In Progress
Site Names and Filters on Quotes & Invoices
Description: We have received valuable customer suggestions to enhance our Quotes and Invoices by adding site names and additional filtering options.These proposed changes aim to improve clarity for locations with multiple sites and streamline the process of managing and locating specific Quotes and Invoices.Please note that these are potential enhancements and are currently under review. We will conduct a feasibility study and prioritize the request accordingly, while also considering other comments and feedback on the feature board.Details:Site Names on Quotes and Invoices: THIS IS LIVEDisplay site names on both Quotes and Invoices, especially when there are multiple sites at the same address.This feature is essential for customers with multiple buildings at the same address, as it will clearly indicate which site the Quote or Invoice pertains to.Additional Details on Quotes:Show the site name and the name of the person who issued the Quote on the summary page when you go to CRM > Quotes.Filtering Options:Add filtering options to allow users to filter both Quotes and Invoices by site name.For Quotes, include an additional filter to sort by the person who issued the Quote.Use Case:Government Contracts and Multiple Departments: Highlight the specific need for site name customization on invoices for users managing government contracts or similar arrangements where a single location may encompass multiple sites, such as different departments within a hospital. This use case underscores the necessity for detailed customization to ensure clarity and accuracy in invoicing for complex organizational structures.Benefits:Clear identification of sites on Quotes and Invoices, reducing confusion and the need for constant communication.Enhanced user experience with the ability to easily filter and find specific Quotes and Invoices.Streamlined communication and improved management of Quotes and Invoices.
Jamie 8 months ago
Accounts
In Progress
Site Names and Filters on Quotes & Invoices
Description: We have received valuable customer suggestions to enhance our Quotes and Invoices by adding site names and additional filtering options.These proposed changes aim to improve clarity for locations with multiple sites and streamline the process of managing and locating specific Quotes and Invoices.Please note that these are potential enhancements and are currently under review. We will conduct a feasibility study and prioritize the request accordingly, while also considering other comments and feedback on the feature board.Details:Site Names on Quotes and Invoices: THIS IS LIVEDisplay site names on both Quotes and Invoices, especially when there are multiple sites at the same address.This feature is essential for customers with multiple buildings at the same address, as it will clearly indicate which site the Quote or Invoice pertains to.Additional Details on Quotes:Show the site name and the name of the person who issued the Quote on the summary page when you go to CRM > Quotes.Filtering Options:Add filtering options to allow users to filter both Quotes and Invoices by site name.For Quotes, include an additional filter to sort by the person who issued the Quote.Use Case:Government Contracts and Multiple Departments: Highlight the specific need for site name customization on invoices for users managing government contracts or similar arrangements where a single location may encompass multiple sites, such as different departments within a hospital. This use case underscores the necessity for detailed customization to ensure clarity and accuracy in invoicing for complex organizational structures.Benefits:Clear identification of sites on Quotes and Invoices, reducing confusion and the need for constant communication.Enhanced user experience with the ability to easily filter and find specific Quotes and Invoices.Streamlined communication and improved management of Quotes and Invoices.
Jamie 8 months ago
Accounts
In Review
Accounts On Hold Functionality
Implementing 'Accounts On Hold' Feature for Credit Management Description:This feature request proposes the introduction of an 'Accounts On Hold' functionality, allowing administrators to place customer accounts on hold, particularly in situations where the customer is on stop credit. This feature aims to enhance credit management and control over job assignments for customers with outstanding payments.Details:Administrators should have the ability to mark customer accounts as 'On Hold' due to credit issues.When an account is on hold, restrictions are placed on job assignments to that customer. This means no new jobs can be assigned to users for that particular customer.Existing jobs for customers on hold should be categorized under a specific assignee or status, making it clear that these are for accounts with credit issues.Benefits:Improved credit control and risk management by preventing further job assignments to customers with outstanding payments.Enhanced clarity and organization in job management, especially for accounts with credit issues.Streamlined administrative processes in managing customer accounts and credit statuses.
