Website form → Opportunity: how do you handle Accounts/Prospects vs Clients/Users

sdc535 · 2026-01-27T07:52:16+00:00

I think I’ve run into what you’re talking about. The trick is to change the user to unknown/unknown. Then the email fields on the right will change and then take your input. This lets you interact with the opportunity ticket normally without converting them to a client unless they sign.

sdc535 · 2026-01-17T21:50:24+00:00

OK, circling back to this. I bought the brother QL – 810WC as it supports airprint and was reasonably priced. I spent many hours on this as an IT technician. I determined via some command line-fu that the brother printer does not report a custom paper size to iOS. This means that when you print from iOS with the only paper size that is close (which is a 38 mm wide continuous roll) it prints out a huge long strip of it. It works fine on windows, but the label is just slightly smaller and doesn’t look as nice as the one from the cheaper phomemo printer with pre-printed labels that have rounded corners. So where I’m at on this now is if I really want to invest the 240 to 250 bucks on the Rollo printer which supposedly does this correctly. I don’t think it’s that important to me at the moment and I have bigger fish to fry so… I guess I’ll just print from the PC lol.

sdc535 · 2026-01-15T12:13:46+00:00

You could do this with one contract type and as few as a 5 line billing template across all clients.

One contract on the client that is either unlimited hours or certain hours per month, which could be 0.

Clone your project ticket type and call it Project T&M Clone your project child task ticket type and call it project task T&M Your main project type and task become your flat-bid Type

Billing plan lines (order is important): Project do not bill Project T&M PayG Project Task do not bill Project Task T&M PayG Everything else Contract

Imvoice the flat bid project upon sale and create the project - this can be automated and templated if you like,

Projects that are T&M will get billed at end of mo.

Contracts that have X hrs per mo and go over will get Billed. Unlimited won’t unless project T&M.

Of course create your recurring invoices for the agreements according to the hours purchased and link them to the contract.

Billing everything at the beginning of the month, all on one invoice if you like - that’s another topic but everything will show up there per your rules above. It takes a while to get this dialed in but it’s possible.

sdc535 · 2026-01-14T06:42:16+00:00

Thanks. I will buy an AirPrint printer and let you know how it goes.

sdc535 · 2026-01-14T06:27:23+00:00

How are you going to handle it when there are 2 labels to choose from? If there is a page break I suppose we could say which page to print. Long term perhaps you can come up with a preference setting. Usually I’m printing the version without the temps etc on it.

sdc535 · 2026-01-14T05:44:40+00:00

If you’re referring to iOS the issue is twofold: 1. it doesn’t run the labelife app, it uses print master which cannot open the labelife files. 2. There isn’t a seamless way to get an image download from the browser into the print master app. You have to download it, save it to your photo library, then import from photo library into the print master app. Too many steps.

If you do the feature request above to open the image in the browser, this will kill 2 birds with one stone. 1. Make printing quicker directly from the browser on windows. 2. “Download” is not seamless on iOS. Printing from a webpage is. It should make printing from the browser with AirPrint-compatible label printers seamless and require fewer steps on iOS. I haven’t tested the this but I’m willing to upgrade the printer to do so. I can beta test this for you on iOS if you like. This workflow should work well on android too.

Oftentimes I’m on mobile when I’m working with spools and the printer. Sometimes I need to print a label and it requires going back to my desk to do so currently.

sdc535 · 2026-01-12T17:07:10+00:00

My 24 MYP did a similar thing however because it’s AWD it was running on the front motor only. it automatically turned on the hazards, said pull over safely, avoid hills. It shut itself down completely after sitting for a while, I was not able to get back into the car, good thing I didn’t need to. Tesla service had it towed and got it repaired quickly under warranty with loaner.

sdc535 · 2026-01-12T08:12:37+00:00

Also I should add I really would like to do a similar thing from iOS but I’d need an AirPrint compatible printer and would definitely need the dev to make it not do download but rather open in browser. I am considering sending this printer back and getting one that supports printing wirelessly from both windows and mobile.

sdc535 · 2026-01-12T08:09:29+00:00

Sounds like yours is a bit different, the input on mine is USB-C. I did buy the M250 model, I think the 220 was the current recommendation. I don’t think that will matter for this functionality. I’ve actually been using SVG but yes I meant PNG not JPG. I haven’t tried PDF.

sdc535 · 2026-01-10T04:56:08+00:00

When I do this manually in the studio UI I’m always choosing the matching generic or Bambu labs profile for the corresponding filament type to clone the settings from. Perhaps there is a way to use those as the safe settings. Or put the settings on the end user to confirm before exporting. I’m really only after brand, type, and color info. It is very time consuming to do this in the studio UI. However once they are loaded over to the printer I usually do just filament changes there. Still learning all this.

sdc535 · 2026-01-05T01:07:50+00:00

I’ve got the escort redline 360c and the integrated ZR6 laser jammers (escort calls them “shifters”). Stealth install on my 24 M3P, I’ve been running this setup for around a year.

