Feature Ideas

Add an option to manage multiple companies through a single account; Maybe we can have an option to manage multiple companies or multiple sides of a single business through a single account. This would potentially mean multiple billing addresses, multiple logos, assign different users to different sides of the business, apply multiple templates for PDFs to show different business details, etc.

Have an option to add events through the Scheduler for External Users/Contractors. At the moment the events can only be added for internal fieldworkers. It would be good to allow this for contractors as well for office users to be able to see when they would have meetings with the contractors, etc.

At the moment when adding a new invoice through a job the system will automatically add it for the main customer and the main billing address. It would be good to add the invoices for site addresses and site contacts - as some site contacts may be directly responsible for the sites and the jobs done on these sites.

Have an option to remove the job ref. numbers and names from the multi job invoices and instead have an option to display the site name on the invoice PDF.

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

Assign barcodes to stock items and Assets to allow scanning stock onto a job via the mobile app

Have the option to integrate Workforce accounts with Sage, like the Quickbooks and Xero integrations.