Feature Ideas

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  1. Email Integration;

    Have a way to connect an email account to Workforce and funnel these emails to Workforce. e.g. view them, reply to them, etc.

    Dan S

    0

  2. Send specific email templates to specific email addresses

    Have a way to assign a specific email address for a specific email template for each customer. For example 'Completed Job Confirmation' email template to be sent to 123@customerx.com (for Customer X) and the 'Job Status Update' email template sent to 456@customerx.com (same Customer X).

    Dan S

    0

  3. Zapier Integration

    We would love to see Zapier integration available.

    Spike P

    0

  4. Deposits

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

    Rhys B

    0

  5. Multiple PDF templates;

    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.

    Dan S

    0

  6. Credit notes;

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

    Dan S

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  7. Link Purchase Orders to Jobs

    Ability to Create purchase order / link items / order items from within a job

    Rhys B

    0

  8. Online booking form

    Online booking form that can be integrated into the customer's website.

    Dan S

    0

  9. Forms/Certificates

    Forms/Certificates; Editable forms that contain details about the work that the fieldworkers are doing. Gas certificates, safety certificates, etc

    Dan S

    0

  10. Archiving (Contacts, Jobs, Quotes, Invoices, Sites and Purchase Orders);

    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.

    Dan S

    0

  11. TimeSheets

    Have a way to access/view a specific user's /staff member time sheet / how many hours have been tracked

    Dan S

    0

  12. Scanning Barcodes or QR Codes via the mobile App

    Assign barcodes to stock items and Assets to allow scanning stock onto a job via the mobile app

    Steven J

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  13. CIS Management

    The ability to manage CIS deductions on invoices and purchases. maybe add the ability to split labour and materials and apply CIS/VAT would be great.

    Dan S

    0

  14. Sage cloud integration

    Have the option to integrate Workforce accounts with Sage, like the Quickbooks and Xero integrations.

    Dan S

    0

  15. Quote templates;

    Have a way to create quote templates as we currently have for jobs.

    Dan S

    0