Feature Ideas

We should look into the possibility of adding an option to allow users to create invoices for multiple customers e.g. Customer X is billed on behalf of Customer Y. For example display the name like below: David Smith c/o Marsh and Parsons

We should look into the possibility of loading the Sites saved on the account to the Scheduler map. We should also add an option to 'Show/Hide Sites' to avoid clutter and confusion.

Have a button added next to each invoice, something like 'Pay now'. Maybe it should be added at the right hand side of the page. The payment date should be the current date, maybe we can also look into adding a default payment method that can be automatically selected, also we need to look into having an option of adding a default bank account.

We should look into the possibility of adding an Outstanding header in the Invoices section. This way in the case of part paid invoices you can see the actual outstanding amount, without having to view each invoice individually.

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.