Feature Ideas

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

Integration of What3Works for Field Engineers for site address

a feature which; when adding parts to a job, shows the previous price that part was sold to the customer for and when it was sold etc. also when viewing the contact in "contacts" ability to view a history of parts sold to the customer when in the stock & locations section, to see a transaction history for each part with who it was sold to and for how much etc

Allow your contractors limited but free access to see jobs, add quotes and then once accepted, take on the job and then be able to track and update the job, add photos, get client signature, and close the job. You can make money by contractors using the system and then signing up as full users for their company.

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.

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.

Have a way to create quote templates as we currently have for jobs.