Jamie 6 months ago
Accounts
In Review
Accounts On Hold Functionality
Implementing 'Accounts On Hold' Feature for Credit Management Description:This feature request proposes the introduction of an 'Accounts On Hold' functionality, allowing administrators to place customer accounts on hold, particularly in situations where the customer is on stop credit. This feature aims to enhance credit management and control over job assignments for customers with outstanding payments.Details:Administrators should have the ability to mark customer accounts as 'On Hold' due to credit issues.When an account is on hold, restrictions are placed on job assignments to that customer. This means no new jobs can be assigned to users for that particular customer.Existing jobs for customers on hold should be categorized under a specific assignee or status, making it clear that these are for accounts with credit issues.Benefits:Improved credit control and risk management by preventing further job assignments to customers with outstanding payments.Enhanced clarity and organization in job management, especially for accounts with credit issues.Streamlined administrative processes in managing customer accounts and credit statuses.
Jamie 6 months ago
Accounts
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
Integrations
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
Integrations
In Review
Enhanced Invoice Notes Integration with Xero
Description: Added details to the integration between Formitize and Xero, specifically focusing on the transfer of invoice notes. Currently, notes added to invoices in Formitize do not get transferred to Xero invoices.User's Requirement:Users who utilise both Formitize and Xero for their invoicing and accounting processes require the notes on Formitize invoices to be accurately and automatically transferred to Xero. This functionality is essential for maintaining consistent records and for reference purposes when customers inquire about specific invoice details.
Service NCTS 4 months ago
Accounts
In Review
Enhanced Invoice Notes Integration with Xero
Description: Added details to the integration between Formitize and Xero, specifically focusing on the transfer of invoice notes. Currently, notes added to invoices in Formitize do not get transferred to Xero invoices.User's Requirement:Users who utilise both Formitize and Xero for their invoicing and accounting processes require the notes on Formitize invoices to be accurately and automatically transferred to Xero. This functionality is essential for maintaining consistent records and for reference purposes when customers inquire about specific invoice details.
Service NCTS 4 months ago
Accounts
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
Performance
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
Performance
In Review
ACCOUNTS // SYSTEM: Correct Currency Symbol on Tables
Summary:Aims to accurately reflect the currency set in a company's invoicing settings across Jobs and Leads datagrids, addressing the issue of the default $ sign being displayed regardless of the actual currency used, to better accommodate international users.Intended Outcomes:Currency symbols on Jobs, Leads, and invoice tables accurately represent the company's chosen currency, enhancing user experience for international clients.Consistency in currency representation across the platform, aligning with the currency symbols used in invoicing/accounts settings.
Dean Watson About 2 months ago
Accounts
In Review
ACCOUNTS // SYSTEM: Correct Currency Symbol on Tables
Summary:Aims to accurately reflect the currency set in a company's invoicing settings across Jobs and Leads datagrids, addressing the issue of the default $ sign being displayed regardless of the actual currency used, to better accommodate international users.Intended Outcomes:Currency symbols on Jobs, Leads, and invoice tables accurately represent the company's chosen currency, enhancing user experience for international clients.Consistency in currency representation across the platform, aligning with the currency symbols used in invoicing/accounts settings.
Dean Watson About 2 months ago
Accounts
In Review
UK Based options
it would be good if there was an option to select a currency (GBP in my case) and have that robustly applied throughout the platform (currently pipeline shows figures in dollars) We discussed applying 20% VAT to quote items but if this could be a universal setting it would be goodIntroduce a dedicated field for displaying the VAT (Value Added Tax) number on invoices, specifically catering to the legal requirements for VAT-registered businesses in the UK.
Gabrielle Gillespie 3 months ago
Accounts
In Review
UK Based options
it would be good if there was an option to select a currency (GBP in my case) and have that robustly applied throughout the platform (currently pipeline shows figures in dollars) We discussed applying 20% VAT to quote items but if this could be a universal setting it would be goodIntroduce a dedicated field for displaying the VAT (Value Added Tax) number on invoices, specifically catering to the legal requirements for VAT-registered businesses in the UK.
