Feature Ideas

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 add different rates for specific contacts/customers. This way the Time Tracker would add the Labour cost item based on the customer specific rates.

Have a way to add cost/stock items/bundles, when adding a bundle/package to a job the system should add all items under that bundle/package. EXAMPLE: Potterton boiler combustion chamber replacement (consisting of) Part 1 part 2 part 3 part 4

At the moment the Stock && Locations option is only accessible through Settings -> Financial Settings. We should consider adding the Stock option to the left hand side main menu.

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.

have a way to change the prefixes for each section, a lot of customers have been asking for this. For example, jobs would have WFJ prefix, quotes would be WFQ and invoices WFI.

At the moment when adding a new invoice through a job the system will automatically add it for the main customer and the main billing address. It would be good to add the invoices for site addresses and site contacts - as some site contacts may be directly responsible for the sites and the jobs done on these sites.

It would be good to have an option to add/remove headers for the Contacts section. Some headers may not be needed and instead of the default ones users may want to add other headers.

When adding a new invoice you have the option to send the email to multiple email addresses. It would be good to have a default 'CC' email address in case you want to send the email to a specific email address every time.

When users add cost items/services/stock items to a form there should be an option to add them the job as well. Not sure how this would work or how to map the items form the forms with the items from the system, but it would be good to have this as an option.

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