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Overall Notes
Ticketing
Ticketing
Ticket Status Customization
Scheduled / Recurring Ticket Creation
Threaded Conversations
Email to Ticket creation
Automatic Replies
Agent Calendar Integrations
Dispatch / Ticket Assigning
Ticket Area Type (Boards, Teams)
Time Tracking
Action Based Work Types / Automatic Adjustments (After Hours)
Service Level Agreements
Custom SLA’s (Per client, per contact)
SLA Options (Impact / Urgency)
Operational Level Agreements
Change Control System
Knowledge Base / Internal Documentation
Services Catalog (Not Products)
Opportunity Ticketing / Sales Ticketing
Attachments (Handles and Viewable)
Ticket Merging/Childing/Linking/Splitting
Task Lists / Check List
Canned Response Templates
Work Role / Work Type
Ticket Type / SubType
Follow Ticket(s)
Ticket Priorities
Custom Fields
Add Products to Ticket
Custom Ticket Information (New Ticket/TicketForm)
Deep RMM Integration (Do Things From Ticket)
AI In Ticketing (CoPilot)
Public Notes / Private Notes
Company/Contacts/Assets
Company Management
Child Companies
Site Management
Grouping of Companies (Vertical / Teams)
Contact Management
Duplication issues
Automated Company Imports
Automated Contact Imports
CRM
Asset Management
Asset Assigning
Automated Asset Intake/Retire
Client Portal
Client Portal Customization
Custom Client Portal Forms
Inventory Management
Proration Billing
Contracts/Billing/Invocing
Contract / Agreement Support
Charge Codes / Billing Types (IE Remote Work = 1$)
Contract Dates (Start / End)
Product / Addition to Contracts
Product Billing Start/End Dates
Automatic Updates to Product/additions
General Ledger Configuration
Account Package Integrations
Custom Contract / Agreement Types
Break-Fix (T&M)
AYCE W/Additions
Block Hours
Flat Fee / Single Price
Bill To Company
Bill To Different People (Multi-Site Billing)
Billing Periods (Monthly, Weekly, Qrtly)
Custom Taxing (Tax by location, or similar)
Custom Bill To Date
Bill Types (Arrears, Ect)
Proration Options
Payment Collection
Multiple “Billing Hours” / Work Hours
Custom Templates for Invoices
Invoicing Review
Dashboards/Reports/KPIs
Executive Reports
Invocing Reports
SLA Reports
Dashboards
Custom Reporting
Custom Dashboarding
Automations
New Ticket Notifications
Ticket Updated Notifications
Ticket Closed Notifications
SLA Notification
Ticket Moving/Reassigning
Email Parsing/Automation
Add Update to Ticket
Assign To Ticket
Email End User
Email Company Contact
Email Custom
Update SLA
Change Status
Project Management
Overall Project Management Module?
Project Types
KanBan Views
Phases/Milestones
Project Templates
Phases Templates / Append Project Templates
Project Management
Project Communication Tracking
Project Product Additions
Task-Based/Ticket-Based Time Tracking
Other
Mobile App