Feature Ideas

Have a way to assign stock locations to specific fieldworkers through Settings -> Stock and Locations. This shouldn't be a mandatory field and once a fieldworker is assigned to a location only that FIELDWORKER should have access to it. Office users shouldn't be restricted to add stock items from locations assigned to specific fieldworkers.

We need to look into the possibility of adding a Zapier action that allows users to fill out the custom field values through Zapier when adding a job. Maybe feed the custom field names to Zapier and then fill them out with the information through an external connection.

It might be helpful to have an 'Add more' button in the asset creation page. This way after creating an asset you can click this button and get redirected to a new asset creation page.

Some companies book jobs with the same price over long periods of time. In those cases users would need to check the total on each day for each fieldworker and determine if another job can be added for that specific day. Maybe this can be added next to the fieldworker's name on the 1 Day view or at the top over each day when viewing more than 1 Day. It could also be an option to enable/disable this function.

When adding a category you have the option to select between a list of existing makes and models. You can also add new ones, it would be good to have an option t o assign specific makes and models to specific categories only.

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.

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