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Feature Requests
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Multiple PDF templates;
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.
10
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complete
104
Vehicles (Add list of vehicles in company, assign who drives it and allocate it to jobs))
Ability to add all the company vehicles onto the system and track its repair history, etc.. as well as what drivers had it and when. So each job also shows which van(s) attended, etc..
2
·
complete
20
Customer Information In Forms
Have the Customer Information and any other relevant system information automatically populate form fields when filling out a form, such as a Gas safety Check on site
2
·
complete
4
Visual Reporting Dashboard
Visual view of report data, such as charts/ scales etc.
3
·
complete
21
Deposits
ability to send invoice asking for deposit / Pre payment on quotations
3
·
complete
2
Have a "Job Creation Date" tab on exported job .csv;
Add a header that will show when a job was created (Job Creation Date). This information currently only shows through Job Activity section.
2
·
complete
8
Show events on month view calendar
Show events on the month view of calendar
2
·
complete
12
Run reports based on Job Completion date;
At the moment the reports can only be created based on the scheduled date and the due date. Users should also be able to create reports based on the Completion Date - this date can be take from the Job Activity Feed - the date when the job was marked as Completed.
2
·
complete
6
Ability to hide the cost items details on the quote PDF;
Have an option to only show the total on the quote/invoice PDF files. And also hide other cost item details.
5
·
complete
34
Sending Statement
It would be good if you could send a statement via the invoice tab
2
·
complete
15
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