Feature Requests

We should consider adding a feature that will keep track of the days off/holidays that users have had throughout the year. If the max number of days is reached have the system display an attention message or something like that.

For example, I'd like to be able to include the Customer Categories I made on the Invoice Report. Or the PO # Field I made on the Job Report.

At the moment when creating a standalone invoice you will not get any sort of prompt to send the invoice after creation. Maybe a window can be displayed similar to the window displayed when creating an invoice through a job.

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

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.

Have a way to add the custom fields as headers in the job list, this way the customers can arrange jobs by custom fields.

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

I would find this really helpful especially out in the field where instead of scribbling it down on a piece of paper and not got the time to actually search and schedule a customer I can easily just add a note so I remember to do it later on my laptop, ie invoice a customer, quote a customer add hock, book a job in etc

Right now when duplicating a job or a quote the system will add the job/quote creation date as the timestamps for notes. We should look into the possibility of adding the original note timestamps on the duplicate job/quote.