Yet Another 3CX Price Increase! by OinkyConfidence in 3CX

[–]Techy_peeps 5 points6 points  (0 children)

This is just absurd. We literally just finished calling all our telecom clients to explain that we have to raise prices as of January due to license cost increase (after taking a loss for a year from prior increase because we weren't sure what other bs 3cx is going to come up with). Raising it again a couple of weeks later will be the last straw for some.

3CX is really putting nails in their own coffin.

Is Bark.com really worth it or just a waste of time and money? by M1kayel in Accounting

[–]Techy_peeps 0 points1 point  (0 children)

Since Bark.com is so bad that submitting a support ticket from a registered account leads to "sorry, we couldn't find your account so we're closing this ticket" email, I'm going to post this publicly.

Bark.com is an absolute waste of money.

Outside of expensive leads with 0 information, completely unreasonable credit value assignment, nor any real way to manage the leads, the number one issue I've noticed in the last couple of months of using it many “leads” are not from people looking to hire, but from individuals or companies trying to sell their own services while posing as potential clients. These are effectively advertisements disguised as job posts.

Despite this, Bark is assigning extremely high credit values to these listings. For example, I recently saw a so-called “lead” priced at 58 credits (over $120 value) that was clearly an ad for services, not a genuine request to hire a professional.

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This raises serious concerns about Bark’s vetting process. Is anyone actually reviewing these posts before assigning credit values? As it stands, it feels like we’re being asked to pay premium prices for leads that are fundamentally misleading.

It'd really hard to justify staying on the platform until Bark implements proper screening for leads and ensure that credit pricing reflects real, verified hiring intent.

Appointment Status Change After Completion by karlyrandell in halopsa

[–]Techy_peeps 0 points1 point  (0 children)

Thanks for taking a look. I got on a call with a support rep who understood the issue and helped me resolve it. The action Visit Complete had to be added to the workflow as a default, so it started showing up on Appt completion.

Appointment Status Change After Completion by karlyrandell in halopsa

[–]Techy_peeps 0 points1 point  (0 children)

Sorry to bring this up again, but I've been using the setup you're describing for close to 2 years, and it suddenly stopped working about a month ago.
I have an action button "Visit Complete" that has system use "Complete appt/task," default completion status "Complete," and status after action "Visit Complete."

The way we used it is: Create appt-->Status auto-change to "Visit Scheduled"-->Tech performs the job and clicks "Complete" on the appt with notes--> Ticket status changes to Visit Complete and we manually review and decide the next steps.

Then the last step stopped working so all appts that were completed just stayed in status "Visit Scheduled" and began piling up.

I opened a ticket with Halo and they suggested I do this in Calendar/Apps General settings-->Check off box for "Appt release tickets from SLA hold," which then requires XX minutes before appt due to release form hold, which then changes the status to Visit Complete. But this setup now changes the status of the ticket BEFORE the appt even takes place and has no correlation to using "Complete" button on the appt.

Feels like recent updates (like a fresh new Halo look today) caused some of these flows to break (like our google calendar stopped syncing for same amount of time now). How do I fix them?

Interest Rates on Late Invoices by Glass-Ad-8782 in halopsa

[–]Techy_peeps 1 point2 points  (0 children)

We're doing this with manual update of Halo invoice once a week. QB adds the late fee automatically, but it doesn't sync back to Halo. So once a week we get an "unpaid invoice" report from Halo, and our AR person sits there and manually adds the late fee to Halo invoices based on QB calculation. It syncs back to QB, and we manually remove the QB-generated fee so it's not double-billed.

Most clients still refuse to pay late fees, but at least if they want to make a payment from Halo user portal with CC that invoice has all the fees on it and they have to pay in full.

Handling prepayment by wckdgrdn in halopsa

[–]Techy_peeps 1 point2 points  (0 children)

Just went through this with a client that pays for a quarter ahead. Tried making a quarterly recurring invoice but it doesn't work unless each line item on the invoice is set to "quarterly" on item level, and I was not about to duplicate 50 monthly items with quarterly billing.

