Feature Requests

Have an option in Settings to add custom fields directly to invoices - standalone invoices and invoices created through jobs. Maybe after the job created invoices are created you can edit them and fill out the custom fields.

Would it be possible to add the app to Apple Carplay so that the field staff can view notes and also send directions from the app to maps without touching their phones/tablets

There should be an option to go to Settings -> Company Settings -> Branding & Design -> upload Job Sheet, Job Report, Quote and Invoice PDF templates to be used in Workever.

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 a way to add custom purchase order statuses, like for jobs and quotes.

The Quote Accepted and Quote Rejected email templates should have a 'Send email to admin' field where users can add their own email addresses. Once a quote is accepted or rejected through the Customer Portal the system should send the email to the admin email address letting them know that a quote was accepted or rejected.

At the moment the New Contact action from Zapier takes the Name as a single value. We should look if it is possible to split it into two values: First Name and Last Name.

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.

Have a way of managing internal equipment in the assets section so that it can be assigned to specific fieldworkers and locations without it being tied to an external customer

Check the possibility of changing the way the date is displayed on the mobile app job list. Currently the dates are displayed in the top left side of the list, we need to check if it is possible to split the dates like in the old app and display the date you are checking at the top of the job list for each day you are viewing.