Release Notes

Shape Formitize with Your Vision!

Guidelines for Customers:
Share your ideas, and together, let's co-design the next big thing in Formitize.

  1. Review First: Please check existing suggestions before adding a new one; your idea might already be listed.

  2. Contribute Clearly: If your idea isn't listed, feel free to add it with a clear, concise description.

  3. Vote: Help prioritise development by upvoting the features most important to you.

Quick Access to Ideas by Module:

Explore ideas or submit your own by selecting a module: Resources, Forms, CRM, Accounts, Sales Pipeline, Tasks, Jobs, and Other.

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In Progress

Client Portal (Portal/App)

Summary: We're proposing a client portal where your customers can pay invoices, request quotes, and book jobs seamlessly at any time.Intended Outcome:To make it easier for your chosen customers to interact with your services and manage their requests.How Will It Work?Customers can access features like Web Quote, Web Invoice, and Book Job.You can set specific access levels for each customer.Payments are made securely with Stripe integration, and the portal connects with other modules of the Formitize app.Users can choose between light and dark viewing modes.View Photos

Keith Azzopardi 9 months ago

12

Integration with Google Calendar (Integration)

Summary: Seamlessly integrate the Formitize Calendar with Google Calendar, allowing users to have a unified view of their schedules and events in one place.Intended Outcome:Streamline the scheduling process for users by eliminating the need to manage multiple calendars.With this integration, Formitize users who have third-party providers booking jobs directly in Google Calendar can have those events automatically reflected in their Formitize Calendar, making Google Calendar the single source of truth.How Will It Work?Users will have the option to link their Google Calendar within the Formitize platform.Once integrated, any event or job scheduled in Formitize will be automatically pushed to the user's Google Calendar.Events or jobs booked directly in Google Calendar by third-party providers will be visible in Formitize, ensuring consistency across both platforms.Users can choose to enable or disable this synchronization based on their preferences.

Keith Azzopardi 9 months ago

2

Bulk Export of PDFs (Resources)

Summary:Introduce a functionality that allows users to export multiple PDFs in a bulk manner, similar to the 'Form Reporting' option. This enhancement aims to eliminate the need to download each PDF individually, streamlining the process and saving valuable time. Intended Outcome:Users should be able to select multiple forms or reports and export them as PDFs in one go. This will enhance the user experience by providing a more efficient way to manage and download large volumes of data in PDF format.How Will It Work?Within the Form Reporting section (or a similar appropriate section), users will have an option to select multiple forms or reports.Once selected, there will be an option to "Export as PDFs."Users can then choose the destination for the bulk download or receive a zipped file containing all the selected PDFs.This feature will ensure that the format and integrity of each PDF are maintained during the bulk export process.Example below: Use the selection check box in the submitted forms area and add an action to "Export PDF"

Angus Blowes 9 months ago

1

Planned

Enhanced Task Management in App (Tasks)

Summary: We're enhancing the Tasks module in the app to include all job-related features, such as forms, recurring tasks, scheduler & diary, and attachments.Intended Outcome:To provide a comprehensive task management tool within the app, allowing managers to assign tasks seamlessly to staff, whether they're on-site or back in the office.How Will It Work?:Managers can access the updated Tasks module in the app. They can assign tasks, attach necessary forms, set recurring tasks, and view them in the scheduler & diary. All relevant attachments can also be added directly to the task.

Keith Azzopardi 9 months ago

Form Component Library (Forms)

Summary: Introducing a dynamic way for users to create, save, and reuse specific fields or groups of fields when building form templates.This feature aims to enhance the form-building process by allowing the reuse of commonly used sections, ensuring consistency and efficiency.Intended Outcome:Streamline the form creation process by offering a library of saved components. Users can quickly integrate these components into new or existing forms, reducing repetitive tasks and ensuring uniformity across multiple forms.This enhancement is designed to boost the Production team's efficiency, especially when crafting forms for clients.How Will It Work?During form creation, container elements (like Tables, Subheaders, Repeatables) will have an option to "Save section as Component."Individual fields can also be saved using the "Save field as Component" option.Saved components retain their settings and can be categorized in the Form Components Library.Users can drag and drop these components from the library into their form templates.Once added to a template, the component becomes independent, allowing further customization.A dedicated page lets users manage their Form Components, including renaming or deleting them.Formitize may offer a set of pre-designed components in the library for users to start with.

