Feature Ideas

There should be a Documents section on the Customer Portal where the WE users can store their customers' contracts, health and safety docs, risk assessment, etc.

Such as 'Break' or any other type of labour or non-labour categories. It should be an option in Settings -> Work Settings -> Timesheets -> Add new category.

Have a way to add custom payment terms that can be set as default in Settings -> Billing, this is regarding the invoice payment terms.

At the moment the activity feed only allows users to check the activity for the last 30 days. It would be good to allow older activities to be displayed. Maybe the past 60, 90, 120 or more days.

Add 'Parent Asset' to assets through the mobile app; It would be good to have an option to add parent assets to specific assets through the mobile app. At the moment this is only available on the web app. We need to consider this being a permissions based function, some fieldworkers should not be allowed to do this.

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