Gabrielle Gillespie 3 months ago
Accounts
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
Accounts
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
Accounts
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
System
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
System
In Review
Credit Note Functionality
Description: The feature involves integrating a credit note functionality into the system. A credit note is a financial document issued by a seller to a buyer, indicating a return of funds. It's commonly used following order cancellations, invoice errors, or when goods are lost or damaged. The integration of this feature would allow businesses to manage refunds and adjustments directly within the system, streamlining financial operations.User's Requirement:Users require the ability to issue credit notes directly from the system, reflecting adjustments or refunds without the need to alter or delete original invoices. This feature should allow for a clear and accurate paper trail, maintaining the integrity of financial records.Suggested Feature Implementation:Develop a feature that enables the creation and issuance of credit notes within the system.Ensure each credit note correlates with an invoice and shows a negative balance against it.Include necessary details in the credit note such as the date of issue, credit note number, customer/order reference number, payment terms, contact details, and the reason for issuance.Maintain a clear distinction between credit notes and invoices for clarity and record-keeping.
Gabrielle Gillespie 5 months ago
Accounts
In Review
Credit Note Functionality
Description: The feature involves integrating a credit note functionality into the system. A credit note is a financial document issued by a seller to a buyer, indicating a return of funds. It's commonly used following order cancellations, invoice errors, or when goods are lost or damaged. The integration of this feature would allow businesses to manage refunds and adjustments directly within the system, streamlining financial operations.User's Requirement:Users require the ability to issue credit notes directly from the system, reflecting adjustments or refunds without the need to alter or delete original invoices. This feature should allow for a clear and accurate paper trail, maintaining the integrity of financial records.Suggested Feature Implementation:Develop a feature that enables the creation and issuance of credit notes within the system.Ensure each credit note correlates with an invoice and shows a negative balance against it.Include necessary details in the credit note such as the date of issue, credit note number, customer/order reference number, payment terms, contact details, and the reason for issuance.Maintain a clear distinction between credit notes and invoices for clarity and record-keeping.
Gabrielle Gillespie 5 months ago
Accounts
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
Usability
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
Usability
In Review
Accounting Zones for Invoicing
Problem Statement: Clients need a more flexible way to define default income/expense accounts for invoicing based on various criteria, such as job types, client-specific settings, and location-specific settings.Proposed Solution:Accounting Zones: Introduce a new section on /crm/accounts named "Accounting Zones". This will allow clients to define zones with preset income/expense accounts.Client & Location Specific Zones: Clients can set zones specific to them. Additionally, zones can be set for a location. If a location doesn't have a zone set, it will inherit the client's zone.Account Item Modification: Modify account items to decide if they should use their preset income/expense account codes or inherit from a higher level.Invoice Line Item Evaluation: When creating an invoice, line items should determine which codes they use based on a priority:Use item's default codes if set and does not inherit.Use codes from the location's accounting zone if defined.Use codes from the client's accounting zone if defined.If none of the above, use company defaults.Current Workaround: Currently, the desired functionality isn't available. The recommended approach for now is to use job types to set up the invoices.Impact: Implementing this feature would provide clients with a more streamlined and customizable invoicing process, allowing them to define income/expense accounts based on various criteria.
Keith Azzopardi 8 months ago
Jobs
In Review
Accounting Zones for Invoicing
Problem Statement: Clients need a more flexible way to define default income/expense accounts for invoicing based on various criteria, such as job types, client-specific settings, and location-specific settings.Proposed Solution:Accounting Zones: Introduce a new section on /crm/accounts named "Accounting Zones". This will allow clients to define zones with preset income/expense accounts.Client & Location Specific Zones: Clients can set zones specific to them. Additionally, zones can be set for a location. If a location doesn't have a zone set, it will inherit the client's zone.Account Item Modification: Modify account items to decide if they should use their preset income/expense account codes or inherit from a higher level.Invoice Line Item Evaluation: When creating an invoice, line items should determine which codes they use based on a priority:Use item's default codes if set and does not inherit.Use codes from the location's accounting zone if defined.Use codes from the client's accounting zone if defined.If none of the above, use company defaults.Current Workaround: Currently, the desired functionality isn't available. The recommended approach for now is to use job types to set up the invoices.Impact: Implementing this feature would provide clients with a more streamlined and customizable invoicing process, allowing them to define income/expense accounts based on various criteria.