Keith Azzopardi 9 months ago

In Review

Customised PDF Report Email

Description: This feature request focuses on enhancing the personalization of emails sent with PDF Forms/Reports. Users have expressed a desire to customize the email content that accompanies these reports, aiming to add a personal touch to the communications sent to their clients' customers.Details:The feature would allow users to modify the text and possibly the layout of the email that is sent along with a PDF Form/Report.This customization could include adding personalized greetings, specific instructions, or any other relevant information that the user wishes to convey.The customization interface should be user-friendly, possibly providing templates or easy-to-use editing tools.Benefits:Enhanced client engagement by allowing for more personalized and relevant email communication.Increased professionalism and brand consistency in client communications.Improved customer experience due to tailored and specific information in emails.

Gabrielle Gillespie 6 months ago

1

In Review

Payments: Integration with Square and Revolut for Enhanced Payment Options

Summary:This proposal aims to extend Formitize's payment integration capabilities by including both Square and Revolut merchant services. The integration seeks to offer diverse and flexible payment solutions, enabling field agents to take payments through links connected to either Square or Revolut accounts, similar to the existing Stripe integration. This enhancement will provide customers with multiple payment options, catering to their preferences and facilitating smoother transactions.Intended Outcome:Expanded payment options for customers, allowing for the use of Square or Revolut in addition to the current Stripe integration.Enhanced flexibility for field agents to take payments on-site through secure links, improving the efficiency of transactions.Increased customer satisfaction by offering a variety of reliable and convenient payment methods.

Gabrielle Gillespie 4 months ago

4

In Review

Integrated Inbox for Email and SMS Communications (User Notifications)

Summary: A feature suggestion has been proposed for an integrated inbox within the platform, designed to consolidate and manage both email and SMS communications between users, their customers, and the system.Details:Current Functionality: The platform currently supports messaging capabilities but lacks a unified system for managing diverse communication types like emails and SMS.Proposed Feature: The development of an integrated inbox that encompasses both email and SMS communications. This feature aims to provide a singular, organized space for users to access, view, and manage all forms of messages.Use Case: Users will benefit from a streamlined communication process, where they can easily track and respond to various types of messages in one centralized location.Benefits:Offers a comprehensive communication solution, combining email and SMS messages in one accessible inbox.Enhances user efficiency and organization in managing communications across different channels.Facilitates better tracking and responsiveness to customer interactions, improving overall service quality.

Andy Duncan 6 months ago

1

Bulk Sending of Customer Invoices

Description: For businesses with regular clients who are invoiced on a consistent monthly schedule, the ability to send out multiple invoices in a single action would be a significant time-saver. We propose a feature that allows users to highlight all completed invoices for a specific date or period and send them out with a single click, eliminating the need to process each invoice individually.Details:Functionality: Ability to select multiple completed invoices and send them out in a single action.Benefit: This feature would greatly reduce the time spent on monthly invoicing processes, especially for businesses with a large number of regular clients. It would also minimize the chances of missing out on sending an invoice.Use Case Scenario: A business has 50 regular clients who are all invoiced on the last day of each month. Instead of sending out 50 individual invoices, the user can select all completed invoices for that date and send them out in one go.Additional Notes: This enhancement is aimed at streamlining the invoicing process, ensuring timely billing, and improving operational efficiency for businesses with regular invoicing schedules.

Clean but Green Cleaning 8 months ago

1

In Review

Integration of Multiple Mapping Services for Directions

Summary: Expand navigation options within the app to include various mapping services beyond Google Maps, allowing users to choose their preferred navigation app for getting directions to job locations.Details:Current Functionality: The app currently defaults to Google Maps for providing directions to job sites.User Request: Users have expressed a need for the ability to select their preferred navigation app (e.g., Google Maps, Waze, Maps.me) when choosing the "Show on Map > Get Directions" option, depending on what is installed on their device.Benefits:User Preference: Offers users the flexibility to choose the navigation app that best suits their preferences or specific needs.Increased Accessibility: By supporting multiple mapping services, the app can cater to users in regions where certain navigation apps offer better coverage or functionality than Google Maps.Enhanced Usability: Improves the overall user experience by integrating seamlessly with the user's chosen ecosystem of apps.

