Summary: The feature introduces a "Pinned Notes" function to the customer cards within the CRM. This tool will allow critical information or reminders from previous interactions to be highlighted and made immediately visible for future jobs. For example, a note about a customer having native bee hives would be pinned for technicians to see, ensuring important details are not missed. Intended Outcome: Streamlined access to important customer notes and information for every job. Improved service delivery by ensuring that technicians are aware of critical customer-related notes. Enhanced communication within teams by highlighting important information that impacts job execution.

Admin Termimesh CQ over 2 years ago

2

Jobs

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 about 3 years ago

3

High Priority

+4

Overview: The proposed feature aims to enhance the user experience by providing visibility into previously submitted forms within a specific job. Detailed Request: Users have expressed the need to view forms that have been previously submitted within a particular job. This functionality would allow users to reference past submissions, compare data, and track the progress or changes made over time. How Should It Work: Within a specific job, introduce a section or tab labeled "Previous Submissions" or a similar name. In this section, list all the forms that have been submitted for that job in chronological order, with the most recent submission at the top. Allow users to click on a form to view its details, and possibly provide filtering or search options to quickly locate a specific submission. Ensure that the interface is user-friendly and that the data is presented in a clear and organized manner. Implication & Need: Being able to access and review previously submitted forms within a job can be invaluable for users. It offers a historical perspective, aids in decision-making, and ensures continuity in processes. Especially for jobs that have multiple submissions over time, this feature can provide clarity and reduce the need to search through archives or external sources.

Gabrielle Gillespie almost 3 years ago

6

Jobs

Summary: Enable multiple users to access and fill out different sections of the same form simultaneously, attached to specific jobs, to enhance collaboration and efficiency. Details: Requirement: There's a need for a feature that allows multiple users to open and work on the same form at the same time, particularly for jobs that require input from various team members. Each user should be able to fill in the sections relevant to their role without waiting for others to complete their part. Benefits: Enhanced Collaboration: Facilitates teamwork by allowing multiple team members to contribute their expertise to different parts of a form concurrently. Increased Efficiency: Reduces the time taken to complete forms, as multiple sections can be filled out simultaneously, speeding up job completion and reporting. Improved Flexibility: Supports dynamic work environments where team members may need to input information at the same time from different locations. Current Status: In Progress We are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.

Gabrielle Gillespie over 2 years ago

3

Sep 30

Forms

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 about 3 years ago

2

Documents/Resources

+4

The scheduler catches start/finsh times of jobs as well as location, it would be great if there was a way it could take those details each day and automatically generate a timesheet. I know I can just click on the jobs and find out when they were started/finished but it would make the process quicker with less admin for companies with multiple technicians. If that’s not already available maybe a it’s something Formitize could look into for the future. Client: Elite Building & Pest Services Mitch - admin@elitebps.com.au

Yolanda Small about 2 years ago

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 LIVE Display 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 almost 3 years ago

4

Accounts

+4

Summary: A suggestion has been made to introduce the ability to edit or delete notes within the CRM. The current system retains notes to preserve history, but we acknowledge there may be scenarios where modifications are necessary. Details: Current System: Notes within the CRM are permanent to maintain a complete historical record. Suggested Feature: Allow the editing or deletion of notes, with the possibility of restricting this ability to users with specific permissions. Scope: This feature could extend to notes related to invoices, quotes, assets, locations, and CRM entries across the system. Benefits: Provides flexibility in managing CRM records while safeguarding historical data integrity. Enhances user control over note management based on their role and permissions. Developer Note: We are exploring this suggestion and considering its implications for user permissions and data integrity. No decision has been made yet, but we are actively discussing the potential for implementing such a feature in a way that balances flexibility with the need to maintain accurate records.

Chris Thynne almost 3 years ago

10

CRM

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. T his 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 almost 3 years ago

6

Accounts

+1

Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) Daily Weekly Monthly View Job Snapshots

Keith Azzopardi about 3 years ago

5

Jobs

+4

Summary: Enable integration of email inboxes or establish a Formitize email inbox to manage emails directly within Formitize, eliminating the need for separate email applications. Intended Outcome: Streamline communication by managing emails within Formitize. Enhance efficiency and convenience for users by centralizing email interactions. Considerations for Implementation: Develop a Formitize email inbox or integrate with existing email providers. Ensure seamless two-way email functionality, allowing users to send and receive emails. Maintain security and privacy standards for email management. Original Request: The ability to integrate email inboxes or have a Formitize email inbox to manage emails rather than having a separate application.

Gabrielle Gillespie about 2 years ago

Communications

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 almost 3 years ago

2

Accounts

Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report. User's Original Request: "Ability to add the same form multiple times in 1 job booking." Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature. Proposed Solution: Form Duplication: Enable users to add multiple instances of the same form within a single job booking. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.

