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Today we’re excited to announce the next feature from our new Community-Driven Development Track!
A special shout out goes to Brad Otto for the request. Brad was spending a lot of time reviewing the tickets from his staff, as he’d occasionally find tickets with uncharged time on them.
We’ve now added a new Admin Settings toggle to help give him a hand. When enabled, any time a ticket is marked as resolved, his technicians will see a warning asking them if they’d first like to charge the remaining uncharged time on the ticket before proceeding. This should significantly reduce lost revenue due to paperwork errors like these ones.
Here’s what Brad had to say about this new feature update:
“As part of our invoicing process with Syncro – we made it a standard step to always check a report for unbilled charges as it is very easy to miss the “charge now” check box on tickets. Every one of our techs does this at least once each invoicing period. We then have to manually go to each ticket and review those unbilled charges and hit the button to “charge now”. In our case – we charge for all time (though the rate may be zero) as I don’t want my tech’s making the decision for what time should be charged – ever – that is not their gig.
Now with this change to notify the tech on close of ticket that they have uncharged time – it will save me a whole manual step during invoicing. I’ll be able to get to the meat and potatoes of sending out invoices immediately saving me time on each invoicing cycle. This saves 30-60 mins per invoicing cycle minimum. Thanks for the QOL update guys!“
Learn more about how to enable this update in our Ticket Settings Help Center Article.
Not currently using Syncro? Sign up for a free one-on-one product tour here.
Cheers,
The Syncro Team
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