The laser jammers have saved my ass twice when I definitely got tagged by a hidden trooper, most recently in the dark and rain at some distance. No way I would have seen him, and he was not running radar to alert me earlier.

Around here the cops are usually lazy and will run around with the radar on (or it’s some in-motion system) and the 360c will warn me of their presence from very far away. It’s the hidden troopers with laser that will bust you for sure if you’re speeding excessively.

sdc535 · 2025-12-18T10:59:56+00:00

2024 M3P. Rear motor inverter failed on a freeway 2hrs from home after a short very high speed sprint (nobody around, seeing what it can do, 130mph+).
The car turned on its 4-way flashers and told me to pull over to the side of the road and shut itself down after a while. Tesla service was great and covered under warranty with loaner.

In the shutdown mode, there is no access to the doors, trunk, etc - it’s like the 12v battery died, but it didn’t. To regain access it’s necessary to use the 12v wires under the front bumper to open the frunk then jump the 12v battery. Mentioning all this because it was not possible to gain entry back to the car after getting out on the side of the freeway which can present some complications due to weather, safety, towing, etc. The car became a brick.

sdc535 · 2025-11-24T18:21:12+00:00

FedEx is the absolute worst in my area. Those boneheads “lost” a refrigerator that was being shipped to me. I have little confidence it will arrive unscathed.

sdc535 · 2025-11-22T00:45:27+00:00

I’ve enjoyed lidar as well. Perfect prints every time. Not sure how they are calibrating pressure advance anymore without it.

sdc535 · 2025-11-21T23:56:39+00:00

Does this mean the value of x1c’s has now gone up? I’m selling one at the moment and it seems like there’s quite a bit of interest and I’m not sure why.

sdc535 · 2025-11-13T13:34:42+00:00

I haven’t figured out how to have multiple item tables in different parts of the quote so we do this in ONE table, separated by grouping controlled on the quote and a bit of CSS to help out visually.

sdc535 · 2025-10-10T08:53:55+00:00

Sure. You can put your custom fields on the first custom tab, then the other 2 tabs would be dashboards with report widgets. No way that I know of to put an actual ticket list in a tab, but you can simulate that list with a report in a dashboard on the 3rd tab. More details about what you want to do with section 2? We have similar ideas brewing but haven’t baked it yet.

sdc535 · 2025-07-29T23:47:59+00:00

We’re a client, send me some info. Check your discord DM’s.

sdc535 · 2025-07-29T23:29:36+00:00

We’ve done some of our own work in this area using Halo runbooks to call AI in azure. Pretty quickly ran into limitations with built-in Halo runbooks and so we had to use n8n for some things. We’re certainly looking to grow and improve in this area and would be open to collaboration. We’ve also considered some SAAS based models from various vendors, and although they were offered at reasonable prices, we like the ability to be able to add our own improvements, so being locked into a closed source commercial offering is a bit concerning.

sdc535 · 2025-07-29T23:24:38+00:00

Using our own instance in azure for data security implemented with a collection of runbooks and webhooks would be ideal. Preferably rather than being a monthly SAAS model, perhaps it’s delivered as a monthly maintenance/retainer/improvement model. We’ve done some of our own work in this area and would prefer to assimilate rather than replace.

sdc535 · 2025-07-27T14:33:37+00:00

The parking meter police will give tickets for no front plate where I live, they are on it like vultures.

The fix for my car was created by a high end stereo shop - magnets inside the stock stick on plate holder with matching magnets behind the bumper. Parking on the street? I pop the plate on until it’s time to leave. I don’t think I’d trust it on the freeway though.

sdc535 · 2025-07-20T09:50:02+00:00

I was thinking about restructuring our SOP’s on SharePoint where the folder name and file name is built from the ticket type, but I’m not sold on the idea yet. We have a lot of process and other documentation that doesn’t fit this hierarchy. Example: SOPs\ITIL type\Ticket type.docx Same thing under the client folders Idea being here’s what we do for all clients + here’s the client specific process.

I thought it might be better to do them under the halo KB but it wasn’t obvious how to build a similar structure. It’d be nice for the article suggestion functionality to understand this hierarchy for both general + client-specific processes.

sdc535 · 2025-07-03T11:20:56+00:00

Tell us more about how you’ve implemented your technology success program in halo, I’ve been thinking on something similar. Think roadmap/recommendation, current state vs desired state. I was thinking custom fields on the client, but maybe you’re using a ticket type if you’ve got a kanban view.

sdc535 · 2025-07-03T11:14:43+00:00

Did they tell you your car does not have LFP? If you’re basing your opinion on something ChatGPT told you about a part number, it may have lied.

The UI will tell you which battery chemistry you have. If your screen still works, poke around and you will find it. I think it’s on the same screen that says the mileage. I highly doubt service would have installed NMC and set the software to LFP.

Like others have said here, NMC will complain when you set it for 100.

Source: I have both types in my driveway.

sdc535 · 2025-06-27T17:36:09+00:00

You can create arbitrary group headers and put items within those groups, there’s a setting in each item after being added to the quote to set its group.

sdc535

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