Feature Requests

At the moment the Stock && Locations option is only accessible through Settings -> Financial Settings. We should consider adding the Stock option to the left hand side main menu.

If you go to a job, quote, invoice, contact, site, or purchase order -> Files and Notes -> have an option to filter by the types of notes e.g. Internal, Normal and Portal Communication. When one of the options is selected the system will only display that type of notes.

Have an option to hide jobs that have the Cancelled status. At the moment the jobs are displayed in the Scheduled and Unscheduled job lists on the mobile app

On the web app you can go to jobs you can go to Forms -> view a specific form -> Reopen a Completed form. Maybe we should consider doing this for the mobile app as well, adding an option to Reopen Completed forms directly through the mobile app. Maybe for Field Managers only, or add it as an option in Settings, it should definitely not be added as a default for all existing users.

At the moment if you add a cost item price with a decimal (0.59) the system will not round it up, but if you were to add a cost item price with hundredth (0.059) it will get rounded up.

Use the Start / Stop time to select the type of labour, i.e travel. this will make it easy to distinguish between travel time and labour time. Have the start / stop timer automatically log individual date and start / stop, rather than one continuous running timer. This can be ideal where there is a significant break on one day - eg, you attend int he morning but need to leave site and go back to warehouse to collect parts etc. And ideal for multi day jobs, where you can easily see the time log for each day.

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

At the moment the Drag & Drop option is not applicable for quotes. The system should allow quotes to be moved by drag & drop to other timeslots and other worker's timelines.

At the moment when you convert a quote to a job the system will transfer over all photos from the quote to the job. It would be handy to have an option to select which photos to transfer over from the quote to the job.