Louis Greeff 3 months ago

In Review

Customizable Default Settings for Invoice Email Options

Summary: A feature request has been proposed to allow users to customize default settings for the 'Send Paid Invoice' and 'Send BCC' options on invoices. This enhancement aims to provide greater flexibility and efficiency in managing invoice communications.Details:Current Functionality: The 'Send Paid Invoice' option on invoices is set to a default state, requiring manual adjustment for each invoice.Proposed Enhancements:Default 'Send Paid Invoice' Setting: Introduce an option in the invoice settings to set the default state of the 'Send Paid Invoice' option as either checked (Yes) or unchecked (No).Default 'Send BCC' Setting: Similar to the 'Send Paid Invoice' setting, allow users to set the default state of the 'Send BCC' option.Client-Specific Settings: Enable the configuration of these settings on a per-client basis, allowing for tailored communication preferences for different clients.Customizable BCC Email Address: Provide an option to specify the email address for BCC on paid invoices, with choices including user email, company email, or a custom address.Benefits:Increases efficiency by reducing the need to manually adjust settings for each invoice.Enhances personalization and client satisfaction by accommodating individual client preferences.

sadricodes 6 months ago

2

In Review

Email Delivery of Formitize Subscription Invoices

Summary: A feature request has been proposed to enable the automatic emailing of Formitize-related invoices (such as subscription fees, SMS account payments, etc.) to a specified email address, in addition to their availability on the web portal. This feature aims to provide greater convenience and flexibility in managing financial documents.Details:Automated Emailing of Invoices: Implement a system where invoices generated by Formitize for subscription fees and other services are automatically sent to a designated email address.Customizable Email Destination: Allow users to specify an email address in their company details where these invoices should be sent. This feature would enable users to direct financial documents to a specific email address, separate from their regular business email.Accessibility and Convenience: Ensure that these invoices are still accessible via the web portal, providing users with multiple ways to access and manage their financial documents.Benefits:Enhanced Convenience: Automated emailing of invoices saves time and ensures that financial documents are received promptly.Better Organization: By directing invoices to a specific email, users can better organize their financial documentation and streamline their accounting processes.Flexibility in Communication: Providing an option to choose the invoice delivery method caters to diverse business needs and preferences.

sadricodes 6 months ago

In Review

Email Integration for Automated Note Updates

Summary: Enhance Formitize with the capability to automatically update notes with email replies from clients, ensuring all communications are captured and easily accessible within the platform.Details: Introduce a feature that allows email replies received from clients to be automatically integrated into the corresponding client's notes in Formitize. This functionality aims to streamline communication tracking, eliminating the need for manual updates and ensuring that all interactions are recorded directly within the system.Benefits:Streamlined Communication: Automatically updating notes with email replies ensures a seamless flow of information and keeps all client interactions in one place.Improved Efficiency: Reduces manual data entry and the potential for oversight, saving time and enhancing productivity.Enhanced Record Keeping: Provides a comprehensive and chronological record of communications with each client, improving service and accountability.

Gabrielle Gillespie 3 months ago

In Review

Email Attachments

Description: Enhance the email functionality by allowing users to attach documents such as Word documents or PDFs when sending emails to contacts.Details:Supported Formats: Allow attachments of common document formats including .doc, .docx, and .pdf.Attachment Size: Define the maximum allowable size for attachments.User Interface: Provide an easy-to-use interface for attaching documents within the email composition window.Security: Ensure that the attachments are securely transmitted and stored.Benefits:Improved communication by allowing users to share important documents directly through email.Enhanced user experience by providing a comprehensive email solution within the platform.Increased efficiency by eliminating the need to use external email services for sending documents.Streamlined workflow by having all communications and documents in one place.Note: This feature will be subject to the platform's security and privacy protocols to ensure the safety and confidentiality of the transmitted documents.

Vicki Greene 7 months ago

In Review

Include Completed Reports option with Invoice Communication

Where a scheduled job has an Invoice and Form included, having the option to send a combined email with both attachments (without downloading and attaching manually) would be beneficial. This could include the functionality where if you are emailing the Invoice from a job, the completed forms are available as a placeholder to select and attach as a PDF to the communication.

