Feature Ideas
Submit IdeaAdd a 'Payment Date' header to the invocies section
Check if it is possible to add a 'Payment Date' header to the Invoice section headers, maybe next to Due Date. We would need to check what design issues this would create, if any.
Ian J0
Credit notes;
Add credit notes on invoices in Workforce, at the moment there is no such feature.
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
Assign internal staff members and contractors to the same job;
have a way to add contractors and staff members to the same jobs, right now this is not an option.
Dan S0
Ability to add multiple contractors to the same job
The ability to add multiple contractors to jobs. Having to have lots of duplicate jobs set up just to add another trade hard to track and looks a mess.
Barrie0
Add default email address as a CC email address for invoices
When adding a new invoice you have the option to send the email to multiple email addresses. It would be good to have a default 'CC' email address in case you want to send the email to a specific email address every time.
Robin F1
Allow more then 1000 characters in Settings -> Quote bottom text area
At the moment users cannot add more than 100 characters in Settings -> Quotes, Invoices and Purchase Orders -> Quote bottom text areas. We should look into the option to allow more characters in this section, maybe around 2500-3000.
Nichola P0
Add Due Date as visible job details on the mobile app
At the moment the job Due Date is not displayed in the job list as a visible detail for jobs on the mobile app. We should consider adding this on the mobile app as well.
Chris G0
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
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