Feature Ideas

Be able to create a Delivery note for all cost items on quote/invoice but without the prices. Also be able to then select via tickbox which cost items appear on D-note

Have a way to add conditional form fields/questions. For example if you have Question A -> If answer is Yes -> load Question A.2. If answer is No go to Question B and so on.

When adding a "quantity" cost item the price per unit is displayed under the item's description on the quote. There should be an option to hide that information on the quote/invoice PDF, also maybe on the CP. Only show total.

Have a way to choose what information is displayed on the PDF sent out to the customers, similar to the option to customise the information displayed on the Job Sheet/Report PDF e.g. scheduled date, site address, duration, etc.

We should look into the possibility of adding an option to allow users to create invoices for multiple customers e.g. Customer X is billed on behalf of Customer Y. For example display the name like below: David Smith c/o Marsh and Parsons

Our infrastructure is used by Uber, InstaCard, UKG, Rippling, BullHorn, and over 1300 more companies. We are the leaders in embedded workforce payment solutions. We've seen in field services this is particularly useful not just for worker finacial health, but talent attraction and retention. Cost nothing, we handle funding and support, low dev lift, and there's a revenue share 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

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