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.

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.

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".

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.

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

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