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Feature Requests
Let us know what you'd like to see us work on next!
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Assigning Stock Locations to specific fieldworkers;
Have a way to assign stock locations to specific fieldworkers through Settings -> Stock and Locations. This shouldn't be a mandatory field and once a fieldworker is assigned to a location only that FIELDWORKER should have access to it. Office users shouldn't be restricted to add stock items from locations assigned to specific fieldworkers.
1
6
Custom XLS reports;
Have the ability to add/remove certain fields fields/headers from the XLS reports to simplify the reports when needed. Also, the changes should be saved as presets.
0
1
Automated Reporting
set a scheduled report with specific conditions for example a weekly report of completed jobs - this would allow an automated email on say a monday morning with last weeks turn over
1
17
Display the total time added to timesheet on the main job page;
Right now you can only see the total time that is tracked on a job through the mobile app in the Tracked Time field on a job. It would be good to also have an option to see the total time added to timesheets on the main job page, similar to Tracked Time.
0
3
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.
4
·
under review
65
Batch download multiple form PDFs;
Have a way to download multiple form PDFs at one time and save them on your local device.
0
13
Add revisit feature on mobile app;
Have a way to add revisits through the mobile application, at the moment you can only add revisits through the desktop application.
1
·
under review
27
Unique ref. number identifiers for jobs, quotes, invoices, etc.
At the moment the system assigns similar ref. numbers for quotes, jobs and invoices. This can make it a bit hard for users to distinguish between jobs, quotes and invoices for example. It would be good to have a way to add a unique identifier for jobs, for example a J at the beginning of the ref. number. Do this for quotes and invoices as well.
0
21
Conditional form fields;
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.
1
31
Batch export invoices as PDF
Have a way of exporting multiple PDF invoices in bulk
1
7
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