Office DTS about 3 years ago

6

Jobs

+3

Overview: The proposed feature aims to enhance the scheduler's functionality by allowing the entry of unassigned or pending jobs without a specific date or time. This feature would be particularly beneficial for jobs that are not yet scheduled, such as pre-construction jobs. Detailed Request: Users have expressed the need for a dedicated section or mechanism within the scheduler where they can enter jobs that are yet to be assigned a specific date or time. Once the job details are finalized, users should be able to easily access these unassigned jobs and allocate them to the appropriate user and date. How Should It Work: Introduce a dedicated section or drop-down box in the scheduler labeled "Unassigned Jobs" or "Pending Jobs." Allow users to add jobs to this section without specifying a date or time. Provide an intuitive interface where users can view all unassigned jobs, edit details, and assign them to a user and date once the job is booked. Ensure that the unassigned jobs are clearly distinguishable from scheduled jobs to avoid confusion. Offer filtering or search options within the unassigned jobs section to quickly locate specific jobs. Implication & Need: Having a dedicated space for unassigned or pending jobs ensures that no job details are lost or overlooked. It provides a systematic approach to managing jobs that are in the pipeline but not yet scheduled. This feature can improve workflow efficiency, especially for businesses that deal with jobs that require advanced planning or have uncertain scheduling, like pre-construction tasks.

Admin Termimesh CQ almost 3 years ago

2

Enhancement

+3

Description: A user has highlighted the limitation in creating job-specific reminders. Currently, reminders linked to jobs are only generated if preset in the Job Type Template. For additional, custom reminders for a specific job, users must manually set them up via the Contact, which does not link or pull information from the Job, but only from the Contact. Details: Current Limitation: Inability to create job-specific reminders outside of the Job Type Template. Proposed Solution: Enable the creation of additional reminders directly from the Job interface. Specific Need: Often services fit multiple job types, but only one can be assigned, necessitating manual setup of reminders that lack job-based placeholders. Benefits: Flexibility: Allows for more tailored reminder setups for specific jobs. Efficiency: Reduces manual effort in setting up reminders and ensures relevant job information is included. Improved Functionality: Enhances the utility of reminders by linking them directly to job details.

Termite Solutions South Coast almost 3 years ago

2

Jobs

Overview: The proposed feature aims to enhance user experience and efficiency by allowing users to customise the main menu on the app. This includes the ability to move, remove, or add specific menu options based on individual or company preferences. Detailed Request: Users have expressed the need for a more tailored app interface that aligns with their specific workflow and requirements. The current static menu includes options that may not be relevant to all users, leading to potential confusion or oversight. By allowing customisation, users can ensure that the menu reflects their most frequently used features and eliminates unnecessary options. How Should It Work: Introduce a "Customise Menu" option within the app settings. Allow users to drag and drop menu items to rearrange their order. Provide an option to hide or remove specific menu items, such as Assets, Accounts, Leads, or Diary. Ensure that any customisation is saved and persists across app sessions. Offer a reset option to revert to the default menu layout if needed. Implication & Need: Customising the main menu can significantly improve user efficiency by ensuring that the most relevant and frequently used options are easily accessible. It also reduces the risk of errors or oversights, such as missing important notes in the Diary or Jobs. By providing a tailored app experience, users can navigate and complete tasks more efficiently, leading to increased productivity and user satisfaction. Use Cases: Technicians: Removing unnecessary menu options like Assets, Accounts, or Leads to streamline their workflow. Schedulers: Prioritising the Jobs option over the Diary to ensure that no tasks are overlooked. Administrators: Customising the menu layout based on company-specific workflows and ensuring that all team members have a consistent app interface. Developer's Suggestion: To further enhance the customisation experience, a "Star" feature can be introduced. Users can "star" or "favourite" specific menu items or sections of the app. These starred items would then appear in a dedicated "Starred Menu" section, providing quick access to the user's most frequently used features. This approach offers a balance between customisation and ease of access, ensuring that users have a seamless and efficient app experience.

Termite Solutions South Coast almost 3 years ago

1

Portal

+1

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 over 2 years ago

1

Accounts

Summary: Implement a feature to generate a Statement of Account for client accounts directly within Formitize. This feature is essential for clients who need a comprehensive statement to initiate payments. Intended Outcome: Provide an in-platform option to generate and send Statements of Account to clients, improving payment collection processes without relying on third-party software like Xero. Benefits: Saves time by consolidating account management within Formitize. Enhances client communication by providing clear account statements. Increases efficiency in managing client payments and follow-ups. Original Request: Much needed feature is statement of account for clients accounts as some clients don't pay when just receiving invoice it is the statement of account is required to initiate payments. I know this can be done through Xero. But to be able to do as much from Formitize in clients account page would be such a time saver.

David Blacklock about 2 years ago

Accounts

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 over 2 years ago

Communications

+1

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 over 2 years ago

4

Integrations

+1