Keith Azzopardi 8 months ago
Jobs
In Review
ACCOUNTS: CIS Support for Invoicing - For UK Clients
Summary:Introduce support for the Construction Industry Scheme (CIS) within the invoicing feature of Formitize, addressing the specific requirements of UK building industry clients. This enhancement aims to ensure compliance with CIS regulations directly through the Formitize platform, leveraging integration with systems like Xero for seamless financial management. Intended Outcomes:Enable UK-based construction industry clients to easily manage CIS deductions and reporting within their Formitize invoices.Increase the attractiveness of Formitize to potential clients in the UK construction sector by offering essential local compliance features.
Emeka Ojulah About 2 months ago
Accounts
In Review
ACCOUNTS: CIS Support for Invoicing - For UK Clients
Summary:Introduce support for the Construction Industry Scheme (CIS) within the invoicing feature of Formitize, addressing the specific requirements of UK building industry clients. This enhancement aims to ensure compliance with CIS regulations directly through the Formitize platform, leveraging integration with systems like Xero for seamless financial management. Intended Outcomes:Enable UK-based construction industry clients to easily manage CIS deductions and reporting within their Formitize invoices.Increase the attractiveness of Formitize to potential clients in the UK construction sector by offering essential local compliance features.
Emeka Ojulah About 2 months ago
Accounts
In Review
Integration of Additional Payment Options
Description: Expand the range of payment options available in Formitize by integrating popular payment methods such as Zip Pay, Afterpay, and others. This enhancement aims to offer more flexibility to customers and potentially increase sales by catering to preferred payment methods.User's Original Request: "Could we look at having other payments options integrated into Formitize eg zip pay or after pay etc."Developer's Insight: The user's request highlights the evolving landscape of payment methods and the importance of accommodating diverse customer preferences. Integrating these payment options would require collaboration with the respective payment gateways and ensuring secure transaction processing. The addition of these payment methods can enhance the user experience and potentially lead to increased conversions.Proposed Solution:Research & Collaboration: Engage with payment gateways like Zip Pay and Afterpay to understand integration requirements and feasibility.Secure Integration: Ensure that the integration of these payment methods is secure, compliant, and provides a seamless user experience.User Interface Update: Update the payment options section in Formitize to include the newly integrated payment methods.Testing: Before rolling out, conduct thorough testing to ensure the payment process is smooth and error-free.
JJM Pest Management 8 months ago
Integration
In Review
Integration of Additional Payment Options
Description: Expand the range of payment options available in Formitize by integrating popular payment methods such as Zip Pay, Afterpay, and others. This enhancement aims to offer more flexibility to customers and potentially increase sales by catering to preferred payment methods.User's Original Request: "Could we look at having other payments options integrated into Formitize eg zip pay or after pay etc."Developer's Insight: The user's request highlights the evolving landscape of payment methods and the importance of accommodating diverse customer preferences. Integrating these payment options would require collaboration with the respective payment gateways and ensuring secure transaction processing. The addition of these payment methods can enhance the user experience and potentially lead to increased conversions.Proposed Solution:Research & Collaboration: Engage with payment gateways like Zip Pay and Afterpay to understand integration requirements and feasibility.Secure Integration: Ensure that the integration of these payment methods is secure, compliant, and provides a seamless user experience.User Interface Update: Update the payment options section in Formitize to include the newly integrated payment methods.Testing: Before rolling out, conduct thorough testing to ensure the payment process is smooth and error-free.
