Feature Ideas

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  1. Remove multiple files in one go

    At the moment files can only be deleted individually. It would be handy to have an option to select multiple photos and Delete them, similar to the Share option. A way to delete multiple photos/files in Files and Notes. Add a Delete button that works similar to Share, Select All option as well, select some photos if only some are needed -> click Delete button again -> show warning message 'Are you sure? This will delete all selected files. This process can't be undone' -> click yes or no

    Dean M

    0

  2. Have an option to see the jobs the contractors are assigned to in the Contractor profile in Contacts;

    Have an option to see the jobs the contractors are assigned to in the Contractor profile in Contacts. Not sure how the logic works, but it should be similar to how the jobs created for specific customers are visible in the Contact section when viewing that customer's profile.

    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

    0

  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

    0

  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