Feature Ideas
Submit IdeaShow the total number of jobs under the 'Scheduled' status on the mobile app ;
Show the total number of jobs under the 'Scheduled' status on the mobile app ; It might be useful to have the total number of jobs that have the Scheduled status for the user logged in to the mobile app.
Dan S0
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 S0
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 S0
"Job Description" on Invoices;
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".
Dan S0
Zapier Integration
We would love to see Zapier integration available.
Spike P0
Deposits
ability to send invoice asking for deposit / Pre payment on quotations
Rhys B0
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 S0
Credit notes;
Add credit notes on invoices in Workforce, at the moment there is no such feature.
Dan S0
Link Purchase Orders to Jobs
Ability to Create purchase order / link items / order items from within a job
Rhys B0
Online booking form
Online booking form that can be integrated into the customer's website.
Dan S0
Forms/Certificates
Forms/Certificates; Editable forms that contain details about the work that the fieldworkers are doing. Gas certificates, safety certificates, etc
Dan S0
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 S0
TimeSheets
Have a way to access/view a specific user's /staff member time sheet / how many hours have been tracked
Dan S0
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 J0
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 S0