JJM Pest Management 8 months ago
Integration
In Review
Display Job Date on Invoice
Description: Introduce the capability to display the job date on the invoice, similar to how the Job Number and Location are currently presented. This is essential as the Invoice Date and Job Date are not always identical.User's Original Request: "Being able to have the job date on the invoice, much like the Job Number and Location can currently be displayed. Our Invoice Date is not always the same as the Job Date."Developer's Insight: Incorporating the job date directly on the invoice provides clarity for both the business and the client. It ensures that there's no confusion between the date the job was performed and the date the invoice was generated. This distinction is crucial for businesses that may bill their services after the job has been completed.Proposed Solution:Job Date Integration: Introduce a dedicated section on the invoice that displays the job date.Positioning: Place the job date next to the Job ID Number and Location, as suggested by the user.Customization: Ensure that businesses have the flexibility to toggle the display of the job date on or off, depending on their preferences.
Termite Solutions South Coast 8 months ago
Accounts
In Review
Display Job Date on Invoice
Description: Introduce the capability to display the job date on the invoice, similar to how the Job Number and Location are currently presented. This is essential as the Invoice Date and Job Date are not always identical.User's Original Request: "Being able to have the job date on the invoice, much like the Job Number and Location can currently be displayed. Our Invoice Date is not always the same as the Job Date."Developer's Insight: Incorporating the job date directly on the invoice provides clarity for both the business and the client. It ensures that there's no confusion between the date the job was performed and the date the invoice was generated. This distinction is crucial for businesses that may bill their services after the job has been completed.Proposed Solution:Job Date Integration: Introduce a dedicated section on the invoice that displays the job date.Positioning: Place the job date next to the Job ID Number and Location, as suggested by the user.Customization: Ensure that businesses have the flexibility to toggle the display of the job date on or off, depending on their preferences.
Termite Solutions South Coast 8 months ago
Accounts
In Review
Invoice Items - Sort dropdown to alphabetical order
Currently the items available for selection on an invoice are displayed in the order they were created in the system. It would be great if these were sorted alphabetically, making them easier to find in the list.
sadricodes About 1 month ago
Accounts
In Review
Invoice Items - Sort dropdown to alphabetical order
Currently the items available for selection on an invoice are displayed in the order they were created in the system. It would be great if these were sorted alphabetically, making them easier to find in the list.
sadricodes About 1 month ago
Accounts
In Review
New customer entry field suggestion
Field one - customer email (forms). We already have this field but specifically labelled as a forms email address. It'd be great to be able to assign several emails to the forms instead of being limited to one.Field two - customer email (invoices)Having the invoice feature would allow the invoice template to automatically populate and when invoice reminders are active, these would be sent to the right email address.
Chris & Renee Grafitti About 2 months ago
Accounts
In Review
New customer entry field suggestion
Field one - customer email (forms). We already have this field but specifically labelled as a forms email address. It'd be great to be able to assign several emails to the forms instead of being limited to one.Field two - customer email (invoices)Having the invoice feature would allow the invoice template to automatically populate and when invoice reminders are active, these would be sent to the right email address.
Chris & Renee Grafitti About 2 months ago
Accounts
Planned
Invoicing: Automatic Stripe Fee Calculation
Summary: A functionality enhancement to automatically calculate and include the Stripe processing fee percentage on invoices.Intended Outcome:Streamlined invoicing process with the automatic inclusion of Stripe fees.Reduced manual calculation errors and saved time for users.
Gabrielle Gillespie 2 months ago
Accounts
Planned
Invoicing: Automatic Stripe Fee Calculation
Summary: A functionality enhancement to automatically calculate and include the Stripe processing fee percentage on invoices.Intended Outcome:Streamlined invoicing process with the automatic inclusion of Stripe fees.Reduced manual calculation errors and saved time for users.
