Feature Ideas

Add an option to manage multiple companies through a single account; Maybe we can have an option to manage multiple companies or multiple sides of a single business through a single account. This would potentially mean multiple billing addresses, multiple logos, assign different users to different sides of the business, apply multiple templates for PDFs to show different business details, etc.

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

Have a way for the system to plan the best route based on the postcodes of the jobs. Maybe also have an option to manually add/remove locations/jobs and further customise it.

Have an option to raise a purchase order through the mobile app. At the moment this is only possible through the web app.

We should look into the possibility of adding a Whatsapp or Instagram integration to send reminders, job notifications, etc. through these apps. Similar to how it works through SMS.

At the moment when you want to create a job sheet or job report PDF the 'Include cost items and prices' option is set as default. It would be good to have an option to set the 'Do not include cost items' and 'Include cost items without prices' option as default.

Have an option in Settings to add custom service contract statuses, similar to jobs and quotes.

We would love to see Zapier integration available.

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

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 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