Feature Ideas

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

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 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

Have a way to add /hide job description on the PDF invoices, maybe have a selectable box in Settings -> Quotes and Invoices - also applicable for stand alone invoices "Invoice Description".

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.

If you add a custom field with the same name to more than one section in WF (for example one in jobs and one in contacts). Allow the information from one section to be filled in another section.

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.

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 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

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