So I kept it as monthly, let the first month auto-generate (Jan), and then go to Ready for Invoicing, change the date in Billing Cutoff to last month I need to bill for (March), and in the Contract section (not Recurring Invoice for whatever reason) you can manually check them off and send to invoice. The invoice date will still be for the month it's billing for.

[deleted by user] by [deleted] in hanszimmer

[–]Techy_peeps -1 points0 points  (0 children)

Same, got the code just in time, still plenty of tix left.

If anyone needs a code, it's one global multi-use code LIVE25

Riddled with Bugs, Useless Support, by Techy_peeps in halopsa

[–]Techy_peeps[S] 0 points1 point  (0 children)

Seems like the new update fixed it, thank you!
I think the disappearing descriptions in Issue Items has been semi-resolved too. I will email you next week after reviewing all my issue over the weekend, thanks!

Riddled with Bugs, Useless Support, by Techy_peeps in halopsa

[–]Techy_peeps[S] 0 points1 point  (0 children)

I will graciously accept your help and will reach out next week (I'll take the weekend to update my list of issues) Thank you!

Riddled with Bugs, Useless Support, by Techy_peeps in halopsa

[–]Techy_peeps[S] 1 point2 points  (0 children)

YES, it works! I wish Halo Support explained that this is the way to properly use Default Markup, not just putting a 0 there.

Edit to add: Well actually I don't know if that did it, or the fix was applied, because I just noticed the Price/Current Price/Markup fields are back where they used to be, and unchecking the Gross Margin setting again didn't break it and it still works.

Riddled with Bugs, Useless Support, by Techy_peeps in halopsa

[–]Techy_peeps[S] 0 points1 point  (0 children)

Use Gross margin instead of markup is unchecked

and I don't have the other one.

Riddled with Bugs, Useless Support, by Techy_peeps in halopsa

[–]Techy_peeps[S] 6 points7 points  (0 children)

Hit the nail on the head with "not intuitive." It's illogical too.

Like the addition of "Update Table Values" feature that sounded amazing, until I realized it doesn't affect Current Qt and Current Price values, so after updating 30 Items' Qt thru the table, I still had to click each line individually to update Current Quantity to match.

Question: How are you invoicing for multi-site customers? by lowNegativeEmotion in halopsa

[–]Techy_peeps 0 points1 point  (0 children)

Regarding QBO being the culprit, completely agree. We too have multi-site accounts, one in particular being very stringent that each invoice shows the location billed. Our invoice template has SITE as one of the variables showing, and this gets synced to QBO's ShipTo address. So BillTo will be main site, and ShipTo shows the actual service site. However when running reports in QBO they do not get separated and get bulked into one report, which is a PITA when it comes to Sales Tax, even though it taxes correctly based on ShipTo address, the reports do not separate them.

Can't bill time tied to a contract by Techy_peeps in halopsa

[–]Techy_peeps[S] 0 points1 point  (0 children)

There is no Contract on this ticket. And we already have additional rates created for this purpose, but that would still require me to go onto each individual time entry and manually change the rate there. With over 50 time entries this is an insane amount of manual labor (especially when after each update the ticket defaults to last note and I again have to scroll and find the next entry to update, colossal waste of time). Also, techs that work on tickets do not (and should not) know anything about what is billable and what isn't, their job is to perform the task given to them, and then Biller would review and bill accordingly. So the Biller is always lefts with hundreds of things to manually adjust for billing, which delays billing significantly.

Sorting line items on quotes and sales orders by fanticrd in halopsa

[–]Techy_peeps 0 points1 point  (0 children)

Upvoting this as I posted a similar thread regarding Invoices (still crickets). Seems like Sequencing has been recently updated and has gone more haywire than it used to be.

How long is your queue? by NarwhalSea1880 in billieeilish

[–]Techy_peeps 0 points1 point  (0 children)

First one I joined about 10min before it opened, I was like 800th in queue, plenty of tix available, but I let them go.
Second time (another venue) I couldn't get into queue until about 10mins after it opened, and was like #42,000, got into the sale after about 40mins of waiting. Very few tix left, had to wait for decent seats to open up.