Yolanda Small 7 months ago

In Review

Publicly Available Documents via QR Code

Description: Introduce a feature in the resources section that allows specific documents to be made publicly available. Users can generate a QR code for these documents, enabling external parties to access them without logging in. This feature aims to enhance the accessibility of documents like Safety Data Sheets (SDS').User's Original Request:"It would be good to have a feature for allowing publicly available documents in resources that could be accessed through a QR code. The idea would be for documents such as SDS'."Developer's Insight:The user's suggestion emphasizes the need for a more streamlined way to share specific documents with external parties. By integrating QR code functionality, we can provide a seamless sharing experience while maintaining document security. This feature can be particularly beneficial for businesses that frequently share documents like SDS' with contractors, clients, or regulatory bodies.Proposed Solution:QR Code Generation: Implement a feature within the resources section that allows users to generate a QR code for specific documents.Public Access: Scanning the QR code will grant access to the document, eliminating the need for external parties to log in or navigate the platform.Security Measures: Ensure that only selected documents can be made publicly available, and provide an expiration option for the QR code to maintain document security.

Justin Morton 7 months ago

In Review

Chart Options in Forms

Overview:The proposed feature aims to enhance the functionality of forms by allowing users to embed charts that visualize data. Users can select a type of graph (e.g., line, bar, pie) and then input or select data points to populate the graph, all within the form itself. Feasibility & User Experience:Technical Feasibility: Modern form builders support embedding various elements. Integrating a charting library with the form builder can make this feature a reality.User Experience:Intuitive Interface: Users should easily select the chart type, input data, and view the updated chart.Local Data Input: Data for the charts should be provided locally within the form, ensuring data integrity and minimizing potential errors.Real-time Visualization: Charts should update in real-time as users input or adjust data.Industry-Specific Use Cases:Pest Control:Baits Monitoring: Show the number of baits changed versus those unchanged during a service visit using a bar graph.Health & Fitness:Progress Tracking: Compare initial fitness metrics against current measurements over time using a line graph.Tagging Industry:Tagging Status: Visualize the number of assets or livestock tagged versus untagged using a pie chart.Building Inspection:Compliance Report: Compare compliant areas in a building versus non-compliant areas using a bar graph.Manufacturing:Quality Control: Visualize the number of products meeting quality standards versus those that don't using a pie chart.Agriculture:Crop Yield Analysis: Compare expected crop yield versus actual yield using a bar graph.Environmental Monitoring:Pollution Levels: Track desired pollution levels against actual measurements over time using a line graph.Retail & Sales:Inventory Management: Compare expected stock levels versus actual stock on hand using a bar graph.

Matthew Vanderburg 8 months ago

3

Individual Technician Queues in Scheduler (Aka Queued Jobs)

Description: Our team finds value in the Queue feature on the scheduler and app. However, given that many jobs are technician-specific, the current setup can be confusing. Technicians often find it challenging to select a job suitable for them, especially if they're running ahead of schedule or face a cancellation.Proposed Solution: Introduce individual queues for each technician. This would allow us to assign specific jobs to each technician's queue. If a technician is running early or has had a cancellation, they can easily browse through their personal queue and select a job to tackle. This feature would streamline the job selection process for technicians and ensure that they are only viewing and selecting jobs that are relevant to them.Intended Outcome: By implementing individual technician queues, we aim to:Enhance the efficiency of job allocation.Reduce confusion for technicians when selecting jobs from the queue.Provide a more personalized and streamlined experience for each technician.Additional Notes: This enhancement is geared towards improving the day-to-day operations of technicians, ensuring they can easily access and manage their specific jobs without sifting through unrelated tasks.

Bryanne Priest 9 months ago

3

CRM/JOBS: Click-to-Call from Diary and Job Details in CRM

Summary: This feature update enhances the "Click-to-Call" functionality within Formitize, extending it from the Diary module to include job details within the CRM. The aim is to simplify the process of contacting clients directly from within the platform, whether users are managing their schedules or focusing on job-specific tasks. This integration across the Diary and job details ensures a seamless and efficient communication flow, eliminating the need for manual number entry or app switching.Intended Outcome:Users can effortlessly initiate calls to contacts from both the Diary and job details pages, streamlining communication.The expansion of click-to-call functionality reduces the time spent on manual tasks, enhancing productivity.Improved contact management across the platform, allowing for easier addition, editing, or removal of contact details directly where needed.

Keith Azzopardi 9 months ago

1