Feature Ideas

Be able to create a Delivery note for all cost items on quote/invoice but without the prices. Also be able to then select via tickbox which cost items appear on D-note

Option to have an additional contact for the company solely for the purposes of sending invoices direct to the accounts dept and also to stop the accounts contact receiving emails about job status and scheduling

At the moment you cannot add a custom invoice statuses. It would be a good option to add an option for this, similar to job statuses and quote statuses.

We would love to see Zapier integration available.

We will have more than one PDF template for job sheets/reports/invoices/quotes. The default PDF template will remain as they are, but each account can change the template on their own account.

ability to send invoice asking for deposit / Pre payment on quotations

Add credit notes on invoices in Workforce, at the moment there is no such feature.

Ability to Create purchase order / link items / order items from within a job

Online booking form that can be integrated into the customer's website.

Forms/Certificates; Editable forms that contain details about the work that the fieldworkers are doing. Gas certificates, safety certificates, etc

Have a way to archive customers and jobs so they show up as Active or Inactive (Archived). Possibly with the option to re-active/re-instate the Contacts, Jobs, Quotes, Invoices, Sites and Purchase Orders.

Have a way to access/view a specific user's /staff member time sheet / how many hours have been tracked

Assign barcodes to stock items and Assets to allow scanning stock onto a job via the mobile app

Have the option to integrate Workforce accounts with Sage, like the Quickbooks and Xero integrations.

Have a way to create quote templates as we currently have for jobs.