Feature Ideas

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  1. Show 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 S

    0

  2. 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 S

    0

  3. 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 S

    0

  4. "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 S

    0

  5. Zapier Integration

    We would love to see Zapier integration available.

    Spike P

    0

  6. Deposits

    ability to send invoice asking for deposit / Pre payment on quotations

    Rhys B

    0

  7. 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

  8. Credit notes;

    Add credit notes on invoices in Workforce, at the moment there is no such feature.

    Dan S

    0

  9. Link Purchase Orders to Jobs

    Ability to Create purchase order / link items / order items from within a job

    Rhys B

    0

  10. Online booking form

    Online booking form that can be integrated into the customer's website.

    Dan S

    0

  11. 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

  12. 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

  13. TimeSheets

    Have a way to access/view a specific user's /staff member time sheet / how many hours have been tracked

    Dan S

    0

  14. 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

  15. 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