Gabrielle Gillespie 2 months ago
Accounts
In Review
Accounts: Standout Account Activity Note for Payment Status
Summary: This proposal introduces a standout note feature in RED within the account and job creation interfaces, aimed at immediately alerting users to the payment status or other critical information about a customer. The feature is designed to help staff quickly identify accounts that may require additional attention regarding payments or specific considerations before booking work. This simple, yet effective alert system will ensure better communication and financial management within the team.Intended Outcome:Enhanced visibility of payment issues or important notes for customers, reducing the risk of overlooked payments.Improved efficiency in job booking processes by providing essential customer information at a glance.Increased awareness among staff members of any special considerations needed when dealing with certain accounts.
JJM Pest Management 3 months ago
Accounts
In Review
Accounts: Standout Account Activity Note for Payment Status
Summary: This proposal introduces a standout note feature in RED within the account and job creation interfaces, aimed at immediately alerting users to the payment status or other critical information about a customer. The feature is designed to help staff quickly identify accounts that may require additional attention regarding payments or specific considerations before booking work. This simple, yet effective alert system will ensure better communication and financial management within the team.Intended Outcome:Enhanced visibility of payment issues or important notes for customers, reducing the risk of overlooked payments.Improved efficiency in job booking processes by providing essential customer information at a glance.Increased awareness among staff members of any special considerations needed when dealing with certain accounts.
JJM Pest Management 3 months ago
Accounts
In Review
Following Up Overdue Invoices
Contact Info in Invoice Screen Some customers need to be called regarding overdue invoices. Being able to see a customers contact information (landline / mobile number) from the Invoice screen would reduce having to swap between the Invoice and the Tasks or Contacts screens.Account NoteIt would be helpful if there was an area were you could make Account Notes specific to each customer. The way I see it working would be - in the Contacts → Communication → Notes, there is an Accounts Notes box that is customer specific, not job specific. This would be for notes such as escalation information "Contact Joe 0412 345 678 for Invoices 30+ days overdue. Contact Jane 0423 456 789 for Invoices 60+ days overdue." or "CC Jane Smith jane@smith in all account emails". This Note would also appear on any Invoice or Quote screen that the customer is assigned to - perhaps below the "Customer" field, or above / below the current "History / Notes" section.Currently for commercial clients we are keeping these records by adding it to the recurring job notes, or keeping the information on a separate system. Job Notes are often replaced by the technician, and are not searchable in the Contacts screen, so this method has its problems.Linked TasksHaving task reminders and invoices work more sync with each other would be beneficial. For example - being able to quickly add a new task or change the Due Date of an existing task directly from the Invoice Screen. Particularly as both the Invoice Screen and New Task screen are pop ups, currently you have to have them both open in separate tabs.
Termite Solutions South Coast 8 months ago
Tasks
In Review
Following Up Overdue Invoices
Contact Info in Invoice Screen Some customers need to be called regarding overdue invoices. Being able to see a customers contact information (landline / mobile number) from the Invoice screen would reduce having to swap between the Invoice and the Tasks or Contacts screens.Account NoteIt would be helpful if there was an area were you could make Account Notes specific to each customer. The way I see it working would be - in the Contacts → Communication → Notes, there is an Accounts Notes box that is customer specific, not job specific. This would be for notes such as escalation information "Contact Joe 0412 345 678 for Invoices 30+ days overdue. Contact Jane 0423 456 789 for Invoices 60+ days overdue." or "CC Jane Smith jane@smith in all account emails". This Note would also appear on any Invoice or Quote screen that the customer is assigned to - perhaps below the "Customer" field, or above / below the current "History / Notes" section.Currently for commercial clients we are keeping these records by adding it to the recurring job notes, or keeping the information on a separate system. Job Notes are often replaced by the technician, and are not searchable in the Contacts screen, so this method has its problems.Linked TasksHaving task reminders and invoices work more sync with each other would be beneficial. For example - being able to quickly add a new task or change the Due Date of an existing task directly from the Invoice Screen. Particularly as both the Invoice Screen and New Task screen are pop ups, currently you have to have them both open in separate tabs.
Termite Solutions South Coast 8 months ago
Tasks