How can we improve WHMCS?

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Service contracts and retainers

  • Tommy K shared this idea 11 years ago
  • Project Management

Retainers (prepay for an amount of tickets and/or time).
Service contracts (pay for monthly support, maybe a retainer wich you are able to subscribe to that gets reseted every month, should also able to add to a hosting product as an addon).


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Yes, this would be great as part of Project Management. We really need a way for the PM system to be more user friendly for recurring jobs. I have several customers on recurring monthly project basis and at the moment I use the manual method of duplicating an existing project, then update the dates, then carry across relevant information from the notes etc.... it's a 10 minute job to duplicate a "recurring" project - when you have a lot of these to do, it is very tedious. It could be much easier and more efficient / automated to make it a 30 second job.


For example, when creating a project for the first time, we could be presented with the option "Single Project | Recurring ?". Obviously if a single project, just keep it all as is currently - no changes needed to the system.

If it's a recurring project it could be largely based on the existing system with the addition of the following:

A second dropdown could request the recurring frequency "Monthly | Quarterly | Annual ".

Next, you would set up the project "default" information / tasks etc that will recur - and perhaps the recur restart date. Once the project has been set up, the database could hold two entries; one would be the default or "Master" and the second would be the current event. When the current event reaches its close date, it auto closes and the next one auto-opens, generated from a duplicate of the master.

From the admin point of view, you should be able to manually intervene in the current event to prevent auto close. In the Master, you should be able to edit the defaults e.g. add or remove a task and of course to pause or edit the recurrence frequency.

Simple :-)
I don't understand why someone would want this particular functionality *as part of project management*. Totally get why it's being requested, but I don't see it as connected to the Project Management system which is designed to help track actual projects, not service contracts.

This, to me, is a completely separate system, such as what Modules Garden has built as part of their Time and Task Manager or Holodyn's Time Log & Time Credit System for WHMCS that just happens to share *some* similarity in terms of logging time and tasks.
yes, any news on this?
Doesn't almost every IT company use this feature? I would think this should be standard. Please add!
yes, any movement on this 'feature'
Any idea if this will ever be done, very useful feature..??
Any news on this? Would love this feature...
So many votes no official response... WHMCS whats going on!? I really hope this comes out in v6!
Any movement on this?!
Looks like this does the trick for now:
This would help WHMCS cut into the market share of BlueCamroo, AffinityLive, and several other client management systems... great idea!
We need this. It would also be nice to open tickets upon a inventory list for customers. We could customize the inventory list based on the columns we need to track and import a full list via excel. This list can also be viewed by the customer in there portal!
Yes, and it would be nice if time logged through project management could feed the invoice process just as it does today, but with the addition of appropriate retainer credit and discount features for the related invoice:

* Display available retainer or "expiring credit" amount to be applied to related invoice
* Apply all or a portion of retainer or "expiring credit" to related invoice
* Apply predetermined discount percentage (Client Group) to entire invoice and/or certain invoice lines
* Clearly display retainer or "expiring credit" amount applied to invoice so it's obvious to client being billed
* Clearly display discount percentage and/or amount applied to invoice so it's obvious to client being billed