.M.A.R.T section in the RMM.
  13. +1 I would also love to see systems automatically added to the PSA as soon as the RMM is setup.
  14. Thank you Chris. Any update? Is this correct, only add inventory items once to product quotes?
  15. 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.
  16. I never thought about it before. But your correct, we should be able to see that data, maybe a different color screen so we know it's down. Wonder if its pulled live and that's why. That would explain why our RMM has so much traffic.
  17. 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
  18. EndzoneHero, Sorry, just got back to the Forums here now, did not see your .wr file till now. I will try it later and let you know what I think. Gary
×
×
  • Create New...