When a service call comes in we want to be able to send the client a form that they sign as a basic 1 page contract outlining our hours, tech costs etc so when they get billed they can’t say I didn’t know it would cost that much. It would also be great if we can add a line for what the work is for. A lot of time on service calls we don’t do a est but we need them to sigh something stating our rates and the job we are hired to do this is a legal requirement from the state of NJ if we ever have to go after anyone for payment.

Can we have an embedded ticketing system in order to track a clients support issue please.

It would be nice if there was a dedicated and simple way to initiate a service or maintenance or trouble ticket for an existing client and be able to track its progress to completion. Include the options for the various stages of a service ticket like "received", "assigned", "client contacted", "issue resolved". Feature would keep track of person(s) handling service request, time stamps each time ticket is handled or status changes and would include various notifications to ensure follow-up and resolution of each ticket.

Service calls should have its own line item under Dashboard, Opportunities, etc on the left column. A service call isn’t an opportunity.